美股詳情

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AXT Inc

64.77

+0.07000.11%

盤後：64.70-0.0700-0.11%19:59 EDT

成交量：652.34萬

成交額：4.32億

市值：42.37億

市盈率：3,520.11

高：68.68

開：66.46

低：64.65

收：64.70

52周最高：143.16

52周最低：3.29

股本：6,542.32萬

流通股本：6,265.12萬

量比：0.68

換手率：10.41%

股息：- -

股息率：- -

每股收益(TTM):0.0184

每股收益(LYR):-0.4900

淨資產收益率：1.01%

總資產收益率：0.34%

市淨率：4.79

市盈率(LYR):-132.18

資料載入中...

總覽公司新聞公告

美股光通信概念股集體上漲，Coherent升逾3%

異動解讀｜AXT Inc盤中上漲8.2%，磷化銦基板價格飆漲疊加板塊聯動推升股價

光通信板塊強勢 Coherent（COHR）漲7.24% 高盛上調光模塊行業預期

異動解讀｜AXT Inc盤中上漲8.09%，存儲與光通信板塊齊漲帶動個股走強

美股異動｜美股存儲股、光通訊股齊上揚，閃迪升5%，希捷科技升4%，AXT、Coherent升3%

老虎资讯综合

美股存儲股、光通訊股盤前上揚，AXT升4%，閃迪、希捷科技、西部數據、Coherent升逾2%

老虎资讯综合

異動解讀｜AXT Inc盤中下跌8.51%，分析師降級疊加板塊整體承壓

盤前異動 | 三大股指期貨升跌不一，油氣股、光通信股、存儲芯片股盤前走高，美國原油ETF、AXT盤前升2%，閃迪盤前升1%

老虎资讯综合

異動解讀｜AXT Inc盤中下跌8.2%，報61.43美元

異動解讀｜AXT Inc盤前上漲8.62%，CPO恐慌拋售後磷化銦不可替代邏輯持續修復

異動解讀｜AXT Inc夜盤上漲8.02%，CPO恐慌拋售後磷化銦不可替代邏輯持續修復

異動解讀｜AXT Inc盤後上漲8.01%，CPO恐慌拋售後磷化銦不可替代邏輯持續修復

異動解讀｜AXT Inc盤中上漲8.01%，CPO恐慌拋售後市場修復磷化銦不可替代邏輯

美股夜盤｜韓股大跌、韓國概念下挫，KORU夜盤跌逾3%；存儲股、光通信股夜盤續挫，閃迪、AXT跌逾2%

老虎资讯综合

異動解讀｜AXT Inc盤中下跌8.21%，英偉達CPO規模化量產引發光通信板塊集體下挫

美股夜盤 | 部分加密概念夜盤上揚，BTCS飆11%、嘉楠科技升4%；存儲股夜盤個別發展，SK海力士升逾1%；光通信概念普跌，Applied Optoelectronics 挫逾9%

