AXT Inc(AXTI)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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AXTI AXT Inc

交易中 10-09 13:51:30 EDT

68.86

-2.80

-3.91%

最高75.49	最低68.20	成交量663.44万
今开73.72	昨收71.66	日振幅10.17%
总市值45.05亿	流通市值43.14亿	总股本6,542万
成交额4.67亿	换手率10.59%	流通股本6,265万
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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Inc当日上涨7.95%，机构指出光芯片是光通信产业链中技术壁垒最高、国产替代的核心环节，高端光芯片技术持续突破有望开启新一轮量价齐升景气周期，但短期估值快速抬升后回调压力同步累积。","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":"光通信板块回调延续，AXT Inc盘中走低","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175336094","title":"异动解读｜AXT Inc盘中下跌5.71%，光通信板块获利回吐压力延续","url":"https://stock-news.laohu8.com/highlight/detail?id=1175336094","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1175336094?lang=zh_cn&edition=full","pubTime":"2026-10-07 21:33","pubTimestamp":1791379989,"startTime":"0","endTime":"0","summary":"10月7日，AXT Inc盘中下跌5.71%，报81.0775美元/股，成交额6456.32万美元。消息面上，AXT Inc所在的光通信及半导体材料板块在前期持续大涨后出现获利回吐压力。此前9月29日光通信板块曾集体走强，AXT Inc当日上涨7.95%，机构指出光芯片是光通信产业链中技术壁垒最高、国产替代的核心环节，高端光芯片技术持续突破有望开启新一轮量价齐升景气周期。","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 Inc盘中跳水，光通信板块获利回吐压力延续","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1111045172","title":"异动解读｜AXT Inc盘前下跌5.28%，光通信板块回调压力显现","url":"https://stock-news.laohu8.com/highlight/detail?id=1111045172","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1111045172?lang=zh_cn&edition=full","pubTime":"2026-10-07 20:28","pubTimestamp":1791376133,"startTime":"0","endTime":"0","summary":"10月7日，AXT Inc盘前下跌5.28%，报79.62美元/股，成交额1054.27万美元。消息面上，AXT Inc所在的光通信及半导体材料板块在前期持续大涨后出现获利回吐压力。此前9月29日光通信板块曾集体走强，AXT Inc当日上涨7.95%，机构指出光芯片是光通信产业链中技术壁垒最高、国产替代的核心环节，高端光芯片技术持续突破有望开启新一轮量价齐升景气周期。","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":"光通信板块回调，AXT盘前承压下跌","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1139506207","title":"美股夜盘 | 加密货币概念股普涨， Strategy、Coinbase涨超2%；CBRS涨超5%，VST涨超5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139506207","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1139506207?lang=zh_cn&edition=full","pubTime":"2026-10-05 08:11","pubTimestamp":1791159114,"startTime":"0","endTime":"0","summary":"10月5日，美股夜盘时段，加密货币概念股普涨， $Strategy$、$Coinbase$、BitMine、$Circle$涨超2%。光通信概念股夜盘普涨，$Credo$、$Applied Optoelectronics$、$Astera Labs$涨近2%，$AXT Inc$、Lumentum、$康宁$、$Coherent$涨超1%。$Cerebras Systems$涨超5%，早前OpenAI的Altman称Cerebras是紧密合作伙伴。$Vistra Energy$涨超5%，美国将向其提供40亿美元贷款，以提高核能发电量。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"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":["FDIG","LU2272731782.SGD","AXTX","MST","LU2360107168.USD","SGXZ51526630.SGD","FIAT","COIN","ICRC","BK4516","MSTW","SGXZ81514606.USD","IBLC","3LMI.UK","LU2362541273.HKD","LMI3.UK","RSPU","RCTR","BK4148","LU1861220207.SGD","CBRS","MSTU","LU2265009873.SGD","LU2322448957.HKD","LU2211815571.USD","SMHX","COYY","LU2473716301.USD","SMST","LU2322448791.USD","LU1093756168.USD","AXTI","BK4600","LU2362540622.SGD","09311","MSTR","LU1861220033.SGD","MSTR.AU","WNTR","LU1861558580.USD","MSTK","LU1720051017.SGD","COIO","CRDO","GLW","LU0082616367.USD","FOTO","COIG","LU2543165471.USD","COIW","LU2290526834.HKD","BK4141","MSST","VST","CCUP","IE00BZ18W456.USD","AAOI","AXTL","XITK","07799","CIR","COHR","LU1992135472.HKD","LU2931357623.SGD","LU0053671581.USD","IE00B19Z4B17.USD","MSDD","ICOI","EGGY","LUMA","MSTZ","VSTL","07311","COIA","FCUS","LU0274383776.USD","DAPP","IE0031619046.USD","BK4595","LU1791807156.HKD","XSD","MSTC","LU2272731600.USD","LABX","CONY","SMI3.UK","CRD","BK4112","CRCO","IE00B7SZL793.SGD","OWNB","AAOZ","BKCH","CHAT","IE00BZ18W340.USD","BITQ","LU0106831901.USD","SGXZ99366536.SGD","CRCD","BK4147","BK4606","3SMI.UK","CONI","CRCG","LU0348723411.USD","COHH","07711","BLCK","MSTX","LU2360107671.USD","09799","BK4554","CRPT","CRDU","BK4023","AAOG","SOXY","LU1668664300.SGD","LU1992135399.USD","IE00BFMHRM44.USD","LU1861559042.SGD","AXTC","CRCL","AIPI","CRCA","IE00B19Z3B42.SGD","ALA","COHQ","LU0719512351.SGD","APED","07399","CNAV","MSTY","COWG","BK4535","PTF","BK4512","LU1548497426.USD","AXTU","LU1720051108.HKD","LU1861215975.USD","LU2357305700.SGD","LU1804176565.USD","COHC","IMST","CONL","GLWG","BK4020","IE00B19Z3581.USD","UTES","BK4551","AXTQ","BK4539","LU0266013472.USD","NUKX","BK4105","MSTP","MSOO","IE00BMQBXF63.USD","FINX","09711","AAOX","MSII","COHX","BK4596","LU1861217088.USD","IE00B7SZLL34.SGD","SPRX","IE0002270589.USD","IE0009354923.USD","IE00B66KJ199.SGD","LU1093756325.SGD","COII","ALAB","LU2089985449.USD","CONX","LU2272731865.HKD","LAZR","COIX","09399","BK4588","LU2362541513.USD","BK4157","RULE","BK4585","MTYY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1194011833","title":"异动解读｜AXT Inc盘中上涨5.52%，磷化铟衬底四季度提价10%叠加光通信板块持续走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1194011833","media":"行情直击","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1194011833?lang=zh_cn&edition=full","pubTime":"2026-10-02 22:26","pubTimestamp":1790951201,"startTime":"0","endTime":"0","summary":"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。","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":"磷化铟衬底提价10%，AXT盘中异动上涨","news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1109497047","title":"异动解读｜AXT Inc盘中上涨6.08%，磷化铟衬底四季度提价10%叠加光通信板块持续走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1109497047","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1109497047?lang=zh_cn&edition=full","pubTime":"2026-09-30 21:33","pubTimestamp":1790775181,"startTime":"0","endTime":"0","summary":"9月30日，AXT Inc盘中上涨6.08%，报82.57美元/股，成交额7160.94万美元。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。","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":"磷化铟提价四连涨，AXT盘中强势拉升","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2671210972","title":"光通信板块走强 AXT Inc（AXTI）涨7.95% 机构指产业链有望开启新一轮量价齐升景气周期","url":"https://stock-news.laohu8.com/highlight/detail?id=2671210972","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/2671210972?lang=zh_cn&edition=full","pubTime":"2026-09-29 21:52","pubTimestamp":1790689968,"startTime":"0","endTime":"0","summary":"金吾财讯 | 美股光通信板块集体扬升，截至发稿，AXT Inc 涨7.95%，Lumentum涨5.60%，Viavi Solutions涨4.66%，康宁涨4.02%，Applied Optoelectronics涨3.64%，Coherent涨3.80%，迈威尔科技涨3.83%，POET Technologies涨3.78%，Tower半导体涨3.19%，博通涨2.59%，Ciena涨2.13%，诺基亚涨2.27%。