异动解读05-29
天弘科技（CLS）今日盘中大涨6.98%，引起了市场的广泛关注。
消息面上，市场对公司在AI服务器领域的业务拓展预期显著升温。据行业信息，天弘科技在Google TPU服务器业务中正从纯代工（EMS）模式向联合设计制造（JDM）模式升级，并在散热和电源等关键领域引入了独家设计技术，未来计划进一步整合整机设计与制造，以增强客户粘性。
此外，公司正积极布局亚马逊云科技（AWS）的服务器项目，计划以第二供应商身份参与年度配额竞标，并争取下一代产品的设计机会，目标是推进全集成出货以扩大销售规模。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了市场的积极定价。
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