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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

異動解讀｜AXT Inc盤中下跌8.03%，獲利回吐延續疊加高管密集減持逆板塊走弱

異動解讀｜AXT Inc夜盤上漲8.85%，半導體板塊集體反彈疊加磷化銦供應鏈緊缺邏輯延續

異動解讀｜AXT Inc盤中下跌8.07%，獲利回吐疊加高管減持及基本面爭議持續壓制

異動解讀｜AXT Inc盤中下跌8.9%，獲利回吐疊加半導體板塊集體重挫及高管減持壓制

避開GPU、光模塊內卷！AXTI單日大升逾 9%，AI行情上游賽道迎來拐點

老虎资讯综合

異動解讀｜AXT Inc盤前下跌8.81%，獲利回吐疊加半導體板塊集體走弱及高管減持壓制

異動解讀 | AXT Inc夜盤大跌5.17%，獲利回吐、板塊走弱及高管減持三重壓力

異動解讀｜AXT Inc夜盤下跌5.06%，獲利回吐疊加板塊走弱及高管減持持續壓制

異動解讀 | 銦出口審查加碼強化供應鏈緊缺邏輯，AXT Inc盤中大漲11.23%

異動解讀｜AXT Inc盤中上漲9.1%，銦出口審查加碼強化磷化銦供應鏈緊缺邏輯

異動解讀 | 銦出口審查加碼強化供應鏈緊缺邏輯，AXT Inc盤前大漲5.58%

異動解讀｜AXT Inc盤前上漲5.58%，銦出口審查加碼強化磷化銦供應鏈緊缺邏輯

異動解讀 | AXT Inc盤中大跌7.66%，獲利回吐疊加高管減持及基本面爭議壓制股價

異動解讀｜AXT Inc盤中下跌5.19%，獲利回吐疊加高管減持及基本面爭議持續壓制

異動解讀 | AXT Inc盤前大漲5.31%，子公司簽署長期供應協議及磷化銦供應鏈緊缺推動

異動解讀｜AXT Inc盤前上漲5.31%，子公司簽署長期供應協議疊加磷化銦供應鏈緊缺持續

AXT子公司通鎂與Casela簽署長期供應協議

美股異動 | 光通信概念股集體上揚邁威爾科技(MRVL.US)升逾4%

異動解讀｜AXT Inc盤中上漲5.13%，磷化銦供應鏈緊缺疊加半導體板塊集體走強

異動解讀 | AXT Inc盤前大漲5.72%，磷化銦供應鏈緊缺疊加超跌反彈動能延續

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22:08","pubTimestamp":1782310122,"startTime":"0","endTime":"0","summary":"6月24日，AXT Inc盘中下跌8.07%，报70.2美元/股，成交额2.62亿美元。消息面上，该股此前因铟出口审查加码及磷化铟供应链紧缺逻辑连续大涨，短期获利盘抛压显著。同时，CEO Morris S Young近日出售约19.75万股，董事Jesse Chen及David C Chang亦持续减持，高管密集减持对反弹空间形成压制。半导体设备板块今日整体表现平稳，AXT Inc大幅逆板块走弱，进一步凸显个股层面压力。","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":"1134695993","title":"異動解讀｜AXT Inc盤中下跌8.9%，獲利回吐疊加半導體板塊集體重挫及高管減持壓制","url":"https://stock-news.laohu8.com/highlight/detail?id=1134695993","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1134695993?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 21:49","pubTimestamp":1782222552,"startTime":"0","endTime":"0","summary":"6月23日，AXT Inc盘中下跌8.9%，报85.43美元/股，成交额1.56亿美元。消息面上，该股近期因铟出口审查加码及磷化铟供应链紧缺逻辑连续大涨，6月22日涨9.1%、23日盘中一度涨11.23%，短期获利盘抛压显著。同时，半导体设备板块集体重挫，泰瑞达跌10.13%、拉姆研究跌9.85%、应用材料跌9.56%、科磊跌8.84%、阿斯麦跌7.07%，板块系统性下行拖累个股表现。此外，CEO Morris S Young近日出售约19.75万股，董事Jesse Chen及David C Chang亦持续减持，高管密集减持对反弹空间形成压制。","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":"1187834198","title":"避開GPU、光模塊內卷！AXTI單日大升逾 9%，AI行情上游賽道迎來拐點","url":"https://stock-news.laohu8.com/highlight/detail?id=1187834198","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1187834198?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 17:11","pubTimestamp":1782205919,"startTime":"0","endTime":"0","summary":"AXTI收盘涨超9%，表面催化是公司任命新董事，但真正让资金关注的，还是磷化铟晶圆在AI数据中心光通信中的位置。随着AI服务器内部数据传输压力越来越大，市场不再只盯着GPU、存储和电力，也开始往更上游的材料环节寻找机会。AXT的故事，正好卡在“AI光通信需求增长”和“上游材料供给紧张”这两个交叉点上。","market":"us","thumbnail":"https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/f5e8aba7de194dc92d26747c1cfec057"],"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":["AXTI"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"1161935465","title":"異動解讀｜AXT Inc盤前下跌8.81%，獲利回吐疊加半導體板塊集體走弱及高管減持壓制","url":"https://stock-news.laohu8.com/highlight/detail?id=1161935465","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1161935465?