9月1日，AXT Inc盘中下跌8.51%，报55.2美元/股，成交额9418.01万美元。
消息面上，此前有分析师将AXT评级下调至"卖出"，指出公司近期强劲的毛利率水平可能不可持续，股价在前期大涨后已严重偏离基本面。此外，磷化铟出口许可审批的不确定性再度引发市场担忧，公司高管及董事近12个月累计减持约7880万美元股票且无增持记录，进一步削弱投资者信心。从估值角度看，当前市销率约31倍，GF评分仅58分，估值评级低至1/10，高估值风险持续压制市场情绪。与此同时，所在半导体设备板块整体走弱，应用材料跌3.63%、拉姆研究跌3.17%、科磊跌3.03%、泰瑞达跌4.98%、阿斯麦跌1.79%，板块联动加剧个股跌幅。
（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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