8月6日周三盘前，人工智能基础设施连接解决方案提供商Astera Labs, Inc.（股票代码：ALAB）股价大涨16.94%，主要受益于公司发布的强劲第二季度财报。
根据Astera Labs公布的2025财年第二季度业绩报告，公司调整后每股收益（EPS）达0.44美元，大幅超越分析师平均预期的0.32美元。季度营收同比劲增149.7%，达到1.9193亿美元，同样超过了分析师预期的1.7254亿美元。此外，公司报告的季度净利润为5122万美元，展现出强劲的盈利能力。
Astera Labs在人工智能基础设施连接解决方案方面的强劲需求推动了公司业绩的显著增长。公司非GAAP毛利率达到76%，同比增长110个基点，非GAAP营业利润率为39.2%，增长550个基点。这些数据凸显了公司在快速发展的人工智能市场中的竞争优势。
展望未来，Astera Labs对2025年第三季度提供了乐观的收入指引，预计在2.03亿至2.1亿美元之间，环比增长6%至9%。公司预计其Scorpio X系列和UA Link解决方案将继续扩展，有望进一步推动未来增长。分析师普遍对该公司保持乐观态度，目前平均评级为"买入"。然而，考虑到公司股价今年以来已上涨4.1%，第二季度更是大涨52.5%，投资者在做出投资决策时仍需谨慎。
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