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通信行业2023年中报回顾：中报回顾，数字经济、算力等布局，继续寻找景气度与产业趋势的交集！-20230910-申万宏源

通信行业 2023 年中报回顾本期投资提示：  回顾通信行业 2023 年半年报业绩情况：整体而言，上半年外部环境波动复杂，AI+算力催生的主题投资利好与线下恢复窗口期海内外需求侧疲软互现，对于通信各板块有不同程度影响；但长期 AI 的算力网络投资、数字经济下的产业数字化投资等均为高确定性的结构性增量机会，运营商迎来价值重估，光器件等板块相关业绩的持续兑现将推动板块整体景气度持续抬升。估值修复

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