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中信证券：当前美股半导体设备板块的配置价值进一步凸显_我的网站

A |     (ECNS) -- A high-definition restoration of a 2008 play “Ming” premiered Sunday, Aug. 2, at the National Theatre of China’s Pioneer Theatre in Beijing ahead of screenings across the country.    Directed by famous Chinese director Tian Qinxin, the play, featuring 16 Ming Dynasty emperors, reimagines Shakespeare’s “King Lear” through Chinese history and humor, creating a dialogue between Chinese and Western theatrical traditions.    The script was written by Chinese writer Dangnian Mingyue (real name Shi Yue). The original production premiered in Beijing 18 years ago but had a limited run, leaving many younger viewers without a chance to see it. Its digitally restored stage recording is now being presented to nationwide audiences for the first time.    The production is among eight high-definition stage works being screened from July to September at theaters in nearly 30 cities through the National Theatre of China’s digital theatre circuit.    (By Intern Yang Hongran, Zhang Dongfang)                    。    获悉，中信证券研报称，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。

B | 我们预计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，我们认为设备交付有望得到保障。我们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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Published on:12:05:04