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AXTI AXT Inc
六月节休市 06-18 16:00:00 EDT
84.57
-7.54
-8.19%
盘后
84.63
+0.06
+0.07%
19:59 EDT
最高
98.02
最低
81.00
成交量
1,235万
今开
96.50
昨收
92.11
日振幅
18.48%
总市值
55.33亿
流通市值
52.98亿
总股本
6,542万
成交额
10.56亿
换手率
19.71%
流通股本
6,265万
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
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简况
异动解读 | AXT Inc盘中大跌7.66%,获利回吐叠加高管减持及基本面争议压制股价
异动解读 · 06-18 22:17
异动解读 | AXT Inc盘中大跌7.66%,获利回吐叠加高管减持及基本面争议压制股价
异动解读|AXT Inc盘中下跌5.19%,获利回吐叠加高管减持及基本面争议持续压制
行情直击 · 06-18 22:14
异动解读|AXT Inc盘中下跌5.19%,获利回吐叠加高管减持及基本面争议持续压制
异动解读 | AXT Inc盘前大涨5.31%,子公司签署长期供应协议及磷化铟供应链紧缺推动
异动解读 · 06-18 17:57
异动解读 | AXT Inc盘前大涨5.31%,子公司签署长期供应协议及磷化铟供应链紧缺推动
异动解读|AXT Inc盘前上涨5.31%,子公司签署长期供应协议叠加磷化铟供应链紧缺持续
行情直击 · 06-18 17:55
异动解读|AXT Inc盘前上涨5.31%,子公司签署长期供应协议叠加磷化铟供应链紧缺持续
AXT子公司通镁与Casela签署长期供应协议
美股速递 · 06-18 04:18
AXT子公司通镁与Casela签署长期供应协议
异动解读|AXT Inc盘中上涨5.13%,磷化铟供应链紧缺叠加半导体板块集体走强
行情直击 · 06-17 22:17
异动解读|AXT Inc盘中上涨5.13%,磷化铟供应链紧缺叠加半导体板块集体走强
异动解读 | AXT Inc盘前大涨5.72%,磷化铟供应链紧缺叠加超跌反弹动能延续
异动解读 · 06-17 16:11
异动解读 | AXT Inc盘前大涨5.72%,磷化铟供应链紧缺叠加超跌反弹动能延续
异动解读|AXT Inc盘前上涨5.12%,磷化铟供应链紧缺叠加超跌反弹动能延续
行情直击 · 06-17 16:10
异动解读|AXT Inc盘前上涨5.12%,磷化铟供应链紧缺叠加超跌反弹动能延续
异动解读 | AXT Inc夜盘大涨19.41%,磷化铟供应链紧缺叠加超跌反弹动能延续
异动解读 · 06-17 08:04
异动解读 | AXT Inc夜盘大涨19.41%,磷化铟供应链紧缺叠加超跌反弹动能延续
异动解读|AXT Inc夜盘上涨19.41%,磷化铟供应链紧缺叠加超跌反弹动能延续
行情直击 · 06-17 08:01
异动解读|AXT Inc夜盘上涨19.41%,磷化铟供应链紧缺叠加超跌反弹动能延续
异动解读 | AXT Inc盘中大跌6.04%,获利回吐叠加高管减持及基本面争议压制股价
异动解读 · 06-16
异动解读 | AXT Inc盘中大跌6.04%,获利回吐叠加高管减持及基本面争议压制股价
异动解读|AXT Inc盘中下跌6.08%,连续大涨后获利回吐叠加高管减持及基本面争议压制
行情直击 · 06-16
异动解读|AXT Inc盘中下跌6.08%,连续大涨后获利回吐叠加高管减持及基本面争议压制
异动解读 | AXT Inc盘中大涨15.37%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动
异动解读 · 06-15
异动解读 | AXT Inc盘中大涨15.37%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动
异动解读|AXT Inc盘中上涨9.85%,超跌反弹延续叠加磷化铟供应链紧缺及半导体板块走强
行情直击 · 06-15
异动解读|AXT Inc盘中上涨9.85%,超跌反弹延续叠加磷化铟供应链紧缺及半导体板块走强
异动解读|AXT Inc盘前上涨14.89%,超跌反弹叠加磷化铟供应链紧缺及半导体板块走强
行情直击 · 06-15
异动解读|AXT Inc盘前上涨14.89%,超跌反弹叠加磷化铟供应链紧缺及半导体板块走强
异动解读 | AXT Inc盘前大涨14.21%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动
异动解读 · 06-15
异动解读 | AXT Inc盘前大涨14.21%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动
异动解读 | AXT Inc夜盘大涨14.35%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动
异动解读 · 06-15
异动解读 | AXT Inc夜盘大涨14.35%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动
异动解读|AXT Inc夜盘上涨8.11%,超跌技术性反弹延续叠加磷化铟供应链紧缺及半导体板块走强
行情直击 · 06-15
异动解读|AXT Inc夜盘上涨8.11%,超跌技术性反弹延续叠加磷化铟供应链紧缺及半导体板块走强
异动解读|AXT Inc盘中上涨7.19%,连续回调后超跌技术性反弹延续
行情直击 · 06-12
异动解读|AXT Inc盘中上涨7.19%,连续回调后超跌技术性反弹延续
异动解读|AXT Inc盘中上涨5.55%,连续回调后超跌技术性反弹叠加半导体板块集体走强
行情直击 · 06-11
异动解读|AXT Inc盘中上涨5.55%,连续回调后超跌技术性反弹叠加半导体板块集体走强
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公司概况
公司名称:
AXT Inc
所属市场:
NASDAQ
上市日期:
--
主营业务:
AXT, Inc.于1986年12月在加利福尼亚州注册成立,并于1998年5月在特拉华州重新注册。该公司是一家全球性的材料科学公司,开发和生产高性能化合物及单元素半导体衬底(晶圆),包括磷化铟、砷化镓和锗。它还生产这些衬底所需的关键原材料,服务于数据中心、电信和光电子等领域。
