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
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- YeungFuShing·06-29Verygood Goodgood 太強大了LikeReport
- buythedip·06-27直寫光刻呢點最值錢 國產替代真有戲LikeReport
- ConnieB·07-14[微笑]LikeReport
- ConnieB·06-29[微笑]LikeReport
- LOLOKEI·06-29大肉LikeReport
- VivianChua·06-28Nice 💚💚💚LikeReport
