ICC讯(Xun) 2025年(Nian)4月(Yue)30日(Ri),(?)光(Guang)纤(Xian)制(Zhi)造(Zao)商(Shang)康(Kang)宁(Ning)公(Gong)司(Si)公(Gong)布(Bu)第(Di)一(Yi)季(Ji)度(Du)业(Ye)绩(Ji)报(Bao)告(Gao),(?)其(Qi)光(Guang)通(Tong)信(Xin)业(Ye)务(Wu)销(Xiao)售(Shou)额(E)达(Da)13.6亿(Yi)美(Mei)元(Yuan),(?)同(Tong)比(Bi)增(Zeng)长(Chang)46%。(?)其(Qi)中(Zhong)企(Qi)业(Ye)网(Wang)络(Luo)业(Ye)务(Wu)销(Xiao)售(Shou)额(E)7.05亿(Yi)美(Mei)元(Yuan),(?)同(Tong)比(Bi)增(Zeng)长(Chang)106%,(?)主(Zhu)要(Yao)得(De)益(Yi)于(Yu)生(Sheng)成(Cheng)式(Shi)AI产(Chan)品(Pin)的(De)强(Qiang)劲(Jin)需(Xu)求(Qiu)。(?)
康(Kang)宁(Ning)CEO Wendell
Weeks((?)魏(Wei)文(Wen)德(De))(?)在(Zai)财(Cai)报(Bao)电(Dian)话(Hua)会(Hui)议(Yi)上(Shang)表(Biao)示(Shi):(?)"从(Cong)近(Jin)期(Qi)电(Dian)信(Xin)行(Xing)业(Ye)财(Cai)报(Bao)可(Ke)以(Yi)看(Kan)出(Chu),(?)我(Wo)们(Men)的(De)主(Zhu)要(Yao)客(Ke)户(Hu)认(Ren)可(Ke)光(Guang)纤(Xian)的(De)经(Jing)济(Ji)性(Xing),(?)并(Bing)坚(Jian)持(Chi)其(Qi)光(Guang)纤(Xian)部(Bu)署(Shu)计(Ji)划(Hua)。(?)我(Wo)们(Men)认(Ren)为(Wei)他(Ta)们(Men)已(Yi)经(Jing)消(Xiao)化(Hua)了(Liao)疫(Yi)情(Qing)期(Qi)间(Jian)积(Ji)累(Lei)的(De)库(Ku)存(Cun),(?)预(Yu)计(Ji)今(Jin)年(Nian)晚(Wan)些(Xie)时(Shi)候(Hou)运(Yun)营(Ying)商(Shang)业(Ye)务(Wu)将(Jiang)恢(Hui)复(Fu)增(Zeng)长(Chang)。(?)"
在(Zai)数(Shu)据(Ju)中(Zhong)心(Xin)领(Ling)域(Yu),(?)康(Kang)宁(Ning)GlassWorks
AI解(Jie)决(Jue)方(Fang)案(An)为(Wei)运(Yun)营(Ying)商(Shang)提(Ti)供(Gong)定(Ding)制(Zhi)化(Hua)产(Chan)品(Pin)和(He)服(Fu)务(Wu),(?)帮(Bang)助(Zhu)构(Gou)建(Jian)生(Sheng)成(Cheng)式(Shi)AI所(Suo)需(Xu)的(De)高(Gao)密(Mi)度(Du)光(Guang)纤(Xian)基(Ji)础(Chu)设(She)施(Shi)。(?)Weeks透(Tou)露(Lu):(?)"我(Wo)们(Men)在(Zai)数(Shu)据(Ju)中(Zhong)心(Xin)内(Nei)部(Bu)使(Shi)用(Yong)的(De)生(Sheng)成(Cheng)式(Shi)AI产(Chan)品(Pin)及(Ji)全(Quan)国(Guo)AI数(Shu)据(Ju)中(Zhong)心(Xin)互(Hu)连(Lian)创(Chuang)新(Xin)方(Fang)案(An)获(Huo)得(De)了(Liao)显(Xian)著(Zhu)市(Shi)场(Chang)反(Fan)响(Xiang)。(?)去(Qu)年(Nian)相(Xiang)关(Guan)产(Chan)品(Pin)销(Xiao)售(Shou)额(E)达(Da)20亿(Yi)美(Mei)元(Yuan)。(?)"
今(Jin)年(Nian)3月(Yue),(?)康(Kang)宁(Ning)正(Zheng)式(Shi)商(Shang)业(Ye)化(Hua)其(Qi)AI数(Shu)据(Ju)中(Zhong)心(Xin)互(Hu)连(Lian)产(Chan)品(Pin)。(?)Weeks表(Biao)示(Shi):(?)"目(Mu)前(Qian)已(Yi)有(You)三(San)家(Jia)行(Xing)业(Ye)领(Ling)先(Xian)客(Ke)户(Hu)采(Cai)用(Yong)该(Gai)技(Ji)术(Shu),(?)第(Di)一(Yi)季(Ji)度(Du)产(Chan)量(Liang)每(Mei)月(Yue)增(Zeng)长(Chang)两(Liang)倍(Bei)。(?)为(Wei)满(Man)足(Zu)需(Xu)求(Qiu)增(Zeng)长(Chang),(?)我(Wo)们(Men)计(Ji)划(Hua)在(Zai)第(Di)二(?)季(Ji)度(Du)加(Jia)速(Su)扩(Kuo)产(Chan)。(?)"
