异动解读 | 诺基亚Q2调整后利润超预期且AI业务翻番,夜盘大涨8.46%

异动解读
Jul 23

诺基亚(NOK)今日夜盘股价大涨8.46%,引起了市场的广泛关注。

消息面上,诺基亚盘前发布的2026年第二季度财报显示,其业绩表现强劲。公司第二季度调整后可比营业利润达到4.34亿欧元,同比增长18%,显著高于市场预期的3.82亿欧元。这一增长主要得益于人工智能和云计算客户的强劲需求,来自该领域的净销售额同比翻倍至4.46亿欧元,并新增了28亿欧元的订单。

此外,公司对全年业绩展望更为乐观,将2026年可比营业利润指引区间从原先的20亿至25亿欧元上调至21亿至26亿欧元,高于市场预期的23.6亿欧元。亮眼的季度业绩与上调的盈利指引,共同增强了投资者对公司增长前景的信心,从而推动了股价在夜盘时段的大幅上涨。

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