文 |宇之光 郝润祺博通Tomahawk6可支持CPO，中美领导人直接沟通——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（2025.6.2-2025.6.6）上证综指上涨1.13%，深证成指上涨1.42%，创业板指上涨2.32%。本周申万通信上涨5.27%。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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