通信行业双周报：AI带来DWDM流量增长

东莞证券07-11

投资要点：通信行业指数近两周涨跌幅：申万通信板块近2周（6/27-7/10）累计上涨3.91%，跑赢沪深300指数2.29个百分点，涨幅在31个申万一级行业中位列第9位；申万通信板块7月累计上涨0.19%，跑输沪深300指数1.69个百分点；申万通信板块今年累计上涨9.61%，跑赢沪深300指数7.70个百分点。通信行业二级子板块近两周涨跌幅：除电信运营商板块尚未纳入统计外，申万通信板块的6个三级...

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