该机构表示，光芯片是光通信产业链中技术壁垒最高、国产替代的核心环节。光通信高景气下上游物料紧缺，提升光芯片研发门槛，是供需矛盾较为突出的环节。伴随高端光芯片技术持续突破，光通信产业链有望开启新一轮量价齐升景气周期。","market":"nz","thumbnail":"https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDViNTE0MThlOGIzNGVjYjVmZmFmNTJlOTIxNzAyOTY1ODYyNw==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306621","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":["PTF","AXTL","AXTI","AXTC","AXTX","AXTQ","AXTU","XITK","FCUS","LAZR","BK4147"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1189273082","title":"异动解读｜AXT Inc盘中上涨6.2%，磷化铟衬底四季度再提价10%叠加板块整体走强","url":"https://stock-news.laohu8.com/highlight/detail?id=1189273082","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1189273082?lang=zh_cn&edition=full","pubTime":"2026-09-29 21:35","pubTimestamp":1790688911,"startTime":"0","endTime":"0","summary":"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\"。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。","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":"AXT Inc走强，磷化铟再提价10%","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1156518913","title":"异动解读｜AXT Inc盘中下跌8.09%，报72.51美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1156518913","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1156518913?lang=zh_cn&edition=full","pubTime":"2026-09-28 22:17","pubTimestamp":1790605026,"startTime":"0","endTime":"0","summary":"9月28日，AXT Inc盘中下跌8.09%，报72.51美元/股，成交额1.78亿美元。该股此前连续两个交易日累计涨幅超9%，本次回调幅度较大。AXT Inc所在的半导体设备行业中，板块整体偏弱，个股中，阿斯麦涨0.36%，拉姆研究跌1.8%，应用材料跌1.71%，科磊跌2.17%，泰瑞达跌2.03%。AXT, Inc.是一家全球性的材料科学公司，开发和生产高性能化合物及单元素半导体衬底（晶圆），包括磷化铟、砷化镓和锗，服务于数据中心、电信和光电子等领域。（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":"1188593710","title":"异动解读｜AXT Inc盘中上涨5.06%，磷化铟衬底四季度再提价10%且供需缺口持续扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=1188593710","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1188593710?lang=zh_cn&edition=full","pubTime":"2026-09-26 00:08","pubTimestamp":1790352521,"startTime":"0","endTime":"0","summary":"9月25日，AXT Inc盘中上涨5.06%，报79.75美元/股，成交额2.89亿美元，延续近期强势反弹态势。消息面上，最新行业调研显示，AXT计划在四季度继续对磷化铟衬底提价10%，创下历史最大单次涨幅，价格已迎来\"四连涨\"。此前CIOE光博会上多家厂商确认磷化铟衬底整体供不应求，行业供需缺口达\"百万片级别\"，相关企业订单已排至2028年。","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":"磷化铟衬底四季度再提价10%，AXT盘中上涨","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1130657732","title":"异动解读｜AXT Inc盘中上涨5.18%，磷化铟衬底四季度再提价10%叠加供需缺口持续扩大","url":"https://stock-news.laohu8.com/highlight/detail?id=1130657732","media":"行情直击","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1130657732?lang=zh_cn&edition=full","pubTime":"2026-09-25 00:41","pubTimestamp":1790268069,"startTime":"0","endTime":"0","summary":"9月24日，AXT Inc盘中上涨5.18%，报76.76美元/股，成交额3.35亿美元。