本周观点市场方面，上周通信（申万）指数下跌9.64%，同期上证综指下跌1.72%，深证成指下跌3.46%。上周，我们观察到：1）三峡集团江苏大丰800MW海上风电项目全面开工，海风板块估值有望迎来提升，海缆龙头有望充分受益；2）中国移动等凭借高质量算力资源（云计算）助力中国石油、中国中化完成DeepSeek 部署，有望推动AI 在具体行业的规模落地。综上，我们建议关注价值重估逻辑下的电信运营商、...
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