AXT Inc今日盘中股价大幅上涨9.61%，续创历史新高，引发了市场的广泛关注。
消息面上，公司此前公布的一季度财报表现显著超出市场预期，每股亏损大幅收窄，营收同比增长38.7%。知名投行Wedbush大幅上调了其目标价，显示出对公司未来发展的强烈信心。此外，公司在手订单充足，并对第二季度给出了积极的业绩指引，预计将实现收入增长并盈利。
核心驱动因素在于，人工智能算力的爆发式增长，极大地刺激了高速光模块的需求，进而导致其核心材料磷化铟衬底的供需缺口持续扩大。作为全球磷化铟衬底的主要供应商之一，AXT Inc正积极推进产能扩张，以满足AI数据中心对高速光传输的强劲需求，市场对其长期增长前景持续看好。
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