通信行业周报:我国AI算力增速高于预期 关注两会政策预期

中国银河证券股...
04 Mar

一周通信板块指数下跌,交换机代工子板块相关标的表现较好。本周上证指数跌幅为1.72%;深证成指跌幅为3.46%;创业板指数跌幅为4.87%;一级行业指数中,通信板块跌幅为9.64%。根据我们对于通信行业公司划分子板块数据,交换机代工子板块相关标的表现较好,板块涨幅为10.04%。通信板块个股中,上涨、维持和下跌的个股占比分别为10.69%、1.53%和87.78%。全球人工智能市场持续呈现增长态势...

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