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A股異動丨通信設備股持續大升 長飛光纖2連升停 華脈科技錄得6天5板
格隆匯 01-24 09:59

通信設備股持續大升,其中,華脈科技錄得6天5板,長飛光纖連續2日升停且創階段新高,博創科技升超13%續創新高,美格智能、德科立升超8%,兆龍互連、烽火通信、鼎通科技跟升。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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