异动解读 | 天弘科技盘前大涨5.03%，AI服务器业务拓展预期持续升温

异动解读06-02

天弘科技(CLS)今日盘前股价大幅上涨5.03%，引起了市场的广泛关注。

消息面上，市场对公司AI服务器领域的业务拓展预期持续升温。具体而言，天弘科技在Google TPU服务器业务中，正从纯代工(EMS)模式向附加值更高的联合设计制造(JDM)模式升级，并在散热和电源等关键领域引入独家设计技术。同时，公司正积极布局亚马逊云科技(AWS)服务器项目，计划以第二供应商身份参与其年度配额竞标。

在AI基础设施持续高投入的行业背景下，公司清晰的业务升级路径获得了市场的正面定价，这被认为是推动其股价在盘前交易时段走强的主要原因。

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