记者丨 朱芷葵 编辑丨叶映橙 "易中天"业绩，集体预喜！1月30日晚，随着中际旭创、新易盛业绩预告发布，A股CPO概念三大龙头——中际旭创、 新易盛、天孚通信（"易中天"）2025业绩预告已全部出炉。 | 序号 | 证券代码 | 证券简称 | 区间涨跌幅 「起始交易日期】 2025-1-31 | | | --- | --- | --- | --- | --- | | | | | [截止交易日期] 最新收盘日 [单位] %↓ | | | 7 | 300308.SZ | 中际旭创 | | 468.0841 | | വ | 300502.SZ | 新易啓 | | 368.8423 | | ന | 300394.SZ | 天孚通信 | | 247.9252 | 截至1月30日收盘，A股CPO三大龙头中际旭创、新易盛、天孚通信近一年来涨幅分别高达468%、369%、248%。 盘面上， 1月30日CPO概念股全线爆发 ，板块内个股涨势凌厉。杰普特、致尚科技强势斩获20%涨停，亨通光电、长 飞光纤紧随其后录得10%涨停，天孚通信盘中一度大涨近17%，表现尤为亮眼。 | 名称 | 现价 | 涨跌 | 涨跌幅 ▼ | | - ...

1月30日，A股三大指数涨跌不一，截至收盘，上证指数跌0.96%，深证成指跌0.66%，创业板指涨 1.27%；北证50跌0.29%。板块方面，CPO概念股全线大涨，杰普特、致尚科技斩获20%涨停，亨通光 电、长飞光纤录得10%涨停，天孚通信股价盘中创新高，新易盛、中际旭创等个股跟涨。 消息面上，近期，海外推理和训练算力需求旺盛，亚马逊云和谷歌云双双涨价。推理侧， MoltBot（原 ClawdBot）、Claude Code等Agent产品加速落地，对于云计算资源的需求显著增加，2026年年初以来 Token调用量已经连续2-3周高速增长。训练侧，Grok-5、Veo4等模型仍然在持续迭代，工业界持续探索 Scaling上限，从而支撑训练算力需求。 （文章来源：21世纪经济报道） 中信证券研报认为，尽管当前AI应用大规模商业化落地能见度仍然不足，但展望未来3-6个月，随着推 理端AI应用落地的密集催化叠加训练端模型的持续迭代，预判算力需求仍有望进一步上行，一旦美股 财报季算力需求得到确认，前期压制算力板块情绪与估值的"算力泡沫论"担忧有望得到阶段性缓解，算 力产业链或迎来新一轮上涨。 ...

Meta与康宁达成协议，将在2030年前采购60亿美元AI数据中心光通信相关订单。 1据了解，此次订单主要为MMC/MPO等和光缆订单。 2后续其他CSP也有望跟进。 【康宁大涨16%】#60亿美元Meta订单@0128 Meta与康宁达成协议，将在2030年前采购60亿美元AI数据中心光通信相关订单。 1据了解，此次订单主要为MMC/MPO等和光缆订单。 2后续其他CSP也有望跟进。 【光库科技】 CPO 产业加速 + EML缺口 2026 年 EML芯片 20% 供应缺口成核心催化，千亿 AI 算 【康宁大涨16%】#60亿美元Meta订单@0128 【光库科技】 CPO 产业加速 + EML缺口 2026 年 EML芯片 20% 供应缺口成核心催化，千亿 AI 算力光互联市场全面爆发，公司 作为全球唯三、国内唯一薄膜铌酸锂量产企业，2025 年报业绩大超预期，归母净利增长152%-172%、扣非净利增 长 178%-198%，光通信器件营收激增 73.89%，主业高增确定性拉满。 ②光科技硬核壁垒 薄膜铌酸锂调制器带宽 70-110GHz、功耗低 40%，性能超海外龙头，国内市占率超 90%，100G/ ...

