6月15日，AXT Inc盘中上涨9.85%，报111.91美元/股，成交额3.01亿美元。消息面上，该股5月22日因一季度财报超预期及AI光通信需求强劲大涨超16%后持续回调，近日进入超跌反弹阶段，6月12日已单日大涨超10%。
同时，中国对磷化铟及上游高纯铟出口管制持续收紧，对美日企业出口申请拒绝率超80%，全球InP产能紧缺，公司作为美股InP衬底龙头受益于供应链稀缺性溢价。此外，半导体设备板块集体走强，拉姆研究涨5.02%、泰瑞达涨6.97%、应用材料涨3.17%，板块效应为个股反弹提供支撑。
（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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