异动解读|Astera Labs盘中上涨8.67%,Northland上调评级至跑赢大盘叠加半导体板块回暖共振

行情直击
Aug 17

8月17日,Astera Labs盘中上涨8.67%,报352.38美元/股,成交额1.73亿美元。

消息面上,Northland Securities将Astera Labs评级从"与大盘持平"上调至"跑赢大盘",目标价定为350美元。叠加此前加皇银行上调目标价至500美元、摩根士丹利上调目标价至335美元,多家机构持续看多形成共振。半导体板块整体回暖,美光科技涨4.66%、SK海力士涨3.84%,行业修复态势延续。

基本面方面,Astera Labs此前Q2业绩大超预期,调整后EPS为0.80美元(预期0.69美元),营收3.924亿美元(预期3.607亿美元),Q3指引5.4亿至5.6亿美元远超市场预期4.17亿美元,AI基础设施强劲需求持续支撑估值上行。

(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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