发行价格:
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Inc今日盘前股价大涨5.31%,市场表现强劲。消息面上,公司子公司北京通镁近期与南京卡塞拉科技签订了一份长期供应协议,卡塞拉承诺于2027年以1.73亿元人民币采购磷化铟晶圆衬底,最低采购量不低于约定数量的80%,这为公司锁定了稳定的未来营收来源。此外,中国对磷化铟及上游高纯铟的出口管制持续收紧,对美日企业出口申请拒绝率超过80%,导致全球InP产能出现超过70%的供需缺口。作为美股InP衬底龙头,AXT Inc持续受益于供应链稀缺性带来的溢价。同时,半导体设备板块盘前集体走强,也为股价提供了板块层面的支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194582234","title":"异动解读|AXT Inc盘前上涨5.31%,子公司签署长期供应协议叠加磷化铟供应链紧缺持续","url":"https://stock-news.laohu8.com/highlight/detail?id=1194582234","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1194582234?lang=zh_cn&edition=full","pubTime":"2026-06-18 17:55","pubTimestamp":1781776507,"startTime":"0","endTime":"0","summary":"6月18日,AXT Inc盘前上涨5.31%,报97.08美元/股,成交额413.6万美元。消息面上,公司子公司北京通镁于6月11日与南京卡塞拉科技签订长期供应协议,卡塞拉承诺于2027年以1.73亿元人民币采购磷化铟晶圆衬底,最低采购量不低于约定数量的80%,为公司锁定稳定营收来源。同时,中国对磷化铟及上游高纯铟出口管制持续收紧,对美日企业出口申请拒绝率超80%,全球InP产能出现超70%供需缺口,公司作为美股InP衬底龙头持续受益于供应链稀缺性溢价。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182251692","title":"AXT子公司通镁与Casela签署长期供应协议","url":"https://stock-news.laohu8.com/highlight/detail?id=1182251692","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1182251692?lang=zh_cn&edition=full","pubTime":"2026-06-18 04:18","pubTimestamp":1781727497,"startTime":"0","endTime":"0","summary":"根据一份提交给美国证券交易委员会的文件,AXT Inc.旗下的子公司通镁,已于2026年6月11日与Casela公司正式签订了一份长期供应协议。此举标志着双方合作关系的深化,旨在建立稳定可靠的供应链。\n该协议的签署预计将为通镁带来持续的业务保障,同时也为Casela锁定了关键的原材料或产品来源。长期供应安排通常有助于合作双方更好地规划未来生产与运营,降低市场波动带来的风险。\n对于母公司AXT Inc.而言,其子公司获得这样一份长期合同,可能意味着公司整体业务稳定性的增强以及在特定市场领域竞争力的提升。投资者通常会关注此类战略合作,将其视为公司未来营收潜力的积极信号。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4147","AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145327282","title":"异动解读|AXT Inc盘中上涨5.13%,磷化铟供应链紧缺叠加半导体板块集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1145327282","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1145327282?lang=zh_cn&edition=full","pubTime":"2026-06-17 22:17","pubTimestamp":1781705869,"startTime":"0","endTime":"0","summary":"6月17日,AXT Inc盘中上涨5.13%,报97.81美元/股,成交额1.77亿美元。消息面上,中国对磷化铟及上游高纯铟出口管制持续收紧,对美日企业出口申请拒绝率超80%,全球InP产能出现超70%供需缺口,公司作为美股InP衬底龙头受益于供应链稀缺性溢价。半导体设备板块今日集体走强,应用材料涨8.57%、拉姆研究涨6.26%、阿斯麦涨5.44%,板块效应提供支撑。不过需关注的是,CEO Morris S Young近日出售约19.75万股,董事Jesse Chen亦持续减持,高管密集减持或对反弹空间形成压制。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"6cad83c7278f5eb2867121a7ee95eba9","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110877996","title":"异动解读 | AXT Inc盘前大涨5.72%,磷化铟供应链紧缺叠加超跌反弹动能延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1110877996","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1110877996?lang=zh_cn&edition=full","pubTime":"2026-06-17 16:11","pubTimestamp":1781683897,"startTime":"0","endTime":"0","summary":"AXT Inc今日盘前股价大涨5.72%,引起了市场的广泛关注。