<p>憑藉健康的人工智能吸引力驅動的堅實需求趨勢，<strong>天弘科技</strong>（Celestica Inc.）在過去一年中上漲了 77.4%，而行業增長為 10.9%。它在這一時期內表現優於 <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鮮為人知的贏家之一。這家總部位於加拿大多倫多的公司為電子市場提供一站式服務，從設計到製造再到供應鏈管理，主要作為其他電子公司的幕後合作伙伴。憑藉多樣化的產品組合，這些產品是人工智能應用的重要組成部分，天弘科技健康的增長勢頭有望持續。</p>
<p><strong>一年股價表現</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>圖片來源：Zacks 投資研究</p>
<h2>生成式人工智能繁榮推動天弘科技增長勢頭</h2>
<p>在生成式人工智能繁榮的推動下，天弘科技正從超大規模客户那裏看到對 AI/ML 計算和網絡產品的強勁需求。除了高性能的 800G 系列網絡交換機（對於支持人工智能應用的數據中心至關重要）和存儲解決方案，如 SC6100 控制器和 SD6200 平台（為人工智能提供高效可擴展的數據存儲）外，天弘科技還提供光子織物——一種光學計算和存儲解決方案，能夠為人工智能基礎設施提供動力。這一解決方案為推進人工智能提供了基礎技術，同時保持可擴展、可持續和盈利的商業模式。</p>
<p>通過將下一代網絡產品與硅光子封裝解決方案相結合，天弘科技旨在優化供應鏈解決方案，以縮短上市時間。數據中心交換機與光收發器相結合，有潛力處理和維持高量的入站和出站網絡流量，並滿足支持 AI/ML 和數據分析應用對數據中心帶寬的需求。這些最先進的產品近年來已轉化為穩健的收入增長。</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>圖片來源：Zacks 投資研究</p>
<h2>天弘科技擴展產品組合以更好服務客户</h2>
<p>天弘科技越來越注重提升其產品組合深度。最近推出了 SC6100——一款下一代 2U 機架式全閃存存儲控制器——旨在為最苛刻的企業應用工作負載提供卓越性能。由 Advanced Micro Devices, Inc.的兩款 EPYC Embedded 9004 系列處理器提供動力，為下一代網絡、安全和存儲應用提供了改進的能源效率。</p>
<p>利用 AMD 的 “Zen 4” 核心架構，SC6100 支持高達 24 個雙端口 U.2 PCIe Gen 5 固態硬盤，具有靈活的輸入/輸出選項和可熱插拔組件，以實現最大的正常運行時間和可靠性。這為那些產生、存儲和分析越來越多數據，並依賴實時分析做出戰略決策的企業提供了安全、具有成本效益和多功能的存儲解決方案。</p>
<h2>更多生產能力助力天弘科技</h2>
<p>為了加強其市場領先地位的 AI 產品，天弘科技目前正在泰國開發超過 10 萬平方英尺的額外產能。此外，它正在馬來西亞增加 8 萬平方英尺的增量產能，以增強其生產能力。天弘科技還與行業領導者合作，推廣 On-Board Optics 和 Co-Packaged Optics 等技術，以滿足在不斷發展的技術格局中對速度和成本效益的需求。</p>
<h2>天弘科技的盈利預期修訂趨勢</h2>
<p>對於 2024 年，天弘科技的盈利預期已經上調了 47.2%，達到 3.65 美元，而 2025 年的預期截至目前已經提高了 19.5%，達到 3.99 美元。積極的預期修訂表明對該股增長潛力的樂觀態度。</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>圖片來源：Zacks 投資研究</p>
<h2>結語</h2>
<p>隨着公司擴大生產規模並降低成本，硅光子技術在包括汽車、數據中心和高性能計算、電信、醫療、航空航天和國防在內的多個行業中的可能用途可能會飆升。我們相信，憑藉其強大的基礎設施投資、紮實的技術知識和跨越三十年的廣泛行業經驗，天弘科技有望在未來幾年實現持續增長。</p>
<p>該股過去四個季度的平均盈利驚喜率為 12.2%。它的 VGM 評分為 A。天弘科技目前擁有 Zacks 排名#1（強烈買入）。</p>
<p>憑藉強勁的盈利驚喜歷史和有利的 Zacks 排名，該股似乎已經準備好進一步走高。因此，如果投資者現在押注這隻高飛的股票，他們很可能會獲利。</p>
<p>要閲讀此文章，請點擊 Zacks.com</p>