针(Zhen)对(Dui)美(Mei)国(Guo)可(Ke)能(Neng)加(Jia)征(Zheng)的(De)关(Guan)税(Shui),(?)康(Kang)宁(Ning)表(Biao)示(Shi)影(Ying)响(Xiang)有(You)限(Xian)。(?)Weeks解(Jie)释(Shi)说(Shuo):(?)"我(Wo)们(Men)通(Tong)过(Guo)就(Jiu)近(Jin)设(She)厂(Chang)自(Zi)然(Ran)对(Dui)冲(Chong)关(Guan)税(Shui)风(Feng)险(Xian)。(?)目(Mu)前(Qian)中(Zhong)美(Mei)现(Xian)有(You)关(Guan)税(Shui)对(Dui)每(Mei)季(Ji)度(Du)的(De)每(Mei)股(Gu)收(Shou)益(Yi)仅(Jin)影(Ying)响(Xiang)0.01至(Zhi)0.02美(Mei)元(Yuan)。(?)"康(Kang)宁(Ning)在(Zai)美(Mei)国(Guo)拥(Yong)有(You)34家(Jia)先(Xian)进(Jin)制(Zhi)造(Zao)工(Gong)厂(Chang),(?)包(Bao)括(Kuo)位(Wei)于(Yu)北(Bei)卡(Ka)罗(Luo)来(Lai)纳(Na)州(Zhou)的(De)全(Quan)球(Qiu)最(Zui)大(Da)光(Guang)纤(Xian)工(Gong)厂(Chang)。(?)
康(Kang)宁(Ning)公(Gong)司(Si)2025年(Nian)第(Di)二(?)季(Ji)度(Du)业(Ye)绩(Ji)展(Zhan)望(Wang)显(Xian)示(Shi),(?)预(Yu)计(Ji)核(He)心(Xin)销(Xiao)售(Shou)额(E)约(Yue)为(Wei)38.5亿(Yi)美(Mei)元(Yuan),(?)核(He)心(Xin)每(Mei)股(Gu)收(Shou)益(Yi)((?)EPS)(?)在(Zai)0.55至(Zhi)0.59美(Mei)元(Yuan)之(Zhi)间(Jian)。(?)这(Zhe)一(Yi)业(Ye)绩(Ji)指(Zhi)引(Yin)已(Yi)考(Kao)虑(Lu)以(Yi)下(Xia)因(Yin)素(Su):(?)现(Xian)有(You)关(Guan)税(Shui)政(Zheng)策(Ce)预(Yu)计(Ji)将(Jiang)直(Zhi)接(Jie)影(Ying)响(Xiang)每(Mei)股(Gu)收(Shou)益(Yi)0.01至(Zhi)0.02美(Mei)元(Yuan),(?)公(Gong)司(Si)计(Ji)划(Hua)通(Tong)过(Guo)优(You)化(Hua)供(Gong)应(Ying)链(Lian)和(He)在(Zai)必(Bi)要(Yao)时(Shi)调(Diao)整(Zheng)价(Jia)格(Ge)来(Lai)进(Jin)一(Yi)步(Bu)降(Jiang)低(Di)这(Zhe)一(Yi)影(Ying)响(Xiang);(?)同(Tong)时(Shi),(?)由(You)于(Yu)光(Guang)通(Tong)信(Xin)和(He)太(Tai)阳(Yang)能(Neng)业(Ye)务(Wu)扩(Kuo)大(Da)生(Sheng)产(Chan)规(Gui)模(Mo)而(?)产(Chan)生(Sheng)的(De)临(Lin)时(Shi)性(Xing)成(Cheng)本(Ben)增(Zeng)加(Jia),(?)约(Yue)影(Ying)响(Xiang)每(Mei)股(Gu)收(Shou)益(Yi)0.03美(Mei)元(Yuan)。(?)
关(Guan)于(Yu)作(Zuo)者(Zhe)
Sean Buckley负(Fu)责(Ze)制(Zhi)定(Ding)并(Bing)执(Zhi)行(Xing)Lightwave和(He)Broadband Technology
Report的(De)编(Bian)辑(Ji)策(Ce)略(Lue),(?)涵(Han)盖(Gai)网(Wang)站(Zhan)、(?)电(Dian)子(Zi)通(Tong)讯(Xun)、(?)活(Huo)动(Dong)等(Deng)信(Xin)息(Xi)产(Chan)品(Pin)。(?)