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GLW

NYQ
Corning Incorporated
科技 Electronic Components United States 官网
$150.77
-1.32% 当日
AI选股 28 条

资金风向证据链

观察名单

未来6-24个月的高概率主线不是泛AI概念,而是政府采购最先兑现的国防IT/导弹、电网与数据中心供电、以及CHIPS资金叠加HBM/先进封装的半导体设备与存储。

业务受益关系
BEAD和宽带光纤资金理论受益。
业绩 / 订单 / 估值
暂无兑现证据
研究快照
2026-05-18T12:00:00-05:00
查看资金风向

AI选股记录

AI事件选股 #9 评分 65 概率 53%

这个股票来自自动 AI 选股池。以后只要 CLI 写入新的 ticker,这里会自动生成个股页面,不需要手工补页面。

2026-08-04 · 历史验证
GLW

Amazon和NVIDIA长期合作支持AI光连接需求,公司预计第三季度核心销售额同比增长约16%、核心EPS增长约28%,长期Springboard计划继续推进。

观察计划:等待止跌和更高低点;若放量收复财报日区间中位可观察反弹,跌破财报后低点则取消。
风险提示:此前价格已计入较高的AI光通信增长预期; 第三季度指引仍可能低于市场隐含预期; 光通信客户集中和扩产执行存在风险
自动来源
记录数
28
最近更新
2026-08-14T15:10:41+00:00
该股票的历史 AI 入选记录
2026-08-04
AI事件选股 #9
GLW
Amazon和NVIDIA长期合作支持AI光连接需求,公司预计第三季度核心销售额同比增长约16%、核心EPS增长约28%,长期Springboard计划继续推进。
65
2026-08-03
AI事件选股 #8
GLW
Amazon和NVIDIA长期合作支持AI光连接需求,公司预计第三季度核心销售额同比增长约16%、核心EPS增长约28%,长期Springboard计划继续上调。
67
2026-07-08
分析师上调选股 #2
GLW
上调动作发生在最新交易日前后,且至少两家机构同步提高目标价,催化来自AI光连接需求和英伟达、Meta相关供货逻辑。
85
2026-07-08
AI事件选股 #9
GLW
光学、玻璃和网络材料仍与AI数据中心建设相关,但短线交易需等待板块止跌确认。
68
2026-06-29
AI事件选股 #5
GLW
公司上调长期收入目标,并扩张美国光连接与光纤产能以服务AI工厂建设。
77
2026-06-27
AI事件选股 #6
GLW
公司提高长期收入目标,并计划扩张美国光连接和光纤产能以服务AI工厂建设。
76
2026-06-26
AI事件选股 #6
GLW
公司提高长期收入目标,并计划扩张美国光连接和光纤产能以服务AI工厂建设。
78
2026-06-25
次日看涨Top3 #3
GLW
相较存储链条的高拥挤跳空,GLW的入选理由更偏技术突破和AI光通信趋势延续;流动性充足且突破位置明确,但缺少盘前二次确认,因此排在第三。
74
2026-06-21
热门股票选股 #4
GLW
成交量、价格变化和流动性更突出,适合作为热门观察池候选。
63
2026-06-20
热门股票选股 #4
GLW
成交量、价格变化和流动性更突出,适合作为热门观察池候选。
63
2026-06-19
热门股票选股 #4
GLW
成交量、价格变化和流动性更突出,适合作为热门观察池候选。
63
2026-06-11
AI事件选股 #8
GLW
AI数据中心扩张提高光纤和连接设备需求,GLW相比纯光模块股拥有更明确客户和制造扩产信号。
73
查看AI历史

基本信息

市值
$129.87B
市盈率 TTM
69.48
前瞻市盈率
34.90
股息率
73.00%
52周高点
$271.78
52周低点
$66.14
Beta
1.15
日均成交量
13.97M

成交结构

基于近 60 日量价数据观察资金强弱。

截至 2026-08-27
资金流强弱 MFI
40.8
中性
Chaikin 资金流 CMF
-0.108
净流出
量能变化
0.39x
缩量
空头持仓比
2.21%
偏低

交易信号历史

按时间回看该股票被模型捕捉到的买点信号。

共 0 条

公司简介

Corning Incorporated operates in optical communications, display, specialty materials, automotive, and life sciences businesses in the United States, Canada, Mexico, Japan, Taiwan, China, South Korea, Germany, and internationally. The company provides optical fibers and cables; and hardware and equipment products, such as cable assemblies, fiber optic hardware and connectors, optical components and couplers, closures, network interface devices, and other accessories for the telecommunications industry, businesses, governments, and individuals. It also offers glass substrates for flat panel displays, including liquid crystal displays and organic light-emitting diodes that are used in televisions, notebook computers, desktop monitors, tablets, and handheld devices. In addition, it manufactures products that offer material formulations for glass, glass ceramics, crystals, precision metrology instruments, and software, as well as glass wafers and substrates, tinted sunglasses, and radiation shielding products for markets, such as mobile consumer electronics, semiconductor equipment optics and consumables, aerospace and defense optics, radiation shielding products, sunglasses, and telecommunications components. Further, the company provides ceramic substrates and filter products for emissions control in mobile, gasoline, and diesel applications, as well as technical glass and optic products and solutions for the interior and exterior of vehicles. Additionally, it offers laboratory products, including plastic vessels, liquid handling plastics, specialty surfaces, cell culture media, and serum, as well as general labware, and glassware and equipment under the Corning, Falcon, PYREX, and Axygen brands. It also offers polysilicon products and pharmaceutical glass tubing and vials. The company was formerly known as Corning Glass Works and changed its name to Corning Incorporated in April 1989. Corning Incorporated was founded in 1851 and is headquartered in Corning, New York.

员工数量 67,200 总部 Corning, United States

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