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$AXTI · 海外大V持仓追踪
AI 把海外大 V 的公开帖整理成中文：$AXTI 被累计提及 517 次，本周态度 未表态，科技。数据每日更新。
$AXTI 现在是什么情况？
| 所属板块 | 科技 |
|---|---|
| 本周态度 | 未表态 |
| 今日态度 | 中性 |
| 累计提及 | 517 次 |
| 近7/28/90日提及 | 6 / 20 / 34 |
| 最新价 | USD 54.58（2026-09-03） |
| 今日 / 本周涨幅 | -4.2% / -18.4% |
| 首次提及以来涨幅 | +258.6% |
| 首次 / 最近提及 | 2025-12-22 → 2026-09-01 |
为什么 $AXTI 会被盯上？
上游卡点经典案例。2025年12月建仓（当时市值约 $7亿）：AXT 生产 InP 磷化铟衬底，是整条光子链（AXTI 衬底 → IQE 外延片 → AAOI/LITE/SIVE 激光器）的最上游。至2026年4月回报超 +1057%，路透社 InP 短缺报道于6月印证论点。6月15日：中国放松 InP 衬底出口，缓解全行业量产瓶颈。最新信号（7月6日）：野村报告点名 AXTI 与 IQE 为龙头，并给出硬性 ASP 涨价数据——2英寸 InP 衬底涨 42-76%、3英寸涨 78%、EML/CW 外延片涨 40-75%，直接印证'上游卡点转化为定价权'的核心论点（中国国内价格相对更低）。
最近有人说了 $AXTI 什么？
下面是最近 8 条提及 $AXTI 的公开帖，按时间倒序。每条都附原帖链接，可自行核对。
- 2026-09-01中性原文Just some TLDR news I found interesting: 1. $GOOGL (missed this) also invested in Mediatek alongside $NVDA for their $3.9B raise. Google/Nvidia are goats with investments you look at $SPCX to Anthropic. 2. Samsung Electro-Mechanics discloses $778.9M MLCC deal / $CAPA (new MLCC ETF) also gives exposure now for folks without Korea/Japan/Taiwan market access. But thing is more accelerators x MLCCs per accelerator might indicate a more future extreme bottleneck than people expect. 3. China channel checks state: planetary roller screws, 6D force sensors, and dexterous hands resist domestic substitution. Then planetary roller screw as the top with lowest domestic substitution rate. eg. $SHA0.DE for planetary. Just interesting to hear moats I guess. 4. Samsung reportedly has ~70% of memory production capacity committed through 2031 / commodity DRAM has also fallen into short supply - Seoul Economic Daily. TrendForce expects server DRAM contract prices to rise 13-18% QoQ in 3Q26 SK Hynix also publicly stated the memory shortage lasts through 2030. 5. $CXMT has begun producing HBM3E in small quantities and reportedly claimed mass production of LPDDR6. Implications are even more positive for legacy DRAM shortages. 6. Cisco at SEMICON Taiwan said CPO is ready for mass deployment; pluggable modules will remain the market mainstay. $MRVL also said customers are actively planning scale-up optics deployments as early as 2027 7. Wingtech -> bought Nexperia -> Netherlands effectively removed Wingtech’s control -> Wingtech is fighting back through Chinese courts. But Nexperia got $300m of their assets frozen. More geopolitical drama of course, always entertaining. $AAPl also explicitly accused OpenAI of destroying crucial evidence... (for more fun) 8. Not much description around ASP hikes regarding SOI substrates $SOI, but they now have 10+ customers involved with LTAs, $200m revenue described as a "floor", comments about customers more concerned about obtaining wafers than where they are manufactured. So basically moving into capacity reservation now stages as silicon photonics takes off in 2027. 9. Some channel checks put lead times for high power MOSFETs and large area TVS diodes as high as ~52 weeks. ($STM also reportedly implemented its 3rd 2026 price increase on August 23) 10. Traditional packaging capacity could face a deficit exceeding 20% by 2027" with "wire bonding equipment" emerging as the primary bottleneck", covered this earlier this week with beneficiaries like 11. Claims that all six major ABF suppliers are booked for 2026, with 12-14 month lead times and some suppliers auctioning remaining capacity; $NVDA, $AMD and hyperscalers locking ABF capacity through 2028 and pushing suppliers to plan 2029–30 expansions. Names like Kinsus (3189), Unimicron (3037), Nan Ya PCB (8046), Ibiden (4062), etc are all probably happy. 