文 |宇之光 郝润祺阿里云业绩同比高增，中国商业航天司成立——通信行业周报市场整体行情及通信细分板块行情回顾周行情：本周（2025.11.24-2025.11.30）上证综指上涨1.40%，深证成指上涨3.56%，创业板指上涨4.54%。本周申万通信上涨8.70%。考虑通信行业的高景气度延续，AI、5.5G及卫星通信持续推动行业发展，我们给予通信行业“推荐”评级。细分行业：本周（2025.11....
Source Link文 |宇之光 郝润祺阿里云业绩同比高增，中国商业航天司成立——通信行业周报市场整体行情及通信细分板块行情回顾周行情：本周（2025.11.24-2025.11.30）上证综指上涨1.40%，深证成指上涨3.56%，创业板指上涨4.54%。本周申万通信上涨8.70%。考虑通信行业的高景气度延续，AI、5.5G及卫星通信持续推动行业发展，我们给予通信行业“推荐”评级。细分行业：本周（2025.11....
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