Core Insights - Nokia and Nvidia have announced a strategic investment agreement where Nvidia will invest $1 billion in Nokia, becoming its second-largest shareholder [1][3] Group 1: Investment Details - Nvidia will acquire approximately 5.8% of Nokia's total share capital through a directed share issue, making it the second-largest shareholder after the Finnish government pension fund [3] - The investment is characterized as a "non-exclusive" collaboration, allowing both companies to continue working with other partners in the industry [3] Group 2: Strategic Goals - The primary goal of the collaboration is to build an "AI-driven next-generation communication network" [3] - Nvidia will provide Nokia access to its AI acceleration platform, including H100/H200 GPUs and DGX Cloud computing clusters, to enhance Nokia's 5G core network and Radio Access Network (RAN) intelligence [3]

展望未来，爱立信预计第四季度企业业务有机销售额将企稳，无线接入网(RAN)市场整体保持稳定。截 至目前，公司净现金头寸已增至 519 亿瑞典克朗，这为后续增加股东回报(分配)提供了空间。 智通财经APP获悉，周二，爱立信(ERIC.US)大涨超16%，创三年新高，报9.51美元。消息面上，数据显 示，爱立信Q3经销售额从去年同期的 618 亿瑞典克朗降至 562 亿瑞典克朗，有机销售额(注：剔除并 购、剥离等非经营性因素的销售额)同比下降 2%。尽管第三季度销售额同比下降 9%，但得益于运营优 化推动毛利率显著提升，其经调整季度利润仍超出分析师预期。调整息税前利润(EBIT)达 155 亿瑞典克 朗(约合 16.2 亿美元)，高于分析师此前预计的 141 亿瑞典克朗，去年同期为73亿瑞典克朗。第三季度经 调整息税折旧摊销前利润(EBITA)为158亿瑞典克朗(约合16.7亿美元)，而去年同期这一数字为77.6亿瑞 典克朗。 ...

周二，爱立信(ERIC.US)大涨超16%，创三年新高，报9.51美元。消息面上，数据显示，爱立信Q3经销 售额从去年同期的618亿瑞典克朗降至562亿瑞典克朗，有机销售额(注：剔除并购、剥离等非经营性因 素的销售额)同比下降2%。尽管第三季度销售额同比下降9%，但得益于运营优化推动毛利率显著提升， 其经调整季度利润仍超出分析师预期。调整息税前利润(EBIT)达155亿瑞典克朗(约合16.2亿美元)，高于 分析师此前预计的141亿瑞典克朗，去年同期为73亿瑞典克朗。第三季度经调整息税折旧摊销前利润 (EBITA)为158亿瑞典克朗(约合16.7亿美元)，而去年同期这一数字为77.6亿瑞典克朗。 展望未来，爱立信预计第四季度企业业务有机销售额将企稳，无线接入网(RAN)市场整体保持稳定。截 至目前，公司净现金头寸已增至519亿瑞典克朗，这为后续增加股东回报(分配)提供了空间。 ...

Group 1 - Vodafone Three has signed a £2 billion ($2.7 billion) contract with Ericsson and Nokia to expand its network coverage in the UK [1] - Ericsson will deploy its Radio Access Network (RAN) at 10,000 sites and upgrade the core network, while Nokia will provide RAN technology for 7,000 sites [1] - The eight-year contract provides much-needed revenue opportunities for both Nordic 5G equipment manufacturers amid a sluggish mobile market [1] Group 2 - The deal is a setback for Samsung Networks, which has struggled to gain significant market share in the network equipment sector [2] - Vodafone has been particularly supportive of Samsung and its Open RAN technology, which allows operators to mix and match components from different suppliers [2] - Vodafone is planning larger-scale tenders across Europe and has selected multiple strategic partners, including Samsung, Ericsson, and Nokia, to build future-proof network infrastructure covering 15 countries in Europe and Africa [2]