Group 1 - Maosheng Holdings (00022) saw a rise of over 14% due to a 75.4% year-on-year increase in revenue for the six months ending September 30, 2025, attributed to the final stages of renovation construction services [1] - Emperor Capital (00717) increased by over 3.8% as net profit rose significantly due to a large reduction in impairment provisions for margin loans and other loans, alongside an increase in group revenue [1] - Ginkgo BioWorks-B (01167) rose over 5.4% following the approval of its self-developed KRAS G12C inhibitor, Goresir, for commercialization in China, with a partnership established with Ailida [1] - Maoyan Entertainment (01896) fell over 2% as reports indicated an increase in the ticket refund rate for "Demon Slayer" [1] - Fuhong Hanlin (02696) increased by over 4.3% after announcing FDA approval for its biosimilar to PERJETA, making it the first and only biosimilar of its kind in the U.S. [1] Group 2 - Trip.com Group-S (09961) dropped over 3.4% despite reporting a net operating revenue of 18.3 billion RMB for Q3 2025, a 16% year-on-year increase driven by sustained global travel demand [2] - Gushengtang (02273) rose over 2.2% after announcing a share transfer agreement with DA ZHONG TANG PTE. LTD. [2] - XPeng Motors-W (09868) fell over 4.6% amid market speculation about plans to produce thousands of autonomous taxis annually from 2026-2027 [2] - Techtronic Industries (00669) increased by over 4.7% as Home Depot's Q3 results indicated a positive outlook for the U.S. consumer market, benefiting Techtronic's professional segment [2] Group 3 - Guofu Quantum (00290) rose over 2.8% as it projected a net profit of approximately 200 million to 210 million HKD for the six months ending September 30, compared to a net loss of about 10.9 million HKD in the same period last year [3] Group 4 - Circle (CRCL.US) fell 8.98% as its stock price continued to decline since late October, with a significant insider sale reported [4] - The U.S. optical communication sector saw gains, with Lumentum (LITE.US) up 8.69% and other companies in the sector also rising [4] - Storage stocks in the U.S. rose, with Seagate Technology (STX.US) up 2.08% following a report on NVIDIA's shift to low-power memory chips for AI servers [5] - MP Materials (MP.US) increased by 8.61% after announcing a joint venture with the U.S. Department of Defense and Saudi Arabia's Maaden to build a rare earth refining plant [5] - Google (GOOGL.US) rose 3% as its new AI model Gemini 3 Pro topped the LMArena leaderboard, highlighting AI's role in its growth [6] - Nokia (NOK.US) fell over 9.19% as it focuses on AI-related infrastructure [6] - Block (XYZ.US) rose 7.56% after announcing a $5 billion increase in its stock buyback plan [6] - NetEase (NTES.US) fell 4.15% following the global launch of its new game [6] - Lowe's (LOW.US) rose 4.03% after reporting Q3 revenue of $20.81 billion, slightly below market expectations [6]

Nokia Oyj (NYSE:NOK) is included among the 12 Best European Dividend Stocks to Buy Now. Deutsche Bank Raises Nokia (NOK) Price Target, Reaffirms Buy Rating On November 11, Deutsche Bank lifted its​ p⁠rice targ‌et‌ on Nokia Oyj (NYSE:NOK) to‌ EUR 6.75 from EUR 4.75 a‌nd contin​u⁠ed to rate the sto⁠ck as​ a Buy, as reported by The Fly. Nokia Oyj (NYSE:NOK)’s stoc‌k has climbed more than 48% since the beginning of 2025, supported by⁠ s⁠everal major develop‌ments‍. At the end of October, the company po‍sted ...

Core Insights - Nokia announced a new AI-focused strategy aimed at simplifying its operations and increasing annual core profits by 60% over the next three years [1] - Starting in 2026, Nokia plans to restructure into two main business segments: a network infrastructure business focused on AI and data centers, and a mobile infrastructure business focused on core telecommunications [1] - CEO Justin Hotard emphasized that the largest cloud service providers are investing more each quarter than the largest telecom companies do in a year, with nine out of the top ten cloud service providers already adopting Nokia's technology [1]

Key Points Nokia announced a major restructuring as part of its push into AI. The company will now consist of two units: network infrastructure and mobile infrastructure. 10 stocks we like better than Nokia Oyj › Shares of Nokia (NYSE: NOK) fell on Wednesday, finishing the day down 9.2%. The drop came as the S&P 500 and the Nasdaq Composite gained 0.3% and 0.5%, respectively. Nokia, once known for its ubiquitous cellphones popular in the pre-smartphone era, is reinventing itself once again. Nokia a ...

Core Insights - Nokia is restructuring its business by separating its artificial intelligence (AI) and telecom operations into distinct units, with a focus on enhancing its network infrastructure division [2][4]. - The company aims to leverage its network infrastructure as a growth segment to capitalize on the global demand for AI and data center development [3][4]. - Nokia is also launching a new defense division to expand its offerings in defense-grade solutions, building on its existing capabilities in the US and allied countries [5]. AI and Telecom Business Segmentation - The new network infrastructure division will encompass AI and data center operations, while telecom network operations will be integrated into the mobile infrastructure unit [2]. - This strategic move is intended to position Nokia as a key player in the rapidly evolving AI supercycle, with projections indicating AI spending could exceed $2.8 trillion by 2029 [4]. Partnership and Investment - Nokia has secured a $1 billion investment from Nvidia, which will facilitate the integration of Nvidia-powered AI radio access network (AI-RAN) products into Nokia's offerings [5][6]. - This partnership aims to enable communication service providers to deploy AI-native 5G-Advanced and 6G networks, addressing a market projected to exceed $200 billion by 2030 [6]. Defense Division - The newly established Nokia Defense division will serve as a central hub for go-to-market strategies and research and development for defense solutions [5]. - The company sees significant opportunities in the defense sector, particularly in the US and Finland, leveraging its core technologies in network and mobile infrastructure [5].

