证券时报e公司讯,国泰君安通信程硕团队认为,目前来看,围绕新基建5G和IDC板块二季度业绩确定性较高。核心原因有三点:1、需求侧受疫情影响较小。2、长期来看自上而下有政策推进。3、产业进度倒逼二季度业绩大概率高增长。
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