文丨李壮 编辑丨承承通信设备板块年内涨幅近100%，光模块等细分领域龙头业绩爆发，市值增长超2000亿元。作为数字经济发展的关键基础设施，通信设备板块是今年市场领涨主力之一。年初以来至11月7日，在上证指数大涨19.27%的背景下，通信设备指数涨幅达到99.88%，大幅跑赢上证指数。事实上，在三季报披露期内，通信设备板块也在领涨。据统计，自通信行业于10月17日发布首份2025年三季报以来至11...
Source Link文丨李壮 编辑丨承承通信设备板块年内涨幅近100%，光模块等细分领域龙头业绩爆发，市值增长超2000亿元。作为数字经济发展的关键基础设施，通信设备板块是今年市场领涨主力之一。年初以来至11月7日，在上证指数大涨19.27%的背景下，通信设备指数涨幅达到99.88%，大幅跑赢上证指数。事实上，在三季报披露期内，通信设备板块也在领涨。据统计，自通信行业于10月17日发布首份2025年三季报以来至11...
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