【国元研究】通信行业周报——十五五“科技”规划明确，谷歌量子计算迎突破

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文 |宇之光郝润祺十五五“科技”规划明确，谷歌量子计算迎突破——通信行业周报市场整体行情及通信细分板块行情回顾周行情：本周（2025.10.20-2025.10.26）上证综指上涨2.88%，深证成指上涨4.73%，创业板指上涨8.05%。本周申万通信上涨11.55%。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。细分行业：本周（...

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