行情直击05-07
5月7日，康宁盘前上涨3.73%，报188.38美元/股，成交额1.41万美元。消息面上，英伟达宣布与康宁建立长期战略合作伙伴关系，斥资5亿美元购入康宁认股权证，获得以每股180美元购买最多1500万股普通股的权利。
根据协议，康宁将在北卡罗来纳州和得克萨斯州新建三座先进制造工厂，将美国光连接产能提升10倍、光纤产量提升超50%，以满足AI数据中心对光纤互联的爆发式需求。野村证券指出，英伟达今年已三度出手锁定光学供应链，印证AI基础设施"光进铜退"的结构性趋势正全面展开。当前股价延续前一交易日逾17%的涨势继续走强。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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