异动解读 | 投行集体上调目标价叠加AI算力协议利好,Astera Labs盘前大涨5.24%

异动解读
May 06

人工智能高速互连解决方案供应商Astera Labs(ALAB)今日盘前股价大幅上涨5.24%,引起了市场的广泛关注。

消息面上,此次股价上涨主要受到多家华尔街顶级投行同时上调其目标价的直接推动。根据最新发布的研究报告,杰富瑞(Jefferies)将Astera Labs的目标价从225美元上调至270美元,摩根大通(JPMorgan)将其目标价从205美元大幅上调至280美元,加拿大皇家银行资本市场(RBC Capital Markets)也将其目标价从250美元上调至270美元。分析师们普遍看好该公司在AI基础设施领域的核心地位和增长前景。

此外,行业层面的重大利好也为股价提供了强劲支撑。此前,人工智能公司Anthropic与亚马逊云科技(AWS)签署了价值高达1000亿美元的长期算力合作协议,这一消息显著提振了整个AI算力及上游产业链的投资情绪。Astera Labs作为AI高速互连芯片的关键供应商,尤其是亚马逊自研AI芯片Trainium系列的核心合作伙伴,被市场普遍认为将直接受益于此次超大规模的基础设施投资。同时,市场对该公司即将公布的2026年第一季度财报也抱有积极的增长预期,进一步增强了投资者的信心。

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