WYFI

历史观点（2 条，最新在上）

1. 2026/06/20 03:52提及跳转 X 原文 →
   English · 原文

   In terms of personal notes: 1. Priortech owns 21% of $CAMT, ~1.35x their MC, seems more like holding co. 2. Bit Digital people kept shouting, but NAV discount is not clean $WYFI, lot of dilution + not AI parent. 3. Wistron (3231) is the best one I've seen since $SIVE + Ayar + Wiwynn are one of my favorite trio. ~$16.2B MC, Q1 revenue up a ridiculous amount with 144% Y/Y growth. Owns 35.46% of Wiwynn, which is ~0.66x of MC. I'd expect Wiwynn to keep on growing. 4. Sin-American Silicon 5483 does own 46.64% of GlobalWafers (6488). MC is $3.5B, stake value is ~$7.9B, but not exactly growing too fast independently, though it's heavily trading heavily discount to NAV. 5. Iljin Holdings owns 42.99% of Iljin Electric, it's ~$0.22B MC vs. ~$1.13B NAV holding. This was transformer/cable DC related. But again idk if I trust korean stocks for NAV unlock, probably better for activist investors. 6. Simmtech Holdings was ~$0.17B MC vs. ~$1.0B of parent, which also looks ridiculous. So 6x+ NAV. PCB substrate related name. Also another prob don't trust korean governance type name. I think both $ACMR and WUS have H-Share subsidiary listing soon, and those were the biggest NAV discounts with independent growth. Then you have a highly successful activist going after WUS so I'd expect some middle ground there. So maybe I'll put more concentration into those on top of what I already own Monday, we'll see. And Wistron was growing very fast independently. I'm still doing research, normally this goes in shower thoughts since I haven't formally made a conclusion, but thought others might be interested.

   中文 · 翻译

   个人笔记： 1. Priortech 持有 $CAMT 21% 的股份，大概是他们市值的 1.35 倍，看起来更像是一家控股公司。 2. Bit Digital 的人一直在喊，但 NAV 折价并不干净 $WYFI，稀释严重 + 不是 AI 母公司。 3. Wistron (3231) 是我自 $SIVE 以来见过最棒的，加上 Ayar 和 Wiwynn 是我最喜欢的三巨头。 ~$162 亿市值，第一季度营收同比增长 144%，高得离谱。 持有 Wiwynn 35.46% 的股份，大约是市值的 0.66 倍。我预计 Wiwynn 会继续增长。 4. Sin-American Silicon 5483 持有 GlobalWafers (6488) 46.64% 的股份。 市值 $35 亿，持股价值约 $79 亿，不过它自身增长不算太快，虽然相对于 NAV 折价交易严重。 5. Iljin Holdings 持有 Iljin Electric 42.99% 的股份，市值约 $2.2 亿，NAV 持仓约 $11.3 亿。这是跟变压器/电缆数据中心相关的。 但话说回来，我不确定能不能相信韩国股票会实现 NAV 折价修复，可能更适合激进投资者。 6. Simmtech Holdings 市值约 $1.7 亿，而母公司约 $10 亿，这看起来也很离谱。 所以是 6 倍多的 NAV。PCB 基板相关的名字。这又是个可能不太信韩国治理风格的名字。 我觉得 $ACMR 和 WUS 很快都会有 H 股子公司上市，这些是最大的 NAV 折价且能独立增长的标的。 然后有个非常成功的激进投资者在追 WUS，所以我估计会有些折中方案。 所以也许我会在周一现有持仓基础上，再集中加仓这些，再看看吧。而且 Wistron 自身增长非常快。 我还在做研究，通常这算是洗澡时的胡思乱想，因为我还没正式下结论，但觉得别人可能会感兴趣。
2. 2026/06/11 17:54看多跳转 X 原文 →
   English · 原文

   New Anthropic news looks like a potential tailwind for the Neocloud colo sector. Such as $WULF, $CIFR, $WYFI, $HUT and others (not named yet). As Anthropic is pursuing its first DC leases. "The AI company has signed more than a dozen letters of intent with U.S. developers" per The Information.

   中文 · 翻译

   Anthropic 的新消息，看起来对 Neocloud 机房板块是个潜在的利好。 比如 $WULF、$CIFR、$WYFI、$HUT 这些（还有没点名的）。 因为 Anthropic 正在谈它的第一批数据中心租赁。 "这家 AI 公司已经跟美国开发商签了十几份意向书"——据 The Information 报道。