$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing...
状态日期：2026-05-27
Serenity观点
中性
推文立场
价格动量
看多
60D / 252D
信号分数
39
新增排序
24h 提及
0
短线新增
7日新闻
0
低
收入同比
3.5%
稳定
概览
作者立场：中性；价格动量：看多。最新证据：No directional opinion yet on $NOK since I don’t know enough about the company. 暂无 AI 结论。
暂无明确新增边际变化，保持在观察池。
近期推文
Serenity观点
中性
价格动量
看多
首次提出
2026-02-18 17:56
来源
llm
更新时间
2026-05-14 18:17
作者立场：中性；价格动量：看多。最新证据：No directional opinion yet on $NOK since I don’t know enough about the company.
当前观点证据
No directional opinion yet on $NOK since I don’t know enough about the company.
Serenity 变化
No directional opinion yet on $NOK since I don’t know enough about the company.
$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing...
if you want to play it safe: $MRVL, $AVGO, $TSM, and $NOK all do it as well, but they're larger players.
Coherent DCI: $CIEN, $NOK
The moment you full port $NOK, it’s going to start dropping. There’s some rules to the universe.
$NOK: +27.5%
新鲜度
复核时间：2026-05-27
证据
年度数据
最新期
2025
营收
20B
营收同比
3.5%
毛利率
43.5%
2022
2023
2024
2025
简读 + 重点消息
0 条 7日新闻，压力 低。
近期披露
Filing body read (6-K 2026-05-20) Nokia filed a Form 6-K reporting that it transferred 975,289 treasury shares without consideration to participants in its equity-based incentive plans, leaving 132,353,333 own shares held by the company. Material changes: Nokia transferred 975,289 Nokia shares held by the company to participants of equity-based incentive plans without consideration.; The transfer was made under the Board of Directors resolution previously announced on October 2, 2025.; After the transfer, Nokia Corporation held 132,353,333 own shares.. Risks: Potential shareholder dilution or reduced treasury share buffer from equity incentive plan share transfers.; No operating, customer, financing, legal, or market risk factors were discussed.. Next checks: Review the October 2, 2025 Board resolution or related announcement referenced in the filing.; Verify Nokia's total shares outstanding before and after the transfer to quantify dilution or EPS impact.; Check the terms of Nokia's equity-based incentive plans and any remaining share-settlement commitments..
当前 profile 没有可解析的 SEC 披露。
近期推文
立场
中性
价格动量
看多
No directional opinion yet on $NOK since I don’t know enough about the company.
24h / 7天 / 30天
24h
0
7D
0
30D
1
Beta
0.77
敏感度
高关注高 beta
情绪风险
高
估值风险
正常
背景
technology-communication-equipment
-
等待 GPT xhigh 分析。
研究问题
背景
technology-communication-equipment
状态日期：2026-05-27
复核时间：2026-05-27
作者立场
中性
llm
价格动量
看多
60D / 252D
信号分数
39
新增信息排序
24h 提及
0
短线新增
7天提及
0
高
30天提及
1
长周期热度
7日新闻
0
低
30日披露
0
-
收入同比
3.5%
稳定
Beta
0.77
高关注高 beta
llm · 2026-05-14 18:17
No directional opinion yet on $NOK since I don’t know enough about the company.
$SIVE 2025 annual report analysis. TLDR: Extremely Bullish. Sivers main growth vector is CPO, but they've TAM expansioned to pluggable transcivers + multiple new qualifications/development. 1. "We are currently seeing...
if you want to play it safe: $MRVL, $AVGO, $TSM, and $NOK all do it as well, but they're larger players.
Coherent DCI: $CIEN, $NOK
The moment you full port $NOK, it’s going to start dropping. There’s some rules to the universe.
$NOK: +27.5%
基本面 / 消息面 / 情绪面 / 市场
年度数据
最新期
2025
营收
20B
营收同比
3.5%
毛利率
43.5%
营收趋势
需要继续工作的地方
-
等待 GPT xhigh 分析。
同业压力
technology-communication-equipment
利润趋势
利润率趋势
| 最近财务序列 | 营收 | 营收同比 | 毛利率 | 营业利润率 | 净利率 |
|---|---|---|---|---|---|
| 2021 | 22B | - | 39.8% | 9.7% | 7.3% |
| 2022 | 24B | 7.0% | 42.5% | 10.3% | 17.9% |
| 2023 | 21B | -11.0% | 40.4% | 7.0% | 3.1% |
| 2024 | 19B | -9.1% | 46.1% | 8.3% | 6.6% |
| 2025 | 20B | 3.5% | 43.5% | 3.9% | 3.3% |
24h / 7天 / 30天
24h
0
7D
0
30D
1
风险: 高 · 高
简读 + 重点消息
消息简读
0 条 7日新闻，压力 低。
重点消息
新增披露摘要
披露分析
Filing body read (6-K 2026-05-20) Nokia filed a Form 6-K reporting that it transferred 975,289 treasury shares without consideration to participants in its equity-based incentive plans, leaving 132,353,333 own shares held by the company. Material changes: Nokia transferred 975,289 Nokia shares held by the company to participants of equity-based incentive plans without consideration.; The transfer was made under the Board of Directors resolution previously announced on October 2, 2025.; After the transfer, Nokia Corporation held 132,353,333 own shares.. Risks: Potential shareholder dilution or reduced treasury share buffer from equity incentive plan share transfers.; No operating, customer, financing, legal, or market risk factors were discussed.. Next checks: Review the October 2, 2025 Board resolution or related announcement referenced in the filing.; Verify Nokia's total shares outstanding before and after the transfer to quantify dilution or EPS impact.; Check the terms of Nokia's equity-based incentive plans and any remaining share-settlement commitments..
近期披露
当前 profile 没有可解析的 SEC 披露。
beta / 动量 / 主题
Beta
0.77
状态
高关注高 beta
立场
中性
动量
看多
观察 · 正常
板块定位
technology-communication-equipment