芯片热点 | 华尔街表示2026年中国半导体设备支出将再创新高

东财基金
Dec 01

点击蓝字 关注我们外资看好中国半导体板块。华尔街知名投行伯恩斯坦于2025年11月最新发布的研报直指中国半导体设备支出的“高增不止”——此前,其一度预测2025年支出将同比下滑19%至350亿美元,但实际需求远超预期,最终上调至480亿美元,同比增长7%;2026年支出将进一步攀升至500亿美元,实现连续4年强劲增长,打破“必然下滑”的市场预期。这一判断的核心支撑的是1)AI驱动的先进逻辑需求爆发...

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