通信行业半年度投资策略:围绕AI主线 把握算力+端侧+运营商多重机遇

东方财富证券股...
24 Jun

【投资要点】板块回顾:截至2025 年6 月18 日,通信(申万)指数较年初累计上涨3.6%,涨幅在31 个申万一级行业中排名第13,细分领域中物联网、北美AI、 5G、运营商、国产算力板块分别分别为20.2%、17.1%、10.5%、6.5%、2.3%。国产算力:推理需求高增,算力建设迫在眉睫国产算力板块受“政策驱动+技术升级+业绩兑现”多重因素影响,当前整体估值水平已调整至相对合理区间,我们...

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