智通财经APP获悉,海通国际发布研报称,通信行业处于低配,算力资本开支保持高增阶段,其中国内市场也紧跟全球AI发展进程进入加速阶段,通信行业持仓仍有显著向上空间。2025年AI算力产业链将继续加速发展,叠加推理侧需求持续演进,有望带来更广阔成长空间,通信行业相关产业链将继续受益。建议继续关注行业相关投资机会。重点关注:1、光模块:中际旭创(300308.SZ)/新易盛/光迅科技/华工科技/德科立;...
Source Link智通财经APP获悉,海通国际发布研报称,通信行业处于低配,算力资本开支保持高增阶段,其中国内市场也紧跟全球AI发展进程进入加速阶段,通信行业持仓仍有显著向上空间。2025年AI算力产业链将继续加速发展,叠加推理侧需求持续演进,有望带来更广阔成长空间,通信行业相关产业链将继续受益。建议继续关注行业相关投资机会。重点关注:1、光模块:中际旭创(300308.SZ)/新易盛/光迅科技/华工科技/德科立;...
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