Astera Labs (ALAB) 今日盘前股价大幅上涨5.28%，引起了市场的广泛关注。
消息面上，公司正在Computex展会上举办新闻发布会并进行技术演示，管理层透露其芯片及光学方案已应用于全球近90%的AI计算集群，且Scorpio X系列产品已进入量产爬坡阶段。此外，Anthropic与AWS此前签订的十年1000亿美元算力协议持续为整个产业链带来积极情绪。摩根大通指出，Astera Labs为Trainium 2供应交换机与信号调理产品，预计下半年将开始放量Trainium 3相关产品，并有望参与Trainium 4的协议开发。同时，同业公司如博通股价也表现强劲，AI半导体板块整体回暖为Astera Labs的股价提供了有力支撑。
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