PHINIA

我们可以聊聊我之前买入的一家公司，叫 Phinia (PHIN)。这是一家从大集团分拆出来的汽车零部件供应商。
大约一两年前，市场对这家公司的情绪极其悲观。Phinia 主要做汽油直喷系统，也就是传统的内燃机（ICE）业务。当时的叙事逻辑非常简单粗暴：电动车（EV）是未来，内燃机必死无疑，所以这家...

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$PHINIA(PHIN)$ 4 Statement of changes in beneficial ownership of securities Accession Number: 0001983448-25-000009  Size: 4 KB 网页链接

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