说话者选择 Nokia：其频谱效率目标计划于今年年底试点部署、2027 年商用；AI 数据中心是其增长最快的领域，上季度 AI/云销售额增长逾一倍，光网络/IP 预计明年增长 25% 或以上。Nvidia 去年以每股 6 美元投资 10 亿美元，Nokia 目前股价约 8 美元，低于标普 500 的 19 倍远期市盈率。
逐段跳播
Nokia 的目标是实现频谱效率翻倍，简单来说，他们想在同一频段上传输两倍的数据量，试点部署将于今年年底开始，2027 年实现商用。这就是为什么我在这里选择 Nokia 股票，代码 NOK。
Nvidia 去年以每股 6 美元向 Nokia 股票投资了 10 亿美元，如今其股价约为 8 美元。Nokia 增长最快的业务来自 AI 数据中心。上季度，他们对 AI 和云客户的销售额增长了一倍多，并预计明年其光网络和 IP 业务将增长 25% 或更多。
Nokia's goal is to achieve double the frequency spectrum efficiency , or in simpler terms, they want to transmit twice the amount of data across the same airwave bands, with pilot deployment starting at the end of this year and commercial availability in 2027.
That's why my choice here is Nokia stock, symbol NOK. Nvidia invested $1 billion in Nokia shares at $6 per share last year, and today it is trading at around $8. Nokia's fastest growth comes from AI data centers .
In the last quarter, their sales to AI and cloud customers more than doubled, and they expect their business in optical networking and IP to grow by 25% or more next year.
对于我们每天真正依赖的基础设施，比如制造商品的工厂机器人和让我们保持连接的通信网络，我更看好 Cognex 和 Nokia。
For the infrastructure we actually rely on every day, such as factory robots to make our goods and communication networks to keep us connected, I prefer Cognex and Nokia.
Nokia、Uber 和 Nvidia 的股价都低于标普 500 指数 19 倍的远期市盈率。
Shares of Nokia, Uber, and Nvidia are all trading below the S&P 500's forward price-to-earnings ratio of 19.