[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioea7753dc":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioea7753dc","光通信业务增长前景可期！花旗、Oppenheimer齐声唱多康宁(GLW)","\u002Fdoc\u002Fdcioea7753dc","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，在本周举行的光通信大会(OFC)2026上，康宁(GLW)展示了多项用于优化人工智能(AI)数据中心网络的新解决方案，包括用于提升密度的多芯光纤、用于数据中心互联的微型光缆、可加快部署速度的先进连接器，以及支持更大规模、更强大AI系统的共封装光学(CPO)技术。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">作为美股光通信股中的关键标的，康宁近日再获华尔街分析师唱多，称该公司近期与Meta(META)、微软(MSFT)Lumen Technologies(LUMN)达成的协议，凸显了该公司在光学领域的机遇以及对其产品的强劲需求。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">花旗分析师Asiya Merchant在一份投资者报告中表示“康宁近期与Meta达成的协议，以及未来可能与其他超大规模云厂商签署的类似协议，强化了我们的判断——每个加速器在连接方面的价值约为500至1000美元，随着CPO技术的部署，这一数值还有上行空间。我们认为，与微软在空芯光纤方面的合作，以及与Lumen延长供应协议，都凸显了康宁所处的有利位置——其产品需求依然非常强劲，客户正通过明确承诺并投资于康宁的产能扩张计划来体现这一点。”花旗维持对康宁的“买入”评级，并给出170美元的目标价。这一目标价较该股周三收盘价129.86美元有近31%的上涨空间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">与此同时，Oppenheimer也重申了对康宁的“跑赢大盘”评级。Oppenheimer分析师Martin Yang在报告中表示“康宁正通过与生态系统领导者(如英伟达、博通、Meta和微软)的深度整合，成功将自身定位为生成式AI数据中心建设中的关键基础设施提供商。一个重要的估值驱动因素是向共封装光学(CPO)以及规模化数据中心解决方案的转型，公司管理层重申，到2030年，这一转型有望将当前企业业务规模扩大2至3倍。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]