熱門資訊> 正文
AXT同意Lumentum交易
2026-07-30 21:03
- AXT (AXTI) shares rose more than 10% in premarket trading on Thursday after it announced an agreement with Lumentum Operations, LLC to supply indium phosphide wafer substrates.
- Under terms of the deal, AXT has agreed to reserve a minimum annual amount of indium phosphide for Lumentum, with the deal running through Dec. 31, 2031, the company said in a statement. Lumentum will provide AXT with an initial deposit of $43.5M within 30 days after the agreement and a second tranche of $43.5M to be determined during the 2028 calendar year.
- AXT is scheduled to announce second-quarter results after the close of trading on Thursday.
More on AXT, Lumentum
- AXT Benefits From Higher Demand For Indium Phosphide
- AXT Q2 Earnings Preview: I Was Much Too Early, But The AI Inflection Point Has Arrived
- Lumentum: AI Shovel With Premium Growth Prospects; Dip Buying Opportunity Ahead
- AXT Q2 2026 Earnings Preview
- Quant snapshot: Bandwidth and Centene Corporation lead top-rated names as Bank of Marin Bancorp and Axos Financial Dynamics lag
推薦文章
港股周報 | 黃金股狂飆！靈寶黃金周升24%；段永平「被動減持」泡泡瑪特；藥明康德升近20%創新高
一周財經日曆 | 重磅財報周！騰訊、Lumentum、中芯國際輪番登場！美國7月CPI攜零售數據來襲
8月8日外盤頭條：伊朗內部辯論霍爾木茲協議措辭 非農爆冷削弱加息預期 SpaceX將自建發電廠保障電力供應
Palantir股價將創下自2024年以來最佳單周表現，該股已不再是AI領域的失意者
7月非農就業數據走弱，支持美聯儲維持利率不變，但加息選項並未徹底排除
美股前瞻 | 聚焦20：30！市場靜候7月非農數據；特朗普政府擬加碼佈局關鍵礦產；應用光電計劃大規模擴產，光通信盤前集體飆升
港股異動 | 創新葯概念再度走強，再鼎新葯勁升14%，Q2產品收入環比增長11%；藥明生物升逾5%，百濟神州升逾3%
港股異動 | AI硬件股多數上漲，建滔積層板、勝宏科技漲逾5%，兆易創新漲逾3%；南方兩倍做多海力士跌逾9%
風險及免責提示：以上內容僅代表作者的個人立場和觀點，不代表華盛的任何立場，華盛亦無法證實上述內容的真實性、準確性和原創性。投資者在做出任何投資決定前，應結合自身情況，考慮投資產品的風險。必要時，請諮詢專業投資顧問的意見。華盛不提供任何投資建議，對此亦不做任何承諾和保證。
