8月17日，AXT Inc盘中上涨6.28%，报86.45美元/股，成交额6982.43万美元。该股延续近期超跌修复走势，市场持续消化Q2业绩超预期与磷化铟供需紧缺利好。
消息面上，公司Q2营收4759万美元，远超市场预期的3409万美元，同比增长165%；调整后EPS为0.19美元，超预期171%。其中磷化铟衬底单季营收达3070万美元创历史新高，调整后毛利率从去年同期8.2%跃升至45.0%。管理层将本季度定性为业务拐点，Wedbush维持跑赢大盘评级。行业层面，全球磷化铟衬底供需缺口超70%，AI数据中心需求持续驱动基本面改善预期。
（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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