智通财经APP获悉，华龙证券发布研报称，光模块行业业绩表现亮眼，AI技术的快速发展带动光模块需求持续增长;三大运营商行业收入保持稳定，成本管控能力提升，AI的快速发展也带动运营商云收入持续提升;同时有望给通信设备制造商带来增量需求;我国商业航天的快速发展也有望给卫星互联网行业带来机遇。据此，维持通信行业“推荐”评级。华龙证券主要观点如下：通信行业：2025年上半年该行跟踪的92家通信行业上市公司...
Source Link智通财经APP获悉，华龙证券发布研报称，光模块行业业绩表现亮眼，AI技术的快速发展带动光模块需求持续增长;三大运营商行业收入保持稳定，成本管控能力提升，AI的快速发展也带动运营商云收入持续提升;同时有望给通信设备制造商带来增量需求;我国商业航天的快速发展也有望给卫星互联网行业带来机遇。据此，维持通信行业“推荐”评级。华龙证券主要观点如下：通信行业：2025年上半年该行跟踪的92家通信行业上市公司...
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