此前该股连续两个交易日回调累计跌幅超12%，本次反弹受磷化铟衬底基本面持续强化驱动。消息面上，最新行业调研显示，AXT计划在四季度继续提价10%，创下历史最大单次涨幅，磷化铟衬底价格已迎来\"四连涨\"。英伟达预测至2030年磷化铟需求将激增约20倍，扩产周期长达18至36个月，供需矛盾短期难以缓解。","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":"磷化铟再提价10%，供需缺口持续扩大","news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AXTI"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1196949176","title":"美股盘前｜阿里涨超3%，“格陵兰概念股”GRML涨超42%；伊媒否认愿重开海峡；Meta 2026开发者大会本周登场","url":"https://stock-news.laohu8.com/highlight/detail?id=1196949176","media":"老虎资讯综合","labels":["AIColumn"],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1196949176?lang=zh_cn&edition=full","pubTime":"2026-09-22 20:01","pubTimestamp":1790078460,"startTime":"0","endTime":"0","summary":"热门股异动：阿里巴巴盘前上涨2.98%，云栖大会宣布大规模AI芯片与数据中心扩张计划；Circle在获 Binance 投资利好下升1.60%；英特尔回吐前日涨幅，盘前小幅下滑1.26%，此前公司股价因 AI 服务器架构预期而走高；美光科技在机构下调盈利预期后回落1.12%；英伟达随大市整理，小幅回调0.30%，但仍受益于高性能 GPU 需求；Meta在 Muse 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Labs$跌超1%。“格陵兰概念股”走势分化，GRML涨近15%，GLND跌超6%。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"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":["XSD","LU1861215975.USD","BKCH","SGXZ81514606.USD","09399","MSST","IAI","STXL","COHR","BK4112","LYTE","SKDD","SMST","CRD","BK4547","CIR","MTYY","SKHY","MARA","COIX","LU1670628061.USD","BK7142","ALAB","CRCA","AIPI","QQQG","COII","CONL","HYNX","MHX","AAOG","LU1861559042.SGD","RULE","WGMI","BK4139","BK4127","BK4585","LU0719512351.SGD","CNAV","BK4147","CONY","LU1720051108.HKD","LU2290526834.HKD","DISK","REKT","FOTO","LU1668664300.SGD","COHH","SOXY","COHQ","MAAY","LU2322448791.USD","MSTR","IE00B66KJ199.SGD","APED","ALA","IE00B19Z9P08.USD","LU2360107671.USD","HOOZ","07399","LU0053671581.USD","AXTL","BK4512","FIAT","LU0106831901.USD","XITK","MSTZ","COHC","MSTW","ROBN","09311","AXTX","07709","BITQ","COIA","CONI","LU1791807156.HKD","LU1992135472.HKD","SKHL","CRCG","LU0082616367.USD","CEPI","LU1983260115.SGD","LU2360107168.USD","IE00B7SZL793.SGD","MSTC","MSTY","LUMA","HOOW","BLCK","CRPT","BK4141","SKHZ","HOOX","CRDO","07711","MSII","BK4596","MSTP","STXU","AAOZ","07311","LU2272731782.SGD","SPRX","IE0031619046.USD","CRCD","HODU","IMRA","AXTQ","IBLC","LU1992135399.USD","SGXZ51526630.SGD","MSTX","IE00B19Z9Z06.USD","BK4535","LU0203347892.USD","LMBO","ICOI","LU2211815571.USD","HOYY","BK4020","HOOY","AAOX","CRCL","LU1861558580.USD","AXTU","HOOC","HOOG","IE0009354923.USD","LU1956131251.USD","MARO","DAPP","BK4539","GRML","WNTR","07799","SKHU","CRDU","FINX","MSOO","MSTU","STX","LU1548497426.USD","FCUS","CONX","LU0274383776.USD","SKHA","COIG","DRMY","QQQA","BPAY","HOII","COIW","LU2473716301.USD","MNRS","LAZR","IE00B894F039.SGD","EGGY","BK4600","MSDD","PTF","LU0203345920.USD","BK4588","BK4157","BK4595","AXTI","LU0823413587.USD","SKHX","BK4170","BK4148","ICRC","CRCO","LU2272731600.USD","COIN","SKHQ","BK4554","LU2089985449.USD","BK4516","MSTR.AU","COHX","SK","CCUP","HOOI","MSTK","LU1861220033.SGD","LU2322448957.HKD","IMST","SKUU","IE00B19Z4B17.USD","LU0823413660.USD","STXX","AAOI","BK4023","LU0823397103.USD","LU2272731865.HKD","OWNB","FDIG","COIO","SIXG","LU1720051017.SGD","LU1861217088.USD","LU1670627923.USD","09799","WLDR","MST","SKHN","BK4551","LU1861220207.SGD","SMHX","09711","MRAL","LU2357305700.SGD","LU2931357623.SGD","COWG","HOOD","AXTC","COYY","LABX","LU0266013472.USD","LU0823397285.USD","SGXZ99366536.SGD","CHAT"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1190201855","title":"异动解读｜AXT