[未知机构]：【研选】海外电网投资滞后，正在进入更换周期，分析师看好看好电力设备出海龙头;终端需求复苏叠加ai等应用创新，晶圆厂资本开支有望重回高增轨道，公司作为国内平台型设备龙头厂商有望显著受益 -尊龙凯时人生就博

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