【中信证券:当前美股半导体设备板块配置价值进一步凸显】中信证券研报表示,经过2026年7月回调之后,当前美股半导体设备板块的配置价值进一步凸显。预计AI驱动的本轮设备上行周期将至少持续至2028年,而市场对于2027-2028年下游大客户资本开支水平仍有一定的预期差。产能供应方面,半导体设备厂商及其上游积极按订单扩产,设备交付有望得到保障。建议关注细分环节份额提升/存储敞口更大/具备独特逻辑的半导体设备厂商。
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