诺基亚(NOK)今日盘前交易中股价大涨6.36%，引发市场广泛关注。
消息面上，诺基亚近日宣布收购恩智浦位于美国亚利桑那州的晶圆厂，并计划将其改造为磷化铟(InP)光芯片生产线，预计明年初启动量产。磷化铟是AI数据中心光互连的核心材料，当前市场供需缺口已超过DRAM和NAND，英伟达此前已分别向朗美通和相干各投资20亿美元以锁定长期供货。诺基亚此举成功切入AI光芯片产业链的关键环节，市场对其未来发展前景持乐观态度。
此外，标普近期将诺基亚的评级展望上调至"正面"并确认"BBB-"评级，基本面改善预期持续支撑股价。同时，光通信板块整体走强，同行业公司Lumentum涨7.04%、Applied Optoelectronics涨2.55%，板块联动效应明显，进一步推动了诺基亚股价的上涨。
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