AXT Inc今日盘中大涨5.13%，股价表现强劲。
消息面上，公司此前公布的一季度财报显著超出市场预期：每股亏损收窄至0.03美元，优于预期的亏损0.07美元；营收达到2692.4万美元，同比增长38.7%。同时，投行Wedbush将其目标价从28美元大幅上调至80美元。作为全球磷化铟衬底领域的双寡头之一，公司目前在手订单超过6000万美元，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。公司正通过增发募资推进产能扩张，深度受益于AI数据中心对800G/1.6T光模块所带来的高速光传输强劲需求，市场对其长期增长前景持续看好。
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