8月10日，AXT Inc夜盘上涨5.68%，报93.61美元/股，成交额139.04万美元。此前该股因获利回吐连续两日大跌后已进入超跌修复通道，当前延续反弹走势。
消息面上，公司7月30日公布的Q2财报大幅超预期，营收4759万美元远超市场预期的3409万美元，调整后EPS为0.19美元超预期171%，磷化铟衬底单季营收达3070万美元创历史新高，调整后毛利率由去年同期的8.2%跃升至45.0%。管理层将本季度定性为业务拐点，Wedbush维持跑赢大盘评级，指出AI驱动的数据中心需求仍处早期阶段。此外，公司先后与Coherent和Lumentum签署长期供货协议，磷化铟积压订单突破1亿美元，为股价持续修复提供坚实支撑。
（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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