<p>作者：汉娜·佩多恩</p>
<p>投资者似乎对这家连接公司的新交换机的明确时间表以及其在光网络中的收入机会表示满意。</p>
<p>Astera Labs 的股价在周二上涨了 13%。</p>
<p>周二，Astera Labs 以其管理层对火热的光学领域机会的讨论以及对关键网络交换机时间表的更多透明度，极大地激发了投资者的兴趣。</p>
<p>Astera Labs（ALAB）是一家生产连接产品的公司，周二股价上涨了 13%，此前高管在摩根大通的科技、媒体和通信会议上发表了乐观的评论。</p>
<p>Stifel 分析师托雷·斯万贝格告诉 MarketWatch，投资者似乎对公司提供的 Scorpio X 织物交换机的明确时间表感到满意，这是一种用于数据中心的网络硬件。Astera Labs 首席执行官吉滕德拉·莫汉表示，Scorpio X 将在年底前成为公司的最大产品。</p>
<p>这与 NVLink Fusion 的推出相辅相成，Astera Labs 将与 Nvidia（NVDA）合作，销售其用于 AI 集群的硬件。</p>
<p>阅读更多：分析师表示，随着 “CPU 的复兴” 到来，Arm 的股票可能再上涨 45%。</p>
<p>斯万贝格还认为，投资者喜欢听到公司在光网络中的未来潜力。管理层表示，光学领域提供了数十亿美元的机会，这将是其现有连接业务的补充。</p>
<p>公司将根据客户需求提供两种类型的光学解决方案——共包装和近包装光学。在前者中，光学组件与图形处理单元共包装。公司预计，近包装光学组件的收入将在 2027 年之前实现。</p>
<p>最后，斯万贝格指出，Astera Labs 表示其定制产品的需求超过了满足客户兴趣的资源——这是公司一个积极的信号。</p>
<p>“总的来说，我们对目前的状况非常满意……我们不怕投资，以确保我们在未来占有一席之地，” 莫汉说。</p>
<p>本月早些时候，Astera Labs 以超出预期的收益和新芯片 Scorpio X-Series 320 Lane Smart Fabric Switch 的发布给投资者留下了深刻印象。该股票今年迄今已上涨 36%。</p>
<p>另见：Nvidia 是否在正确的地方花费现金？投资者将很快获得更新。</p>
<p>——汉娜·佩多恩</p>
<p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
<p>（完）道琼斯新闻通讯</p>
<p>05-19-26 1731ET</p>

ALAB

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半导体 ETF - VanEck Vectors

费城交易所 半导体 ETF - iShares

纳斯达克半导体 ETF - First Trust

动态半导体 ETF - Invesco

<p>Astera Labs 的股票在摩根大通会议上发布积极评论后上涨了 13%，强调了其 Scorpio X 光纤交换机的明确时间表和在光网络中的收入潜力。分析师指出，投资者对该公司未来机会表现出强烈兴趣，预计到 2027 年将实现光解决方案的收入。今年该股票上涨了 36%，反映出对其产品的强劲需求和管理层的积极展望</p>

