Astera Labs今日盘中大跌6.97%，引起了市场的广泛关注。
消息面上，瑞银近日首次覆盖Astera Labs，给予“中性”评级，目标价设定为180美元，低于当前股价约10%。瑞银指出，尽管公司受益于AI高速互连赛道的高景气度，且主要客户亚马逊与Anthropic签署了价值1000亿美元的合作协议带来利好，但在高速增长背景下竞争压力加大，澜起科技等对手在DDR5及CXL领域持续追赶，Astera Labs的市占率已从垄断性的86%降至约75%。
此外，该股近一个月涨幅高达约86%，瑞银偏保守的评级叠加前期获利了结压力，成为股价回调的重要催化因素。
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