华虹半导体今日盘中大涨6.89%，成为市场关注的焦点。
消息面上，券商报告指出，光互联是AI基础设施中增长斜率较高的方向。2026年起，Scale out场景需求维持高速增长，同时Scale up侧光互联以CPO/NPO等形态开始渗透，打开了新的增量市场。光互联在AI集群中的价值占比预计将继续提升。
光通信与AI数据中心领域近期动作频频，多项重大进展集中释放。行业持仓比例上升，估值处于历史中枢偏上水平，反映出AI产业链正带动整个板块预期向上。AI驱动网络升级，海外需求保持强劲，国内核心企业有望充分受益于全球基础设施建设浪潮。国内新一代算力基础设施的建设也已开启，全国产化产业链正迎来新的发展周期。这些因素共同推动了芯片板块的整体走强，华虹半导体作为其中一员，股价随之大幅上扬。
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