作者:Yiannis Zourmpanos编译:美港股观察社投资论点今年以来,天弘科技股价大幅跑赢标普500指数。基于对800G和新兴1.6T以太网交换机的强劲需求,天弘科技可以被称为人工智能(AI)驱动的资本支出中的隐性赢家。这点可以通过大规模的高性能系统(HPS)增长和新的原始设备制造商(OEM)订单得以体现。如今,天弘科技依旧有望在截至2029财年的290亿美元AI交换机市场中占据重要份额,...
Source Link作者:Yiannis Zourmpanos编译:美港股观察社投资论点今年以来,天弘科技股价大幅跑赢标普500指数。基于对800G和新兴1.6T以太网交换机的强劲需求,天弘科技可以被称为人工智能(AI)驱动的资本支出中的隐性赢家。这点可以通过大规模的高性能系统(HPS)增长和新的原始设备制造商(OEM)订单得以体现。如今,天弘科技依旧有望在截至2029财年的290亿美元AI交换机市场中占据重要份额,...
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