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。
数据新鲜度群聊 07-14 ✓卖方 07-14 ✓Wrap 断档15天 ✕News 07-15 ✓X 断档12天 ✕页面生成 07-15
WUS (2316 TW)
8 atoms · 跨 1 天 · 首见 2026-06-17 · 最近 2026-06-17
三色: 🟦 fact 5 · 🟥 take 3 · stance ▲3/▼0/◆5
来源: X 8
时态: fresh:8
标签: 好数字:5 · 好观点:3
叙事 (narrative) (2)
- 2026-06-17 · NAV 与市值差距
the NAV disconnect is insanity
tags: 好观点 · → daily
- 2026-06-17 · 建议减持持股比例
they just need to trim 1/4th or 1/5th of their stake
tags: 好观点 · → daily
value: qty=1/4th or 1/5th
预测 (forecast) (1)
- 2026-06-17 · 减持后潜在现金对股价的正面影响
it should re-rate the company a lot having that much cash on hand for growth
tags: 好观点 · → daily
事实 (fact) (5)
- 2026-06-17 · 市值
WUS (2316 TW) MC can be ~$1B MC
tags: 好数字 · → daily
value: qty=~$1B · date=2026-06-18
- 2026-06-17 · 持有 WUS Kunshan 股权比例
they own a 11.26% stake of WUS Kunshan
tags: 好数字 · → daily
value: qty=11.26% · date=2026-06-18
- 2026-06-17 · 持有的 WUS Kunshan 股权价值(税前)
Which is worth $4.42B pre-tax
tags: 好数字 · → daily
value: qty=$4.42B · date=2026-06-18
- 2026-06-17 · AI 需求的 PCB 增长价值
And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand
tags: 好数字 · → daily
value: qty=~$1.1B · date=2026-06-18
- 2026-06-17 · 资产与市场重新估值潜力
there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets
tags: 好数字 · → daily
value: qty=$3.3B · date=2026-06-18
时间轴 (近 20)
- 2026-06-17 ·
fact · 市值 · → daily
- 2026-06-17 ·
fact · 持有 WUS Kunshan 股权比例 · → daily
- 2026-06-17 ·
fact · 持有的 WUS Kunshan 股权价值(税前) · → daily
- 2026-06-17 ·
fact · AI 需求的 PCB 增长价值 · → daily
- 2026-06-17 ·
fact · 资产与市场重新估值潜力 · → daily
- 2026-06-17 ·
narrative · NAV 与市值差距 · → daily
- 2026-06-17 ·
narrative · 建议减持持股比例 · → daily
- 2026-06-17 ·
forecast · 减持后潜在现金对股价的正面影响 · → daily
← 实体目录 · 系统日志