大行评级｜Northland Capital：下调英特尔和Astera Labs评级至“与大市同步”

中金财经05-26

　　Northland Capital Markets将英特尔和Astera Labs的评级下调至“与大市同步”，理由是两家公司估值偏高，同时市场对超大规模云服务商在2027年削减人工智能基础设施支出的担忧日益加剧。　　

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