异动解读|Astera Labs夜盘上涨3.17%,强劲财报与AI互连需求驱动涨势延续

行情直击
May 26

5月26日,Astera Labs夜盘上涨3.17%,报317.98美元/股,成交额108.67万美元,延续此前财报发布后的多日连涨走势。

消息面上,公司此前公布的第一季度业绩大超预期:营收3.084亿美元,同比增长93%,主要受PCIe 6产品组合强劲需求推动;非GAAP净利润1.101亿美元,毛利率保持76%以上。更为关键的是,公司给出的第二季度营收指引为3.55亿至3.65亿美元,比华尔街预期高出至少16%。管理层表示,公司芯片、光学器件及软件已融入全球近90%的AI计算服务器和集群,Scorpio及UALink/PCIe领域潜在市场规模超200亿美元。加拿大皇家银行维持"跑赢大盘"评级并上调目标价至250美元,市场持续看好AI基础设施互连赛道的结构性增长机遇。

(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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