文 |宇之光 郝润祺甲骨文超300亿云服务协议落地，关注算力全链——通信行业周报报告要点：市场整体行情及通信细分板块行情回顾周行情：本周（2025.6.29-2025.7.5）上证综指上涨1.40%，深证成指上涨1.25%，创业板指上涨1.50%。本周申万通信回调0.10%。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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