文 |宇之光 郝润祺小米发布首个推理模型MiMo,Meta上修资本开支指引——通信行业周报市场整体行情及通信细分板块行情回顾周行情:本周(2025.4.28-2025.5.2)上证综指回调0.49%,深证成指回调0.17%,创业板指上涨0.04%。本周申万通信上涨0.59%。考虑通信行业的高景气度延续,AI、5.5G及卫星通信持续推动行业发展,我们给予通信行业“推荐”评级。细分行业:本周(...
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