研報摘要|中信證券:通信行業有望呈現明顯的結構性景氣特點
中信證券研報指出,展望2024Q2,運營商、優質國央企,有望延續穩健增長。傳統網絡設備承壓,但海外AI算力產業鏈延續高景氣,光模塊龍頭有望同環比快速增長;國內AI算力產業鏈也有望逐步釋放業績,連接器、AIDC、液冷等龍頭受益。同時,在出海和新能源業務的推動下,通信模組、控制器、光纜海纜龍頭有望迎來景氣改善。重點推薦運營商領域、光模塊、連接器、AIDC、液冷、物聯網等細分龍頭。
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