诺基亚(NOK)今日盘中大涨5.83%，引起了市场的广泛关注。
消息面上，此次上涨被视为前一交易日股价大幅下跌后的技术性反弹修复。此前，诺基亚在发布超预期的一季度财报后股价曾大幅上涨，随后因获利盘集中回吐导致股价回调，当前盘中上涨延续了技术性反弹的走势。
更为重要的是，诺基亚强劲的基本面为股价提供了坚实支撑。公司一季度调整后营业利润达到2.81亿欧元，同比大幅增长54%，其中AI与云业务营收更是飙升49%，业绩表现远超市场预期。此外，摩根大通将诺基亚的目标价从8.2美元显著上调至14美元，当前股价仍低于这一目标价，显示出机构对公司未来发展的信心。同时，下游云服务提供商资本开支指引持续高增，也巩固了光通信板块的中长期增长逻辑。
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