当“智能马桶”成为“AI存储”标的

华尔街见闻
Feb 18

在东京股市的传统板块中,TOTO(东陶)长期被视为卫浴行业的防御性资产。但在伦敦激进对冲基金Palliser Capital眼中,这家拥有百年历史的“马桶大王”,是一只被严重误读且低估的AI存储芯片概念股。Palliser Capital在上周致函TOTO董事会,敦促其进一步发展先进陶瓷业务,称该业务在半导体供应链中占据关键地位。该基金指出,凭借在精密陶瓷领域的技术壁垒,TOTO已卡位AI算力背后...

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