诺基亚(NOK)今日盘中大涨5.05%，表现强势。
消息面上，多重利好共同推动股价上行。英伟达GTC台北大会于前一日召开，CEO黄仁勋展示了AI基础设施生态合作的最新进展，与此前英伟达战略投资诺基亚的利好持续发酵，强化了市场对诺基亚作为AI光网络核心供应商的定位。同时，公司第一季度财报表现强劲，调整后营业利润同比大增54%，AI与云业务营收增长49%，成功实现扭亏为盈。摩根士丹利也因此上调了其目标价并给予增持评级。
此外，整个光通信板块今日维持强势，行业情绪回暖为个股提供了支撑。期权市场数据显示，诺基亚看涨期权交易活跃，市场看多情绪浓厚，进一步助推了股价上涨。
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