异动解读|Astera Labs盘中上涨3.04%,Computex技术展示叠加AI芯片板块回暖提振

行情直击
Jun 02

6月2日,Astera Labs盘中上涨3.04%,报335.08美元/股,成交额1.77亿美元。

消息面上,公司正于Computex展会举办新闻发布会及技术演示,管理层透露其芯片及光学方案已融入全球近90%的AI计算集群,Scorpio X系列进入量产爬坡期。此外,Anthropic与AWS此前签订十年1000亿美元算力协议持续提振产业链情绪,摩根大通指出公司为Trainium 2供应交换机与信号调理产品,下半年将放量Trainium 3相关产品并有望参与Trainium 4协议开发。同业迈威尔科技当日大涨21.5%、博通涨4.51%,AI半导体板块整体回暖对股价形成有力支撑。

(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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