7月8日，AXT Inc盘中上涨10.33%，报62.75美元/股，成交额1.26亿美元。该股此前因半导体设备板块系统性抛压一度回落8.47%，随板块企稳反弹迅速收复失地。
消息面上，公司子公司北京通美此前与英伟达CPO供应伙伴Coherent签署为期三年的6英寸磷化铟晶圆基板主开发与供应协议，Coherent预付约2229万美元，协议于6月25日生效。当前全球磷化铟衬底供需缺口超70%、交期拉长至24周以上，机构指出超大规模云服务商持续扩建AI数据中心正推动光通信产业链进入供需偏紧阶段，2英寸InP衬底价格预计上涨42%至76%。当日半导体设备板块整体回暖，应用材料涨2.67%、拉姆研究涨2.23%、科磊涨0.88%，板块联动修复与基本面催化共振推动股价走强。
（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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