天弘科技今日盘中大涨9.35%，引起了市场的广泛关注。
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。具体而言，天弘科技在Google TPU服务器业务中，正从纯代工模式向附加值更高的联合设计制造模式升级，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服务器项目，计划以第二供应商身份参与其年度配额竞标。此外，公司近期上修了全年业绩指引，并宣布获得1.6T以太网CPO交换机订单，市场做多情绪浓厚。
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以及积极的订单获取，共同推动了股价在盘中显著走强。
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