智通财经APP获悉，摩根士丹利分析师Joseph Moore近日将Astera Labs(ALAB.US)的目标价从155美元大幅上调至200美元，并维持对该股的增持评级。他在一份聚焦扩展网络技术的深度报告中指出，机架规模AI业务正以惊人速度创造价值，预计为Astera Labs、英伟达(NVDA.US)、博通(AVGO.US)、迈威尔科技(MRVL.US)等企业带来170亿美元的全新市场机遇。
报告明确区分了"扩展网络"的技术内涵：该技术聚焦于同一服务器或机架内GPU与加速器之间的高速通信，通过实现内存共享与协同计算，使多芯片系统能够像单台超级计算机般运行。这与传统数据中心架构中跨系统连接的扩展网络存在本质差异，前者更强调芯片级的高效协同。
作为全球半导体领域的新锐企业，Astera Labs专注于为人工智能和云基础设施提供硬件与软件解决方案，核心业务覆盖中国台湾省、中国大陆、美国及多个海外市场，致力于突破数据传输、内存访问及网络通信的瓶颈问题。
尽管摩根士丹利充分认可其增长潜力，但报告同时强调，在人工智能投资领域，仍存在其他更具回报确定性且下行风险可控的标的。
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