中际旭创（03308）早盘涨逾7%，截至发稿，股价上涨6.97%，现报1090港元，成交额6.09亿港元。
港交所最新信息显示，摩根大通8月6日增持中际旭创H股36.27万股。此次增持后，摩根大通对中际旭创H股的持股比例上升至15.60%。尽管近期中际旭创经历了一波回调，但外资频频加仓。此外，美光通信厂商Lumentum2027财年第一财季的指引明显强于预期。公司预计第一财季营收12.3亿至12.8亿美元，指引区间中值较市场预期高逾8%；调整后EPS预计4.05至4.35美元，指引中值较市场预期高逾16%。
值得一提的是，此前7月28日，中际旭创在电话会议上表示，针对行业1.6T光模块价格降幅较大的市场传闻，公司1.6T的ASP远高于市场传言，行业不存在恶性竞争。当前整体行业需求非常旺盛，原材料紧缺，1.6T交付紧张，只有少数厂商具备大规模交付1.6T的能力。公司产品定价具备竞争力，能够稳定维持毛利率水平。
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