[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio53880ecb":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"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,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio53880ecb","AI基建热潮推动需求增加！诺基亚(NOK)Q3营业利润超预期-光网络业务销售额同比增18%","\u002Fdoc\u002Fdcio53880ecb","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，随着人工智能(AI)基础设施投资热潮推动市场对数据中心网络设备的需求不断上升，诺基亚(NOK)第三季度盈利超出预期。财报显示，诺基亚Q3营收同比增长10%至51.54亿欧元;调整后营业利润同比增长35%至6.05亿欧元，远超分析师普遍预期的4.54亿欧元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>本次业绩增长得益于部分积压的数据中心设备订单完成交付。由于5G网络建设放缓，传统电信客户需求预计持续低迷，首席执行官Justin Hotard正着力把数据中心打造为诺基亚新的增长支柱。去年，他推出依托AI基建热潮的发展战略，并同步启动重组，此后诺基亚剥离了多项业务。诺基亚表示，这些调整有望在未来数年推动营业利润实现两位数增长。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>数据显示，涵盖AI数据中心连接业务的网络基础设施部门Q3销售额同比增长15%至18.29亿欧元。其中，光网络业务销售额同比增长18%至9.33亿欧元;IP网络业务销售额同比增长43%至38.39亿欧元。涵盖传统移动设备业务的移动基础设施部门销售额同比增长5%，至29.02亿欧元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>不过，AI基础设施的快速扩张也给设备制造商带来了挑战。内存芯片等零部件供应受到限制，价格也随之上涨。竞争对手爱立信(ERIC)表示，公司已经缓解了这一影响，部分得益于客户在合同谈判期间提前采购，以应对预期中的价格上涨。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>诺基亚的逆袭，核心是踩中了光通信产业的爆发风口。随着人类迈向AI时代，AI大模型 、自动驾驶、具身智能等对数据传输的速率、容量和稳定性提出更高要求，传统电信号传输方式已达物理极限。而光通信以光信号传输信息，能高带宽、低延迟传输，还能在长距离、大容量传输中降低能耗，成为输送AI算力的“高速公路”。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>这家曾主宰手机市场的巨头在告别手机业务十余年后，正以通信与AI基建龙头的身份实现逆袭。诺基亚如今已转型为全球第二大电信设备商，在5G专利、光通信、算力网络领域占据核心地位。该公司手握大量5G核心专利;光通信设备份额位居全球前列，为全球超130个国家提供网络基础设施，北美主流云服务商大多采用其光传输方案。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>诺基亚通过一系列收购完成朝AI与云基础设施领域转型。2016年，诺基亚以156亿欧元收购阿尔卡特朗讯，获得贝尔实验室的核心专利，跻身全球第二大光网络设备供应商;2024年，以23亿美元“鲸吞”光网络设备制造商Infinera，由此形成从DCN到DCI，再到光传输的全链条布局。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，去年10月，诺基亚获英伟达(NVDA)10亿美元战略入股，双方合作AI-RAN智能基站，将通信网络升级为边缘算力调度节点，直接打开了诺基亚在AI时代的成长空间。双方合作开发的移动网络设备采用这家美国芯片制造商的先进芯片，而不是完全依赖传统电信网络长期使用的专用芯片。该合作是Justin Hotard更广泛战略的一部分，旨在让诺基亚为未来做好准备——届时AI计算将不再局限于数据中心，而是进一步延伸至通信网络。凭借光模块、数据中心互联、5G-A\u002F6G技术布局，诺基亚正成为AI时代算力“高速公路”的关键建设者。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，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模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FN\u002FNOK\u002FNOK2.jpg","2026-10-22T12:27:04","2026.10.22","2026\u002F10\u002F22",32913,[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,"useContentVideo":5,"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 href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" rel=\"noopener noreferrer\">\u003Cimg src=\"\u002Fimg\u002Fstockwewebfiles\u002Fweb-202408-stk\u002F1586109431mceclip0.jpg\">\u003C\u002Fa>\u003C\u002Ffigure>\u003Cdiv class=\"text-center\">\u003Ch2 class=\"card-title mx-auto\">\u003Cbr>\u003Ca rel=\"noopener noreferrer\" 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":71,"summaryHtml":76,"aboutTitle":77,"aboutHtml":78,"copyrightHtml":79},[44,47,50,53,56,59,62,65,68],{"label":45,"url":46},"深度报告","\u002Fcol\u002FdepthReport",{"label":48,"url":49},"VIP会员","\u002Fvip",{"label":51,"url":52},"期权推荐","\u002FOption",{"label":54,"url":55},"低价暴涨股","\u002FPenny",{"label":57,"url":58},"AI智能体","\u002FAiAgent",{"label":60,"url":61},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":63,"url":64},"美股课程","\u002Fcol\u002Fvideos",{"label":66,"url":67},"免责声明","\u002Fdisclaimer",{"label":69,"url":70},"联系我们","\u002FContactUs",[72,73,74,75],"\u002Fimages\u002Ffooter\u002Ffooter-1-wechat.gif?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-2-telegram.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-3-whatsapp.png?v=20260930c","\u002Fimages\u002Ffooter\u002Ffooter-4-line.png?v=20260930c","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 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，每天处理海量股票数据：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，美股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":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]