东方财富证券：通信行业业绩持续增长看好算力景气度持续及端侧AI放量

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智通财经APP获悉，东方财富证券发布研报称，2025年前三季度通信行业整体业绩延续增长趋势，盈利能力稳中有升。细分领域中，运营商增长稳健，北美AI、国产算力、物联网、北斗等板块业绩增速较高，5G、军工通信、海光缆等领域相对承压。展望2026年，综合考虑行业景气度及公司核心竞争力对业绩的影响，建议关注光模块、铜互连、交换机、温控及电力配套设备、IDC机房、端侧AI、机器人方向、运营商。东方财富证券...

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href=http://www.zhitongcaijing.com/content/detail/1372078.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，东方财富证券发布研报称，2025年前三季度通信行业整体业绩延续增长趋势，盈利能力稳中有升。细分领域中，运营商增长稳健，北美AI、国产算力、物联网、北斗等板块业绩增速较高，5G、军工通信、海光缆等领域相对承压。展望2026年，综合考虑行业景气度及公司核心竞争力对业绩的影响，建议关注光模块、铜互连、交换机、温控及电力配套设备、IDC机房、端侧AI、机器人方向、运营商。东方财富证券...</p>\n\n<a 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东方财富证券：通信行业业绩持续增长 看好算力景气度持续及端侧AI放量

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东方财富证券：通信行业业绩持续增长看好算力景气度持续及端侧AI放量