国元证券-通信行业周报：Marvell上调数据中心TAM，定制计算需求高增-250625

市场资讯2025-06-25

炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！（转自：研报虎）报告要点：市场整体行情及通信细分板块行情回顾　　周行情：本周(2025.6.16-2025.6.20)上证综指回调0.51%，深证成指回调1.16%，创业板指回调1.66%。本周申万通信上涨1.58%。考虑通信行业的高景气度延续，AI、5.5G及卫星通信持续推动行业发展，我们给予通信行业“推荐”评级。　　细分...

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