天弘科技今日盘中股价大幅下挫，跌幅达16.51%，引起了市场的广泛关注。
消息面上，此次股价大跌主要源于公司最新披露的全年业绩指引不及市场此前的高预期。公司此前受AI集群扩容与交换设备结构性放量驱动，市场对其财报抱有极高期望。然而，公司仅小幅上调了全年业绩指引，预计全年净销售额为135-140亿美元，这与市场对AI算力爆发式增长的乐观预期形成了明显落差，从而引发了获利盘的集中抛售。
该股自前一交易日盘后便开始持续走弱，跌幅在今日盘中交易时段进一步扩大。市场分析认为，业绩指引的温和上调未能满足投资者基于行业趋势的激进增长预期，是导致本次股价重挫的核心因素。
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