瑞典电信设备巨头爱立信(ERIC)在夜盘交易中股价大涨9.66%,引发市场广泛关注。这一显著涨幅主要得益于公司发布的强劲第一季度财报。
根据爱立信公布的财报,公司第一季度经调整EBIT达62.1亿瑞典克朗(约合6.36亿美元),远超分析师平均预期的50亿瑞典克朗。当季经调整毛利率攀升至48.5%,同样高于分析师预期的45.9%。这一亮眼业绩主要受益于全球移动运营商加大5G设备采购力度,推动公司盈利表现超出市场预期。
尽管业绩表现出色,爱立信同时也警示了未来可能面临的挑战。公司预计关税政策将对其网络业务造成约1个百分点的不利影响,特别是在下半年可能对业务构成压力。此外,公司还表示第二季度关税前景的不确定性有所增加。面对这些挑战,爱立信CEO Börje Ekholm强调了公司的抗风险能力,表示将通过多元化生产基地和灵活的应变能力来应对全球贸易格局的变化。投资者似乎对公司的表现和未来策略持积极态度,推动了股价的大幅上涨。
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