通信周观点:算力硬件满载扩产 AI模型SOTA投资升温

长江证券
Feb 26

板块行情2026 年第6-7 周,通信板块上涨2.35%,在长江一级行业中排名第6 位;2026 年年初以来,通信板块上涨0.44%,在长江一级行业中排名第27 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大位科技(+39.4%)、盛科通信(+31.7%)、申菱环境(+29.6%);跌幅前三分别为通宇通讯(-11.7%)、鼎通科技(-9.7%)、信科移动(-9.3%)。...

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