7月20日，AXT Inc盘中上涨9.05%，报49.96美元/股，成交额9269.84万美元。
消息面上，磷化铟产业链供需格局持续偏紧，最新市场数据显示全球磷化铟供给硬缺口达70%，2英寸InP衬底累计涨幅超110%，3英寸现货断货普遍排单1至3个月，新增产能最快2028年方可释放。此外，公司此前先后与Coherent签署主开发与供应协议、子公司与Casela达成1.73亿元人民币长期供应合同，订单能见度持续增强。当日半导体设备板块整体走强，泰瑞达涨8.39%、应用材料涨3.43%、拉姆研究涨2.73%，板块回暖共振助推该股在前期回调后强势反弹。
（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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