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FTI Consulting subsidiary Compass Lexecon has appointed Stéphane Dewulf as Executive Vice President and Head of its Brussels office, strengthening its global competition practice. Dewulf, a former European Commission economist, brings extensive experience in merger control and antitrust investigations, having advised on major deals such as Mars' acquisition of Kellanova and Nokia's acquisition of Infinera. He will lead a team of over 20 economist...
10-15 08:00
Nokia's growth engine is shifting from 5G to AI networking: in Q2, AI and cloud accounted for just 9% of revenue, yet contributed 61% of the year-over-year growth. This article breaks down Optical, IP, NVIDIA, and AI-RAN, and assesses through Bull, Base, and Bear valuations whether NOK's current share price has already priced in its transformation.
08-17 03:46
诺基亚的增长引擎正在从5G转向AI网络:Q2 AI与云端仅占9%收入,却贡献61%的同比增量。本文拆解Optical、IP、NVIDIA与AI-RAN,并通过Bull、Base、Bear估值判断NOK当前价格是否已透支转型。
08-17 03:46
曾几何时,我们谈到诺基亚,首先想到的就是他们的手机,然后就是他们在通信设备领域的号召力。 这两块基石,曾共同构筑了诺基亚不可动摇的全球科技霸权。然而,命运的转折...
05-29 09:06
核心要点 今年以来,欧洲少数人工智能概念股股价涨幅已超 100%。 这类企业主营人工智能基建配套硬件,当前全球科技巨头正为此投入空前规模的资本开支。 分析师向...
05-21 18:11