$海光芯正(01191)$ 

芯碁則是PCB+半導體雙賽道,壁壘高,屬於先進封裝光刻設備稀缺標的,國產替代空間大


芯碁微裝(09630.HK/688630.SH) 憑藉在直寫光刻技術上的深耕,成功實現了從PCB全球龍頭向半導體高端光刻設備的跨越,其“全場景覆蓋”的稀缺性確實驗證了“壁壘更高”和“國產替代空間大”的邏輯

01191
06-26 18:02
HKCREALIGHTS
SidePrice | FilledRealized P&L
Buy
Open
203.00
450
--
Closed
CREALIGHTS
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  • Verygood Goodgood 太強大了
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  • buythedip
    ·06-27
    直寫光刻呢點最值錢 國產替代真有戲
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  • ConnieB
    ·07-14
    [微笑]
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  • ConnieB
    ·06-29
    [微笑]
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  • LOLOKEI
    ·06-29
    大肉
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  • VivianChua
    ·06-28
    Nice 💚💚💚
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