The CITIC Securities Research Report said that after the July 2026 correction, the current allocation value of the semiconductor equipment sector in the US stock market has been further highlighted. It is expected that the current AI-driven equipment implementation cycle will continue until at least 2028, and the market still has a certain gap in capital expenditure levels for major downstream customers in 2027-2028. In terms of capacity supply, semiconductor equipment manufacturers and their upstream are actively expanding production according to orders, and equipment delivery is expected to be guaranteed. It is recommended to focus on semiconductor equipment vendors with increased segmentation share, greater storage exposure, and unique logic.

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