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 16:11","pubTimestamp":1782202279,"startTime":"0","endTime":"0","summary":"6月23日，AXT Inc盘前下跌8.81%，报84.74美元/股，成交额275.88万美元。消息面上，该股近期因铟出口审查加码及磷化铟供应链紧缺逻辑连续大涨，6月22日涨9.1%、23日盘中涨11.23%，短期获利盘抛压显著。同时，半导体设备板块集体走弱，应用材料跌6.28%、阿斯麦跌6.88%、拉姆研究跌5.5%、科磊跌5.62%，板块承压拖累个股表现。此外，CEO Morris S Young近日出售约19.75万股，董事Jesse Chen及David C Chang亦持续减持，高管密集减持对反弹空间形成压制。","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":"1145724250","title":"異動解讀 | AXT Inc夜盤大跌5.17%，獲利回吐、板塊走弱及高管減持三重壓力","url":"https://stock-news.laohu8.com/highlight/detail?id=1145724250","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145724250?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 11:14","pubTimestamp":1782184482,"startTime":"0","endTime":"0","summary":"AXT Inc在夜盘交易时段出现大幅下跌，跌幅达5.17%。其次，整个半导体设备板块在夜盘时段表现疲软，同行业公司如应用材料、拉姆研究和科磊等股价均出现下跌，板块整体承压拖累了AXT Inc的表现。最后，公司高管近期持续减持股票，包括首席执行官Morris S Young出售约19.75万股，以及董事Jesse Chen和David C Chang的减持行为，这些密集的减持动作对市场情绪和股价反弹空间构成了压制。","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":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1173798743","title":"異動解讀｜AXT Inc夜盤下跌5.06%，獲利回吐疊加板塊走弱及高管減持持續壓制","url":"https://stock-news.laohu8.com/highlight/detail?id=1173798743","media":"行情直击","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1173798743?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 11:12","pubTimestamp":1782184370,"startTime":"0","endTime":"0","summary":"6月23日，AXT Inc夜盘下跌5.06%，报87.65美元/股，成交额484.0万美元。消息面上，该股近期因铟出口审查加码及磷化铟供应链紧缺逻辑连续大涨，6月22日涨9.1%、23日盘中涨11.23%，短期获利盘抛压显著。同时，半导体设备板块整体走弱，应用材料跌2.12%、拉姆研究跌2.72%、科磊跌2.57%，板块承压拖累个股表现。此外，CEO Morris S Young近日出售约19.75万股，董事Jesse Chen及David C Chang亦持续减持，高管密集减持对反弹空间形成压制。","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":"shareholding","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1181051676","title":"異動解讀 | 銦出口審查加碼強化供應鏈緊缺邏輯，AXT Inc盤中大漲11.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1181051676","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1181051676?lang=zh_tw&edition=fundamental","pubTime":"2026-06-23 02:25","pubTimestamp":1782152713,"startTime":"0","endTime":"0","summary":"AXT Inc今日盘中股价大幅上涨11.23%，引起了市场的广泛关注。由于中国供应全球近70%的铟，且7N高纯铟的提纯产能完全集中在国内，海外没有规模化替代产能，这一举措导致全球磷化铟供应链预期进一步收紧。作为美股磷化铟衬底领域的龙头企业，AXT Inc被认为将显著受益于由此产生的材料稀缺性溢价。","market":"nz","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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1123816762","title":"異動解讀｜AXT Inc盤中上漲9.1%，銦出口審查加碼強化磷化銦供應鏈緊缺邏輯","url":"https://stock-news.laohu8.com/highlight/detail?id=1123816762","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1123816762?lang=zh_tw&edition=fundamental","pubTime":"2026-06-22 21:37","pubTimestamp":1782135428,"startTime":"0","endTime":"0","summary":"6月22日，AXT Inc盘中上涨9.1%，报88.73美元/股，成交额1.86亿美元。消息面上，6月19日路透社报道中国海关加强对金属铟出口的审查力度，欧洲买家首次被要求披露终端用户信息，北美买家审批时间从当日办结延长至数天。中国供应全球近70%的铟，且7N高纯铟提纯产能100%集中在国内，海外无规模化替代产能，全球磷化铟供应链紧缺预期进一步强化。