Inc盘中上涨8.11%，光通信板块持续走强叠加磷化铟供需紧张","url":"https://stock-news.laohu8.com/highlight/detail?id=1190201855","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://www.laohunote.com/m/news/1190201855?lang=zh_cn&edition=full","pubTime":"2026-09-21 21:55","pubTimestamp":1789998928,"startTime":"0","endTime":"0","summary":"9月21日，AXT Inc盘中上涨8.11%，报75.73美元/股，成交额1.7亿美元。近期光通信板块持续走强，欧洲光通信大会及展览会于9月20日至24日在西班牙举行，叠加磷化铟衬底供需缺口持续扩大，推动市场情绪升温。磷化铟作为高速光模块核心衬底材料，全球供需缺口超70%，2英寸衬底价格一年半内从800美元涨至2500美元，6英寸高端品涨幅超250%。AXT与住友电工、JX金属合计掌控全球90%以上磷化铟衬底产能，直接受益于行业量价齐升格局。","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 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Inc涨2.08%。随着Scale-Up域由单机柜向多机柜扩展，铜互连面临更大的传输距离、信号完整性及功耗压力，光互连有望加速进入柜间Scale-Up场景，拓展行业需求边界。预计后续交付差异将更多取决于关键物料保障、良率和客户认证，其中先进制程DSP可能成为最紧缺环节。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/YmFmZjgzNDhkMjgxZmE5MWVmYzk4MzgzNTg2ODExODg1NTU0MA==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/YmFmZjgzNDhkMjgxZmE5MWVmYzk4MzgzNTg2ODExODg1NTU0MA==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"306244","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":["SGXZ23171101.USD","IE0005OL40V9.USD","IE00BLSP4239.USD","IE0009356076.USD","LU2471134523.USD","LU0274383776.USD","LITG","LU0314104364.USD","LU2355687059.USD","HK0000914660.USD","LU2403377893.USD","BK4588","LU2065170008.USD","IE00B3PB1722.GBP","LU2420271590.USD","LU0345768740.USD","LU1989772923.USD","LU2360106780.USD","LU2357305700.SGD","LU0345770308.USD","LU0823434740.USD","IE00BDGV0183.EUR","IE00B1BXHZ80.USD","BK4605","LU1861220033.SGD","LU1674673428.USD","LU2505996509.AUD","LU0006306889.USD","LU1989772840.SGD","IE00BKVL7J92.USD","LU0965509101.SGD","COHX","LU0689626769.HKD","LU2347655073.USD","LU1951198990.SGD","IE00BLSP4452.SGD","LU2360032135.SGD","AAOX","CHAT","IE00BMPRXN33.USD","LU2237957811.SGD","MXLL","LU0061474960.USD","LU2054465674.USD","LU2430703251.USD","CRDU","AVGO","LU1868836914.USD","LU0553294199.USD","LU0210533765.USD","LU1629891620.HKD","LU0079474960.USD","LU1280957306.USD","IE00BJTD4N35.SGD","LU2462591350.SGD","LU2461242641.AUD","LU1400636657.SGD","LU2083900584.USD","BK4515","CGBL","LU2272731782.SGD","LU2637965513.SGD","AVL","LU2023251221.USD","LU0323240290.USD","SG9999015986.USD","AXTL","SMHX","SOXX","IE00BJJMRY28.SGD","IE00B19Z4B17.USD","LITC","LU1242518857.USD","LU0082616367.USD","LU2322448791.USD","LU0985320562.USD","LU1066051225.USD","LU1720051017.SGD","LU0823414478.USD","LU1988902786.USD","THMR","LU2242650005.HKD","LU1712237335.SGD","AXTI","LU0719512351.SGD","LU0096362180.USD","LU0308772762.SGD","LU0738911758.USD","