AXT Inc今日盘中大跌8.68%，引起了市场的广泛关注。
消息面上，公司此前发布第一季度财报超出预期后，股价经历了剧烈波动，近期已从高位回落。当前股价已远超分析师给出的目标价，估值分歧显著。公司过去15个月累计涨幅巨大，虽然有AI光通信对磷化铟衬底需求激增的产业逻辑支撑，但短期情绪溢价较重，获利回吐压力持续释放。
AXT Inc今日盘中大跌8.68%，引起了市场的广泛关注。
消息面上，公司此前发布第一季度财报超出预期后，股价经历了剧烈波动，近期已从高位回落。当前股价已远超分析师给出的目标价，估值分歧显著。公司过去15个月累计涨幅巨大，虽然有AI光通信对磷化铟衬底需求激增的产业逻辑支撑，但短期情绪溢价较重，获利回吐压力持续释放。
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