诺基亚(NOK)今日盘中大涨5.05%，引起了市场的广泛关注。
消息面上，美国银行近日将诺基亚目标股价从14.4欧元上调至15.6欧元，上调幅度约8.3%，释放积极信号。同时，比利时Orange公司选择诺基亚升级其光网络基础设施，以确保5G领先地位及抗量子安全与AI级别的网络能力，新订单落地进一步验证公司在光网络领域的竞争优势。此前诺基亚因FMR LLC减持及利好兑现曾累计回调超15%，当前投行上调目标价叠加订单催化，市场情绪出现修复。
此外，通信设备板块同期整体企稳，板块联动亦对诺基亚的反弹形成支撑。
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