【kydz】What to buy in a market rebound? Continue to be bullish on Fab & equipment

English summary

北方华创: Expected to raise order guidance and long-term headroom. 中科飞测: Expected to gain share in bright-field CX. 华峰测控: Orders continue to accelerate, overseas large orders & 8600 expected to land within the year. 精测电子: Bright-field CX likely to accelerate into supply. 中芯国际: Results expected to significantly beat expectations, profit release accelerating over next two years. 华虹宏力: Advanced roadmap revised up, mature node prosperity beats expectations.