6月12日，天弘科技盘中上涨5.1%，报381.43美元/股，成交额3.19亿美元。电子制造服务板块整体走强，伟创力国际涨6.91%，捷普科技涨5.48%，TTM科技涨5.51%。
消息面上，英伟达CPO交换机正式全面量产，光互联进入规模部署新阶段，直接利好天弘科技。公司此前已获得一家超大规模云厂商的1.6T以太网CPO交换机订单，叠加一季度营收40.47亿美元（同比+53%）、调整后EPS 2.05美元（同比+177%）大幅超预期，并上调全年营收指引至190亿美元，AI服务器及800G/1.6T交换机需求持续爆发，核心业务连接与云解决方案（CCS）营收同比增长76%，为股价反弹提供基本面支撑。
（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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