7月17日，天弘科技盘中下跌5.51%，报294.775美元/股，成交额1.65亿美元。消息面上，公司此前宣布连接和云解决方案部门领导层过渡，该部门涵盖AI服务器、网络及存储等核心业务，管理层变动引发市场对业务连续性的担忧。叠加公司定于7月27日盘后发布Q2财报（预期EPS为2.11美元），财报窗口期加大短期不确定性。投行Stifel指出，当前AI硬件板块抛售属估值重置而非需求疲软，天弘科技被列为估值已大幅压缩的标的之一。
行业层面，电子制造服务板块整体承压，伟创力国际跌4.14%、捷普科技跌2.0%、TTM科技跌2.02%，天弘科技跌幅领先板块。
（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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