诺基亚(NOK)今日夜盘股价大涨5.06%，引起了市场的广泛关注。
消息面上，诺基亚此前发布的2026年第一季度财报全面超出市场预期。财报显示，公司一季度调整后营业利润达2.81亿欧元，同比大幅增长54%，显著高于市场预期；净销售额为45亿欧元，同比增长约3%；毛利率提升至45.5%。核心业务表现亮眼，其中面向AI与云客户的销售额同比增长49%，单季新订单金额突破10亿欧元；光网络业务营收也实现了显著同比增长。
此外，公司上调了全年网络基础设施净销售额增长预期，市场对其AI转型前景持续看好。在财报发布后，包括摩根士丹利在内的多家投资机构上调了诺基亚的股票评级和目标价。公司宣布派发股息以及达成新的战略合作等举措，进一步增强了投资者的信心，共同推动了股价在夜盘的强劲表现。
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