12. CCL leading laminated board products increased by another 10%-20%, 7th price hike this year (eg. Kingboard). Industry estimates put the HVLP4 copper-foil shortage at ~48% in 2026 / 43% in 2027, while Low-Dk/T-Glass lead times have stretched beyond 30 weeks. 13. "(GaAs) substrate materials and gallium epitaxial source materials are also facing another round of price increases in the third quarter of 2026, reportedly 5 to 6 times higher than at the early stage of the restrictions." "China has recently eased some substrate export controls" but there's a "severe InP substrate shortage" per digitimes. Just some $AXTI related updates 14. $AMD and $AVGO reportedly booked most of Powertech's planned FOPLP capacity ahead of mid-2027 mass production 15. $INTC considering $INTC foundry for HBM4E base dies. But $SKHY responded directly that "some of the content is different from the facts". 16. "OpenAI Hoarding Tens Of Thousands Of $AAPL Mac mini and Mac Studio" for reinforcement learning. Anthropic has been renting mac mini units from $AMZN as well. Kinda sad Tim Cook retired, but dude had a goated run. Just random interesting notes
- 2026-09-01中性原文@DZMakeMoney I can’t give advice over what people should do with their trades. Personally speaking, I think $AAOI outperforms in 2027 and the $AXTI InP substrates bottleneck/chokepoint got validated. With AXT it’s more of a matter of ASP hikes moving forward with their agreements like $LITE and $COHR. AXT is negatively affected by high beta AI sector selloff recently with macro. AOI has a very disappointing $600m ATM so that’s a lot of near term overhang. But doesn’t affect their 2027 transceiver demand visibility and they should finish 1.6T qualifications soon. Past 2 month has seen major corrections, but there’s a lot of opportunity too depending on what you find compelling
- 2026-07-21中性哇，历史性的单日反弹。 $SIVEF +30.89% $IQEF +28.6% $AEHR +26.53% $CIFR +17.82% $NBIS +17.3% $AAOI +15.6% $LPK +14.48% $AXTI +14.12% $MU +12.54% $SNDK +12.8% $SOI +11.1% $TSEM +10.39% $LITE +9.25% $INTC +8.22% $AMD +8.11% $MRVL +7.27%
- 2026-07-08中性@starlightrvrie 对，$AXTI 还拿着。还有不少我早期的论点票，比如 $EWY，已经涨了好几倍了。 哪怕我现在不怎么提它们了。
- 2026-07-06中性野村的报告点名 $AXTI 和 $IQE 是龙头。 关于 ASP（平均售价）的更新： - 2 英寸 InP 衬底涨价 42-76% - 3 英寸 InP 衬底涨价 78% - 2 英寸 EML 外延片涨价 50-75% - 3 英寸 CW 外延片涨价约 40%+ - 中国国内价格更低，因为[……]
- 2026-07-02中性@MosheFeins48329 $AXTI 从13美元涨到140美元的过程中，某个阶段做了大规模流通盘扩张和增发稀释。 增发获批了——所以我之前说过，如果对散户有过度稀释，我聊它的时候就不那么放得开。 但我确实认为
- 2026-07-02中性$AXTI 与 $COHR 签下3年晶圆供应协议。 「Coherent 将向 AXT-Tongmei 预付 22,288,500 美元，以换取承诺的供应产能。」
- 2026-06-25中性感觉唯一还没崩的…… 就是 $MU 这样的内存、指数、和英特尔这类大盘半导体了。 ——光子从 $AXTI 到 $SIVE 跌了40%。 ——航天 $ASTS 和 $RKLB 一个月跌40%。 ——热门AI股 $PLTR 年内跌约35%。 ——软件 $CRM 跌
去哪看 $AXTI 的完整时间线？
全部提及推文的中文时间线、每日推演、博主多空表态筛选，在 Serenity 持仓雷达里查看。相关工具：卡点猎手研究方法 · 策略回测器 · 催化剂雷达 · 深度长文。
进入持仓雷达，看 $AXTI 完整动态 →常见问题
$AXTI 为什么会出现在 AI 供应链追踪名单里？
$AXTI 出现在 Serenity 持仓雷达里，是因为它被我们追踪的海外 AI 供应链博主公开提及过，累计 517 次，归类在「科技」板块。首次提及时间是 2025-12-22。上游卡点经典案例。2025年12月建仓（当时市值约 $7亿）：AXT 生产 InP 磷化铟衬底，是整条光子链（AXTI 衬底 → IQE 外延片 → AAOI/LITE/SIVE 激光器）的最上游。至2026年4月回报超 +1057%，路透社 InP 短缺报道于6月印证论点。6月15日：中国放松 InP 衬底出口，缓解
海外大 V 最近怎么看 $AXTI？
最近 7 天 $AXTI 被提及 6 次，本周的整体态度是「未表态」。这是对公开帖文的统计与翻译，不是我们自己的推荐。
$AXTI 从被提及到现在涨了多少？
从首次被提及（2025-12-22）到最新收盘，$AXTI 的区间涨幅是 258.6%。这只是价格统计，不代表任何人的实际收益。
$AXTI 对应的 A 股有哪些？
按产业链环节对应，和 $AXTI 相关的 A 股包括：三安光电、云南锗业、有研新材。这是环节层面的映射，不代表业绩或股价会同步。
$AXTI 这一页的数据多久更新一次？
每天更新一次。个股的提及次数、态度、涨幅、A 股映射都跟着当日的公开帖文和收盘价重算，页面底部的更新时间就是最后一次重建的日期。
Serenity 持仓雷达对 $AXTI 的看法算投资建议吗？
不是。Serenity 持仓雷达只做公开信息的整理、翻译和统计，不提供投资建议、不代客理财、不推荐买卖。所有判断和后果由你自己承担。
本工具仅做公开信息整理，不构成任何投资建议。数据更新于 2026-09-04。