诺基亚强调，此次收购旨在"优化其在中国的所有权结构"并"简化其在中国的所有权结构"。完成全资控股后，诺基亚贝尔将完全 并入诺基亚的全球运营体系，与其全球战略和管理模式保持一致。这意味着诺基亚在华业务的决策链条将更为顺畅，有利于资源 整合与效率提升。 诺基亚贝尔的前身上海贝尔股份有限公司成立于1984年，是中国第一家中外合资通信企业，股权结构长期为中外各持50%左右 （诺基亚方多1股）。2017年，诺基亚完成对阿尔卡特朗讯的收购后，将其在华业务与上海贝尔整合，成立了上海诺基亚贝尔股份 有限公司，作为其在华的独家运营平台。 根据股权转让时披露的财务信息，诺基亚贝尔2024年实现营收83.91亿元，净利润4209.29万元；2025年前三季度营收46.06亿元， 净利润显著增长至9046万元。截至2025年9月30日，公司总资产达115.69亿元，净资产69.51亿元，为此次股权交易提供了明确的估 值基础。 在全球5G网络建设高峰期渐过、地缘政治环境复杂的背景下，诺基亚此番全资控股在华核心运营实体，被业界视为对中国市场的 长期信心和战略加码。 近日，诺基亚宣布，已于2025年12月12日完成收购中国华信邮电科技有限 ...

I believe that for most people over the age of 40, the name Nokia Oyj ( NOK ) brings back long‑ago personal memories from the 1990s and early 2000s — a time when Nokia phones were everywhere and anI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually ha ...

I believe that for most people over the age of 40, the name Nokia Oyj ( NOK ) brings back long‑ago personal memories from the 1990s and early 2000s — a time when Nokia phones were everywhere and anI’ve managed my investments since 1999, gaining perspective across multiple market cycles. With a background in Economics and ongoing CFA certification, my focus is on uncovering mispriced assets that the market has overlooked. I conduct my analyses in a way that allows me to use them myself — not just casually ha ...

These tech companies offer robust dividend yields and AI-powered sales growth.The hot field of artificial intelligence (AI) boasts an abundance of high-growth tech stocks, but ones offering robust dividends are not so plentiful. Investing in dividend-paying AI companies is a great way to gain passive income while capturing a piece of the rapidly expanding AI market.Three compelling AI stocks that offer attractive dividend yields are International Business Machines (IBM 0.19%), Cisco Systems (CSCO +0.60%), a ...

文章核心观点 - 由诺基亚委托的研究显示，绝大多数美国和欧洲的技术与商业领袖认为，当前的网络基础设施需要进行重大演进和投资，以满足AI超级周期的需求[1] - 研究指出，整个连接生态系统已达成共识，即必须发展下一代网络能力以支持日益复杂的AI工作负载，这为产业和政府采取集体行动加强AI创新所依赖的数字基础提供了机遇[2] - 诺基亚认为，未来的AI发展浪潮将需要更先进、AI原生的网络和大量投资，连接性、容量和低延迟性能正变得至关重要[3] 研究背景与发现 - 研究调查了美国和欧洲约2000名技术与商业决策者，包括电信和数据中心基础设施提供商，以及计划采用和整合AI的企业与组织[1] - AI正在重新定义网络需求：工作负载变得以上行链路为重，数据流更加分散，对延迟、吞吐量、弹性、安全和能源效率的期望不断提高[4] - AI应用（如自动驾驶汽车、智能生产线、监控无人机、远程医疗诊断）在边缘产生大量数据，需要向上游传输处理，这给最初为下行链路为主的消费应用（如浏览网页和视频流）设计的现有网络带来压力[5] 美国市场洞察 - 88%的美国受访者担心网络基础设施的扩张可能跟不上AI投资的步伐[7] - 88%的美国电信提供商和企业表示，基础设施限制可能制约未来的AI扩展[9] - 受访者认为，双向数据流优化、扩展光纤容量、实时训练反馈和低延迟边缘基础设施是现代化网络架构和推动AI下一阶段增长的关键优先事项和基础构件[7] 欧洲市场洞察 - 86%的欧洲企业受访者表示，当前网络尚未准备好应对广泛的AI应用[10] - 三分之二的受访者表示已在生产中使用AI，超过一半的受访者已经遇到了与数据需求增长相关的停机、延迟和吞吐量限制等挑战[10] - 78%的欧洲受访者同样对基础设施限制可能制约AI扩展表示担忧[9] 行业共识与行动呼吁 - 研究强调了跨大西洋的共识，即产业和政策制定者有机会共同实现网络现代化，以确保美国和欧洲充分获取AI超级周期的益处[9] - 诺基亚鼓励整个网络生态系统进行合作，并支持建立更简化、可预测的监管环境，以促成及时的网络投资[6] - 在欧洲，受访者强调需要跨市场进行一致的监管简化和协调、及时的频谱供应、调整竞争政策以促成市场整合，以及对节能、支持AI的网络进行全行业投资[11]

Nokia has long traded in a range, but a recent Nvidia partnership could boost the stock in 2026.In the tech world, Nokia (NOK 1.12%) has long been an afterthought. The company has struggled since 2007, when Apple's iPhone came out of nowhere to make its once market-leading cellphones obsolete. Even though it pivoted into telecom equipment in later years, its success has been limited.However, after announcing a partnership with Nvidia on Oct. 28, its stock price spiked. Even though it gave back some of those ...

Nokia's AI pivot, combined with other plans to enhance the company's financial performance, could propel the stock to multidecade highs in 2026.Since 2020, Nokia (NOK +2.49%) has experienced increased investor attention, both as a turnaround play and as a meme stock. Still, its 64% rise over the past five years lags behind the S&P 500, which has increased by over 86% during this time frame.However, in the coming year, shares in the telecom equipment maker could make a serious leap higher, to prices not hit ...

Key Takeaways NOK partners with Airtel to open up network capabilities through the Network as Code platform.Airtel's APIs will be offered by subscription, enabling AI, 5G and edge-based developer solutions.NOK expands its ecosystem with 60 partners and recent alliances across security and FTTH.Nokia (NOK) has announced a new collaboration with Bharti Airtel to provide third-party developers access to the operator’s network capabilities via Nokia’s Network as Code platform and developer portal. This partners ...

Nokia (NOK) could be a solid addition to your portfolio given its recent upgrade to a Zacks Rank #2 (Buy). This upgrade is essentially a reflection of an upward trend in earnings estimates -- one of the most powerful forces impacting stock prices.The Zacks rating relies solely on a company's changing earnings picture. It tracks EPS estimates for the current and following years from the sell-side analysts covering the stock through a consensus measure -- the Zacks Consensus Estimate.Individual investors ofte ...

行业交流活动 - 中国贸促会会长任鸿斌率中国企业家代表团于12月3日出席了美国半导体行业协会及会员企业座谈会 [1] - 中美双方就推动半导体领域合作、深化多边领域合作、维护全球产业链供应链稳定畅通等议题进行了深入交流 [1] 参与方 - 美方代表包括美国半导体行业协会总裁兼首席执行官诺伊弗、全球政策副总裁桑顿 [1] - 参与座谈的美方企业代表来自高通公司、格芯公司、安森美半导体公司、诺基亚公司、新思科技公司、艾默生公司 [1] - 中方有随团的中国企业代表参加座谈 [1]