华夏中证5G通信ETF投资价值分析:5G-A商用启幕+AI算力共振

国盛证券
Sep 21

5G 系数字时代根基,拉动海量经济价值。5G 从直接和间接两方面对经济产生深远影响,从直接贡献上看,5G 带动了电信运营商、相关设备企业和信息服务业务的快速增长。5G 建设节奏平稳,FTTR 持续推进。随着国内5G 基站建设深度覆盖,基础设施已然形成规模效应。工信部表示,截至2024 年底,我国5G 基站数达452.1 万个,占移动电话基站数已超过三分之一,较2023 年末净增87.4万。中国移动...

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