异动解读｜诺基亚盘中上涨3.61%，收购恩智浦晶圆厂布局AI光芯片持续发酵

行情直击08-13

8月13日，诺基亚盘中上涨3.61%，报10.685美元/股，成交额2.83亿美元。

消息面上，诺基亚近日宣布收购恩智浦位于美国亚利桑那州的晶圆厂，计划改造为磷化铟光芯片生产线，预计明年初启动量产。磷化铟是AI数据中心光互连的核心材料，当前供需缺口严重，英伟达此前已分别向朗美通和相干各投资20亿美元锁定长期供货。诺基亚此举成功切入AI光芯片产业链关键环节，叠加此前标普将其展望上调至"正面"并确认"BBB-"评级，基本面改善预期持续支撑股价。同行业中，Applied Optoelectronics涨3.44%、Lumentum涨0.18%，光芯片板块延续强势。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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