异动解读|Astera Labs盘中上涨3.63%,财报后涨势延续受AI互连需求驱动

行情直击
May 22

5月22日,Astera Labs盘中上涨3.63%,报312.62美元/股,成交额2.29亿美元,延续财报发布后的多日连涨走势。

消息面上,公司此前公布强劲Q1业绩并大幅上调Q2指引,持续推动股价上行。Q1营收3.084亿美元,同比增长93%,非GAAP净利润1.101亿美元,同比增152%,毛利率维持76%以上。Q2营收指引3.55亿至3.65亿美元,较华尔街预期高出至少16%,达成"四重超预期"。加拿大皇家银行维持"跑赢大盘"评级并上调目标价至250美元,预计公司将从亚马逊Trainium3部署中受益。核心产品Scorpio X系列进入量产爬坡期,AI推理经济兴起叠加PCIe 6需求强劲,巩固了其作为超大规模云厂商AI互连核心供应商的地位。

(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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