红嘴蓝鹊
2026.06.02 23:59

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Longbridge - trend_OptsDaily
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诺基亚(Nokia)老登股第二春 -- 光模块之王

前言$Nokia Oyj(NOK.US)可惜研究的比较晚,4.22 号就是一个非常异常的信号,巨量的 leaps call 成交。现在已经不适合 leaps call 了,但股票还有不少上行空间。打算回调低位买一点正股仓位。AI 超级周期下的光通信角色、估值重估与风险展望在全球通信与信息技术产业的宏大叙事中,诺基亚(Nokia)这家创立于 1865 年的芬兰企业,正在经历其跨越一个半世纪历史中最深刻的一次战略重塑 1...

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