异动解读|AXT Inc盘前上涨8.12%,半导体设备板块集体反弹叠加子公司撤回科创板IPO消除不确定性

行情直击
Jul 09

7月9日,AXT Inc盘前上涨8.12%,报65.01美元/股,成交额782.16万美元。

消息面上,公司7月8日披露SEC文件确认子公司通美股份已正式撤回上交所科创板IPO申请,消除分拆上市不确定性。同时,半导体设备板块今日集体走强,应用材料涨5.64%、科磊涨5.76%、泰瑞达涨6.1%、拉姆研究涨5.39%,板块系统性修复带动该股走高。此外,公司此前与Coherent签署的三年期6英寸磷化铟晶圆基板供应协议持续催化,全球磷化铟衬底供需缺口超70%、交期拉长至24周以上的紧缺格局,叠加光通信板块需求扩张预期,支撑股价上行。

(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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