通信行业周观点:英伟达公布芯片出货预期 北美云商财报表现亮眼

长江证券
Nov 04

板块行情2025 年第44 周,通信板块下跌3.77%,在长江一级行业中排名第32 位;2025 年年初以来,通信板块上涨61.65%,在长江一级行业中排名第2 位。个股层面,通信板块内市值在80 亿元以上的公司中,本周涨幅前三分别为国盾量子(+38.4%)、联特科技(+20.7%)、科思科技(+13.5%),跌幅前三分别为科华数据(-17.3%)、德科立(-13.9%)、华丰科技(-13.7%)...

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