5月20日，Astera Labs盘中上涨6.42%，报264.915美元/股，成交额2.91亿美元。
消息面上，公司公布强劲的第一季度财报，净利润同比增长152%，营收、利润、毛利率及指引实现"四重超预期"，Q2业绩指引大幅上调，引发市场对AI基础设施连接需求加速增长的乐观预期。加拿大皇家银行维持"跑赢大盘"评级，目标价上调至250美元，预计公司将受益于亚马逊Trainium3部署。管理层表示，公司产品已被整合进全球近90%的AI计算服务器和集群中，Scorpio及UALink/PCIe领域TAM已超200亿美元。不过，分析师提示AI资本支出放缓风险及72倍远期市盈率的高估值压力。
（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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