8月17日 - ** 半导体互联公司Astera Lab（股票代码： ALAB.O）的股价在盘前交易中上涨5.7%，至339.81美元
** 券商Northland Capital将ALAB的评级从“与大盘持平”上调至“跑赢大盘”
** 预计盈利将进一步上调，且人工智能基础设施支出周期将长于预期，同时该公司在每个服务器机架中的价值占比将持续提升
** 指出该公司在AI基础设施的信号调理领域也占据有利地位
** 该机构补充称，由谷歌 GOOGL.O、博通 AVGO.O 等公司支持的、针对Anthropic的2,000亿美元AI基础设施融资，以及英伟达 NVDA.O 与其他合作伙伴共同推进的5,000亿美元私募资本计划，将推动AI支出峰值延后至2027年
** 对少数终端客户的过度依赖、供应链依赖性以及半导体行业普遍存在的周期性波动，可能对ALAB构成风险
** 23家券商中有16家给予“买入”或更高评级，7家给予“持有”评级；目标价中位数为425美元——LSEG数据
** 截至上一交易日收盘，该股年内累计上涨93.3%
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