2月组合(重点关注应用&核心龙头):翱捷科技、中兴通讯、网宿科技、广和通、移远通信、新易盛、锐捷网络、博创科技、烽火通信等。建议关注:1、端侧:翱捷科技/移远通信/广和通/美格智能/中兴通讯等。2、ASIC:翱捷科技/盛科通信/中兴通讯/寒武纪等。3、IDC/液冷:世纪互联/万国数据/网宿科技/润泽科技/光环新网/英维克/申菱环境等。4、网络侧:中兴通讯/锐捷网络/紫光股份/烽火通信/菲菱科思等。...
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