10月2日，AXT Inc盘中上涨5.52%，报86.325美元/股，成交额2.53亿美元。
消息面上，最新行业调研显示，AXT计划四季度继续对磷化铟衬底提价10%，创历史最大单次涨幅，价格已迎来"四连涨"。下游大客户争相锁定产能，Lumentum已支付4350万美元定金锁定AXT磷化铟产能至2031年，Coherent预付2230万美元锁定6英寸衬底。此外，CPO规模化部署预计推迟至2029年，可插拔光模块将迎来最后一轮大规模扩张周期，进一步支撑磷化铟需求。光通信板块整体走强，康宁、Lumentum、Coherent等同步上涨。
（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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