<p><strong>Astera Labs Inc</strong> (NASDAQ: ALAB) 的股票在周四交易中下跌，延续了周三的 steep losses，投资者重新评估了这家芯片设计公司的最新业绩和指引。</p>
<p>周四，科技股也出现下跌，此前 <strong>Cisco Systems</strong> 发布 了谨慎的利润展望，重新点燃了投资者对与 AI 交易相关利润可持续性的担忧。</p>
<p>以下是投资者 需要了解的 事项。</p>
<ul>
<li><strong>Astera Labs 的股票正在从近期水平回落。为什么 ALAB 股票下跌？</strong></li>
</ul>
<h3><strong>ALAB 股票延续财报后的下滑</strong></h3>
<p>周三，ALAB 股票下跌近 20%，因为公司公布了第四季度收入为 2.706 亿美元，超过华尔街 2.495 亿美元的预期，调整后的每股收益为 58 美分，而预期为 51 美分。</p>
<p>管理层还 预测 第一季度销售额为 2.86 亿至 2.97 亿美元，远高于市场共识，但乐观的展望并未阻止短期内的抛售。</p>
<h3><strong>获利回吐、CFO 变动施压股价</strong></h3>
<p>部分回调似乎与获利回吐有关，因为 Astera Labs 在过去一年中上涨超过 40%，使得估值相对于同行显得较高。</p>
<p>公司还宣布了领导层变动，长期财务主管 <strong>Mike Tate</strong> 将辞职，成为战略顾问，而 <strong>Desmond Lynch</strong> 将于 3 月初接任 CFO 职位。</p>
<p>一些投资者可能会将这一过渡，以及对利润和硬件组合的担忧，视为锁定收益的理由，尽管业绩超出预期。</p>
<h3><strong>AI 数据中心需求支持 Astera Labs 的长期前景</strong></h3>
<p>华尔街并未放弃这个故事。摩根大通重申了对 Astera Labs 的增持评级，同时将其目标价从 215 美元下调至 205 美元，理由是短期压力，但对 AI 基础设施的强劲需求。</p>
<p>该公司强调了 Astera 的 Scorpio 和 Taurus 连接芯片的采用，这些芯片帮助客户（包括 <strong>Nvidia</strong>、<strong>AMD</strong>、<strong>Amazon</strong> 和 <strong>Google</strong>）进行数据中心建设。</p>
<p>分析师 预计 这些产品，加上到 2026 年的更广泛产品线，将推动持续的收入增长，即使管理层面临盈利压力。</p>
<h2><strong>Astera Labs 发出看跌信号</strong></h2>
<p>Astera Labs 当前交易价格比其 20 日简单移动平均线 (SMA) 低 23.1%，比其 100 日 SMA 低 25.1%，表明短期至中期的看跌趋势。</p>
<p>过去 12 个月，股票上涨了 46.62%，目前的价格更接近其 52 周高点而非低点。</p>
<p><img src="https://imageproxy.pbkrs.com/https://zpgxfhfvcajrlgoqdark.supabase.co/storage/v1/object/public/charts/ALAB-price-moving-averages-1770926647493-cqiirjq9x.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="ALAB 的价格与移动平均线图表 - 图表 ID price-ma-ALAB-1770926646524-79py13nsv" width="1200" height="600" original-src="https://imageproxy.pbkrs.com/https://zpgxfhfvcajrlgoqdark.supabase.co/storage/v1/object/public/charts/ALAB-price-moving-averages-1770926647493-cqiirjq9x.png"/></p>
<p>相对强弱指数 (RSI) 为 42.70，属于中性区域，而 MACD 在其信号线下方，表明股票面临看跌压力。</p>
<p><img src="https://imageproxy.pbkrs.com/https://zpgxfhfvcajrlgoqdark.supabase.co/storage/v1/object/public/charts/ALAB-rsi-heatmap-1770926648465-d27p545bc.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="ALAB 的 RSI 热力图时间线图表 - 图表 ID rsi-hm-ALAB-1770926647939-2qte4zopz" width="1200" height="610" original-src="https://imageproxy.pbkrs.com/https://zpgxfhfvcajrlgoqdark.supabase.co/storage/v1/object/public/charts/ALAB-rsi-heatmap-1770926648465-d27p545bc.png"/></p>
<p>中性 RSI 和看跌 MACD 的组合表明动能混合。</p>
<ul>
<li><strong>关键阻力位</strong>：166.50 美元</li>
</ul>
<h2><strong>ALAB 的商业模式</strong></h2>
<p>Astera Labs 设计并提供基于半导体的连接解决方案，服务于云和 AI 基础设施。其智能连接平台集成了半导体技术、微控制器、传感器和软件，以增强性能、可扩展性和数据管理。公司提供的产品包括集成电路、板和模块，面向超大规模数据中心和系统 OEM。</p>
<p>Astera 对 AI 驱动平台的关注使其在快速发展的市场中处于有利位置。公司最近的创新和战略合作伙伴关系对于在对先进 AI 基础设施需求日益增长的情况下保持竞争优势至关重要。</p>
<h2><strong>Benzinga Edge 排名</strong></h2>
<p>以下是 Astera Labs 的 Benzinga Edge 评分卡，突出了其相对于更广泛市场的优势和劣势：</p>
<ul>
<li><strong>价值</strong>：3.86 — 相对于同行交易溢价。</li>
<li><strong>动能</strong>：70.97 — 股票表现优于更广泛市场。</li>
</ul>
<p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/12150215/Screenshot-2026-02-12-at-1.01.42%E2%80%AFPM-1-1024x201.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/12150215/Screenshot-2026-02-12-at-1.01.42%E2%80%AFPM-1-1024x201.png"/></p>
<p><strong>结论：</strong> Astera Labs 的 Benzinga Edge 信号显示出强劲的动能评分，表明该股票目前表现优于市场。然而，低价值评分表明其可能以溢价交易，这可能引发价值投资者的担忧。</p>
<h2>ALAB 股票周四下滑</h2>
<p><strong>ALAB 价格动态：</strong> 根据 Benzinga Pro 数据，Astera Labs 的股票在周四发布时下跌 11.94%，报 126.59 美元。</p>
<p><em>图片来源：Shutterstock</em></p>

