每經(jing)AI快訊，國(guo)盛證券研(yan)報指出，“AI+”下(xia)(xia)通信(xin)行(xing)(xing)(xing)業(ye)開拓新增(zeng)長(chang)(chang)曲線(xian)，疊加強(qiang)美元周期(qi)下(xia)(xia)出口匯兌增(zeng)加，上(shang)(shang)(shang)半(ban)年通信(xin)行(xing)(xing)(xing)業(ye)整體穩健(jian)。但(dan)受(shou)(shou)到(dao)高基(ji)數(shu)(shu)以(yi)(yi)及(ji)宏觀環境影響，本行(xing)(xing)(xing)業(ye)在上(shang)(shang)(shang)半(ban)年收入(ru)同(tong)比增(zeng)速有所放緩(huan)。利潤端，受(shou)(shou)益強(qiang)勢美元，專網(wang)通信(xin)影響減(jian)退，上(shang)(shang)(shang)半(ban)年繼續維持(chi)修復(fu)勢頭。展(zhan)望(wang)中(zhong)長(chang)(chang)期(qi)，隨著“AI+”下(xia)(xia)行(xing)(xing)(xing)業(ye)在AI算力(li)、數(shu)(shu)據要素(su)等增(zeng)量領域持(chi)續發力(li)，同(tong)時海內外算力(li)建設(she)高景氣，國(guo)內5G投(tou)資(zi)、固(gu)網(wang)升級和“千兆追(zhui)光”助力(li)數(shu)(shu)字經(jing)濟(ji)建設(she)，通信(xin)行(xing)(xing)(xing)業(ye)有望(wang)充分享受(shou)(shou)AI紅利，預計(ji)行(xing)(xing)(xing)業(ye)全年營業(ye)收入(ru)將保(bao)持(chi)穩健(jian)增(zeng)長(chang)(chang)，行(xing)(xing)(xing)業(ye)在中(zhong)長(chang)(chang)期(qi)將保(bao)持(chi)景氣向上(shang)(shang)(shang)。展(zhan)望(wang)2023年的投(tou)資(zi)機會，我們認為，通信(xin)板(ban)塊行(xing)(xing)(xing)情(qing)將圍繞AI主線(xian)，以(yi)(yi)及(ji)“數(shu)(shu)字經(jing)濟(ji)”、“千兆追(zhui)光”等基(ji)建政策熱點(dian)展(zhan)開，建議(yi)積極關注(zhu)算力(li)與數(shu)(shu)據要素(su)兩大(da)主題。