· 方法论

博主寻求具备AI增长潜力的最大NAV折价标的以拓展研究

涉及标的:

中文翻译

有人有最大净资产价值(NAV)折价清单或想法吗?但独立具备人工智能(AI)增长潜力? 像 $ACMR 和 WUS (2316) 相比 SK Square 这样更极端的标的。 我持有上述标的,只是想研究更多机会。 最近似乎开始受到关注

英文原文

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

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