5月29日，天弘科技盘中上涨5.41%，报372.84美元/股，成交额1.33亿美元。
消息面上，近期市场关注公司在AI服务器领域的业务拓展。据行业专家访谈信息，Celestica在Google TPU服务器业务中正从纯EMS代工模式向JDM（联合设计制造）模式演进，在散热和电源领域引入独家设计技术，并计划未来将整机设计到制造全包以增强客户粘性。此外，公司正积极布局AWS服务器项目，计划参与年度配额竞标，以第二供应商身份切入市场并争取下一代产品设计标，目标向L10全集成出货推进以扩大销售额。AI基础设施持续高投入背景下，公司业务升级路径清晰，市场对其增长前景给予正面定价。
同行业中，伟创力国际涨4.43%，泰科电子涨1.47%，捷普科技涨1.33%，板块整体表现积极。
（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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