消息面上,中国对磷化铟及上游高纯铟的出口管制持续收紧,对美日企业的出口申请拒绝率超过80%,导致全球磷化铟(InP)产能出现超过70%的供需缺口。作为美股InP衬底龙头企业,AXT Inc直接受益于供应链稀缺性带来的溢价。此外,该股此前因一季度财报超预期及AI光通信需求强劲而大涨,随后经历回调,近期连续上涨后出现短暂回调,盘前的强劲表现被视为超跌修复动能的延续。同时,半导体设备板块盘前集体走强,也为股价提供了板块效应的支撑。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1155028972","title":"异动解读|AXT Inc盘前上涨5.12%,磷化铟供应链紧缺叠加超跌反弹动能延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1155028972","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1155028972?lang=zh_cn&edition=full","pubTime":"2026-06-17 16:10","pubTimestamp":1781683800,"startTime":"0","endTime":"0","summary":"6月17日,AXT Inc盘前上涨5.12%,报97.4美元/股,成交额159.98万美元。消息面上,该股6月12日及15日连续大涨累计超25%,16日回调约6%后再度反弹,超跌修复动能延续。同时,中国对磷化铟及上游高纯铟出口管制持续收紧,对美日企业出口申请拒绝率超80%,全球InP产能紧缺,公司作为美股InP衬底龙头受益于供应链稀缺性溢价。半导体设备板块盘前集体走强,阿斯麦涨4.5%、应用材料涨3.3%、科磊涨3.24%,板块效应提供支撑。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144349319","title":"异动解读 | AXT Inc夜盘大涨19.41%,磷化铟供应链紧缺叠加超跌反弹动能延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1144349319","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1144349319?lang=zh_cn&edition=full","pubTime":"2026-06-17 08:04","pubTimestamp":1781654690,"startTime":"0","endTime":"0","summary":"AXT Inc今日夜盘股价大幅上涨19.41%,引起了市场的广泛关注。消息面上,中国对磷化铟及上游高纯铟出口管制持续收紧,对美日企业出口申请拒绝率超过80%,导致全球InP产能出现超过70%的供需缺口。AXT Inc作为美股InP衬底龙头企业,受益于供应链稀缺性带来的溢价。此外,该股此前因一季度财报超预期及AI光通信需求强劲而大涨,随后经历回调,近期连续上涨后出现短暂回调,夜盘的强劲表现被视为超跌修复动能的延续。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1134463298","title":"异动解读|AXT Inc夜盘上涨19.41%,磷化铟供应链紧缺叠加超跌反弹动能延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1134463298","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1134463298?lang=zh_cn&edition=full","pubTime":"2026-06-17 08:01","pubTimestamp":1781654506,"startTime":"0","endTime":"0","summary":"6月17日,AXT Inc夜盘上涨19.41%,报111.1美元/股,成交额6159.76美元。消息面上,该股此前因一季度财报超预期及AI光通信需求强劲于5月22日大涨超16%后持续回调,6月12日及15日连续大涨累计超25%,6月16日回调6%后再度反弹,超跌修复动能延续。不过需关注的是,CEO Morris S Young近日出售约19.75万股,董事Jesse Chen亦持续减持,高管密集减持或对反弹空间形成压制。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145560885","title":"异动解读 | AXT Inc盘中大跌6.04%,获利回吐叠加高管减持及基本面争议压制股价","url":"https://stock-news.laohu8.com/highlight/detail?id=1145560885","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1145560885?lang=zh_cn&edition=full","pubTime":"2026-06-16 22:12","pubTimestamp":1781619166,"startTime":"0","endTime":"0","summary":"AXT Inc今日盘中股价出现大幅下跌,跌幅达6.04%,引起了市场参与者的关注。消息面上,此次下跌主要受到三方面因素影响。首先,该股在近期连续大涨后积累了显著的短期获利盘,引发了获利回吐压力。其次,公司高管近期出现密集减持行为,包括CEO出售股份及董事提交减持计划,对市场情绪形成压制。最后,市场对公司基本面存在分歧,尽管全球磷化铟产能因出口管制而紧张,但公司核心产能位于北京,受出口管制制约,对外出货申请被拒率高,部分观点认为公司实为管制受损方,面临订单交付与客户流失风险。半导体设备板块今日整体表现分化,市场对行业内部不同公司的基本面评估存在差异,进一步影响了AXT Inc的股价表现。