股价还能再涨55%!英国对冲基金押注:全球最大马桶制造商TOTO将是AI芯片隐形赢家

华尔街见闻
Feb 17

英国激进投资者Palliser Capital将日本卫浴巨头TOTO视为"被低估且被忽视"的AI投资机会,这家以智能马桶闻名的制造商正凭借其先进陶瓷业务在半导体供应链中占据关键位置。 Palliser Capital上周致信TOTO董事会,敦促其加强先进陶瓷板块投资。该板块生产用于制造NAND存储芯片的静电卡盘设备,目前贡献了TOTO约40%的运营利润。随着AI公司对存储芯片需求激增,这一业务正...

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