瑞典电信设备制造商爱立信（ERIC）周二盘前股价大涨7.92%，主要受到公司发布的第一季度财报超出市场预期的推动。
根据爱立信发布的财报显示，公司第一季度经调整EBIT达到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。同时，当季经调整毛利率攀升至48.5%，也高于分析师预期的45.9%。这一亮眼业绩主要得益于全球移动运营商加大5G设备采购力度，特别是印度等新兴市场在2022年启动的5G网络部署带来的增长动力。
尽管业绩表现强劲，爱立信同时也对未来发出警示。公司预计，关税政策可能在下半年对其业务构成压力，预计将对网络业务造成约1个百分点的不利影响。面对这些挑战，爱立信CEO Börje Ekholm强调公司正通过供应链多元化战略来化解潜在风险，包括在美国德克萨斯州新建5G设备工厂以保障美国客户供应。投资者似乎对公司的业绩表现和应对策略持积极态度，推动股价在盘前交易中大幅上涨。
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