🇺🇸 SECAXT Inc.Codex · 实盘不做把握 8/10
北京时间·🕒 发布 04:17:53时区推断·⟳ 抓取 08-03 13:28:52·⚡ 决策 07-30 04:19:53 −4d09h·89.4 天前
AXT向SEC提交与Lumentum长期InP衬底供货协议相关8-K文件
本次SEC信号抓取到的是AXT同一长期InP衬底供货协议的8-K文件目录，实质催化已在近72小时内被系统处理。
📄 原文AXT Inc.↗ 原文
Item 1.01 Entry into a Material Definitive Agreement · Item 9.01 Financial Statements and Exhibits
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不做 AXT Inc.（AXTI.US）
近72小时已处理同一具体催化“AXT与Lumentum签订长期InP衬底供货协议”，本条SEC 8-K目录页属于重复披露，不再重复出交易。
不做 Lumentum（LITE.US）
同一长期供货协议已由前序事件覆盖，本条未提供新增金额、条款或指引修正，避免重复交易。
不做 云南锗业（002428.SZ）
二阶映射标的已在前序同一催化中处理，本条SEC目录页不是新增催化，不重复建仓。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 medium · price-in 风险 high ↗
消息传播链
- 2026-07-29首发AXT投资者关系/已处理事件库声称一手 · 未核验系统近72小时记录已命中同一具体催化：AXT与Lumentum签订长期InP衬底供货协议。
- AXT提交8-K相关文件目录，包含axti20260715_8k.htm和ex_993544.htm，但当前信号本身是同一协议的后续披露入口。
关键理由
- 本次SEC信号抓取到的是AXT同一长期InP衬底供货协议的8-K文件目录，实质催化已在近72小时内被系统处理。
- 已处理记录显示07-29 13:13已有“AXT与Lumentum签订长期InP衬底供货协议”决策，标的覆盖AXTI.US、LITE.US和002428.SZ。
主要风险
- 重复推送同一具体供货协议会造成交易卡片重复和风控窗口重复延长。
工具调用 · 历史记录,结果未知(1 种)
- search_processed_events · 结果未知
原文全文
展开原文 · 1,694 字
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axti20260715_8k.htm
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axti20260715_8k_htm.xml
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Directory Listing /Archives/edgar/data/1051627/000143774926024883
Parent Directory
Name
Size
Last Modified
0001437749-26-024883-index-headers.html
2026-07-29 16:17:53
0001437749-26-024883-index.html
0001437749-26-024883.txt
0001437749-26-024883-xbrl.zip
12680
axti-20260726.xsd
3579
axti-20260726_def.xml
11424
axti-20260726_lab.xml
15310
axti-20260726_pre.xml
11584
axti20260715_8k.htm
26924
axti20260715_8k_htm.xml
2823
axtlogo01.jpg
6449
ex_993544.htm
9114
FilingSummary.xml
1756
MetaLinks.json
25306
R1.htm
38309
report.css
2767
Show.js
1085
Site Map
Accessibility
Contracts
Privacy
Inspector General
FOIA
No FEAR Act & EEO Data
Open Government
Plain Writing
Links
USA.gov
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