康宁公司_GLWN_看好光学需求增长势头_重申买入评级

Vi e w p o i n t | 18 Mar 2026 01:51:01 ET │ 11 pages Corning Incorporated (GLW.N) Constructive on Optical Demand Momentum; Reiterate Buy CITI'S TAKE We met with Corning management at OFC 2026 and walked away with a constructive view for GLW as it further laid out the optical opportunity ahead of the company. Inside DC, Corning continues to focus on three key vectors: density, speed of deployment, and scalability. Recent agreement with Meta and potential for other similar hyperscaler agreements underscore o ...