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北京时间·🕒 发布 13:05:31时区推断·⟳ 抓取 14:20:49·⚡ 决策 07-23 14:42:36 +21m47s·96.2 天前
Nokia二季度利润超预期但美股ADR已下跌
Nokia二季度可比经营利润4.34亿欧元，高于LSEG预期3.82亿欧元，AI和云客户销售翻倍至4.46亿欧元。
📄 原文Investing.com↗ 原文
Nokia Q2 profit beat on AI demand
Google nearly doubles AI infrastructure spending as Q2 tops estimates STOCKHOLM, July 23 (Reuters) - Nokia reported a b…
不做 Nokia（NOK.US）
利润beat和AI客户增长被存储成本压力抵消，NOK.US已下跌反应，方向混合且无明确同向edge，不做。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-23 · 扩散 high · price-in 风险 medium ↗
关键理由
- Nokia二季度可比经营利润4.34亿欧元，高于LSEG预期3.82亿欧元，AI和云客户销售翻倍至4.46亿欧元。
- 同一正文也提示存储芯片涨价带来成本压力，且NOK.US最新价10.28美元、较前收跌3.29%，市场没有把这组财报当成纯利好。
主要风险
- 若后续管理层明确给出AI数据中心光纤需求带来的全年指引上修，可能改变当前不做结论。
反向证据
- 做多前查反向 · 来源 web · 日期 2026-07-23 · 影响 weakens
正文已披露存储芯片涨价影响电信设备商，同行Ericsson此前警示利润率压力。
检索:Nokia Q2 memory chip cost pressure Ericsson margin warning 原文 ↗
工具调用 · 历史记录,结果未知(1 种)
- stock_quote · 结果未知
原文全文
展开原文 · 1,442 字
Google nearly doubles AI infrastructure spending as Q2 tops estimates
STOCKHOLM, July 23 (Reuters) - Nokia reported a bigger than expected rise in its quarterly comparable operating profit on Thursday, as the Finnish telecom gear maker got a boost from artificial intelligence and cloud customers.
Comparable operating profit jumped 18% to 434 million euros ($496.11 million) in the second quarter of 2026. That was above the average estimate of 382 million euros from analysts polled by LSEG.
Nokia has been shifting focus to selling fibre optic cables to big tech companies building AI data centres. The company, however, was not immune to the sudden increase in memory chip prices due to AI companies cornering the market and impacting telecom equipment makers.
"Demand remains strong, while supply continues to be the main industry constraint, prompting our customers to place longer-term orders," CEO Justin Hotard said in a statement.
Comparable net sales reached 4.82 billion euros in the quarter, above market estimates. The Espoo, Finland-based group said net sales from AI and cloud customers doubled in the quarter to 446 million, as it booked 2.8 billion euros in new orders.
Rival Swedish telecoms equipment maker Ericsson warned last week that it was under pressure from rising memory chip costs driven by surging AI demand, fanning investor worries that margins would be hit and sending its shares tumbling.
($1 = 0.8748 euros)
STOCKHOLM, July 23 (Reuters) - Nokia reported a bigger than expected rise in its quarterly comparable operating profit on Thursday, as the Finnish telecom gear maker got a boost from artificial intelligence and cloud customers.
Comparable operating profit jumped 18% to 434 million euros ($496.11 million) in the second quarter of 2026. That was above the average estimate of 382 million euros from analysts polled by LSEG.
Nokia has been shifting focus to selling fibre optic cables to big tech companies building AI data centres. The company, however, was not immune to the sudden increase in memory chip prices due to AI companies cornering the market and impacting telecom equipment makers.
"Demand remains strong, while supply continues to be the main industry constraint, prompting our customers to place longer-term orders," CEO Justin Hotard said in a statement.
Comparable net sales reached 4.82 billion euros in the quarter, above market estimates. The Espoo, Finland-based group said net sales from AI and cloud customers doubled in the quarter to 446 million, as it booked 2.8 billion euros in new orders.
Rival Swedish telecoms equipment maker Ericsson warned last week that it was under pressure from rising memory chip costs driven by surging AI demand, fanning investor worries that margins would be hit and sending its shares tumbling.
($1 = 0.8748 euros)
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