<p><strong>Astera Labs Inc</strong> (NASDAQ: ALAB) 的股票在週四交易中下跌，延續了週三的 steep losses，投資者重新評估了這家芯片設計公司的最新業績和指引。</p>
<p>週四，科技股也出現下跌，此前 <strong>Cisco Systems</strong> 發佈 了謹慎的利潤展望，重新點燃了投資者對與 AI 交易相關利潤可持續性的擔憂。</p>
<p>以下是投資者 需要了解的 事項。</p>
<ul>
<li><strong>Astera Labs 的股票正在從近期水平回落。為什麼 ALAB 股票下跌？</strong></li>
</ul>
<h3><strong>ALAB 股票延續財報後的下滑</strong></h3>
<p>週三，ALAB 股票下跌近 20%，因為公司公佈了第四季度收入為 2.706 億美元，超過華爾街 2.495 億美元的預期，調整後的每股收益為 58 美分，而預期為 51 美分。</p>
<p>管理層還 預測 第一季度銷售額為 2.86 億至 2.97 億美元，遠高於市場共識，但樂觀的展望並未阻止短期內的拋售。</p>
<h3><strong>獲利回吐、CFO 變動施壓股價</strong></h3>
<p>部分回調似乎與獲利回吐有關，因為 Astera Labs 在過去一年中上漲超過 40%，使得估值相對於同行顯得較高。</p>
<p>公司還宣佈了領導層變動，長期財務主管 <strong>Mike Tate</strong> 將辭職，成為戰略顧問，而 <strong>Desmond Lynch</strong> 將於 3 月初接任 CFO 職位。</p>
<p>一些投資者可能會將這一過渡，以及對利潤和硬件組合的擔憂，視為鎖定收益的理由，儘管業績超出預期。</p>
<h3><strong>AI 數據中心需求支持 Astera Labs 的長期前景</strong></h3>
<p>華爾街並未放棄這個故事。摩根大通重申了對 Astera Labs 的增持評級，同時將其目標價從 215 美元下調至 205 美元，理由是短期壓力，但對 AI 基礎設施的強勁需求。</p>
<p>該公司強調了 Astera 的 Scorpio 和 Taurus 連接芯片的採用，這些芯片幫助客户（包括 <strong>Nvidia</strong>、<strong>AMD</strong>、<strong>Amazon</strong> 和 <strong>Google</strong>）進行數據中心建設。</p>
<p>分析師 預計 這些產品，加上到 2026 年的更廣泛產品線，將推動持續的收入增長，即使管理層面臨盈利壓力。</p>
<h2><strong>Astera Labs 發出看跌信號</strong></h2>
<p>Astera Labs 當前交易價格比其 20 日簡單移動平均線 (SMA) 低 23.1%，比其 100 日 SMA 低 25.1%，表明短期至中期的看跌趨勢。</p>
<p>過去 12 個月，股票上漲了 46.62%，目前的價格更接近其 52 周高點而非低點。</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 的價格與移動平均線圖表 - 圖表 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>相對強弱指數 (RSI) 為 42.70，屬於中性區域，而 MACD 在其信號線下方，表明股票面臨看跌壓力。</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 熱力圖時間線圖表 - 圖表 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 的組合表明動能混合。</p>
<ul>
<li><strong>關鍵阻力位</strong>：166.50 美元</li>
</ul>
<h2><strong>ALAB 的商業模式</strong></h2>
<p>Astera Labs 設計並提供基於半導體的連接解決方案，服務於雲和 AI 基礎設施。其智能連接平台集成了半導體技術、微控制器、傳感器和軟件，以增強性能、可擴展性和數據管理。公司提供的產品包括集成電路、板和模塊，面向超大規模數據中心和系統 OEM。</p>
<p>Astera 對 AI 驅動平台的關注使其在快速發展的市場中處於有利位置。公司最近的創新和戰略合作伙伴關係對於在對先進 AI 基礎設施需求日益增長的情況下保持競爭優勢至關重要。</p>
<h2><strong>Benzinga Edge 排名</strong></h2>
<p>以下是 Astera Labs 的 Benzinga Edge 評分卡，突出了其相對於更廣泛市場的優勢和劣勢：</p>
<ul>
<li><strong>價值</strong>：3.86 — 相對於同行交易溢價。</li>
<li><strong>動能</strong>：70.97 — 股票表現優於更廣泛市場。</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>結論：</strong> Astera Labs 的 Benzinga Edge 信號顯示出強勁的動能評分，表明該股票目前表現優於市場。然而，低價值評分表明其可能以溢價交易，這可能引發價值投資者的擔憂。</p>
<h2>ALAB 股票週四下滑</h2>
<p><strong>ALAB 價格動態：</strong> 根據 Benzinga Pro 數據，Astera Labs 的股票在週四發佈時下跌 11.94%，報 126.59 美元。</p>
<p><em>圖片來源：Shutterstock</em></p>

