诺基亚(NOK)今日盘前股价大涨5.54%，引发了市场的广泛关注。此次上涨发生在公司发布2026年第二季度财报之后。
消息面上，诺基亚第二季度业绩表现强劲，调整后可比营业利润达到4.34亿欧元，同比增长18%，显著超出市场预期。业绩增长的主要驱动力来自于人工智能(AI)和云计算业务的迅猛发展，来自该领域客户的净销售额同比实现翻倍以上增长，并新增了高达28亿欧元的订单。网络基础设施部门，特别是光网络和IP网络业务，也实现了双位数增长。
此外，公司对全年业绩展望更为乐观，将2026年可比营业利润指引区间从原先的20亿至25亿欧元上调至21亿至26亿欧元，高于市场普遍预期。亮眼的季度业绩与上调的盈利指引，共同增强了投资者对公司战略转型及在AI数据中心领域增长前景的信心，从而推动了股价在盘前时段的大幅上涨。
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