动态半导体 ETF - Invesco

ALAB

半导体 ETF - VanEck Vectors

标普半导体 ETF - SPDR

纳斯达克半导体 ETF - First Trust

半导体 3 倍做多 - Direxion

LABX

NXTG

费城交易所 半导体 ETF - iShares

<p>Astera Labs (NASDAQ:ALAB) 的股价在周四下跌近 12%，延续了在强劲财报后的下滑趋势。尽管报告了超过预期的第四季度收入为 2.706 亿美元，并对第一季度持积极展望，但投资者对首席财务官的更换以及在过去一年上涨 40% 后的获利了结表示担忧。分析师对 AI 基础设施的长期需求仍持乐观态度，摩根大通维持了增持评级，但下调了目标价。目前，ALAB 的交易价格显著低于其移动平均线，显示出看跌动能</p>

<p><strong>Astera Labs Inc</strong> (NASDAQ: ALAB) shares are trading lower Thursday, extending steep losses from Wednesday’s session as investors reassessed the chip designer's latest results and guidance.</p>
<div class="lb-trans"><p><strong>Astera Labs Inc</strong> (NASDAQ: ALAB) 的股票在周四交易中下跌，延续了周三的 steep losses，投资者重新评估了这家芯片设计公司的最新业绩和指引。</p>
</div><p>Tech stocks are also lower on Thursday after <strong>Cisco Systems</strong> issued a cautious margin outlook, reigniting investor concerns about the durability of profits tied to the AI trade.</p>
<div class="lb-trans"><p>周四，科技股也出现下跌，此前 <strong>Cisco Systems</strong> 发布 了谨慎的利润展望，重新点燃了投资者对与 AI 交易相关利润可持续性的担忧。</p>
</div><p>Here’s what investors need to know.</p>
<div class="lb-trans"><p>以下是投资者 需要了解的 事项。</p>
</div><ul>
<li><strong>Astera Labs shares are retreating from recent levels. Why is ALAB stock dropping?</strong></li>
</ul>
<div class="lb-trans"><ul>
<li><strong>Astera Labs 的股票正在从近期水平回落。为什么 ALAB 股票下跌？</strong></li>
</ul>
</div><h3><strong>ALAB Stock Extends Post-Earnings Slide</strong></h3>
<div class="lb-trans"><h3><strong>ALAB 股票延续财报后的下滑</strong></h3>
</div><p>ALAB stock slid nearly 20% on Wednesday after the company posted fourth-quarter revenue of $270.6 million, above Wall Street's $249.5 million estimate, and adjusted earnings of 58 cents per share versus 51 cents expected.</p>
<div class="lb-trans"><p>周三，ALAB 股票下跌近 20%，因为公司公布了第四季度收入为 2.706 亿美元，超过华尔街 2.495 亿美元的预期，调整后的每股收益为 58 美分，而预期为 51 美分。</p>
</div><p>Management also projected first-quarter sales of $286 million to $297 million, comfortably ahead of consensus, but the upbeat outlook has not stopped near-term selling.</p>
<div class="lb-trans"><p>管理层还 预测 第一季度销售额为 2.86 亿至 2.97 亿美元，远高于市场共识，但乐观的展望并未阻止短期内的抛售。</p>
</div><h3><strong>Profit-Taking, CFO Transition Pressure Shares</strong></h3>
<div class="lb-trans"><h3><strong>获利回吐、CFO 变动施压股价</strong></h3>
</div><p>Part of the pullback appears tied to profit-taking after Astera Labs surged more than 40% over the past year, leaving valuations elevated versus peers.</p>
<div class="lb-trans"><p>部分回调似乎与获利回吐有关，因为 Astera Labs 在过去一年中上涨超过 40%，使得估值相对于同行显得较高。</p>
</div><p>The company also announced a leadership change, with longtime finance chief <strong>Mike Tate</strong> stepping down to become a strategic adviser and <strong>Desmond Lynch</strong> set to assume the CFO role in early March.</p>
<div class="lb-trans"><p>公司还宣布了领导层变动，长期财务主管 <strong>Mike Tate</strong> 将辞职，成为战略顾问，而 <strong>Desmond Lynch</strong> 将于 3 月初接任 CFO 职位。</p>
</div><p>Some investors may see the transition, along with concerns about margins and hardware mix, as a reason to lock in gains despite the earnings beat.</p>
<div class="lb-trans"><p>一些投资者可能会将这一过渡，以及对利润和硬件组合的担忧，视为锁定收益的理由，尽管业绩超出预期。</p>