<p>By Hannah Pedone</p>
<div class="lb-trans"><p>作者：汉娜·佩多恩</p>
</div><p>Investors seem pleased by the connectivity company's firm timeline for a new switch and its talk of revenue opportunities in optical networking</p>
<div class="lb-trans"><p>投资者似乎对这家连接公司的新交换机的明确时间表以及其在光网络中的收入机会表示满意。</p>
</div><p>Shares of Astera Labs closed up 13% on Tuesday.</p>
<div class="lb-trans"><p>Astera Labs 的股价在周二上涨了 13%。</p>
</div><p>Astera Labs excited investors in a big way on Tuesday as management talked up its opportunity in the red-hot optical arena and offered more visibility into the timeline for a key networking switch.</p>
<div class="lb-trans"><p>周二，Astera Labs 以其管理层对火热的光学领域机会的讨论以及对关键网络交换机时间表的更多透明度，极大地激发了投资者的兴趣。</p>
</div><p>Shares of Astera Labs (ALAB), which makes connectivity products, closed up 13% on Tuesday after executives delivered upbeat commentary at J.P. Morgan's Technology, Media and Communications Conference.</p>
<div class="lb-trans"><p>Astera Labs（ALAB）是一家生产连接产品的公司，周二股价上涨了 13%，此前高管在摩根大通的科技、媒体和通信会议上发表了乐观的评论。</p>
</div><p>Stifel analyst Tore Svanberg told MarketWatch that investors seemed pleased that the company gave a firm timeline on the ramp of its Scorpio X fabric switches, a type of networking hardware used in data centers. Astera Labs CEO Jitendra Mohan said Scorpio X will be the company's largest product by the end of the year.</p>
<div class="lb-trans"><p>Stifel 分析师托雷·斯万贝格告诉 MarketWatch，投资者似乎对公司提供的 Scorpio X 织物交换机的明确时间表感到满意，这是一种用于数据中心的网络硬件。Astera Labs 首席执行官吉滕德拉·莫汉表示，Scorpio X 将在年底前成为公司的最大产品。</p>
</div><p>That comes alongside the ramp of NVLink Fusion, which will see Astera Labs partner with Nvidia (NVDA) to sell its hardware for AI clusters.</p>
<div class="lb-trans"><p>这与 NVLink Fusion 的推出相辅相成，Astera Labs 将与 Nvidia（NVDA）合作，销售其用于 AI 集群的硬件。</p>
</div><p>Read more: Arm's stock could rise another 45% as the 'renaissance of CPUs' takes hold, analyst says</p>
<div class="lb-trans"><p>阅读更多：分析师表示，随着 “CPU 的复兴” 到来，Arm 的股票可能再上涨 45%。</p>
</div><p>Svanberg also thinks investors liked hearing about the company's future potential in optical networking. Management said that the optical space offers a multibillion-dollar opportunity, which would come on top of its existing connectivity business.</p>
<div class="lb-trans"><p>斯万贝格还认为，投资者喜欢听到公司在光网络中的未来潜力。管理层表示，光学领域提供了数十亿美元的机会，这将是其现有连接业务的补充。</p>
</div><p>The company will offer two types of optical solutions for customers - co-packaged and near-packaged optics - based on customer needs. In the former, optical components are co-packaged with graphics processing units. The company expects to see revenue from near-packaged optical components as soon as 2027.</p>
<div class="lb-trans"><p>公司将根据客户需求提供两种类型的光学解决方案——共包装和近包装光学。在前者中，光学组件与图形处理单元共包装。公司预计，近包装光学组件的收入将在 2027 年之前实现。</p>
</div><p>Finally, Svanberg pointed out that Astera Labs signaled it has more demand for its custom products than it has resources to meet customers' interest - a positive sign for the company.</p>
<div class="lb-trans"><p>最后，斯万贝格指出，Astera Labs 表示其定制产品的需求超过了满足客户兴趣的资源——这是公司一个积极的信号。</p>
</div><p>&#34;All in all, very, very happy with where we are... we are not shy about investing to make sure that we secure our place in the future,&#34; Mohan said.</p>
<div class="lb-trans"><p>“总的来说，我们对目前的状况非常满意……我们不怕投资，以确保我们在未来占有一席之地，” 莫汉说。</p>
</div><p>Astera Labs earlier this month impressed investors with an earnings beat and the announcement of its new chip, the Scorpio X-Series 320 Lane Smart Fabric Switch. The stock is up 36% so far this year.</p>
<div class="lb-trans"><p>本月早些时候，Astera Labs 以超出预期的收益和新芯片 Scorpio X-Series 320 Lane Smart Fabric Switch 的发布给投资者留下了深刻印象。该股票今年迄今已上涨 36%。</p>
</div><p>See also: Is Nvidia spending its cash on the right things? Investors will soon get an update.</p>
<div class="lb-trans"><p>另见：Nvidia 是否在正确的地方花费现金？投资者将很快获得更新。</p>
</div><p>-Hannah Pedone</p>
<div class="lb-trans"><p>——汉娜·佩多恩</p>
</div><p>This content was created by MarketWatch, which is operated by Dow Jones &amp; Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal.</p>
<div class="lb-trans"><p>此内容由 MarketWatch 创作，MarketWatch 由道琼斯公司运营。MarketWatch 与道琼斯新闻通讯和《华尔街日报》独立出版。</p>
</div><p>(END) Dow Jones Newswires</p>
<div class="lb-trans"><p>（完）道琼斯新闻通讯</p>
</div><p>05-19-26 1731ET</p>
<div class="lb-trans"><p>05-19-26 1731ET</p>
</div>

以下是 Astera Labs 股票为何大幅上涨的原因