LU0979878070.USD","LU2168564149.EUR","LU1244550494.USD","LU0949170426.SGD","BK4612","LU0133085943.USD","LU0310800379.SGD","IE00B66KJ199.SGD","RULE","LU2041044095.USD","LU0211327993.USD","BK4551","LU1242518931.SGD","LU0256863811.USD","IE0001KFT4U8.USD","LU2602419157.SGD","SAVGOmain","LU2458330169.SGD","LU0211328371.USD","LU1064131342.USD","LITZ","LU1244550221.USD","IE00BWXC8680.SGD","IE00BMCWC346.EUR","LU2430703095.HKD","LU2210150020.SGD","LU0348723411.USD","LU1935043452.HKD","LU0080751232.USD","IE00BBT3K403.USD","LU0234570918.USD","LU1935042215.USD","IE00BVYPNP33.GBP","LU0353189680.USD","IE00BQXX3D17.EUR","BK4581","LU2764262908.HKD","EGGY","LU1815333072.USD","LU2065169927.USD","LU2095319765.USD","LU0048584097.USD","LU2249611893.SGD","IE00BK4W5M84.HKD","LU2506951792.HKD","IE00B775H168.HKD","AVS","LU2471134952.CNY","BK4575","HK0000914686.HKD","IE00BFMHRM44.USD","IE00BYV24P56.USD","LU2089985449.USD","PSCT","LU0661504455.SGD","LU2087625088.SGD","LU0061474705.USD","LU1162221912.USD","LU2108987350.USD","IE0004445239.USD","LU2065171402.SGD","JGRO","LU1232071149.USD","LU0912757837.SGD","LU1674673691.USD","LU2458330243.SGD","SHOC","LU0106261372.USD","LU2298321311.HKD","AAOZ","BK4566","HK0000532082.HKD","IE00B19Z9P08.USD","LU2360108059.USD","LU2023250504.SGD","LU0210528500.USD","LU1917777945.USD","LU2237443465.HKD","LU0158827781.USD","LU2168564065.EUR","LU0289961442.SGD","LU0310799852.SGD","LU1718418525.SGD","LU0127658192.USD","SGXZ81514606.USD","LU0234572021.USD","LU2592432038.USD","VGT","LU2764263203.CNY","LU2111349929.HKD","CNAV","LU2746668461.USD","COHC","LU0466842654.USD","LU2750360997.AUD","LU2063271972.USD","IE00BJLML261.HKD","LITE","LU2250418816.HKD","LU0205194284.USD","XITK","LU0640476718.USD","TTEQ","IE00B7SZL793.SGD","LU0225283273.USD","LU2023250330.USD","LU1989764748.USD","LU2237443978.SGD","IE00B19Z9Z06.USD","LU0203202063.USD","LU0053666078.USD","LU1815336760.USD","LU0861579265.USD","LU0256863902.USD","SGXZ51526630.SGD","LU1066051498.USD","LU2237443895.HKD","ARTY","LU1366192091.USD","LU2089284900.SGD","LU2505996681.GBP","LU0266013472.USD","BK4020","LU1066051811.HKD","LU2720916845.USD","LU0056508442.USD","BK4554","FOTO","LU2473716301.USD","LU1935043023.USD","LU2210149790.SGD","LU1992135399.USD","LU0444971666.USD","LU2168563687.JPY","LU0240878834.USD","LU1868836591.USD","LU0788109477.HKD","LU0320765646.SGD","LU0109392836.USD","LU2896262040.SGD","IE00BMPRXQ63.HKD","LU0205193047.USD","LU0187121727.USD","AXTC","BK4157","LU0289739343.SGD","LU1861215975.USD","FCUS","MXL","SPRX","LU2237443549.SGD","LU2106854487.HKD","IE00BK4W5L77.USD","LU1934455277.USD","LU2242649171.HKD","LU1732800096.USD","IE00B3S45H60.SGD","LU0689472784.USD","LU0157215616.USD","LU2125154778.USD","LU0069063385.USD","LU0965509283.SGD","IE00BN29S564.USD","LU0784384876.USD","LU0957808578.USD","LU29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Inc所在的半导体设备行业整体承压，个股中，拉姆研究跌8.5%，应用材料跌7.51%，阿斯麦跌6.03%，科磊跌7.94%，泰瑞达跌7.27%。AXT, 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