异动解读｜Astera Labs盘中上涨4.63%，Anthropic与AWS千亿美元算力协议提振产业链

行情直击05-28

5月28日，Astera Labs盘中上涨4.63%，报336.53美元/股，成交额1.78亿美元。消息面上，Anthropic与AWS签订十年1000亿美元算力协议，摩根大通指出Astera Labs作为亚马逊关键供应商，为Trainium 2供应交换机与信号调理产品，下半年将放量Trainium 3相关产品并有望参与Trainium 4协议开发，直接受益于该协议。

此外，公司宣布将在Computex上举办新闻发布会及技术演示，管理层表示其芯片及光学方案已融入全球近90%的AI计算集群，Scorpio X系列进入量产爬坡期。尽管此前Northland下调评级至"与大市同步"一度令股价承压，但千亿级订单催化叠加产品放量预期，推动股价反弹走高。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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