威瑞森豪砸数十亿美元！康宁成AI光纤大赢家盘中股价飙逾8%

2026-10-24 05:51:54 网络阅读（66）
康宁(GLW-US)周二(8日)盘中飙逾8%，此前电信巨擘威瑞森(VZ-US)宣布与康宁签署一项价值数十亿美元的长期供应协议，将采购超过8,000万英里高容量光纤，用于扩大全美宽频网路及建设新一代人工智慧(AI)基础设施。
截稿前，康宁(GLW-US)盘中股价上涨8.11%，每股暂报166.81美元。
这项协议将持续至2032年。威瑞森表示，康宁提供的光纤除可扩大消费者取得宽频服务的范围，也将支援生成式AI的运算需求。公司计划把地区宽频、行动通讯与长距离AI基础设施整合至单一高容量网路，建立能同时服务家庭、企业及AI超大规模云端业者的融合架构。
威瑞森执行长Kyle Malady表示，取得如此庞大的光纤供应量，将使公司以前所未有的规模建设未来网路。这套统一架构可把行动通讯及宽频整合成无缝服务，同时打造AI业者所需的高容量、低延迟骨干网路。
威瑞森股价盘中小跌0.12%，每股暂报50.08美元，其他光通讯类股则走高。Ciena(CIEN-US)涨逾6%%、Coherent(COHR-US)与Lumentum(LITE-US)涨近11%。
随AI资料中心快速扩张，光纤与光通讯设备日益成为AI投资热潮的重要环节。康宁近月接连取得科技及电信业者的大型合约，也进一步凸显其在AI基础设施供应链中的关键地位。
康宁今年6月才与亚马逊(AMZN-US)签署价值数十亿美元的资料中心光纤生产协议。辉达(NVDA-US)5月也宣布向康宁投资最高32亿美元，协助其扩充德州与北卡罗来纳州的光通讯制造产能；今年1月，康宁另取得Meta Platforms(META-US)价值60亿美元的资料中心缆线、光纤及连接解决方案订单。
康宁7月底公布的第二季获利优于市场预期，但财测表现令人失望。执行长Wendell Weeks当时表示，公司正迈入成长加速的新阶段。此次威瑞森签下超过8,000万英里光纤大单，可望进一步强化康宁的营收成长动能。
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