老虎资讯综合

美股光通信概念股下跌，AXTI跌超11%，ALAB跌超8%

老虎资讯综合

異動解讀｜AXT Inc盤中下跌6.37%，盤前反彈失敗疊加半導體板塊集體走弱與地緣風險壓制

異動解讀｜AXT Inc盤前上漲5.52%，前日大跌逾14%後超跌反彈疊加半導體板塊回暖

期權聚焦 | AXTI跌逾14%後驚現百萬美元遠期虛值Call賣出，機構押注100美元上方漲勢難續

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Technologies涨5.11%。本轮行业预期上调，核心源于AI算力架构升级，并非单纯的服务器数量增长。AI整机柜规模化落地、云端ASIC芯片渗透率提升，叠加单颗AI芯片搭载光模块数量大幅增加，持续带动1.6T、3.2T高速光模块需求放量。产品端呈现明显高速迭代趋势，800G及以上高端光模块成为增长主力，2026至2028年市场规模将从452亿美元攀升至1295亿美元。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/OTQzZDA5N2JhN2VhNDEzOGJmOWU0MzQwNTk0Mzk3OTQ=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"305827","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0205193047.USD","BK4141","COHH","AXTI","AXTC","LU0210536198.USD","CNAV","IE00B19Z4B17.USD","LU0742534661.SGD","AXTX","BK4552","LU2750360641.GBP","LU2471134879.HKD","LITX","LU2357305700.SGD","LU1894683264.USD","LU2543165471.USD","BK4512","LU1861220033.SGD","LU0345770993.USD","BK4585","IE00B19Z3B42.SGD","LU2357125470.USD","LU1992135399.USD","LU2272731600.USD","LU2473716301.USD","GSX","SPRX","BK4157","LU0251131958.USD","LU0511384066.AUD","LU0251142724.SGD","SGXZ81514606.USD","LU2471134952.CNY","LAZR","LU2237443895.HKD","LU1720051108.HKD","LU1894683348.USD","LU2322448957.HKD","LU1804176565.USD","LU2265009873.SGD","IE0004091025.USD","LU2294711713.HKD","GLW","LU2237443382.USD","LU2931357623.SGD","BK4516","LU0048573561.USD","LU1868837300.USD","LU0348723411.USD","LU1868837136.USD","LU0106831901.USD","EGGY","BK4588","BK4550","LU0868494708.USD","LU2237443978.SGD","LU1548497426.USD","IE00BSNM7G36.USD","LU2322448791.USD","GLWG","LU2237443465.HKD","LU1791807156.HKD","LU1992135472.HKD","POET","IE0031619046.USD","AAOX","FCUS","PTF","LU2249611893.SGD","LU2290526834.HKD","IE00B19Z3581.USD","LU0106261612.USD","LU2360107168.USD","LU0240878834.USD","IE00B66KJ199.SGD","AXTQ","LITE","LU1868836914.USD","LU2506951792.HKD","IE00BFXG1179.USD","LU2237438978.USD","LU0061475181.USD","LU2750360997.AUD","COHR","IE00B7SZL793.SGD","LITG","AXTL","XITK","LU1720051017.SGD","GS","SGXZ99366536.SGD","BK4504","LU2272731865.HKD","IE00BFMHRM44.USD","COHQ","LU2237443622.USD","LITZ","AAOG","COHC","LU0096364046.USD","POEL","LU1861215975.USD","LU0289739343.SGD","AXTU","LU1868836591.USD","LU0240877869.USD","LU0868494617.USD","LU2211815571.USD","LITC","BK4533","BK4148","LU2896262040.SGD","LU0823414478.USD","LU0345770308.USD","IE0004086264.USD","LU0823414551.USD","BK4127","LU0012050646.USD","LU1868836757.USD","IE0034235188.USD","RULE","LU2237443549.SGD","LU2089985449.USD","BK4020","BK4147","LU2272731782.SGD","LU0274383776.USD","LU0266013472.USD","LITU","AAOI","LU0289961442.SGD","LU1668664300.SGD","LU2471134796.USD","SGXZ51526630.SGD","LU1144417596.USD","COHX","IE0002270589.USD","LU2471134523.USD","LU0205194284.USD","LU0942090050.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194174226","title":"異動解讀｜AXT Inc盤中上漲8.09%，存儲與光通信板塊齊漲帶動個股走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1194174226","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194174226?