公司作为美股InP衬底龙头，持续受益于材料稀缺性溢价。半导体设备板块今日整体走强，泰瑞达涨4.18%、科磊涨2.55%，板块效应提供支撑。（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。）","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":"1100106176","title":"異動解讀 | 銦出口審查加碼強化供應鏈緊缺邏輯，AXT Inc盤前大漲5.58%","url":"https://stock-news.laohu8.com/highlight/detail?id=1100106176","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1100106176?lang=zh_tw&edition=fundamental","pubTime":"2026-06-22 18:00","pubTimestamp":1782122459,"startTime":"0","endTime":"0","summary":"AXT Inc今日盘前股价大幅上涨5.58%，引起了市场关注。消息面上，据路透社报道，中国海关近期加强了对金属铟出口的审查力度，欧洲买家首次被要求披露终端用户信息，北美买家的审批时间也显著延长。由于中国供应全球近70%的铟，且高纯度铟的提纯产能完全集中在中国，这一举措导致全球磷化铟供应链预期收紧。作为美股磷化铟衬底领域的龙头企业，AXT Inc被认为将受益于由此产生的材料稀缺性溢价。","market":"sg","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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1180607822","title":"異動解讀｜AXT Inc盤前上漲5.58%，銦出口審查加碼強化磷化銦供應鏈緊缺邏輯","url":"https://stock-news.laohu8.com/highlight/detail?id=1180607822","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180607822?lang=zh_tw&edition=fundamental","pubTime":"2026-06-22 17:59","pubTimestamp":1782122366,"startTime":"0","endTime":"0","summary":"6月22日，AXT Inc盘前上涨5.58%，报89.25美元/股，成交额1112.43万美元。消息面上，6月19日路透社独家报道，中国海关正加强对金属铟出口的审查力度，欧洲买家首次被要求披露终端用户信息，北美买家审批时间从当日办结延长至数天。中国供应全球近70%的铟，且7N高纯铟提纯产能100%在国内，海外无规模化替代产能。","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":"1180589307","title":"異動解讀 | AXT Inc盤中大跌7.66%，獲利回吐疊加高管減持及基本面爭議壓制股價","url":"https://stock-news.laohu8.com/highlight/detail?id=1180589307","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1180589307?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 22:17","pubTimestamp":1781792253,"startTime":"0","endTime":"0","summary":"AXT Inc今日盘中股价大幅下挫，跌幅达7.66%，引起了市场关注。消息面上，该股此前连续大涨后，短期获利盘抛压显著。同时，公司高管近期密集减持股票，包括CEO出售约19.75万股，对市场情绪形成明显压制。此外，市场对公司基本面存在分歧，尽管全球磷化铟产能因出口管制而紧缺，但公司核心产能位于北京，对外出货申请被拒率较高，部分观点认为公司实际上是出口管制的受损方，面临订单交付停滞与客户流失的风险。值得注意的是，今日半导体设备板块整体表现强势，但AXT Inc股价却逆势走弱，进一步凸显了其面临的个股层面压力。","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":"-1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1191558192","title":"異動解讀｜AXT Inc盤中下跌5.19%，獲利回吐疊加高管減持及基本面爭議持續壓制","url":"https://stock-news.laohu8.com/highlight/detail?id=1191558192","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191558192?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 22:14","pubTimestamp":1781792074,"startTime":"0","endTime":"0","summary":"6月18日，AXT Inc盘中下跌5.19%，报89.59美元/股，成交额2.63亿美元。消息面上，该股6月12日及15日连续大涨累计超25%后持续承压，短期获利盘抛压显著。同时，CEO Morris S Young近日出售约19.75万股，董事Jesse Chen及David C Chang亦持续减持，高管密集减持对市场情绪形成压制。值得注意的是，半导体设备板块今日集体走强，应用材料涨6.83%、科磊涨7.37%、拉姆研究涨6.19%，AXT Inc逆板块走弱进一步反映个股层面压力。","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":"1172360684","title":"異動解讀 | AXT Inc盤前大漲5.31%，子公司簽署長期供應協議及磷化銦供應鏈緊缺推動","url":"https://stock-news.laohu8.com/highlight/detail?id=1172360684","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1172360684?