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The 'White-haired Stock God' Serenity has released a personal investment observation, analyzing the valuation and shareholding structure of several technology and semiconductor-related companies, with a focus on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market capitalization of approximately $16.2 billion, Q1 revenue growth of 144% year-on-year, and a 35.46% stake in WiWynn, whose implied shareholding value is about 0.66 times its market cap; 2. Wiwynn is expected to continue its growth, becoming one of the core assets under observation; 3. Priortech holds about 21% of Camtek, with a shareholding value approximately 1.35 times its own market cap, viewed as a controlling structure; 4. GlobalWafers is noted to have a significant NAV discount (approximately $3.5 billion market cap vs. $7.9 billion shareholding value); 5. Related South Korean companies Iljin Holdings and Simmtech Holdings also show clear NAV discounts, but Serenity expresses caution regarding corporate governance and valuation realization capabilities in South Korea. Serenity indicates that it is still in the research phase and has not reached a final investment conclusion, but leans towards increasing the concentration of relevant holdings on Monday, emphasizing that some of these companies possess independent growth capabilities and potential for NAV revaluation.

[Serenity Identifies Opportunities in Asian Tech Stocks and NAV Discounts, Focusing on Wistron and Others]The 'White-haired Stock God' Serenity has released a personal investment observation, analyzing the valuation and shareholding structure of several technology and semiconductor-related companies, with a focus on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market capitalization of approximately $16.2 billion, Q1 revenue growth of 144% year-on-year, and a 35.46% stake in WiWynn, whose implied shareholding value is about 0.66 times its market cap; 2. Wiwynn is expected to continue its growth, becoming one of the core assets under observation; 3. Priortech holds about 21% of Camtek, with a shareholding value approximately 1.35 times its own market cap, viewed as a controlling structure; 4. GlobalWafers is noted to have a significant NAV discount (approximately $3.5 billion market cap vs. $7.9 billion shareholding value); 5. Related South Korean companies Iljin Holdings and Simmtech Holdings also show clear NAV discounts, but Serenity expresses caution regarding corporate governance and valuation realization capabilities in South Korea. Serenity indicates that it is still in the research phase and has not reached a final investment conclusion, but leans towards increasing the concentration of relevant holdings on Monday, emphasizing that some of these companies possess independent growth capabilities and potential for NAV revaluation.

Serenity Identifies Opportunities in Asian Tech Stocks and NAV Discounts, Focusing on Wistron and Others

The 'White-Haired Stock God' Serenity has released a personal investment observation, analyzing the valuation and shareholding structure of several technology and semiconductor-related companies, with a focus on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market value of approximately $16.2 billion, a 144% year-on-year revenue growth in Q1, and a 35.46% stake in WiWynn, implying a holding value of about 0.66 times its market value; 2. Wiwynn is expected to continue its growth, becoming one of its core observation assets; 3. Priortech holds about 21% of Camtek, with a holding value approximately 1.35 times its own market value, viewed as a controlling structure; 4. GlobalWafers is noted to have a significant NAV discount (approximately $3.5 billion market value vs. about $7.9 billion holding value); 5. Related Korean companies Iljin Holdings and Simmtech Holdings also show clear NAV discounts, but Serenity remains cautious about the corporate governance and valuation realization capabilities of Korean firms. Serenity indicates that it is still in the research phase and has not reached a final investment conclusion, but is inclined to further increase the concentration of related holdings on Monday, emphasizing that some of these companies possess independent growth capabilities and potential for NAV revaluation.

