马桶厂被AI“救活”,谁是下一个TOTO?

深圳商报·读创
Aug 16

“马桶企业被AI救活”的话题近期持续刷屏。  日本百年卫浴巨头TOTO摇身一变,成了半导体材料公司。其半导体静电吸盘业务受益于AI算力需求爆发,2025财年先进陶瓷业务贡献50%以上营业利润,首次超过卫浴主业。  8月5日,TOTO披露一季度财报后,高盛给出“强烈买入”评级,目标价较当时股价隐含超过 76% 的上行空间,被资本市场重新定义为“AI概念股”。  进入8月中旬,这一话题仍在投资圈持续...

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