動態半導體 ETF - Invesco

ALAB

半導體 ETF - VanEck Vectors

標普半導體 ETF - SPDR

納斯達克半導體 ETF - First Trust

半導體 3 倍做多 - Direxion

LABX

NXTG

費城交易所 半導體 ETF - iShares

<p>Astera Labs (NASDAQ:ALAB) 的股價在週四下跌近 12%，延續了在強勁財報後的下滑趨勢。儘管報告了超過預期的第四季度收入為 2.706 億美元，並對第一季度持積極展望，但投資者對首席財務官的更換以及在過去一年上漲 40% 後的獲利了結表示擔憂。分析師對 AI 基礎設施的長期需求仍持樂觀態度，摩根大通維持了增持評級，但下調了目標價。目前，ALAB 的交易價格顯著低於其移動平均線，顯示出看跌動能</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) 的股票在週四交易中下跌，延續了週三的 steep losses，投資者重新評估了這家芯片設計公司的最新業績和指引。</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>週四，科技股也出現下跌，此前 <strong>Cisco Systems</strong> 發佈 了謹慎的利潤展望，重新點燃了投資者對與 AI 交易相關利潤可持續性的擔憂。</p>
</div><p>Here’s what investors need to know.</p>
<div class="lb-trans"><p>以下是投資者 需要了解的 事項。</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 的股票正在從近期水平回落。為什麼 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 股票延續財報後的下滑</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>週三，ALAB 股票下跌近 20%，因為公司公佈了第四季度收入為 2.706 億美元，超過華爾街 2.495 億美元的預期，調整後的每股收益為 58 美分，而預期為 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>管理層還 預測 第一季度銷售額為 2.86 億至 2.97 億美元，遠高於市場共識，但樂觀的展望並未阻止短期內的拋售。</p>
</div><h3><strong>Profit-Taking, CFO Transition Pressure Shares</strong></h3>
<div class="lb-trans"><h3><strong>獲利回吐、CFO 變動施壓股價</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>部分回調似乎與獲利回吐有關，因為 Astera Labs 在過去一年中上漲超過 40%，使得估值相對於同行顯得較高。</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>公司還宣佈了領導層變動，長期財務主管 <strong>Mike Tate</strong> 將辭職，成為戰略顧問，而 <strong>Desmond Lynch</strong> 將於 3 月初接任 CFO 職位。</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>一些投資者可能會將這一過渡，以及對利潤和硬件組合的擔憂，視為鎖定收益的理由，儘管業績超出預期。</p>
</div><h3><strong>AI Data Center Demand Supports Long-Term Case For Astera Labs</strong></h3>
<div class="lb-trans"><h3><strong>AI 數據中心需求支持 Astera Labs 的長期前景</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>華爾街並未放棄這個故事。摩根大通重申了對 Astera Labs 的增持評級，同時將其目標價從 215 美元下調至 205 美元，理由是短期壓力，但對 AI 基礎設施的強勁需求。</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>該公司強調了 Astera 的 Scorpio 和 Taurus 連接芯片的採用，這些芯片幫助客户（包括 <strong>Nvidia</strong>、<strong>AMD</strong>、<strong>Amazon</strong> 和 <strong>Google</strong>）進行數據中心建設。</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>分析師 預計 這些產品，加上到 2026 年的更廣泛產品線，將推動持續的收入增長，即使管理層面臨盈利壓力。</p>
</div><h2><strong>Astera Labs Signals Bearish Momentum</strong></h2>
<div class="lb-trans"><h2><strong>Astera Labs 發出看跌信號</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 當前交易價格比其 20 日簡單移動平均線 (SMA) 低 23.1%，比其 100 日 SMA 低 25.1%，表明短期至中期的看跌趨勢。</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>過去 12 個月，股票上漲了 46.62%，目前的價格更接近其 52 周高點而非低點。</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>相對強弱指數 (RSI) 為 42.70，屬於中性區域，而 MACD 在其信號線下方，表明股票面臨看跌壓力。</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 的組合表明動能混合。</p>
</div><ul>
<li><strong>Key Resistance</strong>: $166.50</li>
</ul>
<div class="lb-trans"><ul>
<li><strong>關鍵阻力位</strong>：166.50 美元</li>
</ul>
</div><h2><strong>ALAB’s Business Model</strong></h2>
<div class="lb-trans"><h2><strong>ALAB 的商業模式</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 設計並提供基於半導體的連接解決方案，服務於雲和 AI 基礎設施。其智能連接平台集成了半導體技術、微控制器、傳感器和軟件，以增強性能、可擴展性和數據管理。公司提供的產品包括集成電路、板和模塊，面向超大規模數據中心和系統 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 對 AI 驅動平台的關注使其在快速發展的市場中處於有利位置。公司最近的創新和戰略合作伙伴關係對於在對先進 AI 基礎設施需求日益增長的情況下保持競爭優勢至關重要。</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 評分卡，突出了其相對於更廣泛市場的優勢和劣勢：</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>價值</strong>：3.86 — 相對於同行交易溢價。</li>
<li><strong>動能</strong>：70.97 — 股票表現優於更廣泛市場。</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>結論：</strong> Astera Labs 的 Benzinga Edge 信號顯示出強勁的動能評分，表明該股票目前表現優於市場。然而，低價值評分表明其可能以溢價交易，這可能引發價值投資者的擔憂。</p>
</div><h2>ALAB Shares Slide on Thursday</h2>
<div class="lb-trans"><h2>ALAB 股票週四下滑</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 價格動態：</strong> 根據 Benzinga Pro 數據，Astera Labs 的股票在週四發佈時下跌 11.94%，報 126.59 美元。</p>
</div><p><em>Image: Shutterstock</em></p>
<div class="lb-trans"><p><em>圖片來源：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，投資者正在權衡其盈利超預期、首席財務官變動以及人工智能的未來展望