</div><h3><strong>AI Data Center Demand Supports Long-Term Case For Astera Labs</strong></h3>
<div class="lb-trans"><h3><strong>AI 数据中心需求支持 Astera Labs 的长期前景</strong></h3>
</div><p>Wall Street is not abandoning the story. JPMorgan reiterated its Overweight rating on Astera Labs while trimming its price target to $205 from $215, citing near-term pressure but strong demand for AI infrastructure.</p>
<div class="lb-trans"><p>华尔街并未放弃这个故事。摩根大通重申了对 Astera Labs 的增持评级，同时将其目标价从 215 美元下调至 205 美元，理由是短期压力，但对 AI 基础设施的强劲需求。</p>
</div><p>The firm highlighted adoption of Astera's Scorpio and Taurus connectivity chips, which help power data-center build-outs at customers including <strong>Nvidia</strong>, <strong>AMD</strong>, <strong>Amazon</strong> and <strong>Google</strong>.</p>
<div class="lb-trans"><p>该公司强调了 Astera 的 Scorpio 和 Taurus 连接芯片的采用，这些芯片帮助客户（包括 <strong>Nvidia</strong>、<strong>AMD</strong>、<strong>Amazon</strong> 和 <strong>Google</strong>）进行数据中心建设。</p>
</div><p>Analysts expect those products, plus a broader pipeline through 2026, to drive continued revenue growth even as management navigates profitability headwinds.</p>
<div class="lb-trans"><p>分析师 预计 这些产品，加上到 2026 年的更广泛产品线，将推动持续的收入增长，即使管理层面临盈利压力。</p>
</div><h2><strong>Astera Labs Signals Bearish Momentum</strong></h2>
<div class="lb-trans"><h2><strong>Astera Labs 发出看跌信号</strong></h2>
</div><p>Astera Labs is currently trading 23.1% below its 20-day simple moving average (SMA) and 25.1% below its 100-day SMA, indicating a bearish trend in the short to medium term.</p>
<div class="lb-trans"><p>Astera Labs 当前交易价格比其 20 日简单移动平均线 (SMA) 低 23.1%，比其 100 日 SMA 低 25.1%，表明短期至中期的看跌趋势。</p>
</div><p>Shares have increased 46.62% over the past 12 months and are currently positioned closer to their 52-week highs than lows.</p>
<div class="lb-trans"><p>过去 12 个月，股票上涨了 46.62%，目前的价格更接近其 52 周高点而非低点。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://zpgxfhfvcajrlgoqdark.supabase.co/storage/v1/object/public/charts/ALAB-price-moving-averages-1770926647493-cqiirjq9x.png" alt="Price with Moving Averages Chart for ALAB - Chart ID price-ma-ALAB-1770926646524-79py13nsv" original-src="https://zpgxfhfvcajrlgoqdark.supabase.co/storage/v1/object/public/charts/ALAB-price-moving-averages-1770926647493-cqiirjq9x.png"/></p>
<p>The RSI is at 42.70, which is considered neutral territory, while the MACD is below its signal line, indicating bearish pressure on the stock.</p>
<div class="lb-trans"><p>相对强弱指数 (RSI) 为 42.70，属于中性区域，而 MACD 在其信号线下方，表明股票面临看跌压力。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://zpgxfhfvcajrlgoqdark.supabase.co/storage/v1/object/public/charts/ALAB-rsi-heatmap-1770926648465-d27p545bc.png" alt="RSI Heatmap Timeline Chart for ALAB - Chart ID rsi-hm-ALAB-1770926647939-2qte4zopz" original-src="https://zpgxfhfvcajrlgoqdark.supabase.co/storage/v1/object/public/charts/ALAB-rsi-heatmap-1770926648465-d27p545bc.png"/></p>
<p>The combination of neutral RSI and bearish MACD suggests mixed momentum.</p>
<div class="lb-trans"><p>中性 RSI 和看跌 MACD 的组合表明动能混合。</p>
</div><ul>
<li><strong>Key Resistance</strong>: $166.50</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>关键阻力位</strong>：166.50 美元</li>
</ul>
</div><h2><strong>ALAB’s Business Model</strong></h2>
