Ryan Leung 梁興盛, CFA (@RYANHINGSHING) “往死里炒power semi & MLCCs😁 挑了一只P/B低，产能扩张快、电容、电压、ESL、可” — TopicDigg
Ryan Leung 梁興盛, CFA
@RYANHINGSHING
加入 March 2023
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往死里炒power semi & MLCCs😁
挑了一只P/B低，产能扩张快、电容、电压、ESL、可靠性高的MLCC股🤔
谢谢大家
Example:
CPO testing or HBM - bottleneck
huge future demand - power semis & MLCCs
Supply crunch - raw materials for CCL