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 22:35","pubTimestamp":1788532502,"startTime":"0","endTime":"0","summary":"9月4日，AXT Inc盘中上涨8.09%，报60.745美元/股，成交额2.43亿美元。消息面上，当日美股存储股与光通信股集体上扬，闪迪升5%、希捷科技升4%、Coherent升3%，板块联动效应显著。AXT作为磷化铟衬底核心供应商，受益于光通信板块整体走强。基本面上，公司此前公布的二季度业绩大幅超越指引及市场预期，磷化铟收入创历史新高，数据中心需求驱动增长，Wedbush维持跑赢大盘评级。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"存储光通信齐上扬，AXT Inc跟涨","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1193437440","title":"美股異動｜美股存儲股、光通訊股齊上揚，閃迪升5%，希捷科技升4%，AXT、Coherent升3%","url":"https://stock-news.laohu8.com/highlight/detail?id=1193437440","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1193437440?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 21:39","pubTimestamp":1788529199,"startTime":"0","endTime":"0","summary":"美股存储股、光通讯股齐上扬，闪迪升5%，希捷科技升4%， $AXT Inc(AXTI)$、 $Coherent(COHR)$升3%.","market":"us","thumbnail":"https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/2a3253accc7322a3db322a8557ee9834"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SNDC","COHQ","AXTC","STX","AXTI","AXTU","SNDQ","AXTL","SNDK","SNDG","COHC","COHR","COHX","SNDU","SNXX","COHH","AXTX","STXU","STXL","STXX","AXTQ"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1117760836","title":"美股存儲股、光通訊股盤前上揚，AXT升4%，閃迪、希捷科技、西部數據、Coherent升逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1117760836","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1117760836?lang=zh_tw&edition=fundamental","pubTime":"2026-09-04 16:39","pubTimestamp":1788511159,"startTime":"0","endTime":"0","summary":"美股存储股盘前上扬，闪迪、希捷科技、西部数据升逾 2%，美光、SK 海力士升逾 1%。光通讯股盘前亦走高， $AXT Inc(AXTI)$ 升 4%， $Coherent(COHR)$、 $MaxLinear(MXL)$、 $Applied Optoelectronics Inc.(AAOI)$、 $Astera Labs, Inc.(ALAB)$升 2%。","market":"us","thumbnail":"https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/97dc49a1c38f37d8c33d7241fccf9976"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["MXLL","STX","MIC","AXTX","AXTQ","COHH","MUYY","SNDC","STXU","STXL","AAOG","COHQ","07709","SKUU","SKHA","SNDG","HYNX","SKHL","MXL","MUD","SKHZ","AXTI","LABX","SNDK","ALA","AXTL","AXTU","SNDQ","SNXX","AAOI","AAOX","MU","AXTC","SKDD","COHR","SNDU","STXX","SKHN","MUZ","SK","COHC","SKHU","AAOZ","ALAB","SKHX","MUG","MUU","SKHY","MULL","COHX"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1162900320","title":"異動解讀｜AXT Inc盤中下跌8.51%，分析師降級疊加板塊整體承壓","url":"https://stock-news.laohu8.com/highlight/detail?id=1162900320","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1162900320?lang=zh_tw&edition=fundamental","pubTime":"2026-09-01 21:47","pubTimestamp":1788270433,"startTime":"0","endTime":"0","summary":"9月1日，AXT Inc盘中下跌8.51%，报55.2美元/股，成交额9418.01万美元。此外，磷化铟出口许可审批的不确定性再度引发市场担忧，公司高管及董事近12个月累计减持约7880万美元股票且无增持记录，进一步削弱投资者信心。与此同时，所在半导体设备板块整体走弱，应用材料跌3.63%、拉姆研究跌3.17%、科磊跌3.03%、泰瑞达跌4.98%、阿斯麦跌1.79%，板块联动加剧个股跌幅。