<div class="lb-trans"><h2><strong>ALAB 的商业模式</strong></h2>
</div><p>Astera Labs designs and delivers semiconductor-based connectivity solutions for cloud and AI infrastructure. Its Intelligent Connectivity Platform integrates semiconductor technology, microcontrollers, sensors and software to enhance performance, scalability and data management. The company offers products such as integrated circuits, boards and modules, catering to hyperscalers and system OEMs.</p>
<div class="lb-trans"><p>Astera Labs 设计并提供基于半导体的连接解决方案，服务于云和 AI 基础设施。其智能连接平台集成了半导体技术、微控制器、传感器和软件，以增强性能、可扩展性和数据管理。公司提供的产品包括集成电路、板和模块，面向超大规模数据中心和系统 OEM。</p>
</div><p>Astera’s focus on AI-driven platforms positions it well in a rapidly evolving market. The company’s recent innovations and strategic partnerships are critical as it seeks to maintain its competitive edge amid growing demand for advanced AI infrastructure.</p>
<div class="lb-trans"><p>Astera 对 AI 驱动平台的关注使其在快速发展的市场中处于有利位置。公司最近的创新和战略合作伙伴关系对于在对先进 AI 基础设施需求日益增长的情况下保持竞争优势至关重要。</p>
</div><h2><strong>Benzinga Edge Rankings</strong></h2>
<div class="lb-trans"><h2><strong>Benzinga Edge 排名</strong></h2>
</div><p>Below is the Benzinga Edge scorecard for Astera Labs, highlighting its strengths and weaknesses compared to the broader market:</p>
<div class="lb-trans"><p>以下是 Astera Labs 的 Benzinga Edge 评分卡，突出了其相对于更广泛市场的优势和劣势：</p>
</div><ul>
<li><strong>Value</strong>: 3.86 — Trading at a premium relative to peers.</li>
<li><strong>Momentum</strong>: 70.97 — Stock is outperforming the broader market.</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>价值</strong>：3.86 — 相对于同行交易溢价。</li>
<li><strong>动能</strong>：70.97 — 股票表现优于更广泛市场。</li>
</ul>
</div><p><img src="https://imageproxy.pbkrs.com/https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/12150215/Screenshot-2026-02-12-at-1.01.42%E2%80%AFPM-1-1024x201.png" alt="" original-src="https://editorial-assets.benzinga.com/wp-content/uploads/2026/02/12150215/Screenshot-2026-02-12-at-1.01.42%E2%80%AFPM-1-1024x201.png"/></p>
<p><strong>The Verdict:</strong> Astera Labs’ Benzinga Edge signal reveals a strong momentum score, indicating that the stock is currently outperforming the market. However, the low value score suggests that it may be trading at a premium, which could raise concerns for value-focused investors.</p>
<div class="lb-trans"><p><strong>结论：</strong> Astera Labs 的 Benzinga Edge 信号显示出强劲的动能评分，表明该股票目前表现优于市场。然而，低价值评分表明其可能以溢价交易，这可能引发价值投资者的担忧。</p>
</div><h2>ALAB Shares Slide on Thursday</h2>
<div class="lb-trans"><h2>ALAB 股票周四下滑</h2>
</div><p><strong>ALAB Price Action:</strong> Astera Labs shares were down 11.94% at $126.59 at the time of publication on Thursday, according to Benzinga Pro data.</p>
<div class="lb-trans"><p><strong>ALAB 价格动态：</strong> 根据 Benzinga Pro 数据，Astera Labs 的股票在周四发布时下跌 11.94%，报 126.59 美元。</p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>图片来源：Shutterstock</em></p>
</div>

Astera Labs (ALAB) Stock Slides As Investors Weigh Earnings Beat, CFO Change, AI Outlook

benzinga_article

Astera Labs

Tradr 2X Long ALAB Daily ETF

Indxx NextG ETF - First Trust

Astera Labs (ALAB) 的股票下跌，投资者正在权衡其盈利超预期、首席财务官变动以及人工智能的未来展望