金吾财讯 | 中信建投证券研究表示，持续推荐半导体设备，Figure机器人直播分拣关注垂类应用放量拐点。具体而言，（1）人形机器人：Figure03全天候直播包裹分拣任务，表明人形机器人正在从实验室加速走向商业化应用阶段，人形机器人板块的核心已从主题投资向量产预期演进，建议关注垂类应用放量拐点。（2）AIDC发电设备：产业链涨价持续落地，国产整机出海趋势明确。（3）工程机械：内外需保持强势，此时为最好布局时点。（4）半导体设备：头部企业上调订单预期，长鑫重启上市。（5）固态电池设备：钠电放量在即，重视设备端新增量。
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