异动解读｜AXT Inc夜盘上涨11.16%，与Coherent签署三年期磷化铟供应协议获超2200万美元预付款

行情直击07-06

7月6日，AXT Inc夜盘上涨11.16%，报61.59美元/股，成交额44.41万美元。

消息面上，AXT子公司北京通美与英伟达CPO供应伙伴Coherent签署为期三年的6英寸磷化铟晶圆基板主开发与供应协议，协议于6月25日正式生效，Coherent预付约2229万美元。此前该股因半导体设备板块系统性下跌及高管减持曾连续承压，本次长协落地锁定上游核心材料供应，叠加当前全球磷化铟衬底供需缺口超70%、交期拉长至24周以上的紧缺格局，市场对公司业绩确定性预期显著提升，股价迎来修复性反弹。

（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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