[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio68781ac6":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":77},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcio68781ac6","AI“隐形赢家”浮出水面！Astera-Labs(ALAB)年内涨幅碾压标普500-Q1财报炸裂、指引超预期","\u002Fdoc\u002Fdcio68781ac6","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，专注于为云计算和AI人工智能基础设施设计和制造基于半导体的连接解决方案的Astera Labs(ALAB)股价周二收涨13.3%，升至约244美元，使其2026年以来累计涨幅超过46%，远远跑赢同期仅上涨7.42%的标普500指数。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">此次上涨正值投资者进一步加码人工智能(AI)基础设施主题交易。此前Astera Labs公布了强劲的第一季度业绩，并大幅上调了下一季度业绩指引。 财报显示，Astera Labs第一季度营收为3.084亿美元，环比增长14%、同比增长93%。首席执行官Jitendra Mohan表示，这主要受其PCIe 6产品组合需求强劲推动。按美国通用会计准则(GAAP)计算，净利润为8030万美元;按非GAAP口径计算，净利润达到1.101亿美元。无论是GAAP还是非GAAP口径，毛利率均保持在76%以上的高水平。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Astera Labs同时还以激进的第二季度业绩指引令投资者印象深刻。该公司预计第二季度营收将在3.55亿至3.65亿美元之间，非GAAP每股收益(EPS)预计为0.68至0.70美元。分析师指出，该业绩展望至少比华尔街预期高出16%，凸显出公司作为超大规模云服务商AI连接解决方案核心供应商的重要地位。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">推动Astera Labs股价上涨的最重要因素在于，这家AI连接芯片厂商持续扩展其产品生态系统，推出了Scorpio X-Series智能Fabric交换机，并推进UALink 2.0规范的发展。管理层表示，公司目前的芯片、光学器件以及软件产品，已被整合进全球近90%的AI计算服务器和集群中。与此同时，其在Scorpio及UALink\u002FPCIe领域的总体潜在市场规模(TAM)已超过200亿美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">随着AI和云计算的快速发展，数据中心对高性能计算与高效能数据传输的需求持续上升，推动了底层半导体技术的革新。在这一背景下，Astera Labs作为一家专注于数据中心互联解决方案的半导体公司，逐渐成为AI基建生态中的关键参与者。公司提供一系列高性能链接产品，在提升系统间数据吞吐效率、降低延迟方面发挥了重要作用。通过与英伟达、AMD、英特尔、亚马逊等行业头部企业的深度合作，Astera Labs在AI和云计算基础设施中占据了独特而重要的位置。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Astera Labs提供的核心产品之一就是数据和内存连接半导体。Astera Labs通过设计和提供这些关键的连接半导体，提高数据中心内部不同软硬件之间的连接效率和速度，帮助云服务提供商和企业客户连接他们的服务器芯片、内存、存储和网络设备，使得数据中心能够更有效地支持AI计算和其他高性能计算需求，优化数据传输和处理速度，从而加快AI应用的运行和响应时间。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">不过，分析师同时警告称，AI资本支出放缓、与亚马逊相关的认股权证交易、以及Astera Labs高达72倍的远期市盈率估值，仍然是关键风险因素，尽管市场对其长期增长前景依然看好。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":78,"search":79,"searchPlaceholder":79,"hotContent":80,"draft":81,"noData":82,"searchNoData":83,"edit":84,"editVideo":85,"courseContent":86,"more":87,"buyNow":88,"subscribeNow":89,"encoding":90,"paidContent":91},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]