6月4日，诺基亚盘中下跌6.1%，报15.925美元/股，成交额4.43亿美元。
消息面上，博通虽交出亮眼季报，但CEO拒绝为2027财年AI营收指引加码，盘前大跌近14%，拖累光通信及通信设备板块集体下挫。诺基亚此前受英伟达斥资近10亿美元收购约3%股权、GTC大会催化及一季度业绩大增推动，股价自5月29日低点14.78美元连续反弹至6月3日盘中17.435美元，短期涨幅近18%，获利盘积累明显，回调压力集中释放。同行业中，Ciena跌16.12%、Arista Networks跌8.36%、Lumentum跌5.14%，板块联动效应进一步加大抛压。
（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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