Astera Labs, Inc. (ALAB) 今日盘中大涨5.16%，引起了市场的广泛关注。
消息面上，花旗发布最新研报，虽然将Astera Labs的目标价从250美元下调至200美元，但重申了对该股的“买入”评级。花旗表示，此次调整主要基于人工智能领域的整体估值考量，但对公司在“Scorpio”产品线上的机遇仍持乐观态度，认为其增长逻辑未变。分析师指出，随着AI规模扩展，Astera Labs作为AI数据中心高性能连接解决方案的提供商，有望显著受益于基础设施需求的增长，并预计其业务向PCIe交换机的转型将显著提升未来盈利水平。
市场分析认为，花旗报告中对公司长期前景的肯定，以及对其在AI生态系统中核心赋能者地位的认可，是推动股价在盘中走强的主要因素。
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