7月6日，海光芯正盘中下跌5.53%，报157.1港元/股，成交额1621.27万港元。
该股于6月29日以114港元发售价登陆港交所，首日盘中最高触及213港元，涨幅一度超80%，此后股价持续回落。公司近三年累计亏损约2.27亿元，叠加前五大客户贡献近八成收入、客户集中度偏高，以及JDM模式毛利率承压等因素，市场对其估值可持续性存在分歧。此外，光通信板块近期波动剧烈，7月2日板块曾遭遇重挫，多只相关个股跌幅超20%，短期获利盘集中释放对上市初期新股形成较大抛压。
海光芯正创立于2011年，是国家高新技术企业，专注于硅光芯片设计、芯片封测、高速光模块等产品的研发与制造，光电互连产品广泛应用于AI数据中心，是国内首批实现400G及800G AI光模块量产交付的企业之一。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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