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AXTI
AXT Inc · TradingView
- 最新收盘
- $71.66
- +1270.2% 自 2025-10-09
- 观点
- 94
- 观点倾向
- 看多 91看空 3
行情与观点
- 看多
- 看空
- 双向
美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有
非交易日观点标记在下一个交易日。
观点概览
2026-10-03 – 2026-10-09
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我不会止损，仓位均衡又已满仓加不了仓，所以我的选择是按照半导体大盘到的阻力位再走。
InP substrates would bottleneck the optical buildout by the US for AI, but if they have more control over pricing, I do think there's a lot of room for rerating.
I think $IQE, VPEC and your recent epiwafer foundry type company commentary was very strategically bullish on $AXTI. The main thing going forward is whether AXT can pull off $SNDK style price hikes given their market share.
