通信板块2025年第三季度总结:海外+国内算力链共振,AI建设持续加速

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(以下内容从国金证券《通信板块2025年第三季度总结:海外+国内算力链共振,AI建设持续加速》研报附件原文摘录)涨跌幅:6月以来通信板块显著上扬,位列行业首位涨跌幅:截至2025年10月31日,通信(申万)指数较年初上涨61.88%,同期沪深300指数较年初上涨17.94%。截至2025年10月31日,通信行业指数涨跌幅处于全行业第二(2/31),区间涨幅为+61.88%。估值:处于历史较高点估值...

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