作者在询问具有最大净资产折价且独立拥有AI增长潜力的标的,以ACMR和WUS(2316)对比SK Square为例,并指出这一主题近期开始受到关注。
作者在询问具有最大净资产折价且独立拥有AI增长潜力的标的,以ACMR和WUS(2316)对比SK Square为例,并指出这一主题近期开始受到关注。
“Anyone got a list or ideas of the biggest NAV discounts. But independently has AI growth? Stuff more extreme end like $ACMR and WUS (2316) compared to SK Square. Have exposure to the ones above, just wanted to research more opportunities. Seems to be getting noticed recently”原帖:X / @aleabitoreddit ↗