6月2日，AXT Inc盘中上涨6.27%，报118.0美元/股，成交额1.6亿美元。消息面上，该股此前因一季度财报超预期（营收同比增长38.7%、亏损大幅收窄）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，此后连续多个交易日遭遇获利回吐，累计自高点回落逾20%，6月1日一度跌至104美元附近。今日半导体设备板块集体走强，拉姆研究涨3.23%、应用材料涨2.78%、阿斯麦涨2.74%，板块回暖为个股超跌反弹提供支撑。不过需关注的是，公司董事Jesse Chen于近日提交Form 144，拟减持约10.95万股、市值约1159万美元，高管减持计划或对短期反弹形成一定压制。
（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。）
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