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化铟衬底材料市场高度集中且被国外垄断，主要厂商有日本住友电工、美国AXT、日本JX等，合计占95%以上产能。国内磷化铟起步晚，仍处于追赶中，云南锗业旗下鑫耀半导体已经实现4英寸磷化铟衬底的供货。　　值得注意的是，磷化铟相关概念股股价大幅上涨，美股磷化铟龙头AXT从2025年4月下旬以来，股价累计涨幅超过60倍。美股光芯片龙头Lumentum从2025年4月下旬以来涨幅也超过16倍，其在3月宣布将新

切的2年期国债下跌1个基点至3.88%。　　个股方面，苹果大涨3.24%，公司给出稳健营收预期，iPhone17与MacBook Neo需求强劲，苹果董事会同时宣布提高季度股息，并批准最高1000亿美元的股票回购计划。Wedbush Securities在一份报告中称，尽管Mac机型供应紧张的状况可能持续数月，但苹果2026 财年第三季度营收指引仍远高于市场预期。　　明星科技股涨多跌少，特斯拉涨2

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