智通财经APP获悉，海光芯正(01191)今日逆市走高，截至发稿，涨6.56%，报164港元，成交额1.67亿港元，该股自9月7日纳入港股通以来，累计上涨超50%。
消息面上，9月4日，海光芯正在中报业绩说明会上给出令市场兴奋的指引。副总经理兼董秘胡勇表示，高速光模块行业不缺订单、只缺产能，公司订单指引已经排满2027年全年，下半年1.6T光模块开始出货，供给海外头部AI算力基础设施客户，3.2T及6.4T NPO/CPO的研发和客户验证正在推进。
值得一提的是，9月7日起，海光芯正正式进入港股通标的名单，解锁南向资金通道。公司同日宣布，与全球领先半导体制造商格罗方德建立长期深度战略合作全力推进6.4T NPO产品的工程落地与规模化量产，加速下一代AI硅光互连技术产业化进程。
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