异动解读｜Astera Labs盘前上涨5.02%，Leo X新品发布叠加高盛上修光模块需求预期延续反弹

行情直击09-17

9月17日，Astera Labs盘前上涨5.02%，报282.23美元/股，成交额1433.41万美元，延续前一交易日涨势。

消息面上，Astera Labs于当地时间15日正式发布Leo X系列智能内存控制器，该产品专为AI加速器侧内存需求设计，可与Scorpio网络交换芯片配套使用，将首词元延迟缩短多达62%、词元吞吐量提升多达22%。同时，高盛大幅上修2027/2028年800G及以上光模块需求至1.44亿只和1.71亿只，DSP、激光器等关键原材料持续紧缺，1.6T价格有望维持在700美元以上，光通信概念股普涨。此外，D-Matrix近期宣布与Astera Labs在英伟达NVLink Fusion生态系统内展开合作，进一步巩固其在AI互连领域的生态布局。多重利好共振推动公司股价持续走强。

（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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