7月30日，Astera Labs盘中上涨13.29%，报280.85美元/股，成交额1.71亿美元。
消息面上，韩国AI芯片企业FuriosaAI正与Supermicro探索16卡AI服务器托盘设计，该方案将选用Astera Labs的高通道数交换芯片，将NIC与Switch的比例从4:1提升至16:1，显著扩大公司产品在AI服务器互联场景中的渗透率。此外，三星、SK海力士和美光均已缩减或放弃CXL控制器自研计划，设计主导权正向Astera Labs等独立芯片设计公司转移，进一步巩固公司在高速互联赛道的竞争壁垒。
板块层面，半导体行业集体强势反弹，美光科技涨11.37%、SK海力士涨11.28%、英特尔涨10.66%、美国超微公司涨10.57%、英伟达涨1.69%，做多情绪显著修复，Astera Labs作为高Beta光互联标的弹性放大。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.