一图速览 | 半导体设备空间有多大？

华泰睿思07-05 10:06

研报《全球半导体设备：2028市场规模有望较2025翻倍》2026年7月3日

研究员：黄乐平 SAC NO.S0570521050001 SFC NO.AUZ066

研究员：陈旭东 SAC NO.S0570521070004 SFC NO.BPH392

研究员：于可熠 SAC NO.S0570525030001 SFC NO.BVF938

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2649769023?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2026-07-05 10:06","share_image_url":"https://static.laohu8.com/ecd74548980bc5b366aa8f4b37ed0bd5","id":"2649769023","market":"sh","top_or_hot":-1,"title":"一图速览 | 半导体设备空间有多大？","media":"华泰睿思","content":"<html><body><div><p nodeleaf=\"\"><img src=\"https://static.tigerbbs.com/bdb36460683f46b9a5ca67c1ba46ce1e\" type=\"block\"/></p><p><span leaf=\"\"><span textstyle=\"\">研报《</span></span><span leaf=\"\"><span textstyle=\"\">全球半导体设备：2028市场规模有望较2025翻倍</span></span><span leaf=\"\"><span textstyle=\"\">》</span></span><span arial=\"\" background-color:=\"\" blinkmacsystemfont=\"\" border-box=\"\" both=\"\" box-sizing:=\"\" break-word=\"\" clear:=\"\" color:=\"\" font-family:=\"\" font-size:=\"\" font-style:=\"\" font-variant-caps:=\"\" font-variant-ligatures:=\"\" font-weight:=\"\" initial=\"\" justify=\"\" leaf=\"\" letter-spacing:=\"\" margin:=\"\" max-width:=\"\" min-height:=\"\" none=\"\" normal=\"\" orphans:=\"\" outline:=\"\" overflow-wrap:=\"\" padding:=\"\" para=\"\" rgb=\"\" rgba=\"\" sans-serif=\"\" system-ui=\"\" text-align:=\"\" text-decoration-color:=\"\" text-decoration-style:=\"\" text-decoration-thickness:=\"\" text-indent:=\"\" text-transform:=\"\" white-space:=\"\" widows:=\"\" word-spacing:=\"\"><span textstyle=\"\">2026年7月3日</span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\">研究员：黄乐平  SAC NO.S0570521050001  SFC NO.AUZ066  </span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\">研究员：陈旭东  SAC NO.S0570521070004  SFC NO.BPH392  </span></span></p><p arial=\"\" blinkmacsystemfont=\"\" gb=\"\" initial=\"\" justify=\"\" neue=\"\" new=\"\" none=\"\" normal=\"\" pingfang=\"\" rgb=\"\" sans=\"\" sans-serif=\"\" sc=\"\" system-ui=\"\" ui=\"\" yahei=\"\"><span leaf=\"\"><span textstyle=\"\">研究员：于可熠  SAC NO.S0570525030001  SFC NO.BVF938  </span></span></p></div></body></html>","source":"weixin_highlight","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>一图速览 | 半导体设备空间有多大？</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n一图速览 | 半导体设备空间有多大？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-05 10:06 北京时间&nbsp;&nbsp;&nbsp;<a href=http://mp.weixin.qq.com/s?__biz=MzA5NDI5MDQwMg==&mid=2649856970&idx=3&sn=5f94ac6840385351cb87e2793054d9ba&chksm=8942f5f036f7ad8d1e947f1fb733ff2e86427b79e575251b100b5658658e6de14864e7b611bf&scene=0#rd><strong>华泰睿思</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>研报《全球半导体设备：2028市场规模有望较2025翻倍》2026年7月3日研究员：黄乐平  SAC NO.S0570521050001  SFC NO.AUZ066  研究员：陈旭东  SAC NO.S0570521070004  SFC NO.BPH392  研究员：于可熠  SAC NO.S0570525030001  SFC NO.BVF938</p>\n\n<a href=\"http://mp.weixin.qq.com/s?