得益于电信重组和3G发牌带来的电信投资恢复性增长,通讯设备行业将进入一段景气周期,行业内上市公司业绩得到持续支撑;在行业整体利好因素的推动下,通讯设备板块在2008年有机会跑赢大盘。 Thanks to the resumption of telecom investment brought by telecom restructuring and 3G licensing, the communications equipment industry will enter a period of prosperity and the performance of listed companies in the industry will continue to be supported. Driven by favorable factors from the industry as a whole, the communications equipment sector will grow in 2008 Years have the opportunity to outperform.