8月17日，诺基亚盘中上涨3.02%，报11.085美元/股，成交额4.08亿美元。
消息面上，诺基亚正式确认将关闭位于杭州的射频研发中心并裁员约1600人，北京、成都、青岛、上海等站点亦可能同步关停。公司将全球重组费用从2.5亿欧元上调至8亿欧元，其中3.5亿欧元专项用于中国业务整合。市场将此举解读为积极的成本优化信号——诺基亚在华营收已从高峰期22亿欧元降至9.13亿欧元，退出低回报市场有助于改善盈利结构。
与此同时，诺基亚近期收购恩智浦位于美国亚利桑那州的晶圆厂布局AI光芯片，叠加此前标普上调展望至"正面"及英伟达战略入股合作AI-RAN，公司转型AI基础设施赛道的逻辑持续获得资金认可。通信设备板块同步走强，Ciena涨4.62%、Lumentum涨5.94%。
（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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