<p>凭借健康的人工智能吸引力驱动的坚实需求趋势，<strong>天弘科技</strong>（Celestica Inc.）在过去一年中上涨了 77.4%，而行业增长为 10.9%。它在这一时期内表现优于 <strong>Flex Ltd.</strong>（FLEX）和 <strong>Jabil Inc.</strong>（JBL）等同行。</p>
<p>天弘科技是人工智能革命中鲜为人知的赢家之一。这家总部位于加拿大多伦多的公司为电子市场提供一站式服务，从设计到制造再到供应链管理，主要作为其他电子公司的幕后合作伙伴。凭借多样化的产品组合，这些产品是人工智能应用的重要组成部分，天弘科技健康的增长势头有望持续。</p>
<p><strong>一年股价表现</strong></p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/75/77164.jpg/query-dj0xMjUxMDUyODU5?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/75/77164.jpg/query-dj0xMjUxMDUyODU5"/></p>
<p>图片来源：Zacks 投资研究</p>
<h2>生成式人工智能繁荣推动天弘科技增长势头</h2>
<p>在生成式人工智能繁荣的推动下，天弘科技正从超大规模客户那里看到对 AI/ML 计算和网络产品的强劲需求。除了高性能的 800G 系列网络交换机（对于支持人工智能应用的数据中心至关重要）和存储解决方案，如 SC6100 控制器和 SD6200 平台（为人工智能提供高效可扩展的数据存储）外，天弘科技还提供光子织物——一种光学计算和存储解决方案，能够为人工智能基础设施提供动力。这一解决方案为推进人工智能提供了基础技术，同时保持可扩展、可持续和盈利的商业模式。</p>
<p>通过将下一代网络产品与硅光子封装解决方案相结合，天弘科技旨在优化供应链解决方案，以缩短上市时间。数据中心交换机与光收发器相结合，有潜力处理和维持高量的入站和出站网络流量，并满足支持 AI/ML 和数据分析应用对数据中心带宽的需求。这些最先进的产品近年来已转化为稳健的收入增长。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/e7/77165.jpg/query-dj01OTc0MzI4MDM?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/e7/77165.jpg/query-dj01OTc0MzI4MDM"/></p>
<p>图片来源：Zacks 投资研究</p>
<h2>天弘科技扩展产品组合以更好服务客户</h2>
<p>天弘科技越来越注重提升其产品组合深度。最近推出了 SC6100——一款下一代 2U 机架式全闪存存储控制器——旨在为最苛刻的企业应用工作负载提供卓越性能。由 Advanced Micro Devices, Inc.的两款 EPYC Embedded 9004 系列处理器提供动力，为下一代网络、安全和存储应用提供了改进的能源效率。</p>
<p>利用 AMD 的 “Zen 4” 核心架构，SC6100 支持高达 24 个双端口 U.2 PCIe Gen 5 固态硬盘，具有灵活的输入/输出选项和可热插拔组件，以实现最大的正常运行时间和可靠性。这为那些产生、存储和分析越来越多数据，并依赖实时分析做出战略决策的企业提供了安全、具有成本效益和多功能的存储解决方案。</p>
<h2>更多生产能力助力天弘科技</h2>
<p>为了加强其市场领先地位的 AI 产品，天弘科技目前正在泰国开发超过 10 万平方英尺的额外产能。此外，它正在马来西亚增加 8 万平方英尺的增量产能，以增强其生产能力。天弘科技还与行业领导者合作，推广 On-Board Optics 和 Co-Packaged Optics 等技术，以满足在不断发展的技术格局中对速度和成本效益的需求。</p>
<h2>天弘科技的盈利预期修订趋势</h2>
<p>对于 2024 年，天弘科技的盈利预期已经上调了 47.2%，达到 3.65 美元，而 2025 年的预期截至目前已经提高了 19.5%，达到 3.99 美元。积极的预期修订表明对该股增长潜力的乐观态度。</p>
<p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/61/77166.jpg/query-dj02NjU3NzI0ODg?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/61/77166.jpg/query-dj02NjU3NzI0ODg"/></p>
<p>图片来源：Zacks 投资研究</p>
<h2>结语</h2>
<p>随着公司扩大生产规模并降低成本，硅光子技术在包括汽车、数据中心和高性能计算、电信、医疗、航空航天和国防在内的多个行业中的可能用途可能会飙升。我们相信，凭借其强大的基础设施投资、扎实的技术知识和跨越三十年的广泛行业经验，天弘科技有望在未来几年实现持续增长。</p>
<p>该股过去四个季度的平均盈利惊喜率为 12.2%。它的 VGM 评分为 A。天弘科技目前拥有 Zacks 排名#1（强烈买入）。</p>
<p>凭借强劲的盈利惊喜历史和有利的 Zacks 排名，该股似乎已经准备好进一步走高。因此，如果投资者现在押注这只高飞的股票，他们很可能会获利。</p>
<p>要阅读此文章，请点击 Zacks.com</p>

天弘科技

<p>Celestica Inc.（纽约证券交易所：CLS）在过去一年中股价暴涨了 77.4%，远远超过行业平均水平 10.9%。该公司的增长受到对人工智能相关产品的强劲需求推动，特别是在网络和存储解决方案领域。Celestica 正在扩大其在泰国和马来西亚的生产能力，以满足这种需求。2024 年和 2025 年的盈利预期已经上升，表明其具有积极的增长潜力。凭借强劲的盈利惊喜历史和 Zacks 排名第 1（强烈买入），Celestica 有望进一步提升股价，成为一个具有吸引力的投资机会</p>