[Serenity Identifies Discount Opportunities in Asian Tech Stocks, Focuses on Wistron]The 'White-Haired Stock God' Serenity has released a personal investment observation, analyzing the valuation and shareholding structure of several technology and semiconductor-related companies, with a focus on net asset value (NAV) discounts and growth momentum. Key points include: 1. Wistron is considered one of the most promising targets, with a current market value of approximately $16.2 billion, a 144% year-on-year revenue growth in Q1, and a 35.46% stake in WiWynn, implying a holding value of about 0.66 times its market value; 2. Wiwynn is expected to continue its growth, becoming one of its core observation assets; 3. Priortech holds about 21% of Camtek, with a holding value approximately 1.35 times its own market value, viewed as a controlling structure; 4. GlobalWafers is noted to have a significant NAV discount (approximately $3.5 billion market value vs. about $7.9 billion holding value); 5. Related Korean companies Iljin Holdings and Simmtech Holdings also show clear NAV discounts, but Serenity remains cautious about the corporate governance and valuation realization capabilities of Korean firms. Serenity indicates that it is still in the research phase and has not reached a final investment conclusion, but is inclined to further increase the concentration of related holdings on Monday, emphasizing that some of these companies possess independent growth capabilities and potential for NAV revaluation.

Serenity Identifies Discount Opportunities in Asian Tech Stocks, Focuses on Wistron

re Surges 18.68% in 24H, Currently at 1.014 USDT

【re currently trades at 1.014 USDT, up 18.68% in 24h, according to HTX market data.】re Surges 18.68% in 24H, Currently at 1.014 USDT

re currently trades at 1.014 USDT, up 18.68% in 24h, according to HTX market data.

Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the bubble in the artificial intelligence industry may burst when enterprises begin to effectively utilize Chinese large models. While the regulatory environment in the United States may limit this process, the overall trend is that Chinese models continue to become more efficient and capable of running on non-cutting-edge hardware, while the global supply of GPUs (including non-NVIDIA chips) is increasing. Svanevik also pointed out that the recent decline in rental prices for H100 and H200 GPUs reflects a changing supply-demand structure for computing power. He raised the market signal of 'how to interpret the decline in GPU rental prices,' suggesting that as model efficiency improves and computing power supply expands, the AI infrastructure market may be entering a phase of repricing.

[Nansen CEO: AI Infrastructure May Be Repriced as Bubble Bursts After Enterprises Adopt Chinese Models]Alex Svanevik, CEO of the on-chain analytics platform Nansen, stated that the bubble in the artificial intelligence industry may burst when enterprises begin to effectively utilize Chinese large models. While the regulatory environment in the United States may limit this process, the overall trend is that Chinese models continue to become more efficient and capable of running on non-cutting-edge hardware, while the global supply of GPUs (including non-NVIDIA chips) is increasing. Svanevik also pointed out that the recent decline in rental prices for H100 and H200 GPUs reflects a changing supply-demand structure for computing power. He raised the market signal of 'how to interpret the decline in GPU rental prices,' suggesting that as model efficiency improves and computing power supply expands, the AI infrastructure market may be entering a phase of repricing.

Nansen CEO: AI Infrastructure May Be Repriced as Bubble Bursts After Enterprises Adopt Chinese Models

Alex Svanevik, CEO of on-chain analytics platform Nansen, stated that the bubble in the AI industry may burst when enterprises begin to effectively utilize Chinese large models. While the regulatory environment in the U.S. may limit this process, the overall trend is that Chinese models continue to become more efficient and capable of running on non-cutting-edge hardware, while the global supply of GPUs (including non-NVIDIA chips) is increasing. Svanevik also pointed out that the recent decline in rental prices for H100 and H200 GPUs reflects a changing supply-demand structure for computing power. He raised the market signal of 'how to explain the decline in GPU rental prices,' suggesting that as model efficiency improves and computing power supply expands, the AI infrastructure market may be entering a phase of repricing.

