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

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。

（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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