异动解读|诺基亚盘前上涨3.3%,英伟达入股叠加大摩上调目标价持续提振

行情直击
May 26

5月26日,诺基亚盘前上涨3.3%,报15.3美元/股,成交额1367.11万美元。

消息面上,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网络基础设施领域的合作伙伴关系,显著提振市场信心。此外,摩根士丹利将诺基亚目标价从11欧元上调至14欧元,给予"增持"评级并列为优选股,认为公司将受益于AI与云端扩张带动的数据中心支出浪潮。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%。通信设备板块同步走强,Arista Networks涨1.8%、Applied Optoelectronics涨2.47%、Ciena科技涨1.76%,板块氛围良好。

(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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