$诺基亚(NOK.US)香橼研究 Citron Research 在最新的贴文中表达了看涨观点！核心观点是诺基亚之前收购的英飞朗，拥有光通讯硬件产品并与 lite 等企业一并分析，我引用一段 “A year ago, Nokia bought a company called Infinera , which meant Nokia went from reselling other people’s chips to owning its own chip factories. That‘s a huge deal. Every other company in this space that owns their own chips (Lumentum, Coherent) trades at a massive premium. Nokia doesn’t yet. The market hasn‘t caught on.”