AXT Inc今日盘中大涨5.70%，引起了市场的广泛关注。
消息面上，公司此前公布的一季度财报显著超出市场预期：每股亏损0.03美元，优于市场预期的亏损0.07美元；营收达到2692.4万美元，同比增长38.7%。此外，投行Wedbush将公司目标价从28美元大幅上调至80美元，显示出对公司未来发展的强烈信心。
作为全球磷化铟衬底领域的双寡头之一，AXT Inc在手订单已超过6000万美元，并预计第二季度收入将达到3400万美元且实现盈利。当前，全球磷化铟衬底市场供需缺口超过70%，而AI数据中心对800G/1.6T光模块的需求激增，正持续推动磷化铟衬底实现量价齐升，市场普遍看好其长期增长前景。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.