Completion of Catch-down, Shrinking Circle Rebound (More Focused) -- (Update 0731)

English summary

1. International Composites: The funds with the highest risk appetite were the first to buy composites. Don't ask why; it represents the market's bravest choice. #?The only 20cm in electronic cloth. 2. China Jushi: You still remember that capacity expansion. Press the calculator; the impact is only in 2028, no impact on 2027. Endure, and the sky will open. #?Still the same 7628 that increases in price every month. 3. Xinqi Micro: Domestic computing power can still catch down like this. Your gaze becomes firmer as it falls. pcb/substrate/msap/cowos-l/copos/glass substrate, the little Applied Materials after 10. #?It's not because it's riding on trends; it really has substance, truly hardcore. 4. Tongguan Copper Foil: How can a PCB rebound leave me out? Q1 results beat expectations, Q2 not obvious QoQ, Q3 will fight again. The logic leads because electronic cloth runs too fast. #?Believe that gold will eventually deliver results. 5. Shengyi Technology (plus Lianrui New Material): M9 must be speculated. My upstream, my downstream, domestic substitution is accelerating, and CCL will also. #?Advancing to high-end is the hope of the village. 6. ...