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1100801444","title":"异动解读|AXT Inc盘中下跌6.08%,连续大涨后获利回吐叠加高管减持及基本面争议压制","url":"https://stock-news.laohu8.com/highlight/detail?id=1100801444","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1100801444?lang=zh_cn&edition=full","pubTime":"2026-06-16 22:11","pubTimestamp":1781619098,"startTime":"0","endTime":"0","summary":"6月16日,AXT Inc盘中下跌6.08%,报104.045美元/股,成交额1.99亿美元。消息面上,该股6月12日及15日连续大涨,累计涨幅超25%,短期获利盘抛压显著。同时,CEO Morris S Young近日出售约19.75万股,董事Jesse Chen提交减持计划拟出售约10.95万股,高管密集减持对股价形成持续压制。此外,市场对公司基本面存在分歧。半导体设备板块今日表现分化,阿斯麦跌1.65%、科磊跌0.93%。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1132838600","title":"异动解读 | AXT Inc盘中大涨15.37%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动","url":"https://stock-news.laohu8.com/highlight/detail?id=1132838600","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1132838600?lang=zh_cn&edition=full","pubTime":"2026-06-15 21:48","pubTimestamp":1781531314,"startTime":"0","endTime":"0","summary":"AXT Inc(股票代码:AXTI)今日盘中股价大幅上涨15.37%,引起了市场的广泛关注。消息面上,此次上涨被认为是前期超跌后的技术性反弹。该股在5月下旬因一季度财报超预期及AI光通信需求强劲而大涨后,经历了持续回调,近日已进入超跌反弹阶段。同时,中国对磷化铟(InP)及上游高纯铟的出口管制持续收紧,对美日企业的相关出口申请拒绝率已超过80%,这导致全球InP产能紧缺。作为美股InP衬底领域的龙头企业,AXT Inc显著受益于由此带来的供应链稀缺性溢价。此外,半导体设备板块在盘中集体走强,形成了积极的板块效应,也为该股的上涨提供了有力支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1129589639","title":"异动解读|AXT Inc盘中上涨9.85%,超跌反弹延续叠加磷化铟供应链紧缺及半导体板块走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1129589639","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1129589639?lang=zh_cn&edition=full","pubTime":"2026-06-15 21:45","pubTimestamp":1781531146,"startTime":"0","endTime":"0","summary":"6月15日,AXT Inc盘中上涨9.85%,报111.91美元/股,成交额3.01亿美元。消息面上,该股5月22日因一季度财报超预期及AI光通信需求强劲大涨超16%后持续回调,近日进入超跌反弹阶段,6月12日已单日大涨超10%。同时,中国对磷化铟及上游高纯铟出口管制持续收紧,对美日企业出口申请拒绝率超80%,全球InP产能紧缺,公司作为美股InP衬底龙头受益于供应链稀缺性溢价。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144154996","title":"异动解读|AXT Inc盘前上涨14.89%,超跌反弹叠加磷化铟供应链紧缺及半导体板块走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1144154996","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1144154996?lang=zh_cn&edition=full","pubTime":"2026-06-15 16:11","pubTimestamp":1781511112,"startTime":"0","endTime":"0","summary":"6月15日,AXT Inc盘前上涨14.89%,报110.13美元/股,成交额1223.78万美元。消息面上,该股5月22日因一季度财报超预期及AI光通信需求强劲大涨超16%后持续回调,近日进入超跌反弹阶段,6月12日已单日大涨超10%。此外,半导体设备板块盘前集体走强,泰瑞达涨4.79%、拉姆研究涨4.61%、应用材料涨4.22%,板块效应为个股反弹提供支撑。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1180329839","title":"异动解读 | AXT Inc盘前大涨14.21%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动","url":"https://stock-news.laohu8.com/highlight/detail?id=1180329839","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1180329839?lang=zh_cn&edition=full","pubTime":"2026-06-15 16:05","pubTimestamp":1781510715,"startTime":"0","endTime":"0","summary":"AXT Inc今日盘前股价大幅上涨14.21%,引起了市场的广泛关注。消息面上,此次上涨被认为是前期超跌技术性反弹的延续。该股在5月22日因一季度财报超预期及AI光通信需求强劲大涨后持续回调,近日进入超跌反弹阶段。同时,中国对磷化铟及上游高纯铟出口管制的持续收紧,对美日企业出口申请的拒绝率已超过80%,导致全球InP产能紧缺。AXT Inc作为美股InP衬底龙头,因此显著受益于供应链稀缺性溢价。此外,半导体设备板块在盘前集体走强,也为该股的上涨提供了积极的板块支撑。