通信行业周观点:ORACLE云收入高增 AGENT规模化落地在望

长江证券
16 Jun

板块行情2025 年第24 周,通信板块下跌0.55%,在长江一级行业中排名18 位;2025 年年初以来,通信板块上涨1.32%,在长江一级行业中排名第18 位。个股层面,通信板块内市值在80 亿元以上的公司中,本周涨幅前三分别为天孚通信(+13.8%)、中际旭创(+12.6%)、振芯科技(+10.7%),跌幅前三分别为二六三(-10.1%)、奥飞数据(-8.9%)、华丰科技(-8.8%)。...

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