异动解读 | 财报超预期叠加AI转型成效显著,诺基亚盘中大涨6.93%

异动解读
Apr 27

诺基亚(NOK)今日盘中大涨6.93%,引起了市场的广泛关注。

消息面上,诺基亚此前发布的第一季度财报全面超出市场预期,其调整后营业利润同比大增54%,显著高于分析师的普遍预期。同时,公司AI转型战略成效显著,光网络业务销售额同比大增56%,面向AI与云客户的销售额增长49%,相关订单单季突破10亿欧元,提振了市场对公司未来增长的信心。

此外,摩根大通(JPM)将诺基亚的目标股价从8.2美元大幅上调至14美元,美国银行证券也将诺基亚的股票评级上调至"买入"。这些积极的评级调整进一步强化了市场的乐观情绪,推动了股价的上涨。

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