消息面上,Northland Capital Markets此前将Astera Labs评级从"跑赢大盘"下调至"与大市同步",理由是公司估值偏高,同时市场对超大规模云服务商在2027年削减人工智能基础设施支出的担忧日益加剧。据FactSet数据,该股当前均价目标为246.01美元,远低于现价,估值压力显著。尽管公司宣布将在Computex上举办新闻发布会及技术演示,但评级下调影响仍在延续,股价连续多日在盘前反弹后遭遇抛压回落。
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