AXT Inc今日盘前股价大幅上涨5.15%，股价突破历史高点，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，每股亏损收窄至0.03美元，优于预期的0.07美元，同时营收达到2692.4万美元，同比增长38.7%。此外，知名投行Wedbush大幅上调了其目标价，从28美元提升至80美元，显示出对公司未来发展的强烈信心。公司目前手握超过6000万美元的订单，并对第二季度给出了积极的业绩指引，预计收入将达到3400万美元并实现盈利。
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800G/1.6T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。AXT Inc正通过增发募资等方式积极推进产能扩张，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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