智通财经APP获悉，广和通(00638)午后涨超6%，截至发稿，涨3.67%，报19.2港元，成交额2682.94万港元。
消息面上，10月27日，广和通与行业头部AR眼镜科技公司XREAL宣布达成战略合作，共同推动消费级AI眼镜产业迈向新纪元。双方将以领先的技术实力与制造能力，加速AR+AI消费生态创新突破与规模化落地。此外，禾赛科技近日与广和通达成战略合作，联合发布基于激光雷达的机器人多模态融合感知与控制解决方案。
申万宏源指出，广和通作为全球物联网模组核心，预计端侧AI/机器人等驱动+车载/FWA等布局持续拉动业绩增长。招商证券则表示，广和通H股成功登陆港交所主板并完成融资增强实力，有望在边缘智能加速发展的产业趋势下释放增长势能。
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