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"AXT遭降级减持，股价承压走低","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145018038","title":"盤前異動 | 三大股指期貨升跌不一，油氣股、光通信股、存儲芯片股盤前走高，美國原油ETF、AXT盤前升2%，閃迪盤前升1%","url":"https://stock-news.laohu8.com/highlight/detail?id=1145018038","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145018038?lang=zh_tw&edition=fundamental","pubTime":"2026-08-31 16:08","pubTimestamp":1788163719,"startTime":"0","endTime":"0","summary":"美股三大股指期货涨跌不一，截止发稿，道指期货跌 0.11%，纳指期货跌0.12%，标普500指数期货 升0.1%。美股油气股走高，美国原油 ETF 盘前升 2%，雪佛龙、西方石油、马拉松原油升 1%。光通信股 盘前亦上扬，AXT Inc升 2%， $Astera Labs, Inc.(ALAB)$升 1%存储芯片股上扬，闪迪盘前升 1%，SK 海力士升 0.4%，美光升 0.2%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["USO","AXTL","AXTQ","AXTU","ALA","SNXX","SNDU","ALAB","AXTC","SNDQ","LABX","AXTX","SNDK",".IXIC",".DJI",".SPX","SNDG","AXTI","SNDC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1192633563","title":"異動解讀｜AXT Inc盤中下跌8.2%，報61.43美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1192633563","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192633563?lang=zh_tw&edition=fundamental","pubTime":"2026-08-28 23:47","pubTimestamp":1787932033,"startTime":"0","endTime":"0","summary":"8月28日，AXT Inc盘中下跌8.2%，报61.43美元/股，成交额1.8亿美元。AXT Inc所在的半导体设备行业中，整体表现偏弱，个股中，应用材料跌2.84%，阿斯麦跌0.85%，拉姆研究跌2.69%，科磊跌2.98%，泰瑞达跌3.64%。（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。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1177250191","title":"異動解讀｜AXT Inc盤前上漲8.62%，CPO恐慌拋售後磷化銦不可替代邏輯持續修復","url":"https://stock-news.laohu8.com/highlight/detail?id=1177250191","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1177250191?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 16:07","pubTimestamp":1787818041,"startTime":"0","endTime":"0","summary":"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。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"磷化铟需求缺口超30%，AXT盘前上涨","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1187327302","title":"異動解讀｜AXT Inc夜盤上漲8.02%，CPO恐慌拋售後磷化銦不可替代邏輯持續修復","url":"https://stock-news.laohu8.com/highlight/detail?id=1187327302","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187327302?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 15:30","pubTimestamp":1787815838,"startTime":"0","endTime":"0","summary":"8月27日，AXT Inc夜盘上涨8.02%，报70.45美元/股，成交额918.03万美元。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。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"磷化铟需求缺口超30%，AXT夜盘强势拉升","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1146799000","title":"異動解讀｜AXT Inc盤後上漲8.01%，CPO恐慌拋售後磷化銦不可替代邏輯持續修復","url":"https://stock-news.laohu8.com/highlight/detail?id=1146799000","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1146799000?lang=zh_tw&edition=fundamental","pubTime":"2026-08-27 06:37","pubTimestamp":1787783848,"startTime":"0","endTime":"0","summary":"8月27日，AXT Inc盘后上涨8.01%，报70.39美元/股，成交额2920.24万美元。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。业内分析认为，随着CPO交换机规模化落地，上游磷化铟材料将迎来强劲需求，AXT作为全球磷化铟衬底核心供应商之一，产能扩张节奏明确。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"磷化铟需求逻辑修复，AXT盘后强势拉升","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183986991","title":"異動解讀｜AXT Inc盤中上漲8.01%，CPO恐慌拋售後市場修復磷化銦不可替代邏輯","url":"https://stock-news.laohu8.com/highlight/detail?id=1183986991","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183986991?