瑞财经 严明会近日，华泰证券研报表示，以选定的137家通信板块上市公司为样本，2025年第三季度通信行业合计营收/归母净利润分别同比增长5.2%/12.3%，整体延续稳健增长态势。细分来看，电信运营商归母延续稳健增长；光通信、铜连接板块中头部厂商AI归母持续兑现；液冷设备/ICT设备收入企稳回暖。展望2025年第四季度及2026年，全球AI算力侧投资加码有望驱动光通信板块归母净利润延续高增长；电信...
Source Link瑞财经 严明会近日，华泰证券研报表示，以选定的137家通信板块上市公司为样本，2025年第三季度通信行业合计营收/归母净利润分别同比增长5.2%/12.3%，整体延续稳健增长态势。细分来看，电信运营商归母延续稳健增长；光通信、铜连接板块中头部厂商AI归母持续兑现；液冷设备/ICT设备收入企稳回暖。展望2025年第四季度及2026年，全球AI算力侧投资加码有望驱动光通信板块归母净利润延续高增长；电信...
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