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通信行业 2024 年中期策略,万象归一,业绩为君
稳中求变,2024 年下半年通信行业力求“突围”。通信板块 2024 年 Q1营收和归母净利润稳中有增,行业开源节流。人工智能投资,已经成为运营商固定投资之外重要的行业增长极。
AI 行业变革带来了通信传输方式的变革,光通信和铜连接双星并耀。大 型科技企业正竞相开发具有海量参数的先进模型,对计算基础架构提出了挑战。这些模型需依靠大量 GPU 长时间协作完成训练,对计算网络的
性能和稳定性要求高,同时也带来了数据通信网络的革新与提升,光通信、铜连接、以太网等不同的通信方式应运而生。
政策推动在 2024 年尤为重要,车路云与卫星通信是重中之重。能够在2024 年获得财政支持的板块更具有业绩弹性,下半年依旧是政策发力方向,也是市场关注的重点。
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