中信建投:三季度通信行业机构持仓创新高

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人民财讯11月5日电,中信建投发布通信行业三季报综述研报称,2025年三季度,通信板块营收、净利润增速同环比均提升,AI算力板块表现亮眼,公募基金和北向资金通信行业持仓市值占比分别达6.87%和2.82%,均创历史新高。目前申万通信PE-TTM为43.41,处于5年以来96.53%分位点,处于10年以来67.26%分位点。虽然随着预期落地,三季报后板块有所调整,但中信建投持续推荐AI算力板块,包括...

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