6月1日，天弘科技盘中上涨5.19%，报405.4美元/股，成交额4.86亿美元。消息面上，市场对公司在AI服务器领域的业务拓展预期持续升温。近期信息显示，天弘科技在Google TPU服务器业务中正从纯代工（EMS）模式向联合设计制造（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AWS服务器项目，计划以第二供应商身份参与年度配额竞标。在AI基础设施持续高投入背景下，公司清晰的业务升级路径获市场正面定价，同行业伟创力国际跌2.12%、Fabrinet跌4.36%、捷普科技跌2.35%，天弘科技逆势走强。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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