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天风证券-通信行业专题研究：AI时代下的运营商，云、IDC和算力资源有望迎来重估机会-250317

通信 AI 时代下的运营商，云、IDC 和算力资源有望迎来重估机会通信行业整体呈平稳增长态势根据工信部数据，2024 年电信业务量收稳步提升，按照上年价格计算的电信业务总量同比增长10%，比全国服务业生产指数增速快4.8 个百分点，有力拉动服务业平稳提升。全年完成电信业务收入1.74万亿元，同比增长3.2%。新兴业务拉动作用持续凸显，持续推动行业转型升级，2024 年完成包括云计算、大数据、移

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