AXT Inc（AXTI）今日夜盘交易中股价大涨5.70%，引发市场广泛关注。
消息面上，公司此前公布的Q2财报大幅超出市场预期，营收达4759万美元，远超市场预期的3409万美元，调整后每股收益为0.19美元，超预期171%。其中，磷化铟衬底单季营收达到3070万美元，创下历史新高。调整后毛利率由去年同期的8.2%跃升至45.0%，管理层将本季度定性为业务拐点。Wedbush维持该股跑赢大盘评级，并指出AI驱动的数据中心需求仍处于早期阶段。
此外，公司先后与Coherent和Lumentum签署长期供货协议，磷化铟积压订单突破1亿美元，为股价持续修复提供了坚实支撑。此前该股因获利回吐连续两日大跌后已进入超跌修复通道，当前延续反弹走势。
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