异动解读 | Astera Labs盘前大涨5.07%，Computex展会临近叠加强劲财报推动股价

异动解读05-27

Astera Labs(ALAB)今日盘前股价大涨5.07%，引起了市场的广泛关注。

消息面上，公司宣布将在Computex 2026上举办新闻发布会、现场演示和技术讲座，展示其在AI基础设施连接领域的最新进展，这增强了市场对公司技术前景的预期。同时，公司延续了此前发布强劲财报后的涨势。

具体来看，公司第一季度营收达到3.084亿美元，同比增长高达93%，并大幅上调了第二季度业绩指引至3.55亿至3.65亿美元区间，这一指引较华尔街预期高出至少16%。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系列也进入了量产爬坡期，这些积极因素共同推动了股价的上涨。

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