异动解读 | AXT Inc盘中大跌9.61%,高管减持、分析师谨慎预期及板块走弱引发抛压

异动解读
Apr 20

AXT Inc今日盘中大跌9.61%,引起了市场的广泛关注。

消息面上,近期公司部分高管及董事存在减持行为,同时分析师对公司前景仍偏谨慎,双重信号引发了市场获利回吐。此外,半导体设备板块整体走弱,板块联动效应也加剧了股价的回调幅度。

AXT作为全球磷化铟(InP)衬底第二大供应商,其核心子公司北京通美虽国内满产、排单6至12个月且衬底价格已上涨15%–20%,但公司即将发布第一季度财报,市场预期财报后短期或高位震荡。

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