异动解读｜AXT Inc盘中上涨5.94%，Q2业绩拐点与头部客户长协签约持续驱动超跌修复行情

行情直击08-07 21:34

8月7日，AXT Inc盘中上涨5.94%，报83.39美元/股，成交额1.33亿美元。公司此前因获利回吐连续两日分别下跌9.13%和9.65%后，已连续三个交易日反弹，当前延续超跌修复走势，叠加半导体设备板块整体走强形成共振。

基本面方面，公司7月30日公布的Q2财报大超预期，营收4759万美元远超市场预期的3409万美元，调整后EPS为0.19美元超预期171%，磷化铟衬底单季营收达3070万美元创历史新高，管理层将本季度定性为业务拐点。产能端，公司先后与Coherent签署3年主供协议、与Lumentum签署6年长协，磷化铟积压订单突破1亿美元，长期订单锁定为股价修复提供支撑。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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