【A股异动丨通信设备股大涨中际旭创涨超10% 汇源通信涨停】通信设备股拉升大幅上涨，其中，德科立涨超15%领衔，中际旭创涨10.4%，华脉科技、汇源通信涨停，新易盛涨幅扩大至超7%，消息上，近期AI主题持续火爆。中金公司此前研报指出，AI算力仍是通信设备板块的核心投资主线。展望2025年，AI推理需求有望加速发展，看好云端硬件需求维持高景气；电信设备投资总量承压，复苏有赖于南北向流量的增长。

金融界2025-01-22

通信设备股拉升大幅上涨，其中，德科立涨超15%领衔，中际旭创涨10.4%，华脉科技、汇源通信涨停，新易盛涨幅扩大至超7%，消息上，近期AI主题持续火爆。中金公司此前研报指出，AI算力仍是通信设备板块的核心投资主线。展望2025年，AI推理需求有望加速发展，看好云端硬件需求维持高景气；电信设备投资总量承压，复苏有赖于南北向流量的增长。

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