[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio1dcff286":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio1dcff286","摩根大通看涨诺基亚(NOK)构建AI与云业务，被低估。","\u002Fdoc\u002Fdcio1dcff286","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">摩根大通分析师\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> Sandeep Deshpande \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">将诺基亚（\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Nokia\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">）的目标股价从\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 14 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">美元上调至\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 21 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">美元，并维持对该股的“增持”（\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Overweight\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">）评级。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">该分析师在研究报告中向投资者指出，诺基亚报告其在季度内获得了\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 10 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿欧元的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> AI \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">和云业务订单，并表示这些订单大多与光学产品相关。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">摩根大通认为，诺基亚“强大”的产品阵容将使其处于光学市场的领先地位。摩根大通指出，凭借诺基亚自身的磷化铟（\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">indium phosphide\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">）晶圆厂产能以及配套的封装能力，公司已为其光学业务在\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 2027 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年前的订单和销售大幅增长奠定了基础，预计相关订单将在\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\"> 2026 \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年加速增长。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">诺基亚在\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">和云基础设施领域的订单爆发，\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">26\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">Q1\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">直接拿下了\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">10\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿欧元的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">AI\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">和云订单\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">(\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">绝大部分是光网络产品\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">)\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。数据中心交换机\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">(DC switching) \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">拿下关键新客户\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">=\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">之前主要客户是微软\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">+\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">现在大概率拿下了谷歌\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">(25\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年已获供应商资格\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">) \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">以及其他超大规模\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">\u002F\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">新规模云厂商。硬件产品线极其能打凭借自有的磷化铟晶圆厂产能\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">+\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">封装能力，推出了\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">1.6T\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">和\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">3.2T\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">相干光模块等新一代产品，直接卡位光网络市场最前沿。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">业绩预期被大幅拔高，摩根大通将诺基亚\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">26\u002F27\u002F28\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年的销售额预期全面上调，其中\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">28\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">EBIT(\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">息税前利润\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">)\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">预测直接比目前市场共识高出\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">40.1%\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。官方此前的指引已经“过时”\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">=\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">摩根大通给出的\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">28\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">EBIT\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">预测，比诺基亚自己在\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">25\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">年\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">11\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">月资本市场日给出的指引中位数高出了整整\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">58% \u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">美股投资网用大白话总结就是\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">>\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">市场和公司之前都没料到光网络市场需求这么猛\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">+\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">没算上新拿下的交换机大单带来的每年高达\u003C\u002Fspan>\u003Cspan style=\"font-size:large;\">20\u003C\u002Fspan>\u003Cspan style=\"font-family:DengXian;font-size:large;\">亿欧元的潜在增量收入。\u003C\u002Fspan>\u003C\u002Fp>\u003Cp>\u003Cspan style=\"font-family:DengXian;font-size:large;\">完整分析，登陆 \u003C\u002Fspan>\u003Ca target=\"_blank\" rel=\"noopener noreferrer\" href=\"https:\u002F\u002Fstockwe.com\u002Fvip\">\u003Cspan style=\"font-family:DengXian;font-size:large;\">https:\u002F\u002Fstockwe.com\u002Fvip\u003C\u002Fspan>\u003C\u002Fa>\u003C\u002Fp>\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNOK\u002FNOK.jpg","2026-06-12T17:56:50","2026.06.12","2026\u002F06\u002F12",31054,[22],"NOK","Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":28,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[33,37],{"productId":34,"serviceName":35,"priceText":36},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":38,"serviceName":39,"priceText":40},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":43,"images":68,"summaryHtml":73,"aboutTitle":74,"aboutHtml":75,"copyrightHtml":76},[44,47,50,53,56,59,62,65],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fplan",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":60,"url":61},"美股课程","\u002Fcol\u002Fvideos",{"label":63,"url":64},"免责声明","\u002Fdisclaimer",{"label":66,"url":67},"联系我们","\u002FContactUs",[69,70,71,72],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]