异动解读|诺基亚夜盘上涨4.14%,AI基础设施转型逻辑持续发酵叠加英伟达入股提振

行情直击
May 26

5月26日,诺基亚夜盘上涨4.14%,报16.11美元/股,成交额7.65万美元。

消息面上,诺基亚此前在加利福尼亚州森尼韦尔启动AI网络创新实验室,整合AI网络协议、交换芯片及硬件平台,专注AI数据中心架构开发,市场情绪持续发酵。此外,英伟达斥资近10亿美元收购诺基亚约3%股权,进一步巩固双方在AI网络基建领域合作,摩根士丹利亦将目标价上调至14欧元并给予"增持"评级。基本面方面,公司一季度调整后营业利润同比大增54%,AI与云业务营收增长49%,已占总营收8%。通信设备板块同步回暖,Lumentum涨3.5%、Ciena科技涨2.79%、Applied Optoelectronics涨1.32%,板块整体氛围良好。

(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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