Astera Labs财报后股价跌超16% 投行聚焦亚马逊合作与盈利结构

智通财经网02-11

智通财经APP获悉，周三，Astera Labs(ALAB.US)成为华尔街关注焦点，多家投行围绕公司最新财报、业绩指引以及与亚马逊(AMZN.US)的合作展开激烈讨论。受相关不确定性影响，Astera Labs股价下跌超16%。摩根大通分析师Harlan Sur表示，公司最新季度业绩表现强劲，Scorpio “P”系列、PCIe Gen6重定时器及Taurus网络连接产品持续放量，指引也好于预期...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211230454a4989512&s=b><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，周三，Astera Labs(ALAB.US)成为华尔街关注焦点，多家投行围绕公司最新财报、业绩指引以及与亚马逊(AMZN.US)的合作展开激烈讨论。受相关不确定性影响，Astera Labs股价下跌超16%。摩根大通分析师Harlan Sur表示，公司最新季度业绩表现强劲，Scorpio “P”系列、PCIe Gen6重定时器及Taurus网络连接产品持续放量，指引也好于预期...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211230454a4989512&s=b\">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":"LU0127658192.USD","symbol_name":"EASTSPRING INVESTMENTS GLOBAL TECHNOLOGY \"A\" (USD) 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Gen6重定时器及Taurus网络连接产品持续放量，指引也好于预期。但他同时指出，亚马逊获得公司认股权证、SKU结构不利以及硬件销售占比提升，可能拖累未来毛利率；此外，并购与研发投入加速将推高短期费用。Sur维持“增持”评级，但将目标价下调至205美元。摩根士丹利分析师Joseph Moore认为，Astera营收增长强劲，但被激进扩张计划部分抵消；上半年处于过渡期，后续与亚马逊Trainium 3相关的Scorpio X放量值得期待。其维持“增持”评级和210美元目标价。Needham分析师N. Quinn Bolton指出，亚马逊认股权证交易或带来高达65亿美元的潜在新增收入。尽管估值偏高，Astera专注云与AI基础设施连接，成长性突出，维持“买入”评级，目标价220美元。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"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; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.36.2","shortVersion":"4.36.2","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2610594249","isCrawlerRequest":true}