异动解读|诺基亚盘后下跌3.65%,连续急涨后获利回吐叠加通信设备板块整体承压

行情直击
Jun 04

6月4日,诺基亚盘后下跌3.65%,报16.1548美元/股,成交额3074.24万美元。

消息面上,诺基亚此前受英伟达斥资近10亿美元收购约3%股权、GTC台北大会催化及一季度业绩大增等多重利好推动,股价自5月29日低点14.78美元连续反弹至6月3日盘中17.435美元,短期涨幅近18%,获利盘积累明显。与此同时,通信设备板块整体承压,Arista Networks跌3.08%、Applied Optoelectronics跌3.03%、Lumentum跌2.02%、Ciena跌1.21%,行业情绪偏弱进一步加剧回调压力。基本面方面,诺基亚一季度调整后营业利润同比增长54%,AI与云业务营收增长49%,摩根士丹利此前将目标价上调至14欧元并给予增持评级,但年内累计涨幅超140%后估值已处于高位。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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