8月27日，AXT Inc盘前上涨8.62%，报70.92美元/股，成交额256.9万美元。消息面上，此前英伟达宣布CPO技术迈入规模化量产，光通信板块遭无差别抛售，AXT一度大跌逾8%。随后市场逐步认识到，磷化铟衬底作为光源核心材料在CPO架构中仍不可替代，前期抛售属情绪性错杀，股价进入持续修复通道。下游Lumentum、Coherent均已与AXT签订长期供货协议，当前供需缺口超30%，公司计划年底产能同比提升3倍，需求已被提前锁定。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.