金吾财讯 | 中信建投研报指出，全球地缘政治格局持续动荡，我军国防支出有望保持较快增速。当前我国国防信息化建设虽取得突破，但在系统化协同、全球化信息支援等方面仍需进一步优化，与军事科技先进国家之间仍存在发展阶段性的差异。AI+军工领域，我军已形成独特优势，但仍存在持续完善空间。该行表示，军工通信作为连接指挥系统与作战单元的核心纽带，在信息化与智能化发展中扮演不可替代的角色。建议关注军工AI、卫星互联网、军用无线通信、北斗、相控阵雷达等相关产业链机会。
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