异动 | 迈威尔科技、光通信龙头夜盘强势,Aevex盘后续涨超11%

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周二夜盘时段,迈威尔科技 续涨近3%,月内已暴涨近50%。 谷歌正与迈威尔科技洽谈合作,共同开发两款新型芯片,旨在提升人工智能模型运行效率。

光通信股 Astera Labs, Inc. 夜盘涨超5%。

光通信股 Credo Technology Group Holding Ltd 夜盘涨超3%。Credo近日宣布同意收购硅光子企业DustPhotonics,旨在打造涵盖SerDes、数字信号处理(DSP)、硅光子及系统集成在内的垂直整合连接技术栈,全面覆盖AI基础设施中电互连与光互连的全链路需求。

阿拉斯加航空集团有限公司 夜盘跌超3%。公司撤回了其全年盈利预测。原因是与伊朗冲突相关的航空燃油成本急剧上升,挤压了利润空间,并令今年剩余时间的前景蒙上阴影。

无人机概念次新股 Aevex Corp. 盘后再涨超11%,上市两日已累涨67%。Aevex此次强劲的上市表现正值国防类IPO受到关注之际。随着地缘政治紧张局势升级,以及对无人机等低成本自主系统需求上升,国防科技公司正吸引越来越多投资者目光。涉及乌克兰、中东及其他热点地区的冲突,加快了军方对无人化技术的兴趣。

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