[Nansen CEO: AI Infrastructure May Be Repriced as Bubble Bursts After Enterprises Adopt Chinese Models]Alex Svanevik, CEO of on-chain analytics platform Nansen, stated that the bubble in the AI industry may burst when enterprises begin to effectively utilize Chinese large models. While the regulatory environment in the U.S. may limit this process, the overall trend is that Chinese models continue to become more efficient and capable of running on non-cutting-edge hardware, while the global supply of GPUs (including non-NVIDIA chips) is increasing. Svanevik also pointed out that the recent decline in rental prices for H100 and H200 GPUs reflects a changing supply-demand structure for computing power. He raised the market signal of 'how to explain the decline in GPU rental prices,' suggesting that as model efficiency improves and computing power supply expands, the AI infrastructure market may be entering a phase of repricing.

Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), shared her views on perpetual contracts, predictive markets, and the future of digital asset regulation, adopting an overall positive and open tone. Peirce reflected on the Rule 611 trading transparency proposal that has been in the works for about 20 years, noting that the so-called 'innovation exemption' mechanism will be intentionally designed to be strict and limited, in order to balance market innovation with investor protection. She stated that a clearer regulatory framework should be established for new financial products such as tokenized securities, perpetual contracts, and predictive markets, rather than imposing simple restrictions or vague regulations. Additionally, she emphasized that two core principles—self-custody and financial privacy—should be fundamental rights in the future regulatory framework and should be incorporated into the design of subsequent digital asset regulations.

[SEC Commissioner Hester Peirce Discusses Perpetual Contracts and Predictive Markets: Emphasizes Self-Custody and Financial Privacy Principles]Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), shared her views on perpetual contracts, predictive markets, and the future of digital asset regulation, adopting an overall positive and open tone. Peirce reflected on the Rule 611 trading transparency proposal that has been in the works for about 20 years, noting that the so-called 'innovation exemption' mechanism will be intentionally designed to be strict and limited, in order to balance market innovation with investor protection. She stated that a clearer regulatory framework should be established for new financial products such as tokenized securities, perpetual contracts, and predictive markets, rather than imposing simple restrictions or vague regulations. Additionally, she emphasized that two core principles—self-custody and financial privacy—should be fundamental rights in the future regulatory framework and should be incorporated into the design of subsequent digital asset regulations.

SEC Commissioner Hester Peirce Discusses Perpetual Contracts and Predictive Markets: Emphasizes Self-Custody and Financial Privacy Principles

Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), shared her views on perpetual contracts, predictive markets, and the future of digital asset regulation, maintaining an overall positive and open tone. Peirce reflected on the Rule 611 trading transparency proposal, which has been in development for about 20 years, noting that the so-called 'innovation exemption' mechanism will be intentionally designed to be strict and limited in order to balance market innovation with investor protection. She stated that a clearer regulatory framework should be established for new financial products such as tokenized securities, perpetual contracts, and predictive markets, rather than simply imposing restrictions or vague regulations. Peirce emphasized that two core principles—self-custody and financial privacy—should be fundamental rights in the future regulatory framework and should be integrated into the design of subsequent digital asset regulatory systems.

[SEC Commissioner Hester Peirce Discusses Perpetual Contracts and Predictive Markets: Emphasizes Self-Custody and Financial Privacy Principles]Hester Peirce, a commissioner of the U.S. Securities and Exchange Commission (SEC), shared her views on perpetual contracts, predictive markets, and the future of digital asset regulation, maintaining an overall positive and open tone. Peirce reflected on the Rule 611 trading transparency proposal, which has been in development for about 20 years, noting that the so-called 'innovation exemption' mechanism will be intentionally designed to be strict and limited in order to balance market innovation with investor protection. She stated that a clearer regulatory framework should be established for new financial products such as tokenized securities, perpetual contracts, and predictive markets, rather than simply imposing restrictions or vague regulations. Peirce emphasized that two core principles—self-custody and financial privacy—should be fundamental rights in the future regulatory framework and should be integrated into the design of subsequent digital asset regulatory systems.

