---
title: "AI 光学、博通的合作以及大猩猩玻璃推动了康宁的大胆增长"
description: "康宁公司（NYSE:GLW）旨在通过人工智能驱动的光学技术、与博通的合作以及下一代大猩猩玻璃实现 40 亿美元的增长。该公司专注于耐用材料和光学连接，目标是在 2026 年前实现 20% 的营业利润率。预计 2025 年第二季度的财报将于 7 月 29 日发布，强劲的分析师预期突显了其在电信和消费电子领域的潜力。尽管存在风险，康宁被视为科技供应链中的重要参与者，其对冲基金的存在反映了机构的信任。报"
type: "news"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/251042690.md"
published_at: "2025-07-31T16:37:29.000Z"
---

# AI 光学、博通的合作以及大猩猩玻璃推动了康宁的大胆增长

> 康宁公司（NYSE:GLW）旨在通过人工智能驱动的光学技术、与博通的合作以及下一代大猩猩玻璃实现 40 亿美元的增长。该公司专注于耐用材料和光学连接，目标是在 2026 年前实现 20% 的营业利润率。预计 2025 年第二季度的财报将于 7 月 29 日发布，强劲的分析师预期突显了其在电信和消费电子领域的潜力。尽管存在风险，康宁被视为科技供应链中的重要参与者，其对冲基金的存在反映了机构的信任。报告还暗示了其他具有更高回报潜力的人工智能股票

Corning Incorporated (NYSE:GLW) is one of the **10 Stocks with Huge Catalysts on the Horizon.**

The company targets $4 billion in growth via AI-driven optics, the Broadcom deal, and next-gen Gorilla Glass.

A technician wearing protective glasses installing optical fibers and cables.

Corning Incorporated (NYSE:GLW), headquartered in New York, is a global innovator in glass, ceramics, and optical physics. The company’s materials science solutions power display technologies, optical communications, life sciences, and advanced mobility markets. With a history of invention spanning more than 170 years, the company supplies critical components for AI data centers, mobile devices, and broadband infrastructure.

Corning Incorporated (NYSE:GLW) is speeding up toward $4 billion in added sales and a 20% operating margin by 2026 through major AI and mobile tech innovations. The company’s collaborations like the Broadcom CPO deal, plus new products such as Gorilla Glass Ceramic 2 and GlassWorks AI™ Solutions, support Corning Incorporated (NYSE:GLW)’s growth in smartphones and data centers.

With Q2 2025 earnings due July 29 and strong analyst expectations, the company’s performance will gauge its effectiveness in capturing demand across telecom, AI infrastructure, and consumer electronics. At present, the company’s dual focus on durable materials and optical connectivity positions it as a significant player in the evolving tech supply chains.

The company’s solid hedge fund presence indicates institutional trust, as Corning Incorporated (NYSE:GLW) is poised for substantial corporate progress and value growth.

While we acknowledge the risk and potential of GLW as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than GLW and that has 10,000% upside potential, check out our report about this **cheapest AI stock**.

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Disclosure. None.

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AI is eating the world—and the machines behind it are ravenous.

Each ChatGPT query, each model update, each robotic breakthrough consumes massive amounts of energy. In fact, **AI is already pushing global power grids to the brink**.

Wall Street is pouring hundreds of billions into artificial intelligence—training smarter chatbots, automating industries, and building the digital future. But there’s one urgent question few are asking:

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AI needs energy. Energy needs infrastructure.

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Wall Street is noticing this company also because it is quietly riding all of these tailwinds—without the sky-high valuation.

While most energy and utility firms are buried under mountains of debt and coughing up hefty interest payments just to appease bondholders…

**This company is completely debt-free.**

In fact, it’s sitting on a **war chest of cash—equal to nearly one-third of its entire market cap**.

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**The Hedge Fund Secret That’s Starting to Leak Out**

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Why? Because **excluding cash and investments, this company is trading at less than 7 times earnings**.

And that’s for a business tied to:

-   The **AI infrastructure supercycle**
-   The **onshoring boom** driven by Trump-era tariffs
-   A surge in **U.S. LNG exports**
-   And a unique footprint in **nuclear energy**—the future of clean, reliable power

You simply won’t find another AI and energy stock **this cheap**… with **this much upside**.

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### Related Stocks

- [GLW.US - 康宁](https://longbridge.com/zh-CN/quote/GLW.US.md)

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> **免责声明**：本文内容仅供参考，不构成任何投资建议。
