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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 _ 东方财富网 - Vimarsana News

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 _ 东方财富网

【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。