对抗华为,诺基亚23亿美元拿下美国“光剑”

科创投资研究
11 Mar

2024年6月,诺基亚宣布以23亿美元收购美国光通信设备商英飞朗(Infinera),引发全球通信行业震动。此次交易不仅是诺基亚近年来最大规模的并购动作,更被视为其对抗华为、争夺光通信市场主导权的关键布局。面对华为在光网络领域长期占据的全球第一份额(约30%),诺基亚通过收购英飞朗将市场份额提升至20%,跃居行业第二。本文从交易细节、战略意图、整合效果及竞争格局等多维度解析此次收购的意义与挑战。...

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