WUS（2316 TW）市值约10亿美元，却持有11.26%的WUS昆山股权（价值44.2亿美元），另有受益于AI需求的PCB增长业务。
WUS（2316 TW）市值约10亿美元，却持有11.26%的WUS昆山股权（价值44.2亿美元），另有受益于AI需求的PCB增长业务。
“I agree with Palliser Capital here. As a shareholder, it’s just so stupid how WUS (2316 TW) MC can be ~$1B MC. While they own a 11.26% stake of WUS Kunshan, a $39.3B (¥282B CNY) company… Which is worth $4.42B pre-tax. Just sell 1/4th or something? And you get an extra ~$1.1B for PCB growth at the inflection point with AI demand. Which is more than your current MC pre-tax, purely in cash. And there’s still $3.3B in assets + markets might revalue your company because of willingness to trim locked up assets. Nobody is asking you to trim everything, but the NAV disconnect is insanity. WUS TW management should really reconsider.”原帖：X / @aleabitoreddit ↗