Ale's World of Stocks 对 $NOK 的判断变化

2026-08-30
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NOK 近期 AI/云增长强劲且估值合理,但面临低利润率和缓慢的营收增长,导致相对于其他选择持谨慎态度。

好了。现在继续看名单上的第四只股票。我们将稍微走出传统数据中心领域,看看支撑全球电信的后端基础设施。那就是诺基亚,股票代码NOK,英伟达持有其价值超过22亿美元的类似大仓位。

All right. Now, moving right along to the fourth stock on the list. We're going to step slightly outside the traditional data center space to look at some of the back-end infrastructure that powers global telecommunications. And that's going to be in Nokia, ticker symbol NOK, where Nvidia holds a similarly large position at over 2.2 billion dollars worth of the stock.

当然,在过去,诺基亚主要以坚不可摧的砖头手机而闻名,我自己也见过几款。我甚至用过他们的新款Windows手机,如果你还记得的话。但如今,这是一家截然不同的公司。他们真正重塑了自己,其后端网络业务很可能在即将到来的6G技术浪潮中发挥主导作用。

Now, of course, back in the day, Nokia was mostly known for their indestructible brick cell phones, which I saw in a couple of those myself, too. I even had their newer Windows phones, if you remember those. But today, this is a much different company. One that reinvented themselves, really, with back-end networking businesses that will likely play a leading role in the upcoming wave of even 6G technologies, too.