【券商聚焦】中信建投：看好半导体设备下半年创新高

金吾财讯08:54

金吾财讯 | 中信建投证券研究指，（1）人形机器人：海内外催化不断，建议聚焦优质环节。（2）AIDC发电设备：全球燃机订单高景气延续，AIDC燃气发电项目建设同比高增。（3）工程机械：7月挖机内外销继续共振向上，板块将迎来逐季度改善。（4）半导体设备：存储IPO继续推动，看好半导体设备下半年创新高。（5）锂电设备：固态量产时间表收敛，装备环节兑现拐点确立。

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