智通财经APP获悉，Stifel分析师Tore Svanberg重申对Astera Labs(ALAB.US)的“买入”评级，并将其目标价定为 174 美元。该评级反映了该机构乐观地认为，Astera Labs 能够有效应对潜在的供应链限制，尤其是在涉及台积电(TSM.US)先进制程节点方面。
Stifel强调，台积电早期对该公司进行的投资，帮助其在全行业产能短缺的情况下仍能确保获得制造产能。Astera Labs 致力于设计、制造和销售基于半导体的云和人工智能基础设施连接解决方案。
Stifel分析师称：“我们认为，Astera Labs仍处于有利地位，能够继续有效应对潜在的供应链限制，尤其是在台积电的先进制程方面。台积电对 Astera Labs的早期投资，加上该公司客户与台积电客户群的重叠，也有助于确保产能，从而在行业普遍面临基板和制造紧张的情况下，支持公司的快速发展。”
更多港股重磅资讯，下载智通财经app
更多港股及海外理财资讯，请点击www.zhitongcaijing.com（搜索“智通财经”）；欲加入智通港股投资群，请加智通客服微信(ztcjkf)
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.