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 21:37","pubTimestamp":1787665069,"startTime":"0","endTime":"0","summary":"8月25日，AXT Inc盘中上涨8.01%，报70.54美元/股，成交额8706.96万美元。消息面上，前一交易日英伟达宣布CPO技术迈入规模化量产叠加SK海力士发表CPO路线图论文，光通信板块遭无差别抛售，AXT当日大跌逾8%。然而市场逐步认识到，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。摩根大通此前报告亦指出，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。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"CPO错杀后修复，磷化铟需求锁定","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171038343","title":"美股夜盤｜韓股大跌、韓國概念下挫，KORU夜盤跌逾3%；存儲股、光通信股夜盤續挫，閃迪 、AXT跌逾2%","url":"https://stock-news.laohu8.com/highlight/detail?id=1171038343","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171038343?lang=zh_tw&edition=fundamental","pubTime":"2026-08-25 08:17","pubTimestamp":1787617077,"startTime":"0","endTime":"0","summary":"韩国KOSPI指数跌超3%，三星电子跌近4%，SK海力士跌近5%。受消息影响，韩国概念亦下挫， $3倍做多韩国ETF-Direxion(KORU)$ 夜盘跌逾 3%， $韩国ETF-iShares MSCI(EWY)$ 跌逾 1%；美股存储股、光通信股夜盘续挫，闪迪 、$AXT Inc(AXTI)$夜盘跌逾 2%， $SK海力士(SKHY)$、美光、 $Coherent(COHR)$跌逾 1%；","market":"us","thumbnail":"https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/9fa7c522340c9f1e78e78f0c1543440e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["COHQ","07709","SKDD","AXTC","HYNX","KORU","AXTL","AXTI","AXTQ","AXTX","AXTU","SKUU","SKHZ","SK","SKHY","EWY","SKHA","SKHX","COHR","COHH","SKHU","COHX","COHC"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110075058","title":"異動解讀｜AXT Inc盤中下跌8.21%，英偉達CPO規模化量產引發光通信板塊集體下挫","url":"https://stock-news.laohu8.com/highlight/detail?id=1110075058","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110075058?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 21:32","pubTimestamp":1787578359,"startTime":"0","endTime":"0","summary":"8月24日，AXT Inc盘中下跌8.21%，报64.975美元/股，成交额6876.77万美元。消息面上，英伟达宣布CPO技术正式迈入规模化量产阶段，叠加SK海力士联合学术机构在《自然·电子学》发表CPO路线图论文，市场担忧CPO技术可能改变现有产业链格局，光通信概念股集体承压。盘前Applied Optoelectronics大跌近12%，AXT Inc跌超5%，Coherent、Lumentum跌超4%。尽管磷化铟衬底作为光源核心材料在CPO架构中仍不可替代，但短期情绪冲击下资金对整个光通信板块进行无差别抛售。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"英伟达CPO量产冲击，光通信板块集体承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1116186818","title":"美股夜盤 | 部分加密概念夜盤上揚，BTCS飆11%、嘉楠科技升4%；存儲股夜盤個別發展，SK海力士升逾1%；光通信概念普跌，Applied Optoelectronics 挫逾9%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116186818","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116186818?lang=zh_tw&edition=fundamental","pubTime":"2026-08-24 08:19","pubTimestamp":1787530762,"startTime":"0","endTime":"0","summary":"存储股夜盘个别发展， $SK海力士(SKHY)$升逾 1%，  $美光科技(MU)$ 微跌光通信概念股普跌， $Applied Optoelectronics Inc.(AAOI)$ 重挫逾9%， $AXT Inc(AXTI)$跌 3%；部分加密货币概念股夜盘上扬， $BTCS Inc.(BTCS)$飙11%， $嘉楠科技(CAN)$升 4%， $TeraWulf Inc.(WULF)$升 2%， $Strategy(MSTR)$、 $Coinbase Global, Inc.