蔚来-SW(09866.HK)连日走低，现跌超5%。

据路透社报道，数据显示，周二有四艘商品船只通过霍尔木兹海峡，低于过去10天平均约13艘的水平。

CITIC Securities research note: CSEAC 2026 expanded with a larger presence of core components and materials exhibitors. Exhibitor WeChat posts (including Zhongwei and Kema Technology) point to further improvement in semiconductor-equipment order momentum in Q3 2026 and industry optimism for equipment demand over the next 2–3 years. Key medium- to long-term demand drivers cited are advanced-logic self-sufficiency, 3D NAND architecture upgrades, HBM and advanced packaging—expected to create new equipment categories and raise per-tool value. Upstream localization is moving into core process modules, midstream equipment demand remains robust, and downstream storage and packaging upgrades are generating incremental equipment needs. Increased participation from overseas vendors and customers suggests rising export interest in Chinese equipment, components and materials. CITIC continues to favor the domestic semiconductor equipment and core components chain.