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175480326","title":"异动解读 | AXT Inc夜盘大涨14.35%,受超跌反弹、磷化铟供应链紧缺及半导体板块走强推动","url":"https://stock-news.laohu8.com/highlight/detail?id=1175480326","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1175480326?lang=zh_cn&edition=full","pubTime":"2026-06-15 15:33","pubTimestamp":1781508793,"startTime":"0","endTime":"0","summary":"AXT Inc今日夜盘股价大幅上涨14.35%,引起了市场的广泛关注。消息面上,此次上涨被认为是前期超跌技术性反弹的延续。同时,中国对磷化铟及上游高纯铟出口管制的持续收紧,导致全球InP产能紧缺,作为美股InP衬底龙头的AXT Inc因此受益于供应链稀缺性溢价。此外,半导体设备板块在夜盘集体走强,也为该股上涨提供了板块支撑。具体来看,中国对美日企业相关出口申请的拒绝率已超过80%,加剧了材料供应紧张。AXT Inc凭借其在InP衬底领域的龙头地位,成为这一结构性短缺的主要受益者之一。同期,半导体设备板块内多家公司股价也表现强劲,形成了积极的板块效应。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1167493926","title":"异动解读|AXT Inc夜盘上涨8.11%,超跌技术性反弹延续叠加磷化铟供应链紧缺及半导体板块走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1167493926","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1167493926?lang=zh_cn&edition=full","pubTime":"2026-06-15 08:07","pubTimestamp":1781482048,"startTime":"0","endTime":"0","summary":"6月15日,AXT Inc夜盘上涨8.11%,报103.45美元/股,成交额42.5万美元。消息面上,该股5月22日因一季度财报超预期及AI光通信需求强劲大涨超16%后持续回调,近日进入超跌反弹阶段,6月12日已单日大涨超10%。同时,中国对磷化铟及上游高纯铟出口管制持续收紧,对美日企业出口申请拒绝率超80%,全球InP产能紧缺,公司作为美股InP衬底龙头受益于供应链稀缺性溢价。半导体设备板块今日集体走强,科磊涨4.51%、拉姆研究涨4.28%、应用材料涨3.46%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1136523437","title":"异动解读|AXT Inc盘中上涨7.19%,连续回调后超跌技术性反弹延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1136523437","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1136523437?lang=zh_cn&edition=full","pubTime":"2026-06-12 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Inc盘中上涨5.55%,连续回调后超跌技术性反弹叠加半导体板块集体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1173596781","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1173596781?lang=zh_cn&edition=full","pubTime":"2026-06-11 22:10","pubTimestamp":1781187031,"startTime":"0","endTime":"0","summary":"6月11日,AXT Inc盘中上涨5.55%,报89.32美元/股,成交额2.15亿美元。消息面上,该股此前因一季度财报超预期及AI光通信需求强劲,5月22日单日大涨超16%突破历史高点,此后持续遭遇获利回吐及高管密集减持压力,股价自高点大幅回调,今日上涨属连续下跌后的技术性反弹。不过需关注的是,CEO Morris S Young近日出售合计约19.75万股,董事Jesse Chen亦提交减持计划拟出售约10.95万股,高管密集减持或对短期反弹空间形成压制。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0}],"profile":{"websiteUrl":"http://www.axt.com","stockEarnings":[{"period":"1week","weight":-0.0427},{"period":"1month","weight":-0.2508},{"period":"3month","weight":0.5592},{"period":"6month","weight":4.7727},{"period":"1year","weight":43.2775},{"period":"ytd","weight":4.1725}],"compareEarnings":[{"period":"1week","weight":0.0122},{"period":"1month","weight":0.0177},{"period":"3month","weight":0.1514},{"period":"6month","weight":0.0972},{"period":"1year","weight":0.2499},{"period":"ytd","weight":0.0951}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"AXT, 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