Astera Labs（ALAB）今日盘中大涨5.10%，引起了市场的广泛关注。
消息面上，公司此前公布了强劲的第一季度业绩，并大幅上调了下一季度业绩指引。第一季度营收达3.084亿美元，环比增长14%、同比增长93%，主要受PCIe 6产品组合需求强劲推动。净利润表现优异，非GAAP口径下达到1.101亿美元，毛利率保持在76%以上的高水平。
同时，公司给出了激进的第二季度业绩指引，预计营收将在3.55亿至3.65亿美元之间，非GAAP每股收益预计为0.68至0.70美元，该指引至少比华尔街预期高出16%。此外，公司持续扩展产品生态系统，推出了Scorpio X-Series智能Fabric交换机，并推进UALink 2.0规范的发展。管理层表示，其芯片、光学器件及软件产品已被整合进全球近90%的AI计算服务器和集群中，潜在市场规模已超过200亿美元。这些积极因素共同推动了股价的上涨。
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