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八大券商主题策略:通信行业新一轮大行情启动?"低位小而美"名单曝光 _ 东方财富网


  每日主题策略讨论,东方财富网汇总八大券商观点,揭秘行业现状,观察行情走势,提前为您把脉A股。
  
  鸿蒙系统提升物联网景气度,供需结构持续优化。华为产业链热度与机遇依然不减,将成为通信新一轮大行情启动的关键催化。坚定看好通信行业在三季度具备强相对收益,建议优先配置高景气板块的龙头白马。
  短期形势下看,5G的建设进度有望在通信产业链相关标的渐次落地的基础上进一步明确,云计算、车联网等热门板块持续上升。中长期形势下,目前已经在后疫情时代,世界经济开始复苏,通信行业按照从建设到应用的周期性规律,在5G业绩上行周期的背景下,整个通信行业在未来几年仍将处于增速快车道。坚定看好通信行业在二季度具备强相对收益,持续建议关注“低位小而美”组合。
  
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