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。
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。
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