--- 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**. **READ NEXT:** **11 Best Long Term Low Risk Stocks to Invest in** **and** **13 Best Low Risk High Growth Stocks to Buy** Disclosure. None. Artificial intelligence is the greatest investment opportunity of our lifetime. The time to invest in groundbreaking AI is now, and this stock is a steal! 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: **Where will all of that energy come from?** AI is the most electricity-hungry technology ever invented. Each data center powering large language models like ChatGPT consumes **as much energy as a small city**. And it’s about to get worse. Even Sam Altman, the founder of OpenAI, issued a stark warning: “The future of AI depends on an energy breakthrough.” Elon Musk was even more blunt: “AI will run out of electricity by next year.” As the world chases faster, smarter machines, a hidden crisis is emerging behind the scenes. **Power grids are strained. Electricity prices are rising. Utilities are scrambling to expand capacity.** And that’s where the real opportunity lies… **One little-known company—almost entirely overlooked by most AI investors—could be the ultimate backdoor play.** It’s not a chipmaker. It’s not a cloud platform. But it might be the most important AI stock in the US owns critical energy infrastructure assets positioned to feed the coming AI energy spike. 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And our company sits in the toll booth—**collecting fees on every drop exported.** But that’s not all… As Trump’s proposed tariffs push American manufacturers to bring their operations back home, this company will be **first in line** to rebuild, retrofit, and reengineer those facilities. **AI. Energy. Tariffs. Onshoring. This One Company Ties It All Together.** While the world is distracted by flashy AI tickers, a few smart investors are quietly scooping up shares of the one company **powering it all from behind the scenes**. AI needs energy. Energy needs infrastructure. And infrastructure needs a builder with experience, scale, and execution. This company has its finger in every pie—and **Wall Street is just starting to notice**. 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**. It also owns a **huge equity stake in another red-hot AI play**, giving investors **indirect exposure to multiple AI growth engines** without paying a premium. And here’s what the smart money has started whispering… **The Hedge Fund Secret That’s Starting to Leak Out** This stock is so off-the-radar, so absurdly undervalued, that **some of the most secretive hedge fund managers in the world have begun pitching it at closed-door investment summits**. They’re sharing it quietly, away from the cameras, to rooms full of ultra-wealthy clients. 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**. **This isn’t a hype stock. It’s not riding on hope.** It’s delivering real cash flows, owns critical infrastructure, and holds stakes in other major growth stories. This is your chance to get in before the rockets take off! **Disruption is the New Name of the Game:** Let’s face it, complacency breeds stagnation. AI is the ultimate disruptor, and it’s shaking the foundations of traditional industries. The companies that embrace AI will thrive, while the dinosaurs clinging to outdated methods will be left in the dust. 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We’re independently funding today’s broadcast to address something on the mind of every investor in America right now… ***Should I put my money in Artificial Intelligence?*** Here to answer that for us… and give away his No. 1 free AI recommendation… is 50-year Wall Street titan, Marc Chaikin. Marc’s been a trader, stockbroker, and analyst. He was the head of the options department at a major brokerage firm and is a sought-after expert for *CNBC, Fox Business, Barron’s,* and *Yahoo! Finance…* But what Marc’s most known for is his award-winning stock-rating system. Which determines whether a stock could shoot sky-high in the next three to six months… or come crashing down. That’s why Marc’s work appears in every Bloomberg and Reuters terminal on the planet… And is still used by hundreds of banks, hedge funds, and brokerages to track the billions of dollars flowing in and out of stocks each day. He’s used this system to survive nine bear markets… create three new indices for the Nasdaq… and even predict the brutal bear market of 2022, 90 days in advance. **Click to continue reading…** ### Related Stocks - [GLW.US - 康宁](https://longbridge.com/zh-CN/quote/GLW.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 康宁｜10-K：2025 财年营收 156 亿美元 | | [Link](https://longbridge.com/zh-CN/news/275812620.md) | | 康宁的太阳能计划面临执行、政策以及市场波动的风险 | 康宁公司 (GLW) 在其太阳能业务中面临重大风险，包括执行挑战、合规性、供应链问题和市场波动。该公司对政府激励措施的依赖以及对政策变化的敏感性可能会影响盈利能力。此外，太阳能市场的快速变化可能会妨碍长期规划。尽管面临这些挑战，华尔街对 G | [Link](https://longbridge.com/zh-CN/news/275967454.md) | | 贝森特和沃什的 “导师”，德鲁肯米勒 Q4“精准” 开仓金融股 ETF、标普等权重 ETF 和巴西 ETF | 科技股方面，德鲁肯米勒 Q4 清仓了 Meta，加仓了谷歌与 Sea。德鲁肯米勒与贝森特、沃什的 “师徒” 关系让市场推测，“德鲁肯米勒经济学”——即反赤字、反通胀、反关税——可能通过贝森特和沃什渗透至政策制定中。 | [Link](https://longbridge.com/zh-CN/news/276214511.md) | | 布鲁克代尔老年关怀公司｜8-K：2025 财年 Q4 营收 7.54 亿美元 | | [Link](https://longbridge.com/zh-CN/news/276272851.md) | | 安德森斯｜10-K：2025 财年营收 110 亿美元不及预期 | | [Link](https://longbridge.com/zh-CN/news/276269991.md) | --- > **免责声明**：本文内容仅供参考，不构成任何投资建议。