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 17:57","pubTimestamp":1781776627,"startTime":"0","endTime":"0","summary":"AXT Inc今日盘前股价大涨5.31%，市场表现强劲。消息面上，公司子公司北京通镁近期与南京卡塞拉科技签订了一份长期供应协议，卡塞拉承诺于2027年以1.73亿元人民币采购磷化铟晶圆衬底，最低采购量不低于约定数量的80%，这为公司锁定了稳定的未来营收来源。此外，中国对磷化铟及上游高纯铟的出口管制持续收紧，对美日企业出口申请拒绝率超过80%，导致全球InP产能出现超过70%的供需缺口。作为美股InP衬底龙头，AXT Inc持续受益于供应链稀缺性带来的溢价。同时，半导体设备板块盘前集体走强，也为股价提供了板块层面的支撑。","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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194582234","title":"異動解讀｜AXT Inc盤前上漲5.31%，子公司簽署長期供應協議疊加磷化銦供應鏈緊缺持續","url":"https://stock-news.laohu8.com/highlight/detail?id=1194582234","media":"行情直击","labels":["corporation"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1194582234?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 17:55","pubTimestamp":1781776507,"startTime":"0","endTime":"0","summary":"6月18日，AXT Inc盘前上涨5.31%，报97.08美元/股，成交额413.6万美元。消息面上，公司子公司北京通镁于6月11日与南京卡塞拉科技签订长期供应协议，卡塞拉承诺于2027年以1.73亿元人民币采购磷化铟晶圆衬底，最低采购量不低于约定数量的80%，为公司锁定稳定营收来源。同时，中国对磷化铟及上游高纯铟出口管制持续收紧，对美日企业出口申请拒绝率超80%，全球InP产能出现超70%供需缺口，公司作为美股InP衬底龙头持续受益于供应链稀缺性溢价。","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":"corporation","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1182251692","title":"AXT子公司通鎂與Casela簽署長期供應協議","url":"https://stock-news.laohu8.com/highlight/detail?id=1182251692","media":"美股速递","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1182251692?lang=zh_tw&edition=fundamental","pubTime":"2026-06-18 04:18","pubTimestamp":1781727497,"startTime":"0","endTime":"0","summary":"根据一份提交给美国证券交易委员会的文件，AXT Inc.旗下的子公司通镁，已于2026年6月11日与Casela公司正式签订了一份长期供应协议。此举标志着双方合作关系的深化，旨在建立稳定可靠的供应链。\n该协议的签署预计将为通镁带来持续的业务保障，同时也为Casela锁定了关键的原材料或产品来源。长期供应安排通常有助于合作双方更好地规划未来生产与运营，降低市场波动带来的风险。\n对于母公司AXT Inc.而言，其子公司获得这样一份长期合同，可能意味着公司整体业务稳定性的增强以及在特定市场领域竞争力的提升。投资者通常会关注此类战略合作，将其视为公司未来营收潜力的积极信号。","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","BK4147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2644373742","title":"美股異動 | 光通信概念股集體上揚 邁威爾科技(MRVL.US)升逾4%","url":"https://stock-news.laohu8.com/highlight/detail?id=2644373742","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2644373742?lang=zh_tw&edition=fundamental","pubTime":"2026-06-17 22:35","pubTimestamp":1781706953,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，周三，美股光通信概念股集体上扬，Credo Technology(CRDO.US)涨超6%，AXT Inc(AXTI.US)涨超5%，Astera Labs(ALAB.US)、迈威尔科技(MRVL.US)涨超4%，Coherent(COHR.US)、Ciena(CIEN.US)涨超2%。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1455839.html","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":"stock_zhitongcaijing","symbols":["BK4515","IE0009354923.USD","LU2211815571.USD","LU2473716301.USD","LU0823434583.USD","SGXZ81514606.USD","BK4604","LU1720051108.HKD","BK4588","LABX","LU1169589451.USD","LU0154245756.USD","LU0476273544.USD","LU2458330243.SGD","BK4147","LU0274383776.USD","LU2272731600.USD","LU0106261612.USD","LU2098885051.SGD","IE00B7SZL793.SGD","IE00B19Z4B17.USD","LU0205193047.USD","BK4141","LU0719512351.SGD","LU1261432733.SGD","SGXZ99366536.SGD","LU0348723411.USD","LU0127658192.USD","LU0823434740.USD","LU1084165304.USD","LU2244417387.USD","SG9999000418.SGD","IE00BMPRXR70.SGD","CRDU","LU1235294995.USD","LU0444973449.USD","IE00B66KJ199.SGD","LU0082616367.USD","LU2272731865.HKD","LU0642271901.SGD","LU1992135399.USD","IE00BLSP4239.USD","LU1823568750.SGD","MRVU","IE00BBT3K403.USD","MVLL","LU1548497426.USD","MRVL","LU0187121727.USD","LU1046421795.USD","LU0444971666.USD","LU0012050646.USD","LU1815336760.USD","IE00BMPRXN33.USD","LU1992135472.HKD","LU0061475181.USD","LU0081259029.USD","IE00BN8TJ469.HKD","BK4543","AXTI","BK4605","IE0031619046.USD","BK4020","LU2322448791.USD","SGXZ51526630.SGD","LU0957808578.USD","LU0963586101.USD","COHX","BK4148","COHR","LU0823421416.USD","LU2322448957.HKD","BK4581","LU1852331112.SGD","LU0154236417.USD","LU1119994496.HKD","LU0823421333.USD","LU1303367103.USD","BK4157","LU0205194284.USD","CIEN","LU1861220033.SGD","LU0053671581.USD","LU1720051017.SGD","LU0240877869.USD","ALAB","LU2357305700.SGD","LU2089985449.USD","LU0056508442.USD","LU0786609619.USD","LU2290526834.HKD","LU0240878834.USD","LU1169590202.USD","IE00BLSP4452.SGD","CRDO","LU1989764748.USD","LU2360107168.USD","LU1642822529.SGD","LU1989764664.SGD","LU2272731782.SGD","BK4585","LU2931357623.SGD","LU1316542783.SGD","LU2458330169.SGD","LU0154245673.USD","LU1861215975.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145327282","title":"異動解讀｜AXT Inc盤中上漲5.13%，磷化銦供應鏈緊缺疊加半導體板塊集體走強","url":"https://stock-news.laohu8.com/highlight/detail?id=1145327282","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145327282?lang=zh_tw&edition=fundamental","pubTime":"2026-06-17 22:17","pubTimestamp":1781705869,"startTime":"0","endTime":"0","summary":"6月17日，AXT Inc盘中上涨5.13%，报97.81美元/股，成交额1.77亿美元。消息面上，中国对磷化铟及上游高纯铟出口管制持续收紧，对美日企业出口申请拒绝率超80%，全球InP产能出现超70%供需缺口，公司作为美股InP衬底龙头受益于供应链稀缺性溢价。半导体设备板块今日集体走强，应用材料涨8.57%、拉姆研究涨6.26%、阿斯麦涨5.44%，板块效应提供支撑。不过需关注的是，CEO Morris S Young近日出售约19.75万股，董事Jesse Chen亦持续减持，高管密集减持或对反弹空间形成压制。","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":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1110877996","title":"異動解讀 | AXT Inc盤前大漲5.72%，磷化銦供應鏈緊缺疊加超跌反彈動能延續","url":"https://stock-news.laohu8.com/highlight/detail?id=1110877996","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1110877996?lang=zh_tw&edition=fundamental","pubTime":"2026-06-17 16:11","pubTimestamp":1781683897,"startTime":"0","endTime":"0","summary":"AXT Inc今日盘前股价大涨5.72%，引起了市场的广泛关注。消息面上，中国对磷化铟及上游高纯铟的出口管制持续收紧，对美日企业的出口申请拒绝率超过80%，导致全球磷化铟（InP）产能出现超过70%的供需缺口。作为美股InP衬底龙头企业，AXT Inc直接受益于供应链稀缺性带来的溢价。此外，该股此前因一季度财报超预期及AI光通信需求强劲而大涨，随后经历回调，近期连续上涨后出现短暂回调，盘前的强劲表现被视为超跌修复动能的延续。同时，半导体设备板块盘前集体走强，也为股价提供了板块效应的支撑。","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":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0}],"pageSize":20,"totalPage":11,"pageCount":6,"totalSize":214,"code":"91000000","status":"200"}]}}