Peng Fu, Chief Economist at Avenir Capital, stated on platform X: "Many Bitcoin holders, who have long been confined to the digital asset ecosystem, are now trying to allocate to S&P 500 ETFs and AI-related funds for the first time through this channel. This trend is shifting the market discussion from 'opposition' to 'complementarity', indicating that the future financial architecture will be more inclusive. BlackRock defines this deep integration across asset classes as the 'Great Convergence'. Cryptocurrency investors have participated in SpaceX IPO-related activities this month through pre-IPO perpetual futures and tokenized stocks, allowing users to speculate on the valuations of private companies before their public offerings, further breaking down the barriers between public and private markets. The trading volume of pre-IPO perpetual futures surged from about $1 billion in early May to nearly $22 billion within weeks.

[Peng Fu: Crypto Investors Accelerate Embrace of Traditional Assets, 'Great Convergence' Reshaping Financial Market Boundaries]Peng Fu, Chief Economist at Avenir Capital, stated on platform X: "Many Bitcoin holders, who have long been confined to the digital asset ecosystem, are now trying to allocate to S&P 500 ETFs and AI-related funds for the first time through this channel. This trend is shifting the market discussion from 'opposition' to 'complementarity', indicating that the future financial architecture will be more inclusive. BlackRock defines this deep integration across asset classes as the 'Great Convergence'. Cryptocurrency investors have participated in SpaceX IPO-related activities this month through pre-IPO perpetual futures and tokenized stocks, allowing users to speculate on the valuations of private companies before their public offerings, further breaking down the barriers between public and private markets. The trading volume of pre-IPO perpetual futures surged from about $1 billion in early May to nearly $22 billion within weeks.

Peng Fu: Crypto Investors Accelerate Embrace of Traditional Assets, 'Great Convergence' Reshaping Financial Market Boundaries

Peng Fu, Chief Economist at Avenir Capital, stated on platform X: 'Many Bitcoin holders, who have long been confined to the digital asset ecosystem, are now trying to allocate to S&P 500 ETFs and AI-related funds for the first time through this channel. This trend is shifting the market discussion from 'opposition' to 'complementarity', indicating that the future financial architecture will be more inclusive. BlackRock defines this deep integration across asset classes as the 'Great Convergence'. Crypto investors have participated in SpaceX IPO-related activities this month through pre-IPO perpetual futures and tokenized stocks, allowing users to speculate on the valuation of private companies before their public offerings, further breaking down the barriers between public and private markets. The trading volume of pre-IPO perpetual futures surged from about $1 billion in early May to nearly $22 billion within weeks.

[Peng Fu: Crypto Investors Accelerate Embrace of Traditional Assets, 'Great Convergence' Reshaping Financial Market Boundaries]Peng Fu, Chief Economist at Avenir Capital, stated on platform X: 'Many Bitcoin holders, who have long been confined to the digital asset ecosystem, are now trying to allocate to S&P 500 ETFs and AI-related funds for the first time through this channel. This trend is shifting the market discussion from 'opposition' to 'complementarity', indicating that the future financial architecture will be more inclusive. BlackRock defines this deep integration across asset classes as the 'Great Convergence'. Crypto investors have participated in SpaceX IPO-related activities this month through pre-IPO perpetual futures and tokenized stocks, allowing users to speculate on the valuation of private companies before their public offerings, further breaking down the barriers between public and private markets. The trading volume of pre-IPO perpetual futures surged from about $1 billion in early May to nearly $22 billion within weeks.

Анонимный блокчейн-сыщик ZachXBT заявил, что владелец заблокированных в сервисе Changelly 5,73 биткоинов может быть связан с мошенниками из Индии. К такому выводу исследователь пришел после переписки с пользователем, обратившемуся к нему с жалобой на заморозку криптовалюты.

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Tom Lee Responds to Concerns Over Ethereum's Funding Crisis: Probability is Zero, Funds are in Place

Tom Lee Responds to Concerns of Ethereum Facing Funding Crisis: Probability is Zero, Funds are Secured

Clause de non-responsabilité：Le contenu ci-dessus ne représente pas les positions de HTX.，HTX ne fournit pas de recommandations de trading.。

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