6月2日，天弘科技盘中上涨3.58%，报461.99美元/股，成交额3.03亿美元。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（EMS）模式向附加值更高的联合设计制造（JDM）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（AWS）服务器项目，计划以第二供应商身份参与年度配额竞标。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获得市场正面定价，推动股价走强。
（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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