通信行业AI算力激涌光通信乘风而上通信踏浪前行-24063045页

1证券研究报告作者：行业评级：上次评级：行业报告：请务必阅读正文之后的信息披露和免责申明通信强于大市强于大市维持2024年06月30日（评级）分析师唐海清SAC执业证书编号：S1110517030002分析师王奕红SAC执业证书编号：S1110517090004分析师康志毅SAC执业证书编号：S1110522120002分析师林竑皓SAC执业证书编号：S1110520040001分析师余芳沁SAC执业证书编号：S1110521080006AI算力激涌，光通信乘风而上，通信+踏浪前行行业投资策略2代码名称2024-06-28评级2023A2024E2025E2026E2023A2024E2025E2026E300308.SZ中际旭创137.88买入2.716.759.6811.4250.8820.4314.2412.07300394.SZ天孚通信88.42增持1.853.896.218.5947.7922.7314.2410.29300502.SZ新易盛105.55买入0.972.273.734.99108.8146.5028.3021.15002463.SZ沪电股份36.50增持0.791.241.662.0646.2029.4421.9917.72600522.SH中天科技15.85买入0.911.111.471.7817.4214.2810.788.90600487.SH亨通光电15.77买入0.871.121.421.7318.1314.0811.119.12688498.SH源杰科技130.99增持0.231.232.173.36569.52106.5060.3638.99000063.SZ中兴通讯27.97买入1.952.152.382.6214.3413.0111.7510.68600941.SH中国移动107.50买入6.166.667.157.6817.4516.1415.0314.00300442.SZ润泽科技23.95买入1.021.281.922.4423.4818.7112.479.82300638.SZ广和通17.10买入0.740.961.221.5123.1117.8114.0211.32002139.SZ拓邦股份10.62买入0.410.570.710.8825.9018.6314.9612.07688100.SH威胜信息38.15买