<p>Leveraging solid demand trends driven by healthy AI traction, <strong>Celestica Inc.</strong> CLS has surged 77.4% over the past year compared with the industry's growth of 10.9%. It has outperformed peers like <strong>Flex Ltd.</strong> FLEX and <strong>Jabil Inc.</strong> JBL over this period.</p>
<div class="lb-trans"><p>凭借健康的人工智能吸引力驱动的坚实需求趋势，<strong>天弘科技</strong>（Celestica Inc.）在过去一年中上涨了 77.4%，而行业增长为 10.9%。它在这一时期内表现优于 <strong>Flex Ltd.</strong>（FLEX）和 <strong>Jabil Inc.</strong>（JBL）等同行。</p>
</div><p>Celestica is among the lesser-known winners of the artificial intelligence revolution. This Toronto, Canada-based company offers a one-stop shop for the electronics market, from design to manufacture to supply chain management, operating primarily as a behind-the-scenes partner for other electronics-based firms. With a diverse portfolio of products that form an integral part of AI applications, Celestica's healthy growth momentum is likely to continue.</p>
<div class="lb-trans"><p>天弘科技是人工智能革命中鲜为人知的赢家之一。这家总部位于加拿大多伦多的公司为电子市场提供一站式服务，从设计到制造再到供应链管理，主要作为其他电子公司的幕后合作伙伴。凭借多样化的产品组合，这些产品是人工智能应用的重要组成部分，天弘科技健康的增长势头有望持续。</p>
</div><p><strong>One-Year Price Performance</strong></p>
<div class="lb-trans"><p><strong>一年股价表现</strong></p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/75/77164.jpg/query-dj0xMjUxMDUyODU5" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/75/77164.jpg?v=1251052859"/></p>
<p>Image Source: Zacks Investment Research</p>
<div class="lb-trans"><p>图片来源：Zacks 投资研究</p>
</div><h2>Generative AI Boom Fueling CLS Growth Momentum</h2>
<div class="lb-trans"><h2>生成式人工智能繁荣推动天弘科技增长势头</h2>
</div><p>Riding on the generative AI boom, Celestia is witnessing robust demand for AI/ML compute and networking products from hyperscale customers. In addition to the high-performance 800G family of network switches (which are vital for data centers that power AI applications) and storage solutions like the SC6100 controller and SD6200 platform (which provide efficient and scalable data storage for AI), Celestia offers Photonic Fabric – an optical compute and memory fabric solution capable of supercharging AI infrastructure. This solution provides a foundational technology to advance AI while maintaining scalable, sustainable and profitable business models.</p>
<div class="lb-trans"><p>在生成式人工智能繁荣的推动下，天弘科技正从超大规模客户那里看到对 AI/ML 计算和网络产品的强劲需求。除了高性能的 800G 系列网络交换机（对于支持人工智能应用的数据中心至关重要）和存储解决方案，如 SC6100 控制器和 SD6200 平台（为人工智能提供高效可扩展的数据存储）外，天弘科技还提供光子织物——一种光学计算和存储解决方案，能够为人工智能基础设施提供动力。这一解决方案为推进人工智能提供了基础技术，同时保持可扩展、可持续和盈利的商业模式。</p>