Core Insights - Corning reported better-than-expected fourth-quarter 2025 results with adjusted earnings of $0.72 per share, exceeding analyst estimates of $0.70, and revenue of $4.41 billion, surpassing the consensus of $4.36 billion [1] - Revenue increased by 14% year over year, while earnings grew at a faster pace of 26% [1] Financial Forecast - For the first quarter of 2026, Corning forecasts core sales between $4.2 billion and $4.3 billion, indicating approximately 15% year-over-year growth, and core earnings of $0.66 to $0.70 per share [2] - The Optical Communications segment showed significant growth, with revenue rising 24% year over year to $1.7 billion, while the Display segment revenue declined by 2% to $955 million [2] Strategic Initiatives - Corning announced an enhanced version of its Springboard Plan, increasing its target for incremental annualized sales to $11 billion by the end of 2028, up from a previous target of $8 billion [3] - For 2026, the company raised its internal sales growth target to $6.5 billion from $6.0 billion [3] - For the full year 2025, Corning reported core sales of $16.41 billion, up 13% year over year, and core earnings per share climbed 29% to $2.52 [3]

Key Takeaways GLW posted Q4 earnings and revenue beats, with growth driven by strong demand across several end markets.Optical Communications revenue jumped 24% on Gen-AI demand, boosting segment income 57% year over year.Core sales rose 14% to $4.41B, while gross profit and operating income increased year over year.Corning Incorporated (GLW) reported impressive fourth-quarter 2025 results, wherein adjusted earnings and revenues surpassed the Zacks Consensus Estimate. The advanced glass substrates producer ...

Corning (NYSE:GLW) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsAnn Nicholson - VP of Investor RelationsAsiya Merchant - Technology Equity ResearchEd Schlesinger - EVP and CFOGeorge Notter - Managing DirectorJohn Roberts - Managing DirectorJoshua Spector - Executive Director of Chemical Equity ResearchMeta Marshall - Managing DirectorSteven Fox - Founder and CEOTim Long - Managing DirectorWendell Weeks - Chairman and CEOConference Call ParticipantsWamsi Mohan - Senior Equity Resear ...

Corning (NYSE:GLW) Q4 2025 Earnings call January 28, 2026 08:30 AM ET Company ParticipantsAnn Nicholson - VP of Investor RelationsAsiya Merchant - Technology Equity ResearchEd Schlesinger - EVP and CFOGeorge Notter - Managing DirectorJohn Roberts - Managing DirectorJoshua Spector - Executive Director of Chemical Equity ResearchMeta Marshall - Managing DirectorSteven Fox - Founder and CEOTim Long - Managing DirectorWendell Weeks - Chairman and CEOConference Call ParticipantsWamsi Mohan - Senior Equity Resear ...

Corning Clears Q4 Views Following $6 Billion Meta Deal | Investor's Business DailyBREAKING: [Tech Futures Climb, Dow Lags As F5, Seagate Rally]Investors.com will undergo scheduled maintenance from 10:00 PM ET to 2:00 AM ET and some features may be unavailable. We apologize for any inconvenience.---Corning cleared estimates for Q4 results early Wednesday. Shares broke out on a Tuesday rally after the optical communications maker struck a $6 billion deal with Meta. GLW stock pared some of its gains Wednesday ...

Full-Year 2025 Investor Call Corning Reports Fourth-Quarter and Full-Year 2025 Financial Results January 28, 2026 Forward-Looking and Cautionary Statements The statements contained in this presentation and related comments by management that are not historical facts or information and contain words such as "will," "believe," "anticipate," "expect," "intend," "plan," "seek," "see," "would," "target," "estimate," "forecast" or similar expressions are forward-looking statements. These forward-looking statement ...

CANADA - 2025/03/11: In this photo illustration, the Corning Incorporated logo is seen displayed on a smartphone screen. (Photo Illustration by Thomas Fuller/SOPA Images/LightRocket via Getty Images)SOPA Images/LightRocket via Getty ImagesCorning stock (GLW) soared 16% on January 27, 2026, closing at $110 and achieving a new 52-week high. What triggered this? A major multi-year agreement with Meta Platforms (META) worth as much as $6 billion through 2030 to provide fiber-optic cables for Meta’s AI data cent ...