诺基亚今日盘中大涨6.06%，引起了市场的广泛关注。
消息面上，摩根士丹利将诺基亚的目标价从11欧元上调至14欧元，认为该公司将成为人工智能（AI）基础设施资本开支增长的主要受益者之一，并给予“增持”评级且列为优选股。此外，诺基亚近期在加利福尼亚州森尼韦尔启动了AI网络创新实验室，该实验室整合了AI网络协议、交换芯片及硬件平台，专注于AI数据中心架构开发，这标志着其AI战略从概念走向落地，市场情绪持续受到提振。
公司基本面也提供了有力支撑，2026年第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%。同时，整个通信设备板块及科技板块当日表现强劲，板块内多家公司股价上涨，为诺基亚的上涨提供了良好的市场氛围和共振支撑。
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