</div><p>By integrating next-generation networking products with silicon photonics packaging solutions, Celestica aims to optimize supply chain solutions to reduce time to market. The data center switches combined with optical transceivers have the potential to handle and sustain high volumes of both inbound and outbound network traffic and cater to the demand for data center bandwidth for supporting AI/ML and data analytics applications. These state-of-the-art products have translated into solid top-line growth in recent years.</p>
<div class="lb-trans"><p>通过将下一代网络产品与硅光子封装解决方案相结合，天弘科技旨在优化供应链解决方案，以缩短上市时间。数据中心交换机与光收发器相结合，有潜力处理和维持高量的入站和出站网络流量，并满足支持 AI/ML 和数据分析应用对数据中心带宽的需求。这些最先进的产品近年来已转化为稳健的收入增长。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/e7/77165.jpg/query-dj01OTc0MzI4MDM" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/e7/77165.jpg?v=597432803"/></p>
<p>Image Source: Zacks Investment Research</p>
<div class="lb-trans"><p>图片来源：Zacks 投资研究</p>
</div><h2>CLS Expanding Portfolio to Better Serve Customers</h2>
<div class="lb-trans"><h2>天弘科技扩展产品组合以更好服务客户</h2>
</div><p>Celestica is increasingly focusing on improving its portfolio depth. It recently introduced SC6100 – a next-generation, 2U rackmount all-flash storage controller – designed to deliver superior performance for the most demanding enterprise application workloads. Powered by two EPYC Embedded 9004 series processors from Advanced Micro Devices, Inc., it offers improved energy efficiency for next-generation networking, security and storage applications.</p>
<div class="lb-trans"><p>天弘科技越来越注重提升其产品组合深度。最近推出了 SC6100——一款下一代 2U 机架式全闪存存储控制器——旨在为最苛刻的企业应用工作负载提供卓越性能。由 Advanced Micro Devices, Inc.的两款 EPYC Embedded 9004 系列处理器提供动力，为下一代网络、安全和存储应用提供了改进的能源效率。</p>
</div><p>Harnessing AMD's &#34;Zen 4&#34; core architecture, the SC6100 supports up to 24 dual-port U.2 PCIe Gen 5 solid-state drives with flexible input/output options and hot-swappable components for maximum uptime and reliability. This provides a secure, cost-effective and versatile storage solution for enterprises that generate, store and analyze increasing amounts of data and rely on real-time analytics to make strategic decisions.</p>
<div class="lb-trans"><p>利用 AMD 的 “Zen 4” 核心架构，SC6100 支持高达 24 个双端口 U.2 PCIe Gen 5 固态硬盘，具有灵活的输入/输出选项和可热插拔组件，以实现最大的正常运行时间和可靠性。这为那些产生、存储和分析越来越多数据，并依赖实时分析做出战略决策的企业提供了安全、具有成本效益和多功能的存储解决方案。</p>
</div><h2>Additional Production Capabilities to Aid CLS</h2>
<div class="lb-trans"><h2>更多生产能力助力天弘科技</h2>
</div><p>To strengthen its market-leading position of AI-enabled products, Celestia is currently developing more than 100,000 square feet of additional capacity in Thailand. Moreover, it is adding 80,000 square feet of incremental capacity in Malaysia to augment its production capabilities. Celestia is also working with industry leaders to commercialize technologies such as On-Board Optics and Co-Packaged Optics to address the demand for speed and cost-efficiency amid the evolving technology landscape.</p>
