以下部分引用 AI 总结，现阶段 AI 仍然有幻觉。请以内容的原文为准。
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CVV
14 atoms · 跨 1 天 · 首见 2026-05-11 · 最近 2026-05-11
三色: 🟦 fact 11 · 🟥 take 3 · stance ▲9/▼0/◆0
来源: X 14
时态: fresh:12 · aging:2
标签: 好信源:9 · 好思考:4 · 好观点:2 · 好数字:2
叙事 (narrative) (2)
- 2026-05-11
[老化中] · book_value_per_share
the book value should be at the very least 7.5$ per share (according to prices nearby land was sold for)
tags: 好数字 · → daily
value: qty=7.5 · currency=USD
- 2026-05-11
[老化中] · subsidiary_sale
Already sold a subsidiary in record time and may move with a sale-leaseback on their HQs or even outright sale of the company.
tags: 好思考 · → daily
预测 (forecast) (2)
- 2026-05-11 · 每股账面价值
the book value should be at the very least 7.5$ per share (according to prices nearby land was sold for)
tags: 好观点·好信源 · → daily
value: qty=7.5 · date=N/A · direction=gte
- 2026-05-11 · 潜在交易
may move with a sale-leaseback on their HQs or even outright sale of the company
tags: 好观点 · → daily
事实 (fact) (10)
- 2026-05-11 · PVT200_system_use_case
Their PVT200 system is used to grow large Silicon Carbide, which is essential for manufacturing high-voltage power components that safely convert and route massive amounts of electricity from the grid into data centers.
tags: 好思考·好信源 · → daily
- 2026-05-11 · activist_stake
The activist involved is pushing for change (20% stake), and he is on the board.
tags: 好数字·好信源 · → daily
value: qty=20%
- 2026-05-11 · 现金+房地产市值
Current watchlist/Doing work on $CVV - Interestinge setup with cash + real estate > mkt cap.
tags: 好信源 · → daily
value: qty=大于市值 · direction=gt
- 2026-05-11 · PVT200系统用途
Their PVT200 system is used to grow large Silicon Carbide, which is essential for manufacturing high-voltage power components that safely convert and route massive amounts of electricity from the grid into data centers.
tags: 好信源 · → daily
- 2026-05-11 · 晶圆尺寸转型
Actively transitioning from 150mm to 200mm wafers, with 300mm being worked on.
tags: 好信源 · → daily
value: date=N/A · direction=from_to
- 2026-05-11 · 出售子公司
Already sold a subsidiary in record time
tags: 好信源 · → daily
- 2026-05-11 · 激进投资者持股
The activist involved is pushing for change (20% stake), and he is on the board.
tags: 好信源 · → daily
value: qty=20%
- 2026-05-11 · 新增数据中心及终端市场
Recently added data center & end markets to their investor deck.
tags: 好信源 · → daily
- 2026-05-11 · wafer_size_transition
Actively transitioning from 150mm to 200mm wafers, with 300mm being worked on.
tags: 好思考 · → daily
- 2026-05-11 · updated_investor_deck
Recently added data center & end markets to their investor deck.
tags: 好思考 · → daily
时间轴 (近 20)
- 2026-05-11 ·
fact · 现金+房地产市值 · → daily
- 2026-05-11 ·
forecast · 每股账面价值 · → daily
- 2026-05-11 ·
fact · PVT200系统用途 · → daily
- 2026-05-11 ·
fact · 晶圆尺寸转型 · → daily
- 2026-05-11 ·
fact · 出售子公司 · → daily
- 2026-05-11 ·
forecast · 潜在交易 · → daily
- 2026-05-11 ·
fact · 激进投资者持股 · → daily
- 2026-05-11 ·
fact · 新增数据中心及终端市场 · → daily
- 2026-05-11 ·
narrative · book_value_per_share · → daily
- 2026-05-11 ·
fact · PVT200_system_use_case · → daily
- 2026-05-11 ·
fact · wafer_size_transition · → daily
- 2026-05-11 ·
narrative · subsidiary_sale · → daily
- 2026-05-11 ·
fact · activist_stake · → daily
- 2026-05-11 ·
fact · updated_investor_deck · → daily
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