8月27日，天弘科技盘中上涨5.67%，报324.41美元/股，成交额1.25亿美元。
消息面上，瑞银近日将天弘科技评级由"中性"上调至"买入"，目标价调整至591.92加元，并给出两年每股收益复合增长率接近50%的预测，即由2026自然年度的10.83美元提升至2028自然年度的24.72美元。瑞银指出，AI驱动的以太网交换及AI/ML算力需求强劲，预计公司通信业务收入三年复合增速达40%，定制ASIC方案将推动企业业务收入大幅增长。
此前公司Q2营收47亿美元，同比增长62%，调整后每股收益2.54美元，均超市场预期，并上调全年营收指引至205亿美元，管理层预计2027年营收增速将进一步加快。华尔街分析师平均给予"买入"评级，市场对AI算力硬件产业链景气度维持乐观预期。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.