002371.SZ NAURA Technology Group Co., Ltd. Loading... : Bullish and Bearish Analyst Opinions
Loading chart...
Top Calls
Feed
06:19
Jul 27
Jul 27
Author explicitly identifies Chinese equipment makers Naura and AMEC as beneficiaries of CXMT's capacity expansion: 'It makes more sense to read this news as good news for Chinese equipment makers suc
Author explicitly identifies Chinese equipment makers Naura and AMEC as beneficiaries of CXMT's capacity expansion: 'It makes more sense to read this news as good news for Chinese equipment makers such as Naura and AMEC than for the memory companies.' CXMT's doubling of wafer starts (even if capacity lags) drives equipment orders.
Risk: Dependency on CXMT's capex cycle and US export controls on semiconductor equipment.
00:36
Jun 28
Jun 28
Monitor NAURA as a Chinese semiconductor equipment beneficiary, but not an author-owned long.
MED
17:25
Jun 25
Jun 25
Author details a broad Chinese semiconductor rally and policy catalysts but lists beneficiaries as a research watchlist without stating personal positions or explicit forward calls.
LOW
00:05
May 15
May 15
Long domestic Chinese equipment makers as export controls sustain localization demand, even as AI-led growth shifts mix away from China.
HIGH
05:15
May 06
May 06
Long these Chinese semiconductor names based on Citrini's thematic thesis that they will outperform US peers; catalyst is upcoming updated review this weekend.
HIGH
13:32
Apr 30
Apr 30
Neutral on Chinese equipment makers as domestic demand remains flat, limiting near-term upside despite mixed export dynamics.
HIGH
About 002371.SZ Analyst Coverage
Buzzberg tracks 002371.SZ (NAURA Technology Group Co., Ltd.) across 5 sources. 1 bullish vs 0 bearish calls from 6 analysts. Sentiment: predominantly bullish (17%). 6 total trade ideas tracked. Past 7 days: 1 watch. Latest voices: Damnang, jukan05, frenchie_.