$GLW · Schwab Network · 2026-10-27
康宁本季度表现非常出色：销售额50.8亿美元，高于预期的50.2亿美元；每股收益91美分，高于预期的88美分；销售额同比增长19%，为Springboard以来最强；每股收益增长36%；并达成四项数十亿美元级客户协议。光通信业务受AI需求推动增长44%，企业网络业务增长84%，太阳能业务受关税助力增长37%。股价最初上涨约2.5%至近3%，随后企稳；过去两个月股价已跌至125附近的关键支撑位，能否守住以及电话会议能否激发热情尚待观察。
逐段跳播
康宁今天早上进入了你的关注范围。这家公司曾经并不涉足人工智能业务，但现在涉足了。是的，我们看到这只股票在营收和盈利两方面都已经超出预期。核心销售额为50.8亿美元，市场预期为50.2亿美元；每股收益为91美分，市场预期为88美分。
Corning is on your radar this morning. At one time, this company was not involved in the artificial intelligence business, but now it is. Yes, we see the stock already exceeding expectations in terms of both revenue and earnings.
Core sales amounted to $5.08 billion . Market expectations were $5.02 billion, and earnings per share were 91 cents. The market forecast was 88 cents.
再看他们的销售增长，同比约为19%。这是他们推出Springboard产品系列以来最强劲的增长。基本每股收益也同比增长了36%。
Now, when looking at their sales growth, it's about 19 % year-on-year. This is the strongest growth since they launched their Springboard product offerings here. Basic earnings per share also increased by 36% year-on-year.
公司谈到，本季度他们签下了四份数十亿美元的长期客户协议。真正推动这里人工智能叙事的是他们的光通信业务。其销售额已经同比增长了44%，远超市场预期。
The company discussed that it secured four multi- billion dollar long-term customer agreements during the quarter. Their optical communications activity is what is actually driving the artificial intelligence story here.
Their sales have already increased by 44% year-on-year. This far exceeded market expectations .
他们的企业网络销售额也同比增长了84%。然后是太阳能业务，很多交易员和投资者可能没有注意到，但他们的销售额同比增长了37%。他们已经表示，在某些关税方面看到了积极影响，因为我们看到国内对太阳能电池板和太阳能产品的需求在增加。
所以他们实际上是这些针对部分外国商品关税的受益者之一，尤其是如果我们看中国的太阳能电池板的话。
Their enterprise network sales also increased by 84% year-on-year. Then there is the solar energy business , which many traders and investors may not notice, but their sales have grown by 37% year-on-year.
They have already stated that they are seeing a positive impact with regard to some tariffs because we are seeing an increase in domestic demand for solar panels and solar energy products .
So they are actually one of the beneficiaries of those tariffs on some foreign goods, especially if we look at Chinese solar panels here.
所以总体来看，这实际上是一份非常好的财报。财报发布后，这只股票在开盘时上涨。目前它在今天的交易时段中实际上走势平稳。我们看到它一度上涨约2.5%到接近3%，但现在已经回落了一些。
So, overall, this is actually a very good report. The stock was up at the start of trading after the report here. It is actually stable in today's session at the moment . We saw it rise by about two and a half to nearly 3%, but it has fallen back a little here.
在此之前，市场预期非常高，但这只股票在过去两个月里最终还是下跌了，目前交投于125水平附近的关键支撑区。所以让我们看看它今天能否守住，也许一些投资者会在电话会议后对这只股票变得更加热情。
Expectations were very high before that, but the stock has ultimately declined here over the past two months and is trading at a key support zone around the 125 level . So let's see if it can hold out today and perhaps some investors will become more enthusiastic about this name after the conference call.