诺基亚（NOK）今日盘中大涨5.04%，股价表现强劲。
消息面上，英伟达斥资近10亿美元收购诺基亚约3%的股权，此举进一步巩固了双方在人工智能网络基础设施领域的合作伙伴关系，显著提振了市场信心。同时，摩根士丹利将诺基亚的目标价从11欧元上调至14欧元，并给予“增持”评级，将其列为优选股，认为公司将受益于人工智能与云端扩张所带动的数据中心支出浪潮。
公司基本面也为股价提供了有力支撑，第一季度调整后营业利润同比大幅增长54%，其中人工智能与云业务营收增长了49%。市场正重新审视诺基亚，将其视为人工智能热潮背后的关键基础设施提供者之一，而不仅仅是传统的电信设备商。
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