异动解读｜Astera Labs盘中上涨9.87%，巴克莱上调目标价叠加AI服务器新设计方案采用其芯片

行情直击07-31

7月31日，Astera Labs盘中上涨9.87%，报330.0美元/股，成交额2.3亿美元。

消息面上，巴克莱将Astera Labs目标价由200美元上调至325美元，看好AI算力扩张带动高速互联芯片需求持续放量。同时，韩国AI芯片企业FuriosaAI正与Supermicro探索16卡AI服务器托盘设计，该方案选用Astera Labs高通道数交换芯片，将NIC与Switch比例从4:1提升至16:1。此外，三星、SK海力士和美光均已缩减或放弃CXL控制器自研计划，设计主导权正向Astera Labs等独立芯片设计公司转移，进一步巩固公司竞争壁垒。公司将于8月4日盘后公布季度财报，市场预期EPS为0.42美元，财报窗口临近亦提振交投情绪。板块层面，半导体行业个股普遍走强，英特尔涨5.64%、SK海力士涨4.58%、美国超微公司涨4.2%、美光科技涨4.16%。

（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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