诺基亚(NOK)今日夜盘股价大涨5.37%，表现显著强于市场。
消息面上，诺基亚在AI基础设施领域的积极转型是推动股价上涨的主要动力。公司此前在加利福尼亚州森尼韦尔启动了AI网络创新实验室，专注于整合AI网络协议、交换芯片及硬件平台，以开发AI数据中心架构，这一战略举措获得了市场的持续关注。
此外，科技巨头英伟达斥资近10亿美元收购了诺基亚约3%的股权，这一资本层面的合作进一步巩固了双方在AI网络基础设施领域的伙伴关系，显著提振了投资者信心。同时，摩根士丹利将诺基亚的目标价上调至14欧元并给予“增持”评级，也为股价提供了支撑。从基本面来看，公司一季度调整后营业利润同比大幅增长54%，其中AI与云业务营收增长49%，已占总营收的8%，显示出强劲的增长动能。整个通信设备板块也呈现回暖态势，良好的板块氛围也对诺基亚股价形成了助力。
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