6月3日，康宁盘中上涨3.34%，报206.86美元/股，成交额9.83亿美元。
消息面上，英伟达首席执行官黄仁勋公开看好光通信龙头Marvell Technology有望成为下一家万亿美元市值公司，并强调分布式AI计算中光互连技术不可或缺，未来5至10年将大量使用光器件，相关言论点燃整个光通信板块。当日Coherent涨17%、Lumentum涨近14%，板块全面爆发。康宁作为光通信核心材料供应商，直接受益于AI数据中心对光互连需求的持续扩张预期，叠加此前因337调查初裁败诉及京东方合作预期降温累计回调超10%后的超跌修复动能，共同推动股价显著反弹。
（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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