异动解读 | 天弘科技盘后大涨5.89%,市场静待强劲二季报

异动解读
Jul 28

天弘科技(CLS)今日盘后股价大涨5.89%,引发市场高度关注。

消息面上,天弘科技即将于盘后发布第二季度财报。市场普遍预期,公司本季度营收将达到约43.66亿美元,同比增长63.12%;调整后每股收益预计为2.30美元,同比增长85.31%;EBIT预计同比增长79.52%。投资者对公司AI相关订单的执行情况以及连接和云解决方案(CCS)板块的交付节奏抱有较高期待,机构观点整体偏多,强劲的增长预期成为推动股价在财报公布前上涨的主要动力。

此外,公司近期宣布了CCS部门领导层的调整,这一管理层变动也受到了市场的关注。在正式财报揭晓前夕,市场对天弘科技业绩的乐观情绪是导致股价异动的核心因素。

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