<div class="lb-trans"><p>为了加强其市场领先地位的 AI 产品，天弘科技目前正在泰国开发超过 10 万平方英尺的额外产能。此外，它正在马来西亚增加 8 万平方英尺的增量产能，以增强其生产能力。天弘科技还与行业领导者合作，推广 On-Board Optics 和 Co-Packaged Optics 等技术，以满足在不断发展的技术格局中对速度和成本效益的需求。</p>
</div><h2>Estimate Revision Trend for CLS</h2>
<div class="lb-trans"><h2>天弘科技的盈利预期修订趋势</h2>
</div><p>Earnings estimates for Celestia for 2024 have moved up 47.2% to $3.65 over the past year, while the same for 2025 has improved 19.5% year to date to $3.99. The positive estimate revision depicts optimism about the stock's growth potential.</p>
<div class="lb-trans"><p>对于 2024 年，天弘科技的盈利预期已经上调了 47.2%，达到 3.65 美元，而 2025 年的预期截至目前已经提高了 19.5%，达到 3.99 美元。积极的预期修订表明对该股增长潜力的乐观态度。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://staticx-tuner.zacks.com/images/articles/charts/61/77166.jpg/query-dj02NjU3NzI0ODg" alt="" original-src="https://staticx-tuner.zacks.com/images/articles/charts/61/77166.jpg?v=665772488"/></p>
<p>Image Source: Zacks Investment Research</p>
<div class="lb-trans"><p>图片来源：Zacks 投资研究</p>
</div><h2>End Note</h2>
<div class="lb-trans"><h2>结语</h2>
</div><p>As the company scales up production volumes and costs go down, possible uses for silicon photonics are likely to soar across several industries, including automotive, data center and high-performance computing, telecommunications, medical, aerospace and defense. We believe that Celestia is on track for sustained growth over the years, backed by its robust infrastructure investments, solid technology know-how and wide industry experience spanning three decades.</p>
<div class="lb-trans"><p>随着公司扩大生产规模并降低成本，硅光子技术在包括汽车、数据中心和高性能计算、电信、医疗、航空航天和国防在内的多个行业中的可能用途可能会飙升。我们相信，凭借其强大的基础设施投资、扎实的技术知识和跨越三十年的广泛行业经验，天弘科技有望在未来几年实现持续增长。</p>
</div><p>The stock delivered a trailing four-quarter average earnings surprise of 12.2%. It has a VGM Score of A. Celestia currently sports a Zacks Rank #1 (Strong Buy).</p>
<div class="lb-trans"><p>该股过去四个季度的平均盈利惊喜率为 12.2%。它的 VGM 评分为 A。天弘科技目前拥有 Zacks 排名#1（强烈买入）。</p>
</div><p>Riding on a robust earnings surprise history and favorable Zacks Rank, it appears primed for further stock price appreciation. Consequently, investors are likely to profit if they bet on this high-flying stock now.</p>
<div class="lb-trans"><p>凭借强劲的盈利惊喜历史和有利的 Zacks 排名，该股似乎已经准备好进一步走高。因此，如果投资者现在押注这只高飞的股票，他们很可能会获利。</p>
</div><p>To read this article on Zacks.com click here.</p>
<div class="lb-trans"><p>要阅读此文章，请点击 Zacks.com</p>
</div>

天弘科技股票值得买入的原因 - 不仅仅是 1 年 77% 的涨幅