大摩：英伟达(NVDA.US)联盟英特尔(INTC.US)或对Astera Labs(ALAB.US)造成冲击

智通财经09-19

智通财经APP获悉，摩根士丹利表示，英特尔(INTC.US)与英伟达(NVDA.US)达成的PC及数据中心芯片联合研发协议，可能会对Astera Labs(ALAB.US)产生重大影响，但目前尚无法明确具体影响方向及程度。摩根士丹利分析师在致客户的报告中指出：“尽管今年早些时候英伟达发布NVLink Fusion技术的首批公告中并未提及英特尔，但我们始终认为，这项技术是英伟达为抢占更大规模‘服务器...

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href=http://www.zhitongcaijing.com/content/detail/1347520.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，摩根士丹利表示，英特尔(INTC.US)与英伟达(NVDA.US)达成的PC及数据中心芯片联合研发协议，可能会对Astera Labs(ALAB.US)产生重大影响，但目前尚无法明确具体影响方向及程度。摩根士丹利分析师在致客户的报告中指出：“尽管今年早些时候英伟达发布NVLink Fusion技术的首批公告中并未提及英特尔，但我们始终认为，这项技术是英伟达为抢占更大规模‘服务器...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1347520.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0724617625.USD","symbol_name":"BGF GLOBAL ALLOCATION \"A4\" (USD) 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Fusion技术的合作方，未来仍有可能在该技术生态中保留业务参与空间，但具体合作细节目前仍不清晰。此外，英特尔与英伟达的合作项目距离实际落地尚需数年时间。不过摩根士丹利分析师补充称，半导体行业这一“结构性变革”，“恰恰凸显了‘芯片互联技术’的重要性，以及‘机架级计算’模式的优势”。截至发稿，周五盘前交易中，Astera Labs股价下跌2.4%。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"corporation","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":1,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; 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