__biz=MzA5NDI5MDQwMg==&mid=2649856970&idx=3&sn=5f94ac6840385351cb87e2793054d9ba&chksm=8942f5f036f7ad8d1e947f1fb733ff2e86427b79e575251b100b5658658e6de14864e7b611bf&scene=0#rd\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"THNQ","symbol_name":"ROBO Global Artificial Intelligence ETF","start_time":0,"source_url":"http://mp.weixin.qq.com/s?__biz=MzA5NDI5MDQwMg==&mid=2649856970&idx=3&sn=5f94ac6840385351cb87e2793054d9ba&chksm=8942f5f036f7ad8d1e947f1fb733ff2e86427b79e575251b100b5658658e6de14864e7b611bf&scene=0#rd","article_id":"2649769023","we_media_id":"1028617233","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2649769023","pubTimestamp":1783217160,"columns":[],"sourceInfo":{"source_id":"weixin_highlight","name":"微信"},"weMediaInfo":{"media_name":"华泰睿思","introduction":"华泰证券研究所微信公众号，致力于为投资者提供研究团队的最新研究成果，推介优质研报，并预告最新的联合调研、专题会议等活动。","home_visible":1,"id":"1028617233","head_image":"https://static.tigerbbs.com/5fa7a5981dcd4026827169bc10fb87d4"},"summary":"研报《全球半导体设备：2028市场规模有望较2025翻倍》2026年7月3日研究员：黄乐平  SAC NO.S0570521050001  SFC NO.AUZ066  研究员：陈旭东  SAC NO.S0570521070004  SFC NO.BPH392  研究员：于可熠  SAC NO.S0570525030001  SFC NO.BVF938","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"zh","relate_stocks":{"THNQ":"ROBO Global Artificial Intelligence ETF","LRNZ":"TrueShares Technology, AI & Deep Learning ETF","WISE":"THEMES GENERATIVE ARTIFICIAL INTELLIGENCE ETF","LOUP":"Innovator Deepwater Frontier Tech ETF","INVN":"Alger Russell Innovation ETF","XT":"iShares Exponential Technologies ETF","SHOC":"Strive U.S. Semiconductor ETF","QQJG":"INVESCO ESG NASDAQ NEXT GEN 100 ETF","KSTR":"KraneShares SSE STAR Market 50 Index ETF","SOXM":"Tradr 2X Long SOXX Monthly ETF","ASMG":"2倍做多ASML ETF- Leverage Shares","SOXW":"Tradr 2X Long SOXX Weekly ETF","AIS":"VistaShares Artificial Intelligence Supercycle ETF","ASMU":"Direxion Daily ASML Bull 2X ETF","GTEK":"Goldman Sachs Future Tech Leaders Equity ETF","XITK":"SPDR FactSet Innovative Technology ETF","PSCT":"小盘科技股ETF-PowerShares","IQM":"Franklin Intelligent Machines ETF","GINN":"Goldman Sachs Innovate Equity ETF","ALAI":"Alger AI Enablers & Adopters ETF"},"translate_title":"A quick look at a picture | How much space is there for semiconductor equipment?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"XT":1.5,"IQM":1.5,"ASMU":0.6,"AIS":1.5,"INVN":1.5,"ALAI":1.5,"LOUP":1.5,"ASMG":1.5,"GINN":1.5,"GTEK":1.5,"XITK":1.5,"PSCT":1.5,"WISE":1.5,"SOXM":1.5,"KSTR":1.5,"QQJG":1.5,"THNQ":1.5,"LRNZ":1.5,"SOXW":1.5,"SHOC":1.5},"content_text":"研报《全球半导体设备：2028市场规模有望较2025翻倍》2026年7月3日研究员：黄乐平  SAC NO.S0570521050001  SFC NO.AUZ066  研究员：陈旭东  SAC NO.S0570521070004  SFC NO.BPH392  研究员：于可熠  SAC NO.S0570525030001  SFC NO.BVF938","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":true,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2649769023","isCrawlerRequest":true}