(COIN)$升 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22:21","pubTimestamp":1787149286,"startTime":"0","endTime":"0","summary":"8月19日，美股光通信概念股下跌，$AXT Inc(AXTI)$跌超11%，$Astera Labs(ALAB)$跌超8%，$Credo(CRDO)$跌超6%，$康宁(GLW)$、$Coherent(COHR)$跌超5%，Lumentum、$Applied Optoelectronics(AAOI)$跌超4%。","market":"us","thumbnail":"https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcRZeoY86y_tUC8MYLHIbYqKR-TTVdEgTTMbZyQ462YWCQ&s=10","type":0,"news_type":0,"thumbnails":["https://encrypted-tbn0.gstatic.com/images?q=tbn:ANd9GcRZeoY86y_tUC8MYLHIbYqKR-TTVdEgTTMbZyQ462YWCQ&s=10"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE0031619046.USD","COHC","CRDU","IE00B7SZL793.SGD","COWG","LU1992135472.HKD","RULE","CHAT","LU2265009873.SGD","SGXZ81514606.USD","PTF","SOXY","AAOI","LU0348723411.USD","IE00BFMHRM44.USD","LU2473716301.USD","LU1992135399.USD","CNAV","LABX","LYTE","COHQ","ALAB","IE00B66KJ199.SGD","CRDO","LU2089985449.USD","FFTY","FOTO","LU1804176565.USD","LAZR","LU2322448791.USD","AIPI","LU1548497426.USD","LU2211815571.USD","IE0009354923.USD","BK4141","BK4157","COHH","SGXZ51526630.SGD","SPRX","XSD","IE00B19Z4B17.USD","LU1861215975.USD","AXTQ","COHX","LU2272731600.USD","LU2931357623.SGD","FCUS","LU0082616367.USD","LU1720051017.SGD","LU0274383776.USD","BK4020","BK4148","LU2272731782.SGD","GLWG","BK4585","SMHX","AAOX","LUMA","LU1720051108.HKD","SIXG","LU2322448957.HKD","LU0719512351.SGD","BK4588","LU2543165471.USD","AXTI","LU0053671581.USD","LU2360107168.USD","EGGY","LU2272731865.HKD","LU2357305700.SGD","COHR","LU2290526834.HKD","SGXZ99366536.SGD","LU0266013472.USD","XITK","LU1861220033.SGD","BK4147","BK4512","LITE","GLW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1112873516","title":"異動解讀｜AXT Inc盤中下跌6.37%，盤前反彈失敗疊加半導體板塊集體走弱與地緣風險壓制","url":"https://stock-news.laohu8.com/highlight/detail?id=1112873516","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1112873516?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 21:58","pubTimestamp":1787147896,"startTime":"0","endTime":"0","summary":"8月19日，AXT Inc盘中下跌6.37%，报75.74美元/股，成交额4.23亿美元。该股盘前一度上涨5.52%至86.85美元，但开盘后迅速反转走低，超跌反弹宣告失败。板块层面，半导体设备行业个股集体走弱，泰瑞达跌5.11%，应用材料跌3.17%，拉姆研究跌3.13%，科磊跌2.82%，阿斯麦跌1.53%，行业抛压拖累个股表现。基本面上，AXT核心产能位于中国子公司北京通美，中国磷化铟出口管制的地缘风险定价仍在持续，出口许可审批不确定性对估值构成压制。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1138242609","title":"異動解讀｜AXT Inc盤前上漲5.52%，前日大跌逾14%後超跌反彈疊加半導體板塊回暖","url":"https://stock-news.laohu8.com/highlight/detail?id=1138242609","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1138242609?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 20:49","pubTimestamp":1787143754,"startTime":"0","endTime":"0","summary":"8月19日，AXT Inc盘前上涨5.52%，报86.85美元/股，成交额4632.38万美元。该股前一交易日大跌14.23%收报82.31美元，短期跌幅显著，盘前出现超跌反弹。板块层面，半导体设备行业个股普遍回暖，其中泰瑞达涨2.28%，科磊涨1.78%，拉姆研究涨1.65%，应用材料涨1.49%，阿斯麦涨0.54%，行业整体企稳支撑个股修复。（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。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156664822","title":"期權聚焦 | AXTI跌逾14%後驚現百萬美元遠期虛值Call賣出，機構押注100美元上方漲勢難續","url":"https://stock-news.laohu8.com/highlight/detail?id=1156664822","media":"期权女巫","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1156664822?lang=zh_tw&edition=fundamental","pubTime":"2026-08-19 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