-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：康寧公司公佈了2026年第一季強勁的業績，核心每股收益年增30%至0.70美元，核心銷售額達43.5億美元（年增18%），主要得益於光通訊業務的強勁需求。光通訊業務銷售額年增36%至18.46億美元，其中該業務板塊營收年增93%至3.87億美元，反映出人工智慧資料中心對光纖技術的加速應用。此外，康寧也宣布與兩家超大規模客戶達成協議，其規模與Meta合作類似，這顯著增強了GLW在人工智慧基礎設施建設領域的地位，並驗證了我們關於光纖是關鍵瓶頸的論點。管理層對2026年第二季業績給出了正面的預期，預計核心銷售額約為46億美元（年成長14%），核心每股收益為0.73美元至0.77美元（年增25%）。我們預計，隨著公司將「跳板計畫」（Springboard Plan）的增量銷售額從80億美元上調至2028年的110億美元，核心營業利潤率將達到20.2%（年成長220個基點），公司將繼續保持成長勢頭，這表明其人工智慧基礎設施策略的執行情況良好。
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Willdan Seen Well Positioned for Grid, Data-Center Demand, Wedbush Says
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UAE to Withdraw From OPEC; Rystad Energy Says Decision Leaves Cartel 'Structurally Weaker'
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