7月6日，AXT Inc盘中上涨9.33%，报62.08美元/股，成交额6484.47万美元。
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。当前全球磷化铟衬底供需缺口超70%、交期拉长至24周以上，本次长协落地锁定上游核心材料供应，叠加大额预付款带来的现金流改善，市场对公司业绩确定性预期显著提升。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，本次协议签署推动股价迎来修复性反弹。
AXT, Inc.是一家全球性材料科学公司，开发和生产高性能化合物及单元素半导体衬底，包括磷化铟、砷化镓和锗，服务于数据中心、电信和光电子等领域。
（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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