--- title: "AI 光學、博通的合作以及大猩猩玻璃推動了康寧的大膽增長" description: "康寧公司（NYSE:GLW）旨在通過人工智能驅動的光學技術、與博通的合作以及下一代大猩猩玻璃實現 40 億美元的增長。該公司專注於耐用材料和光學連接，目標是在 2026 年前實現 20% 的營業利潤率。預計 2025 年第二季度的財報將於 7 月 29 日發佈，強勁的分析師預期突顯了其在電信和消費電子領域的潛力。儘管存在風險，康寧被視為科技供應鏈中的重要參與者，其對沖基金的存在反映了機構的信任。報" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/251042690.md" published_at: "2025-07-31T16:37:29.000Z" --- # AI 光學、博通的合作以及大猩猩玻璃推動了康寧的大膽增長 > 康寧公司（NYSE:GLW）旨在通過人工智能驅動的光學技術、與博通的合作以及下一代大猩猩玻璃實現 40 億美元的增長。該公司專注於耐用材料和光學連接，目標是在 2026 年前實現 20% 的營業利潤率。預計 2025 年第二季度的財報將於 7 月 29 日發佈，強勁的分析師預期突顯了其在電信和消費電子領域的潛力。儘管存在風險，康寧被視為科技供應鏈中的重要參與者，其對沖基金的存在反映了機構的信任。報告還暗示了其他具有更高回報潛力的人工智能股票 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. 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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. 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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 - 康寧](https://longbridge.com/zh-HK/quote/GLW.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 康寧的太陽能計劃面臨執行、政策以及市場波動的風險 | 康寧公司 (GLW) 在其太陽能業務中面臨重大風險，包括執行挑戰、合規性、供應鏈問題和市場波動。該公司對政府激勵措施的依賴以及對政策變化的敏感性可能會影響盈利能力。此外，太陽能市場的快速變化可能會妨礙長期規劃。儘管面臨這些挑戰，華爾街對 G | [Link](https://longbridge.com/zh-HK/news/275967454.md) | | 康寧｜10-K：2025 財年營收 156 億美元 | | [Link](https://longbridge.com/zh-HK/news/275812620.md) | | Wealthfront Advisers LLC 購入了 10,244 股康寧公司（Corning Incorporated）的股票 $GLW | 根據公司在最近向證券交易委員會提交的文件，Wealthfront Advisers LLC 在第三季度將其在康寧公司（NYSE:GLW - 免費報告）的持股增加了 20.6% | [Link](https://longbridge.com/zh-HK/news/275902251.md) | | 康寧期權交易：深入分析市場情緒 | 康寧（NYSE:GLW）的期權交易顯示出主要投資者的看跌情緒，其中 37% 的交易為看跌，31% 為看漲。預計價格區間在 67.5 美元到 180.0 美元之間。當前交易量為 4,099,623，價格略微下跌至 130.22 美元。分析師設 | [Link](https://longbridge.com/zh-HK/news/275925427.md) | | 康寧公司的內部人士在連續的股票出售中悄然套現 | 康寧（GLW）高管 John Z Zhang 和 Avery H III Nelson 分別出售了價值約 204,755 美元和 203,795 美元的股票，顯示出顯著的內部交易活動。在強勁的第四季度業績之後，康寧的股票上漲了 16%，但由 | [Link](https://longbridge.com/zh-HK/news/275852752.md) | --- > **免責聲明**：本文內容僅供參考，不構成任何投資建議。