爱立信（ERIC）今日盘中大跌10.37%，引起了市场的广泛关注。
消息面上，爱立信公布了2026年第二季度财报，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；调整后息税前利润为65.2亿瑞典克朗，同样低于预估。此外，公司净利润同比下滑12%，自由现金流也大幅下降。
更令投资者担忧的是公司面临的严峻成本压力与未来展望。公司指出，由于全球人工智能（AI）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，预计将在下半年进一步加剧成本负担。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，导致了股价在盘中出现大幅下挫。
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