异动解读 | 诺基亚盘中大涨5.58%,获Connexa网络运营合作及摩根士丹利上调评级

异动解读
Jan 15

诺基亚(NOK)今日盘中大涨5.58%,引起了市场的广泛关注。

消息面上,新西兰独立铁塔公司Connexa选择诺基亚作为其网络运营中心(NOC)合作伙伴,覆盖新西兰超过2500个站点。这一合作将帮助Connexa整合并简化运营流程,提高效率,同时增强诺基亚在关键基础设施领域的市场地位。

此外,摩根士丹利将诺基亚的评级从“等权重”上调至“增持”,目标价从4.2欧元上调至6.5欧元。摩根士丹利指出,诺基亚在人工智能和云计算领域的收入正在快速增长,且与英伟达的合作(英伟达持有诺基亚3%的股份)以及光网络的强劲需求是主要催化剂。该行认为,诺基亚的估值尚未完全反映其向人工智能领域的转型潜力。

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