美东时间10:45——CIBC分析师Todd Coupland指出，天弘科技第三季度业绩大概率将超出市场预期，其背后是可见度的持续改善以及一系列大型科技客户的强劲支撑。该分析师在报告中写道：“CLS仍处于强劲的正向修正周期之中，受益于可见度提升以及客户份额的扩大——我们认为这些客户包括GOOGL、META、AMZN和OpenAI。”他还看到，与AMD Helios平台相关的超大规模云厂商将带来额外上行空间。展望2027年，他预计OpenAI和AMD Helios各自贡献的收入占比均将超过10%。Coupland补充道：“天弘科技可见度的改善，反映出其在数据中心网络交换机领域的领导地位以及企业服务器项目的不断拓展。”他估计，从2026年末开始，1.6T网络项目将开启一个持续数年的放量爬坡期。
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