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【八大券商主题策略：两大巨无霸回A！全面看多三季度通信板块 核心标的全梳理】国信证券表示，全面看多Q3通信板块投资机会。从产业趋势看，去年上半年行业整体受益政策红利高增长，今年上半年同比业绩或有所放缓，下半年或迎来转折，三季度或迎来行情主升浪。

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