银河证券：产业升级赋能新质生产力算网产业链新空间大发展

智通财经网03-14

银河证券发布研究报告称，数字经济“人工智能+”行动不断加码、新应用赋能产业的背景下，全国一体化算力体系新基建有望夯实。通信+AI新基建产业链有望率先预期上修，ICT基石光网络产业链供需双增，子行业经营业绩有望边际改善，5G应用工业互联网亦是未来政策及需求关注重点。高景气度结合低估值是选股重点方向，建议关注数字经济“AI+”新基建方向。ICT相关标的中际旭创(300308.SZ)，新易盛(...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2419696068?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-03-14 08:38","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2419696068","market":"fut","top_or_hot":-1,"title":"银河证券：产业升级赋能新质生产力 算网产业链新空间大发展","media":"智通财经网","content":"<div>\n<p>银河证券发布研究报告称，数字经济“人工智能+”行动不断加码、新应用赋能产业的背景下，全国一体化算力体系新基建有望夯实。通信+AI新基建产业链有望率先预期上修，ICT基石光网络产业链供需双增，子行业经营业绩有望边际改善，5G应用工业互联网亦是未来政策及需求关注重点。高景气度结合低估值是选股重点方向，建议关注数字经济“AI+”新基建方向。ICT相关标的中际旭创(300308.SZ)，新易盛(...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-03-14/doc-inanfxxy8037453.shtml\">网页链接</a>\n\n</div>\n","source":"sina","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>银河证券：产业升级赋能新质生产力 算网产业链新空间大发展</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n银河证券：产业升级赋能新质生产力 算网产业链新空间大发展\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-03-14 08:38 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-03-14/doc-inanfxxy8037453.shtml><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>银河证券发布研究报告称，数字经济“人工智能+”行动不断加码、新应用赋能产业的背景下，全国一体化算力体系新基建有望夯实。通信+AI新基建产业链有望率先预期上修，ICT基石光网络产业链供需双增，子行业经营业绩有望边际改善，5G应用工业互联网亦是未来政策及需求关注重点。高景气度结合低估值是选股重点方向，建议关注数字经济“AI+”新基建方向。ICT相关标的中际旭创(300308.SZ)，新易盛(...</p>\n\n<a href=\"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-03-14/doc-inanfxxy8037453.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"000988","symbol_name":"华工科技","start_time":0,"source_url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-03-14/doc-inanfxxy8037453.shtml","article_id":"2419696068","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/stock/hkstock/ggscyd/2024-03-14/doc-inanfxxy8037453.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2419696068","pubTimestamp":1710376680,"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"银河证券发布研究报告称，数字经济“人工智能+”行动不断加码、新应用赋能产业的背景下，全国一体化算力体系新基建有望夯实。通信整体经济运营平稳向好发展，产业数字化转型升级赋能新质生产力。随着未来AI的发展、国产化程度提升、6G的推进以及卫星相关业务的普及，以高新技术为突破、培育发展新质生产力有望赋能数字经济增长，为我国经济发展持续注入新动能。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"300308":"中际旭创","300394":"天孚通信","300502":"新易盛","300627":"华测导航","688080":"映翰通","000988":"华工科技","BK0070":"员工持股","BK0188":"融资融券","BK0231":"软件信息","SGXZ49509284.SGD":"United China A Shares Innovation A Acc SGD","002929":"润建股份","BK0214":"IT设备","BK0051":"卫星导航","BK0086":"举牌","BK0077":"质押式回购","BK0122":"高校","BK0143":"量子通信","BK0132":"高送转概念","BK0076":"特斯拉","BK0167":"5G","BK0121":"传感器","BK0073":"3D打印","BK0072":"苹果","BK0028":"国家队","SGXZ81163826.USD":"UNITED CHINA A-SHARES INNOVATION \"A\" (USD) ACC","BK0148":"宽带提速"},"translate_title":"Galaxy Securities: Industrial Upgrading Empowers New Productivity Computing Network Industry Chain New Space Development","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"300308":1,"300394":1,"300502":1,"300627":1,"688080":1,"002929":1,"000988":1},"content_text":"银河证券发布研究报告称，数字经济“人工智能+”行动不断加码、新应用赋能产业的背景下，全国一体化算力体系新基建有望夯实。通信+AI新基建产业链有望率先预期上修，ICT基石光网络产业链供需双增，子行业经营业绩有望边际改善，5G应用工业互联网亦是未来政策及需求关注重点。高景气度结合低估值是选股重点方向，建议关注数字经济“AI+”新基建方向。ICT相关标的中际旭创(300308.SZ)，新易盛(300502.SZ)， 天孚通信(300394.SZ)，华工科技(000988.SZ)等；应用板块卫星互联网华测导航(300627.SZ)、工业物联网映翰通(688080.SH)等；智算建设+运维龙头润建股份(002929.SZ)等；看好央企“AI+”行动新空间的通信运营商：中国移动(A+H)，中国电信(A+H)，中国联通(A+H)。银河证券主要观点如下：月度通信板块指数上涨，光模块、通信网络技术服务等子板块表现较好。二月(2024年02月01日-2024年02月29日)上证指数涨幅为8.13%；深证成指涨幅为13.61%；创业板指数涨幅为14.85%；一级行业指数中，通信板块涨幅为19.52%。通信板块个股中，上涨、维持、下跌的个股占比分别为83.21%、0.76%和16.03%。根据我们对通信行业划分子板块来看，二月光模块、通信网络技术服务相关子板块标的表现良好，板块涨幅分别为35.14%、32.60%。通信整体经济运营平稳向好发展，产业数字化转型升级赋能新质生产力。根据工信部最新数据，截至2023全年，电信业务总量(按照上年不变价)达18327亿元/+16.8%;电信业务累计收入16835亿元/+6.2%，总量及收入保持稳步增长。新基建建设方面，5G基站总数达337.7万个，占移动基站总数的29.1%。全国互联网宽带接入端口数量达11.36亿个，比上年末净增6486万个。光纤接入(FTTH/O)端口10.94亿个，占互联网宽带接入端口的96.3%，具备千兆网络服务能力的10G PON端口数达2302万个，千兆光纤宽带网络建设持续推进。电信运营商为公众提供服务的互联网数据中心机架数量达97万个，全年净增15.2万个。通信新基建建设规模总体不断提升，智能算力中心部署大幅增长。电信业务使用情况来看，移动互联网用户数达15.17亿户，比上年末净增6316万户。12月当月户均移动互联网接入流量(DOU)达到18.93 GB/户·月，DOU值维持较高水平区间。新兴业务方面，累计完成新兴业务收入3564亿元/+19.1%，占比为21.2%，拉动电信业务收入增长3.6pct。其中云计算、大数据收入同比增速达37.5%，物联网业务收入同比增长20.3%。总体来说，数字中国等产业结构政策持续发力，科技行业大发展有望延续。随着未来AI的发展、国产化程度提升、6G的推进以及卫星相关业务的普及，以高新技术为突破、培育发展新质生产力有望赋能数字经济增长，为我国经济发展持续注入新动能。风险提示：AIGC应用推广不及预期的风险；国内外政策和技术摩擦的不确定性风险；5G规模化商用推进不及预期的风险等。\n\n股市回暖，抄底炒股先开户！智能定投、条件单、个股雷达……送给你>>\n\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2419696068"}

银河证券：产业升级赋能新质生产力 算网产业链新空间大发展

精彩评论

银河证券：产业升级赋能新质生产力算网产业链新空间大发展