8月14日，AXT Inc盘中上涨6.86%，报83.0美元/股，成交额1.25亿美元。该股延续近期超跌修复走势，市场持续消化磷化铟供需紧缺利好。
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，远超预期的3409万美元，调整后每股收益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。行业层面，全球磷化铟衬底供需缺口超70%，英伟达预测未来五年需求将激增20倍。此外，公司先后与Coherent和Lumentum签署长期供货协议，积压订单突破1亿美元，Wedbush维持跑赢大盘评级，指出AI数据中心需求仍处早期阶段。
（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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