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A股異動丨通信設備板塊強勢 鼎信通訊5連板 通鼎互聯一字升停
格隆匯 12-24 09:51
A股通信設備板塊持續拉昇,鼎信通訊升停錄得5連板,瑞斯康達升停,通鼎互聯此前一字升停,澄天偉業、世嘉科技、移為通信、廣哈通信、阿萊德等跟升。消息上,近期AI主題持續火爆。中金公司此前研報指出,AI算力仍是通信設備板塊的核心投資主線。展望2025年,AI推理需求有望加速發展,看好雲端硬件需求維持高景氣;電信設備投資總量承壓,復甦有賴於南北向流量的增長。(格隆匯)

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