华泰证券：布局通信景气复苏 掘金安全、数字经济

《新冠病毒疫苗第二剂次加强免疫接种实施方案》日前发布，北京市东城、海淀等区于12月15日起陆续开启接种。为何要进行第二剂次加强免疫接种？哪些人群应首先接种？您可选择哪些疫苗？（北京日报）","multimedia":{"img_url":["https://n.sinaimg.cn/zhibo/274/w690h1984/20221216/51ed-d19ef98ddefdab03d4a5473e9d44df94.jpg"]},"commentid":"live:finance-152-2906412:0","compere_id":0,"creator":"yongsheng6@staff.sina.com.cn","mender":"yongsheng6@staff.sina.com.cn","create_time":"2022-12-16 07:33:07","update_time":"2022-12-16 07:33:07","is_need_check":"0","check_time":"1970-01-01 08:00:01","check_status":"1","check_user":"","is_delete":0,"top_value":0,"is_focus":0,"source_content_id":"0","anchor_image_url":"","anchor":"直播员","ext":"{"stocks":[{"market":"fund","symbol":"561710","key":"疫苗"}],"needPush":false,"needAIPush":false,"needCMSLink":true,"needCalender":false,"needProvince":"北京"}","old_live_cid":"0","tab":"","tag":[{"id":"110","name":"疫情"}],"like_nums":0,"comment_list":{"list":[],"total":0,"thread_show":0,"qreply":0,"qreply_show":0,"show":0},"docurl":"","rich_text_nick_to_url":[],"rich_text_nick_to_routeUri":[],"compere_info":""},{"id":2906411,"zhibo_id":152,"type":0,"rich_text":"【华泰证券：布局通信景气复苏 掘金安全、数字经济】华泰证券研报指出，2022年初以来，通信（申万）指数受外部因素影响下整体承压，在市场风格持续切换的背景下演绎结构性行情。展望2023年，我们建议关注4条投资主线：1）我国数字经济持续深化下，关注后5G时代的产业数字化转型机遇，建议关注电信运营商、云基础设施；2）在我国着力打造“科技安全”的背景下，关注安全可控或正加速推进自主可控的子板块，建议关注通信芯片、军用通信等；3）经济或迎复苏背景下，关注23年基本面有望复苏的子板块机会，建议关注控制器、物联网模组；4）我国能源转型持续迈进，通信行业参与能源数字化将迎产业机遇，建议关注电网信息化、IDC及上游精密控温。