每經AI快訊，銀河證(zheng)券發(fa)布2024年(nian)度(du)通(tong)(tong)信(xin)(xin)(xin)行業策略稱，展(zhan)望(wang)(wang)(wang)2024年(nian)，作(zuo)為(wei)數字經濟算(suan)力基礎設施底座的(de)(de)通(tong)(tong)信(xin)(xin)(xin)設備的(de)(de)需求有望(wang)(wang)(wang)迎(ying)來高(gao)增長(chang)(chang)，相關(guan)板塊(kuai)或迎(ying)來更大機(ji)遇，重(zhong)點(dian)包括運(yun)營(ying)(ying)(ying)商(shang)、光(guang)(guang)通(tong)(tong)信(xin)(xin)(xin)、衛(wei)(wei)星(xing)(xing)互(hu)聯網(wang)相關(guan)產(chan)業鏈。運(yun)營(ying)(ying)(ying)商(shang)關(guan)注(zhu)重(zhong)點(dian)在(zai)(zai)于：低估(gu)值高(gao)成(cheng)長(chang)(chang)，國家政(zheng)策支持(chi)下新業務發(fa)展(zhan)有望(wang)(wang)(wang)超(chao)預期，運(yun)營(ying)(ying)(ying)商(shang)整體將逐步從電信(xin)(xin)(xin)運(yun)營(ying)(ying)(ying)商(shang)為(wei)主轉為(wei)電信(xin)(xin)(xin)+數通(tong)(tong)雙(shuang)發(fa)展(zhan)的(de)(de)ICT綜合運(yun)營(ying)(ying)(ying)商(shang)，發(fa)展(zhan)空間將進(jin)一步打開。針對(dui)光(guang)(guang)通(tong)(tong)信(xin)(xin)(xin)，關(guan)注(zhu)重(zhong)點(dian)在(zai)(zai)于：技(ji)術迭(die)代產(chan)品有望(wang)(wang)(wang)量價齊升，技(ji)術壁壘增強(qiang)帶動(dong)競爭格局(ju)有望(wang)(wang)(wang)邊際改善，隨著高(gao)端(duan)高(gao)技(ji)術壁壘的(de)(de)800G光(guang)(guang)模塊(kuai)的(de)(de)不(bu)斷放量，相關(guan)公司的(de)(de)盈利能力集中度(du)有望(wang)(wang)(wang)提升。衛(wei)(wei)星(xing)(xing)互(hu)聯網(wang)關(guan)注(zhu)重(zhong)點(dian)在(zai)(zai)于：元年(nian)到來帶動(dong)產(chan)業鏈高(gao)速發(fa)展(zhan)有望(wang)(wang)(wang)超(chao)預期，我國低軌衛(wei)(wei)星(xing)(xing)發(fa)射數量按照(zhao)規(gui)劃預計有望(wang)(wang)(wang)大規(gui)模增加，衛(wei)(wei)星(xing)(xing)互(hu)聯網(wang)相關(guan)業績和估(gu)值有望(wang)(wang)(wang)雙(shuang)升。