光通信芯片公司Astera Labs, Inc. (ALAB) 今日盘中股价大幅上涨11.12%，表现显著强于大盘。
消息面上，此次上涨主要受到人工智能基础设施需求预期升温的推动。亚马逊公司宣布与人工智能公司Anthropic达成一项里程碑式协议，立即追加投资50亿美元，并计划未来追加投资至多200亿美元。作为交换，Anthropic承诺在未来十年内向亚马逊云服务（AWS）采购超过1000亿美元的计算资源。这一巨额订单锁定了长期的云算力需求，市场预期将显著带动AI算力基础设施的资本开支。
Astera Labs作为数据中心高速连接解决方案的核心供应商，其产品直接应用于AI基础设施。摩根大通等华尔街分析师指出，亚马逊-Anthropic交易提高了亚马逊自研AI芯片Trainium生态系统的近期和中期能见度，而Astera Labs向亚马逊供应相关组件，因此其收入前景得到改善。此外，加拿大皇家银行将Astera Labs的目标股价从225美元上调至250美元，进一步增强了投资者的信心。在AI投资热潮持续以及光通信板块整体走强的背景下，Astera Labs受到市场资金的重点关注。
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