7月9日，Astera Labs盘中上涨6.66%，报428.72美元/股，成交额2.32亿美元。消息面上，公司宣布将召开电话会议审查第二季度财务业绩，叠加半导体板块持续回暖，共同提振市场情绪。同板块中美光科技涨7.34%、美国超微公司涨6.22%、英特尔涨5.42%、博通涨2.1%。
美银证券近期发布半导体产业报告指出，近期半导体类股回调属于市场正常修正，而非AI需求转弱的讯号，预估到2027年全球云端运算及AI基础建设资本支出将逼近1.5万亿美元。此前公司因多名董事密集披露合计超1.7亿美元的减持计划曾累计大跌超14%，短期超跌后资金持续回补。此外，近期瑞银将公司目标价从205美元大幅上调至400美元，美银证券将目标价从240美元上调至450美元，持续提振市场信心。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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