高价卖出买机器，资本_老虎社区_美港股上老虎 - 老虎社区

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金慧640
07-02

高价卖出买机器，资本市场不减持，应该没啥问题

异动解读 | Meta出售AI算力引发担忧叠加获利了结，康宁夜盘大跌5.21%

光通信龙头康宁在今日夜盘交易中出现显著下跌，跌幅达5.21%。消息面上，此次下跌主要受到行业性消息冲击。有报道称，Meta正计划向外部客户出售其富余的AI算力资源，这一消息被市场解读为未来AI资本开支增速可能放缓的信号，引发了对AI硬件产业链需求的担忧。受此影响，存储芯片、光通信等AI硬件板块集体下挫，作为光通信领域重要企业的康宁股价因此承压。此外，康宁股价本身也面临技术性调整压力。

异动解读 | Meta出售AI算力引发担忧叠加获利了结，康宁夜盘大跌5.21%

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