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暴涨30%!诺基亚牵手巨头!
证券时报·2025-10-29 00:17

Core Viewpoint - Nvidia has announced a strategic partnership with Nokia, investing $1 billion to accelerate AI-RAN innovation and transition from 5G to 6G [2][9][14] Group 1: Nvidia's Investment and Market Reaction - Nvidia's stock price surged nearly 6%, with its market capitalization approaching $5 trillion following the announcement [2][10] - Nokia's stock experienced a significant increase, rising nearly 30% at one point and ultimately closing up over 22%, with a market cap exceeding $40 billion [12][14] Group 2: Details of the Partnership - Nvidia will invest $1 billion at a subscription price of $6.01 per share, acquiring a 2.9% stake in Nokia [14] - The partnership aims to develop next-generation 6G mobile communication technology, with Nokia adapting its 5G and 6G software to run on Nvidia's chips [14] - T-Mobile US will collaborate with both companies to test AI-RAN technology, with field tests expected to begin in 2026 [14] Group 3: Market Context - On the same day, the U.S. stock market indices reached new historical highs, driven by expectations of interest rate cuts and positive earnings forecasts from tech giants [4][5] - Major tech stocks, including Nvidia, Microsoft, and Tesla, saw significant gains, contributing to the overall market rally [5]