AXT Inc今日盘中大涨8.31%，引起了市场的广泛关注。
消息面上，此次股价走强主要受多重利好因素驱动。首先，投行B. Riley大幅上调了公司目标价至72美元，显著提振了市场情绪。其次，公司此前因公开发行股票及高管减持计划而承受的抛压得到消化，股价出现技术性超跌反弹。此外，光模块核心材料磷化铟的市场供需持续紧张，全球衬底缺口超过70%，国产化进程正在提速，作为全球第二大磷化铟衬底供应商，AXT Inc被市场视为核心受益者。
公司基本面也为股价提供了支撑，其核心子公司北京通美晶体科技处于满产运行状态，订单已排期6至12个月，且衬底价格近期已上涨15%至20%。市场同时关注公司即将发布的第一季度财报，特别是管理层对全年人工智能相关业务的指引。
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