电信设备巨头爱立信今日夜盘股价大跌7.85%，引发了市场广泛关注。
消息面上，爱立信公布了2026年第二季度财报，其关键财务指标双双不及市场预期。数据显示，公司第二季度净销售额为526.9亿瑞典克朗，低于市场预估的538.6亿瑞典克朗；调整后息税前利润为65.2亿瑞典克朗，亦低于预估的66.4亿瑞典克朗。此外，公司净利润同比下滑12%。这已是爱立信连续第二个季度业绩表现低于市场共识。
更令投资者担忧的是公司面临的成本压力与未来展望。公司首席财务官指出，由于人工智能基础设施建设的蓬勃发展，芯片、ASIC、存储器及其他关键零部件面临持续的定价压力，预计这一压力将在2026年下半年加剧。同时，公司发出网络业务利润率承压的警告，并宣布在今年剩余时间内将进行包括裁员在内的重组计划。多重利空因素叠加，导致了股价在夜盘时段出现大幅下挫。
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