[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dciob518d090":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dciob518d090","业绩前瞻---光通信挑大梁+太阳能待修复-绩前布局康宁(GLW)正当时-","\u002Fdoc\u002Fdciob518d090","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，康宁(GLW)将于10月27日盘前发布2026年第三季度财报。Zacks市场共识预期其销售额为50亿美元，每股收益为88美分。过去60天内，市场对康宁2026年全年每股收益的预期上调0.61%至3.29美元，对2027年每股收益的预期上调0.47%至4.30美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这家先进玻璃基板生产商过去四个季度的盈利表现出色，平均较市场预期高出1.75%。Zacks专有模型预测康宁第三季度盈利有望超预期。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>Q3财报看点光通信挑大梁，太阳能待修复\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>光通信预计仍是康宁Q3业绩的关键驱动力。AI基础设施和超大规模数据中心投资持续增长，带动光纤、光缆及高密度连接解决方案需求上升。康宁与亚马逊、英伟达签订的多年度协议，以及此前宣布的与Meta的合作，进一步支撑了需求;9月与威瑞森达成的2032年前供应高密度光纤及连接解决方案的协议，也增强了其长期增长前景。此外，康宁计划扩大美国制造产能并投资下一代光学技术，这将进一步夯实其长期竞争力。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>太阳能业务处于修复期。 第二季度，晶圆工厂的延长检修停机及设备升级拖累了盈利表现。管理层预计，随着生产恢复和运营效率提升，第三季度销售额和利润将有所改善。康宁正扩大其在美国的多晶硅、晶圆和组件生产能力，生产效率提升有望推动太阳能业务盈利能力改善，成为额外的增长来源。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>中长期看Springboard计划落地。 在升级版“Springboard”计划下，管理层目标是到2026年底实现年化销售额200亿美元，到2028年底达到300亿美元，到2030年底达到400亿美元。不过，这些目标取决于执行能否到位以及客户需求能否持续。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>风险在于业务表现不均。 消费电子和汽车市场的需求趋势，以及存储芯片价格上涨对智能手机的影响，可能拖累康宁部分业务的增长。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财报公布前，康宁值得布局吗?\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>过去一年，康宁股价上涨41.8%，而行业平均涨幅为100.8%。从估值角度看，康宁远期市盈率为30.24倍，低于行业平均水平31.13倍，但高于该股自身26.57倍的历史均值。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>总而言之，AI驱动的光连接需求、长期客户协议以及运营利润率改善，是康宁第三季度财报的主要利好因素。太阳能业务盈利改善有望进一步提振业绩。过去几个季度盈利和现金流的持续改善也构成顺风。在Zacks看来，在财报公布前买入康宁股票似乎是一个不错的投资选择。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>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>\n\u003Cp>\u003Cspan>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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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]