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華泰證券:展望下半年半導體設備市場 看好三大投資機會
華泰證券研報稱,展望下半年中國和全球半導體設備市場,看好以下三大投資機會:1.生成式AI推動下,先進工藝邏輯和先進封裝需求繼續增加帶來的機會。2.中國大陸先進工藝擴產的結構性機會。3.美國出口限制政策下,中國市場設備份額“東昇西降”的投資機會。
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