Core Viewpoint - Nokia Oyj is restructuring its long-term strategy to adapt to the shift towards AI-driven networks and next-generation connectivity, as traditional 5G growth slows and customer demand for intelligent infrastructure increases [1] New Operating Structure and Ambitions - Starting January 1, 2026, Nokia will reorganize into two core divisions: Network Infrastructure and Mobile Infrastructure, aiming to enhance execution speed and investment focus [2] - The company has set a comparable operating profit target for 2028 of €2.7 billion to €3.2 billion [2] Reasons for the Reset - Slower 5G spending and rising demand for AI-native networks necessitate a leaner operational model, while also aiming to position Nokia as a secure Western supplier amid geopolitical changes [3] - Updated financial targets include a 6–8% annual growth in Network Infrastructure sales from 2025 to 2028, with Optical and IP Networks expected to grow at a 10–12% rate [3] Updated Financial Targets and KPIs - By 2028, Nokia targets a Network Infrastructure operating margin of 13–17% and a Mobile Infrastructure gross margin of 48–50% [4] - The company plans to reduce centralized operating expenses to €150 million from approximately €350 million and convert 65–75% of comparable operating profit into free cash flow [4] Strategic Priorities - Nokia's strategic focus includes expanding AI and cloud capabilities, leading AI-native and future 6G network development, deepening customer partnerships, tightening capital allocation, and delivering sustainable returns [5] - Actions to support these priorities involve grouping slower-growth units into a new Portfolio Businesses division and launching a defense incubation unit for secure-connectivity opportunities [5] Price Action - Nokia shares are trading 6.17% lower at $6.23 in premarket trading [6]

THAT WE CAN DEPLOY AI COMPUTING SERVICES ON TOP OF. IT WILL BE COMPLETELY REVOLUTIONARY. JONATHAN: NOKIA ANNOUNCING A NEW PLANE TO STREAMLINE ITS BUSINESS WITH A FOCUS ON AI.THE CEO JUSTIN HOTARD SANK NOKIA CHANGED THE WORLD BY CONNECTING PEOPLE AND WILL BEGIN BY CONNECTING INTELLIGENCE. JUSTIN HOTARD JOINS US FOR MORE. JUSTIN: GREAT TO SEE YOU.JONATHAN: OUR GENERATION KNOWS YOUR COMPANY WELL. HANDSETS. WHAT DO YOU WANT IT TO BE IN THE NEXT FEW YEARS.JUSTIN: I WANTED TO BE A COMPANY THAT IS KNOWN FOR CONNEC ...

据悉，上月，芯片巨头英伟达公司同意以10亿美元收购诺基亚股权后，其股价曾大幅飙升，但随后受市 场对AI泡沫的普遍担忧影响，部分涨幅回吐。另外，近日有报道称，诺基亚计划在2030年前关闭其位 于德国慕尼黑的重要研发中心，并计划裁撤超过700个工作岗位。 周三，诺基亚(NOK.US)盘前跌逾6%，报6.20美元。消息面上，诺基亚公司正押注人工智能热潮，通过 精简业务，聚焦于可连接AI数据中心的网络基础设施领域。诺基亚首席执行官贾斯汀.霍塔德19日在公 司资本市场日活动前接受采访时表示，此举将在未来几年实现两位数的营业利润增长。2025–2028年净 销售额年复合增长率(CAGR)目标为6–8%；其中光网络与IP网络合并增长目标为10–12%2028年运营利润 率目标为13%–17%。2028年调整后营业利润达到27亿至32亿欧元的目标，与市场共识(29亿欧元)一致。 ...

Market Overview - The U.S. stock market showed mixed results with the Nasdaq up by 0.12%, the S&P 500 up by 0.03%, and the Dow Jones down by 0.05% [1] Company Highlights - Nvidia's stock rose over 1.5% ahead of its Q3 earnings report for fiscal year 2026, with reports indicating that Saudi Arabia has been approved to purchase a significant amount of U.S. AI chips [1] - Tesla's shares increased by over 1% after receiving approval to begin offering autonomous ride-hailing services in Arizona [1] - Nokia's stock fell by 7.6% following the announcement of a strategic restructuring plan, which will divide the company into two departments: network infrastructure and mobile networks [1] - Target's shares dropped by 2.5% as its Q3 same-store sales growth fell short of expectations, leading the company to lower its full-year profit guidance [1]

据悉，上月，芯片巨头英伟达公司同意以10亿美元收购诺基亚股权后，其股价曾大幅飙升，但随后受市 场对AI泡沫的普遍担忧影响，部分涨幅回吐。另外，近日有报道称，诺基亚计划在2030年前关闭其位 于德国慕尼黑的重要研发中心，并计划裁撤超过700个工作岗位。 智通财经APP获悉，周三，诺基亚(NOK.US)盘前跌逾6%，报6.20美元。消息面上，诺基亚公司正押注 人工智能热潮，通过精简业务，聚焦于可连接AI数据中心的网络基础设施领域。诺基亚首席执行官贾 斯汀·霍塔德19日在公司资本市场日活动前接受采访时表示，此举将在未来几年实现两位数的营业利润 增长。2025–2028年净销售额年复合增长率(CAGR)目标为6–8%；其中光网络与 IP 网络合并增长目标为 10–12% 2028 年运营利润率目标为13%–17%。2028年调整后营业利润达到27亿至32亿欧元的目标，与市 场共识(29亿欧元)一致。 ...