海光芯正（01191）今日放量大涨，盘中涨超10%，截至发稿，股价上涨7.14%，现报112.50港元，成交额3005.13万港元。
沪深交易所公告，海光芯正正式调入港股通标的证券名单，今日（9月7日）生效，内地投资者即日起可通过港股通直接买卖。值得关注的是，9月4日，海光芯正在香港举行中期业绩说明会，公司副总经理兼董秘胡勇在答记者问时表示，目前高速光模块全行业都“不缺订单、只缺产能”，公司订单指引已经排满了2027年全年。
公司目前正在加速扩产，明年将供给更多海外高毛利率客户。胡勇表示，公司下半年1.6T光模块将开始出货，供给海外头部AI算力基础设施客户。与此同时，3.2T及6.4T NPO/CPO的研发和客户验证正在推进。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.