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私募排排网：如何看待通信行业后续行情?

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　　私募排排网：如何看待通信行业后续行情?
　　通信行业二季度回升显著，主要的基本面逻辑在于5G建设，云计算和北斗也是核心看点。中期盈利预期主要还是要看5G建设的中上游驱动，着眼点在于主设备厂商，特别是龙头厂商，业绩增速确定，规模效应强，估值仍然有向上提升的空间。同时也可以着手布局5G中下游应用，特别是云计算、大数据等。
　　——下载排排网app，在私募直营店与私募在线交流，投资私募免认购费。——
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