专注于人工智能基础设施连接解决方案的半导体公司Astera Labs（ALAB.US）今日盘中股价大幅上涨5.63%，引起市场关注。
消息面上，公司此前公布了远超市场预期的第一季度财务业绩，营收达到3.084亿美元，同比增长高达93%，毛利率维持在76%以上的强劲水平。同时，公司给出了激进的第二季度业绩指引，预计营收将在3.55亿至3.65亿美元之间，非GAAP每股收益预计为0.68至0.70美元，该指引至少比华尔街普遍预期高出16%。
此外，Astera Labs作为AI连接领域的核心供应商，其芯片、光学及软件产品已被整合进全球近90%的AI计算服务器和集群中。公司持续扩展产品生态系统，推出了Scorpio X系列智能交换器，并推进UALink 2.0规范，其在相关领域的总体潜在市场规模已超过200亿美元。加拿大皇家银行（RBC）也维持了对该股的“跑赢大盘”评级，并将目标价上调至250美元，进一步提振了市场信心。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.