天弘科技

<p>Celestica Inc.（紐約證券交易所：CLS）在過去一年中股價暴漲了 77.4%，遠遠超過行業平均水平 10.9%。該公司的增長受到對人工智能相關產品的強勁需求推動，特別是在網絡和存儲解決方案領域。Celestica 正在擴大其在泰國和馬來西亞的生產能力，以滿足這種需求。2024 年和 2025 年的盈利預期已經上升，表明其具有積極的增長潛力。憑藉強勁的盈利驚喜歷史和 Zacks 排名第 1（強烈買入），Celestica 有望進一步提升股價，成為一個具有吸引力的投資機會</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>憑藉健康的人工智能吸引力驅動的堅實需求趨勢，<strong>天弘科技</strong>（Celestica Inc.）在過去一年中上漲了 77.4%，而行業增長為 10.9%。它在這一時期內表現優於 <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鮮為人知的贏家之一。這家總部位於加拿大多倫多的公司為電子市場提供一站式服務，從設計到製造再到供應鏈管理，主要作為其他電子公司的幕後合作伙伴。憑藉多樣化的產品組合，這些產品是人工智能應用的重要組成部分，天弘科技健康的增長勢頭有望持續。</p>
</div><p><strong>One-Year Price Performance</strong></p>
<div class="lb-trans"><p><strong>一年股價表現</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>圖片來源：Zacks 投資研究</p>
</div><h2>Generative AI Boom Fueling CLS Growth Momentum</h2>
<div class="lb-trans"><h2>生成式人工智能繁榮推動天弘科技增長勢頭</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榮的推動下，天弘科技正從超大規模客户那裏看到對 AI/ML 計算和網絡產品的強勁需求。除了高性能的 800G 系列網絡交換機（對於支持人工智能應用的數據中心至關重要）和存儲解決方案，如 SC6100 控制器和 SD6200 平台（為人工智能提供高效可擴展的數據存儲）外，天弘科技還提供光子織物——一種光學計算和存儲解決方案，能夠為人工智能基礎設施提供動力。這一解決方案為推進人工智能提供了基礎技術，同時保持可擴展、可持續和盈利的商業模式。</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>通過將下一代網絡產品與硅光子封裝解決方案相結合，天弘科技旨在優化供應鏈解決方案，以縮短上市時間。數據中心交換機與光收發器相結合，有潛力處理和維持高量的入站和出站網絡流量，並滿足支持 AI/ML 和數據分析應用對數據中心帶寬的需求。這些最先進的產品近年來已轉化為穩健的收入增長。</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>圖片來源：Zacks 投資研究</p>
</div><h2>CLS Expanding Portfolio to Better Serve Customers</h2>
<div class="lb-trans"><h2>天弘科技擴展產品組合以更好服務客户</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>天弘科技越來越注重提升其產品組合深度。最近推出了 SC6100——一款下一代 2U 機架式全閃存存儲控制器——旨在為最苛刻的企業應用工作負載提供卓越性能。由 Advanced Micro Devices, Inc.的兩款 EPYC Embedded 9004 系列處理器提供動力，為下一代網絡、安全和存儲應用提供了改進的能源效率。</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” 核心架構，SC6100 支持高達 24 個雙端口 U.2 PCIe Gen 5 固態硬盤，具有靈活的輸入/輸出選項和可熱插拔組件，以實現最大的正常運行時間和可靠性。這為那些產生、存儲和分析越來越多數據，並依賴實時分析做出戰略決策的企業提供了安全、具有成本效益和多功能的存儲解決方案。</p>
</div><h2>Additional Production Capabilities to Aid CLS</h2>
<div class="lb-trans"><h2>更多生產能力助力天弘科技</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>為了加強其市場領先地位的 AI 產品，天弘科技目前正在泰國開發超過 10 萬平方英尺的額外產能。此外，它正在馬來西亞增加 8 萬平方英尺的增量產能，以增強其生產能力。天弘科技還與行業領導者合作，推廣 On-Board Optics 和 Co-Packaged Optics 等技術，以滿足在不斷發展的技術格局中對速度和成本效益的需求。</p>
</div><h2>Estimate Revision Trend for CLS</h2>
<div class="lb-trans"><h2>天弘科技的盈利預期修訂趨勢</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>對於 2024 年，天弘科技的盈利預期已經上調了 47.2%，達到 3.65 美元，而 2025 年的預期截至目前已經提高了 19.5%，達到 3.99 美元。積極的預期修訂表明對該股增長潛力的樂觀態度。</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>圖片來源：Zacks 投資研究</p>
</div><h2>End Note</h2>
<div class="lb-trans"><h2>結語</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>隨着公司擴大生產規模並降低成本，硅光子技術在包括汽車、數據中心和高性能計算、電信、醫療、航空航天和國防在內的多個行業中的可能用途可能會飆升。我們相信，憑藉其強大的基礎設施投資、紮實的技術知識和跨越三十年的廣泛行業經驗，天弘科技有望在未來幾年實現持續增長。</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>該股過去四個季度的平均盈利驚喜率為 12.2%。它的 VGM 評分為 A。天弘科技目前擁有 Zacks 排名#1（強烈買入）。</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>憑藉強勁的盈利驚喜歷史和有利的 Zacks 排名，該股似乎已經準備好進一步走高。因此，如果投資者現在押注這隻高飛的股票，他們很可能會獲利。</p>
</div><p>To read this article on Zacks.com click here.</p>
<div class="lb-trans"><p>要閲讀此文章，請點擊 Zacks.com</p>
</div>

天弘科技股票值得買入的原因 - 不僅僅是 1 年 77% 的漲幅