Leroy Groffier(@LeroyGroffier):CHINA SEMI LOCALIZATION plays going vertical today: AMEC 688012, NAURA 002371, ACMR 688082, and lesser known back-end equip play Hwatsing 688120. Theme gaining momentum on govt support, CXMT IPO, and I can't see many obstacles in near term. MS adding Naura to APxJ focus list today. Notes on AMEC, China's Lam:

Leroy Groffier

@LeroyGroffier

the action is the juice

가입 March 2017

778 팔로잉 중 1.6K 팬

Leroy Groffier@LeroyGroffier

2026.06.17 06:55

CHINA SEMI LOCALIZATION plays going vertical today: AMEC 688012, NAURA 002371, ACMR 688082, and lesser known back-end equip play Hwatsing 688120. Theme gaining momentum on govt support, CXMT IPO, and I can't see many obstacles in near term. MS adding Naura to APxJ focus list today. Notes on AMEC, China's Lam: