[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"app-context":3,"blog-astera-labs-revenue-grew-93-last-quarter-the-stock-is-still-down-37-from-its-high-ZH":150},{"languages":4,"categories":41,"products":125,"competitors":149},[5,9,13,17,21,25,29,33,37],{"name":6,"code":7,"id":8},"English","EN","TGFuZ3VhZ2U6ZW4=",{"name":10,"code":11,"id":12},"Español","ES","TGFuZ3VhZ2U6ZXM=",{"name":14,"code":15,"id":16},"Português","PT","TGFuZ3VhZ2U6cHQ=",{"name":18,"code":19,"id":20},"日本語","JA","TGFuZ3VhZ2U6amE=",{"name":22,"code":23,"id":24},"한국어","KO","TGFuZ3VhZ2U6a28=",{"name":26,"code":27,"id":28},"Deutsch","DE","TGFuZ3VhZ2U6ZGU=",{"name":30,"code":31,"id":32},"Italiano","IT","TGFuZ3VhZ2U6aXQ=",{"name":34,"code":35,"id":36},"Français","FR","TGFuZ3VhZ2U6ZnI=",{"name":38,"code":39,"id":40},"中文 (中国)","ZH","TGFuZ3VhZ2U6emg=",[42,73,104],{"icon":43,"slug":44,"title":45,"description":46,"featuredLinks":47},"mingcute:stock-line","stock-market-basics","Stock Market Basics","\u003Cp>Beginners' guides and practical tips for understanding stock market investing.\u003C\u002Fp>\n",[48,53,58,63,68],{"url":49,"title":50,"description":51,"ogImage":52},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-makes-stocks-go-up-and-down","What Makes Stocks Go Up and Down | TIKR.com","Understanding what makes stock prices go up and down can help investors better navigate investing. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-makes-stocks-go-up-and-down-banner\u002FWhat-makes-stocks-go-up-and-down-banner.jpg?_i=AA",{"url":54,"title":55,"description":56,"ogImage":57},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fdividend-yield-meaning-formula-example","Dividend Yield: Meaning, Formula, Example | Tikr.com Blog | TIKR.com","The dividend yield is a key metric for investors looking to gauge the income potential of their investments. It measures how much a company pays out in","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FDividend-yield\u002FDividend-yield.png?_i=AA",{"url":59,"title":60,"description":61,"ogImage":62},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fmarket-capitalization-definition-formula-and-why-it-matters","Market Capitalization: Definition, Formula, and Why It Matters | TIKR.com","Long-term investors often look at various valuation metrics when deciding whether to invest in a particular company. One helpful metric to evaluate is","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters\u002FMarket-Capitalization-Definition-Formula-and-Why-It-Matters.png?_i=AA",{"url":64,"title":65,"description":66,"ogImage":67},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fearnings-per-share-definition-formula-and-why-eps-matters","Earnings Per Share: Definition, Formula, and Why EPS Matters | TIKR.com","Earnings Per Share (EPS) represents the portion of a company's net earnings allocated to each share. Click to learn more!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEPS-Defiinition-formula-and-why-EPS-matters-1\u002FEPS-Defiinition-formula-and-why-EPS-matters-1.png?_i=AA",{"url":69,"title":70,"description":71,"ogImage":72},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-stock-price-target","What Is a Stock Price Target? | TIKR.com","A price target is a stock's estimated future price. It can help investors quickly find undervalued stocks. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-Stock-Price-Target-2\u002FWhat-is-a-Stock-Price-Target-2.png?_i=AA",{"icon":74,"slug":75,"title":76,"description":77,"featuredLinks":78},"material-symbols:analytics-outline","fundamental-analysis","Fundamental Analysis","\u003Cp>In-depth resources and financial metrics to help you evaluate companies like a pro.\u003C\u002Fp>\n",[79,84,89,94,99],{"url":80,"title":81,"description":82,"ogImage":83},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fshare-repurchase-why-do-companies-buy-back-their-stock","Share Repurchase: Why Do Companies Buy Back Their Stock? | TIKR.com","Share repurchases, or share buybacks, have gained popularity in the last two decades. According to a report from Goldman Sachs, stock buybacks initiated","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e\u002FTIKR-BLOG-COVER-PHOTOS-3_544a7f4e.png?_i=AA",{"url":85,"title":86,"description":87,"ogImage":88},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-invested-capital","What Is a Good Return on Invested Capital? | TIKR.com","Learning about Return on Invested Capital (ROIC) can help investors spot highly profitable stocks that can drive long-term returns. Learn more now!","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-Invested-capital\u002FWhat-is-a-good-return-on-Invested-capital.png?_i=AA",{"url":90,"title":91,"description":92,"ogImage":93},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-return-on-equity-ratio","What is a Good Return on Equity Ratio | Tikr.com Blog | TIKR.com","Return on Equity (ROE) is a financial ratio that reflects a company's profitability in relation to the equity invested by shareholders. It basically","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-return-on-equity-ratio-1\u002FWhat-is-a-good-return-on-equity-ratio-1.jpg?_i=AA",{"url":95,"title":96,"description":97,"ogImage":98},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-a-good-p-e-ratio","What Is a Good P\u002FE Ratio? | TIKR.com","Financial analysts and investors look at various metrics before deciding whether a stock is a buy. One of the metrics is the price-to-earnings ratio (P\u002FE","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-a-good-PE-ratio-1\u002FWhat-is-a-good-PE-ratio-1.jpg?_i=AA",{"url":100,"title":101,"description":102,"ogImage":103},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Ftop-6-metrics-for-investing-in-reits","Top 6 Metrics for Investing in REITs | TIKR.com","Real estate has been one of the greatest asset classes for wealth creation in history, and investing in Real Estate Investment Trusts (REITs) can allow","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FGroup-10\u002FGroup-10.png?_i=AA",{"icon":105,"slug":106,"title":107,"description":108,"featuredLinks":109},"hugeicons:investigation","investing-lingo","Investing Lingo","\u003Cp>A comprehensive glossary of investing terms and jargon so you can speak the language of the markets confidently.\u003C\u002Fp>\n",[110,115,120],{"url":111,"title":112,"description":113,"ogImage":114},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fenterprise-value-definition-and-calculation","Enterprise Value: Definition and Calculation | Tikr.com Blog | TIKR.com","Enterprise value (EV) is a financial metric that offers a comprehensive snapshot of a company's total value. Unlike market capitalization which solely","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEnterprise-Value-Definition-and-Calculation_37576e40\u002FEnterprise-Value-Definition-and-Calculation_37576e40.png?_i=AA",{"url":116,"title":117,"description":118,"ogImage":119},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Febitda-definition-formula-how-to-use-it","EBITDA: Definition, Formula, How to Use It | TIKR.com","EBITDA stands for earnings before interest, taxes, depreciation and amortization. It's a financial metric commonly used to evaluate a company's financial","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FEBITDA-Definition-Formula-How-to-Use-It\u002FEBITDA-Definition-Formula-How-to-Use-It.png?_i=AA",{"url":121,"title":122,"description":123,"ogImage":124},"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fwhat-is-the-free-cash-flow-formula-and-why-does-it-matter","What is the Free Cash Flow Formula and Why Does It Matter | TIKR.com","Free cash flow, or FCF, is the cash a company generates after it accounts for outflows required to maintain business operations and support capital","https:\u002F\u002Fwww.tikr.com\u002Fimages\u002FWhat-is-the-free-cash-flow-formula\u002FWhat-is-the-free-cash-flow-formula.png?_i=AA",[126,130,134,137,141,145],{"slug":127,"modified":128,"title":129},"valuation-model-builder","2025-07-03T00:18:53","Value Stocks Quickly and Accurately",{"slug":131,"modified":132,"title":133},"stock-portfolio-tracking","2024-12-02T22:21:28","Monitor Your Portfolio",{"slug":75,"modified":135,"title":136},"2025-01-21T22:10:52","Instantly Analyze Companies with In-Depth Metrics",{"slug":138,"modified":139,"title":140},"stock-screener","2024-12-02T22:13:31","Find the Best Stocks to Buy",{"slug":142,"modified":143,"title":144},"investor-stock-portfolio","2025-01-21T22:02:56","Follow Investment Moves of Top Investors",{"slug":146,"modified":147,"title":148},"analyze-stocks","2025-07-23T16:04:24","Analyze Stocks",[],{"post":151,"seo":187,"relatedPosts":193,"suggestedPosts":271},{"id":152,"title":153,"date":154,"modified":155,"excerpt":156,"content":157,"wordCount":158,"lang":159,"uri":160,"slug":161,"cloudinaryAssetId":162,"featuredImageOriginalUrl":163,"featuredImageMetadata":164,"author":167,"editor":173,"categories":178,"relatedPosts":184,"seo":185},118089,"Astera Labs上季度营收增长93%，股价仍较高点下跌37%","2026-07-18T14:32:00","2026-07-18T11:33:16","\u003Cp>Astera Labs 生产用于大规模连接人工智能集群的芯片，其业务增长速度目前在半导体行业中几乎无人能及。\u003C\u002Fp>","\u003Ch2 id=\"h-key-stats-for-astera-labs\" class=\"wp-block-heading\">\u003Cstrong>Astera Labs 关键数据：\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>52周价格区间：$97.89 – $499.48\u003C\u002Fli>\n\n\n\n\u003Cli>当前价格：$303.62\u003C\u002Fli>\n\n\n\n\u003Cli>华尔街平均目标价：约 $291\u003C\u002Fli>\n\n\n\n\u003Cli>年化内部收益率（TIKR 基准情景）：约 14% \u002F 年\u003C\u002Fli>\n\n\n\n\u003Cli>2026年第一季度营收：$308.4M（同比增长 93%）\u003C\u002Fli>\n\n\n\n\u003Cli>2026年第一季度非公认会计准则营业利润率：约 43%\u003C\u002Fli>\n\n\n\n\u003Cli>2026年第一季度非公认会计准则每股收益：$0.47（去年同期为 $0.20）\u003C\u002Fli>\n\n\n\n\u003Cli>2026年第二季度营收指引：$355M – $365M\u003C\u002Fli>\n\n\n\n\u003Cli>过去12个月毛利率：76%\u003C\u002Fli>\n\n\n\n\u003Cli>市值：$52B\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">使用 TIKR 的新估值模型为您最喜爱的股票（如 ALAB）进行5年分析师预测估值（免费）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-from-499-to-303-a-37-drawdown-on-a-business-growing-at-93\" class=\"wp-block-heading\">从 $499 到 $303：业务增长 93% 之际，股价回撤 37%\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>Astera Labs (\u003C\u002Fstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fstock\u002Fabout?cid=558258765&tid=1686621837&?ref=tikrblog\">\u003Cstrong>ALAB\u003C\u002Fstrong>\u003C\u002Fa>\u003Cstrong>)\u003C\u002Fstrong> 是一家无晶圆厂半导体公司，这意味着它设计芯片但将制造外包，其业务完全专注于人工智能数据中心内部的连接层。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">当微软、谷歌和亚马逊等超大规模云服务商构建由数千个 GPU 组成的集群来训练或运行 AI 模型时，这些 GPU 需要以极高的速度相互通信并与内存通信。Astera 的产品正是处理这项工作的。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">其 Aries PCIe 重定时器可扩展信号在服务器背板上的传输距离，其 Scorpio 交换机创建了将 GPU 集群连接在一起的高速交换网络，而其 Taurus 以太网模块则处理机架之间的横向扩展连接。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该公司估计其技术已嵌入全球约 90% 的 AI 计算服务器，使其成为 AI 基础设施建设中更纯粹的\"卖铲人\"角色之一。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该股在 2025 年底触及近 $499 的高点，乘着 AI 基础设施支出的巨大浪潮，但今年已两次大幅下跌。最大回撤 46.57% 发生在 3 月 30 日，此后股价部分反弹，但在再次回调后，目前较峰值下跌了 37%。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1784373984\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121.webp?_i=AA\" alt=\"\" class=\"wp-post-118089 wp-image-118094\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784373984\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784373984\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121.webp?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784373984\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1784373984\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1784373984\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1784373984\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121\u002FTIKR.com_Astera-Labs-Inc.-ALAB-Drawdowns_11809457121.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Astera Labs 股价回撤图。（\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">这两次抛售并非由公司业务问题引起。\u003Ca href=\"https:\u002F\u002Fir.asteralabs.com\u002Fnews-releases\u002Fnews-release-details\u002Fastera-labs-reports-first-quarter-2026-financial-results\">2026年第一季度营收达到 $308.4 million\u003C\u002Fa>，同比增长 93%，环比增长 14%，这得益于其 PCIe 6 产品组合的强劲需求。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">首席执行官 Jitendra Mohan 称这是一个创纪录的季度，并指出与超大规模云服务商的设计中标项目正在扩大，且新的 Scorpio X-Series 320 通道 AI 交换网络交换机已开始初步出货。第二季度 $355 million 至 $365 million 的指引意味着环比将再增长 15% 至 18%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">抛售是由更广泛的市场波动和估值焦虑驱动的，而非公司执行不力。问题在于，\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fastera-labs-stock-is-trading-at-all-time-highs-here-is-what-could-drive-it-even-higher\">当前价格是代表一个真正的机会\u003C\u002Fa>，还是仅仅是相同高估值的稍缓和版本。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">查看 Astera Labs 股票的历史及前瞻性预测（免费！）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-a-valuation-that-has-already-compressed-significantly-and-still-isn-t-cheap\" class=\"wp-block-heading\">估值已显著压缩，但仍不便宜\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">要理解 ALAB 当前的估值倍数，仅引用一个数字是不够的。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"3024\" height=\"2016\" data-public-id=\"images\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_3024,h_2016,c_scale\u002Ff_webp,q_auto\u002Fv1784373970\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues.webp?_i=AA\" alt=\"\" class=\"wp-post-118089 wp-image-118093\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784373970\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784373970\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues.webp?_i=AA 3024w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784373970\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues.webp?_i=AA 600w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_800,c_scale\u002Ff_webp,q_auto\u002Fv1784373970\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_933,c_scale\u002Ff_webp,q_auto\u002Fv1784373970\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_200,c_scale\u002Ff_webp,q_auto\u002Fv1784373970\u002Fimages\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues\u002FTIKR.com_Astera-Labs-Inc.-ALAB-NTM-Total-Enterprise-Value-_-Revenues.webp?_i=AA 300w\" sizes=\"auto, (max-width: 3024px) 100vw, 3024px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Astera Labs 总企业价值。（\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">未来12个月企业价值\u002F营收（NTM EV\u002FRevenue）图表涵盖了该股自 2024 年 3 月 IPO 以来的全部公开历史。其估值倍数在 IPO 后初期曾接近 50 倍，随着早期上市热情消退，到 2024 年底一路压缩至 11 倍，随后在 2025 年 10 月峰值时重新评级至 47 倍，然后在 2026 年初再次压缩至 11-12 倍左右，之后在 4 月和 5 月急剧重新扩张。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">目前该倍数位于 28.93 倍，略高于 25.17 倍的长期均值。结论是微妙的：该股较其高点下跌了 37%，但就其自身历史而言，其估值倍数并不明显便宜。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">变化在于，营收预测随着股价的复苏而显著上升，这意味着估值倍数的压缩反映了真实的盈利增长，而不仅仅是价格下跌。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">包括 Marvell Technology 和 \u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Falab-crdo-astera-labs-vs-credo-ai-connectivity-stocks\">Credo Technology\u003C\u002Fa> 在内的竞争对手正在争夺相同的超大规模云服务商关系，这增加了一层执行风险，其估值倍数或许应该反映这一点。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在 TIKR 中查看 Astera Labs 与其同行的表现对比（免费！）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-what-the-model-says-and-what-it-requires-you-to-believe\" class=\"wp-block-heading\">模型给出的预测及其要求你相信的前提\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">TIKR 的估值模型\u003Ca href=\"https:\u002F\u002Fwww.tikr.com\u002Fblog\u002Fastera-labs-stock-could-be-worth-more-than-1000-on-scorpio-x-scale-up-ramp\">指向一个基准情景目标价\u003C\u002Fa>约为 $543，这意味着在未来四年半内总回报率约为 79%，或年化回报率约为 14%。\u003C\u002Fp>\n\n\n\n\u003Cfigure class=\"wp-block-image size-full\">\u003Cimg width=\"4970\" height=\"4080\" data-public-id=\"images\u002FALAB_valuation_model-2_118092374a8\u002FALAB_valuation_model-2_118092374a8.webp\" loading=\"lazy\" decoding=\"async\" src=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_4970,h_4080,c_scale\u002Ff_webp,q_auto\u002Fv1784373987\u002Fimages\u002FALAB_valuation_model-2_118092374a8\u002FALAB_valuation_model-2_118092374a8.webp?_i=AA\" alt=\"\" class=\"wp-post-118089 wp-image-118092\" data-format=\"webp\" data-transformations=\"f_webp,q_auto\" data-version=\"1784373987\" data-seo=\"1\" srcset=\"https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Ff_webp,q_auto\u002Fv1784373987\u002Fimages\u002FALAB_valuation_model-2_118092374a8\u002FALAB_valuation_model-2_118092374a8.webp?_i=AA 4970w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1200,h_985,c_scale\u002Ff_webp,q_auto\u002Fv1784373987\u002Fimages\u002FALAB_valuation_model-2_118092374a8\u002FALAB_valuation_model-2_118092374a8.webp?_i=AA 1200w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_1400,h_1149,c_scale\u002Ff_webp,q_auto\u002Fv1784373987\u002Fimages\u002FALAB_valuation_model-2_118092374a8\u002FALAB_valuation_model-2_118092374a8.webp?_i=AA 1400w, https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_300,h_246,c_scale\u002Ff_webp,q_auto\u002Fv1784373987\u002Fimages\u002FALAB_valuation_model-2_118092374a8\u002FALAB_valuation_model-2_118092374a8.webp?_i=AA 300w\" sizes=\"auto, (max-width: 4970px) 100vw, 4970px\" \u002F>\u003Cfigcaption class=\"wp-element-caption\">Astera Labs 估值模型。（\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">TIKR\u003C\u002Fa>）\u003C\u002Ffigcaption>\u003C\u002Ffigure>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">诚实地看待这需要什么：该模型假设营收增长率从当前的 93% 放缓至 2030 年及以后的每年约 14-15%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">如果这种放缓比预期更快，或许是因为超大规模云服务商的支出周期不规律，或者竞争对手在下一代 PCIe 中赢得了关键插槽，那么悲观情景意味着年化回报率仅约为 4%。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">乐观情景下约 12% 的内部收益率要求一切在很长一段时间内都进展顺利。对于这样一家年轻且业务高度集中于少数大客户的公司来说，这种广泛的情景范围是恰当的。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">对 ALAB 有利的是其利润率结构：76% 的毛利率和 43% 的非公认会计准则营业利润率对于半导体业务来说非常出色，这表明如果增长持续，盈利杠杆效应将非常显著。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Scorpio X-Series 瞄准了预计到 2030 年将达到 $20 billion 的商用交换机芯片市场，为公司提供了在其当前 PCIe 重定时器基础之上维持超高速增长的可靠路径。\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-should-you-invest-in-astera-labs\" class=\"wp-block-heading\">你应该投资 Astera Labs 吗？\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">Astera Labs 是一家真正引人注目的 AI 基础设施公司，拥有卓越的利润率、强大的客户关系以及持续扩大可寻址市场的产品路线图。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">该股较其高点回撤 37%，使其比在 $499 时更具吸引力，但当前的估值倍数仍然要求公司持续高水平地执行。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">模型的基准情景（约 14% 年化回报率）是一个合理的基准情况，并非唾手可得，而悲观情景则提醒投资者，在 90 倍远期市盈率下，估值风险是真实存在的。\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\" target=\"_blank\" rel=\"noreferrer noopener\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003C\u002Fa>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">\u003Cstrong>\u003Cem>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">查看分析师对 Astera Labs 股票的增长预测和价格目标（免费！）>>>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fa>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fem>\u003C\u002Fstrong>\u003C\u002Fp>\n\n\n\n\u003Ch2 id=\"h-looking-for-new-opportunities\" class=\"wp-block-heading\">寻找新机会？\u003C\u002Fh2>\n\n\n\n\u003Cul class=\"wp-block-list\">\n\u003Cli>查看\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">亿万富翁投资者正在买入哪些股票\u003C\u002Fa>\u003C\u002Fstrong>，以便跟随聪明钱。\u003C\u002Fli>\n\n\n\n\u003Cli>使用 TIKR 一体化、易于使用的平台，\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">在短短 5 分钟内分析股票\u003C\u002Fa>\u003C\u002Fstrong>。\u003C\u002Fli>\n\n\n\n\u003Cli>你翻开的石头越多……发现的机会就越多。\u003Cstrong>\u003Ca href=\"https:\u002F\u002Fapp.tikr.com\u002Fregister?ref=tikrblog\">使用 TIKR 搜索 10 万+全球股票、全球顶级投资者持仓等。\u003C\u002Fa>\u003C\u002Fstrong>\u003C\u002Fli>\n\u003C\u002Ful>\n\n\n\n\u003Ch2 id=\"h-disclaimer\" class=\"wp-block-heading\">\u003Cstrong>免责声明：\u003C\u002Fstrong>\u003C\u002Fh2>\n\n\n\n\u003Cp class=\"wp-block-paragraph\" id=\"h-\">\u003Cem>请注意，TIKR 上的文章并非 TIKR 或其内容团队提供的投资或财务建议，也不是买入或卖出任何股票的建议。我们根据 TIKR Terminal 的投资数据和分析师预测创建内容。我们的分析可能未包含近期的公司新闻或重要更新。TIKR 对提及的任何股票均无持仓。感谢阅读，祝您投资愉快！\u003C\u002Fem>\u003C\u002Fp>\n\n\n\n\u003Cp class=\"wp-block-paragraph\">\u003C\u002Fp>",1031,"zh","\u002Fblog\u002Fastera-labs-revenue-grew-93-last-quarter-the-stock-is-still-down-37-from-its-high","astera-labs-revenue-grew-93-last-quarter-the-stock-is-still-down-37-from-its-high","images\u002FALAB-Featured\u002FALAB-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784374287\u002Fimages\u002FALAB-Featured\u002FALAB-Featured.png?_i=AA",{"altText":165,"imageCredit":166},"Astera Labs Revenue Grew 93% Last Quarter. The Stock Is Still Down 37% From Its High.","AndreyPopov from Getty Images, Kittipong Jirasukhanont from PhonlamaiPhoto's Images via Canva",{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":172},"David Beren","davidberentikr","author","",[],{"name":174,"slug":175,"role":176,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":177},"David Hanson","davidtikr","editor",[],[179],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},"股票评论","reviews","\u002Fblog\u002Fcategory\u002Freviews",0,[],{"title":165,"metaDesc":186,"opengraphDescription":186,"twitterTitle":165,"twitterDescription":186},"Astera Labs makes the chips that connect AI clusters at scale, and the business is growing faster than almost anything in semiconductors right now.",{"title":165,"description":186,"twitterTitle":165,"twitterDescription":186,"author":168,"articlePublisher":188,"articlePublishedTime":154,"articleModifiedTime":155,"twitterLabel1":189,"twitterData1":190,"ogTitle":165,"ogDescription":186,"ogUrl":160,"ogImage":163,"ogImageWidth":191,"ogImageHeight":192,"ogImageSecureUrl":163,"ogImageAlt":165,"twitterImage":163},"TIKR.com","预计阅读时间","3 minutes",1200,630,[194,209,224,241,256],{"id":183,"title":195,"date":196,"excerpt":197,"wordCount":198,"uri":199,"slug":200,"cloudinaryAssetId":201,"featuredImageOriginalUrl":202,"featuredImageMetadata":203,"author":204,"categories":206,"relatedPosts":208},"UPS运营利润几乎减半。如今正押注30亿美元以求东山再起。","2026-07-18 13:12:00","联合包裹服务公司正在主动收缩业务规模，而市场终于开始相信这一计划可能奏效。",1067,"\u002Fblog\u002Fups-cut-operating-income-nearly-in-half-now-its-betting-3-billion-on-a-comeback","ups-cut-operating-income-nearly-in-half-now-its-betting-3-billion-on-a-comeback","images\u002FUPS-Featured\u002FUPS-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784311826\u002Fimages\u002FUPS-Featured\u002FUPS-Featured.png?_i=AA",{"altText":195},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":205},[],[207],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":210,"date":211,"excerpt":212,"wordCount":213,"uri":214,"slug":215,"cloudinaryAssetId":216,"featuredImageOriginalUrl":217,"featuredImageMetadata":218,"author":219,"categories":221,"relatedPosts":223},"好市多上季度同店销售额增长近10%。以43倍市盈率计算，这只股票还值得买入吗？","2026-07-18 12:51:00","好市多(Costco Wholesale)的执行力依然保持在卓越水平。更难回答的问题是，这其中有多少已经反映在股价里了。",1014,"\u002Fblog\u002Fcostcos-comparable-sales-rose-nearly-10-last-quarter-at-43x-earnings-is-the-stock-still-worth-buying","costcos-comparable-sales-rose-nearly-10-last-quarter-at-43x-earnings-is-the-stock-still-worth-buying","images\u002FCostco-Featured\u002FCostco-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784310652\u002Fimages\u002FCostco-Featured\u002FCostco-Featured.png?_i=AA",{"altText":210},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":220},[],[222],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":225,"date":226,"excerpt":227,"wordCount":228,"uri":229,"slug":230,"cloudinaryAssetId":231,"featuredImageOriginalUrl":232,"featuredImageMetadata":233,"author":234,"categories":238,"relatedPosts":240},"Visa股票刚刚公布了自2022年以来最佳季度业绩。以下是该股在2026年可能达到的位置。","2026-07-18 12:00:00","Visa刚刚公布了自2022年以来最强劲的营收季度。以下是TIKR模型对后续走势的预测。",1090,"\u002Fblog\u002Fvisa-stock-just-posted-its-best-quarter-since-2022-heres-where-shares-could-go-in-2026","visa-stock-just-posted-its-best-quarter-since-2022-heres-where-shares-could-go-in-2026","images\u002FFEATURED-IMAGE-MAKER-1078\u002FFEATURED-IMAGE-MAKER-1078","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784358022\u002Fimages\u002FFEATURED-IMAGE-MAKER-1078\u002FFEATURED-IMAGE-MAKER-1078.png?_i=AA",{"altText":225},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":237},"Gian Estrada","giantikr",[],[239],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":242,"date":243,"excerpt":244,"wordCount":245,"uri":246,"slug":247,"cloudinaryAssetId":248,"featuredImageOriginalUrl":249,"featuredImageMetadata":250,"author":251,"categories":253,"relatedPosts":255},"SoFi Technologies公布了其有史以来最佳季度业绩。然而，该股股价仍较其高点下跌了42%。","2026-07-17 17:07:00","SoFi刚刚实现了创纪录的营收并连续第十个季度盈利，为何其股价自1月以来却下跌了近一半？",1009,"\u002Fblog\u002Fsofi-technologies-posted-its-best-quarter-ever-the-stock-is-still-down-42-from-its-high","sofi-technologies-posted-its-best-quarter-ever-the-stock-is-still-down-42-from-its-high","images\u002FSoFi-Featured\u002FSoFi-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784293624\u002Fimages\u002FSoFi-Featured\u002FSoFi-Featured.png?_i=AA",{"altText":242},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":252},[],[254],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],{"id":183,"title":257,"date":258,"excerpt":259,"wordCount":260,"uri":261,"slug":262,"cloudinaryAssetId":263,"featuredImageOriginalUrl":264,"featuredImageMetadata":265,"author":266,"categories":268,"relatedPosts":270},"德州仪器股票2026年上涨64%。模拟芯片复苏才刚刚开始","2026-07-17 16:46:00","德州仪器公司花费了三年时间消化一项大规模制造投资带来的成本，如今这笔投资的回报正开始体现在财务数据中。",1032,"\u002Fblog\u002Ftexas-instruments-stock-is-up-64-in-2026-the-analog-chip-recovery-has-only-just-started","texas-instruments-stock-is-up-64-in-2026-the-analog-chip-recovery-has-only-just-started","images\u002FTexas-Instruments-Featured\u002FTexas-Instruments-Featured","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784292347\u002Fimages\u002FTexas-Instruments-Featured\u002FTexas-Instruments-Featured.png?_i=AA",{"altText":257},{"name":168,"slug":169,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":267},[],[269],{"name":180,"slug":181,"uri":182,"description":171,"postsCount":183},[],[272,290,305,320,335,348,366,381,398,412,427,445,460,475,490,505],{"id":183,"title":273,"date":274,"excerpt":275,"wordCount":276,"uri":277,"slug":278,"cloudinaryAssetId":279,"featuredImageOriginalUrl":280,"featuredImageMetadata":281,"author":282,"categories":284,"relatedPosts":289},"Cloudflare股价已超越华尔街自身目标价。这会让投资者感到担忧吗？","2026-07-18 14:30:00","Cloudflare股价已超越分析师目标价，但推动这一走势的重组举措背后，揭示出与表面新闻截然不同的增长叙事。",1084,"\u002Fblog\u002Fcloudflare-stock-is-priced-above-wall-streets-own-target-should-that-worry-investors","cloudflare-stock-is-priced-above-wall-streets-own-target-should-that-worry-investors","images\u002FFEATURED-IMAGE-MAKER-1083\u002FFEATURED-IMAGE-MAKER-1083","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784381608\u002Fimages\u002FFEATURED-IMAGE-MAKER-1083\u002FFEATURED-IMAGE-MAKER-1083.png?_i=AA",{"altText":273},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":283},[],[285],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},"一般投资","general-investing","\u002Fblog\u002Fcategory\u002Fgeneral-investing",[],{"id":183,"title":291,"date":292,"excerpt":293,"wordCount":294,"uri":295,"slug":296,"cloudinaryAssetId":297,"featuredImageOriginalUrl":298,"featuredImageMetadata":299,"author":300,"categories":302,"relatedPosts":304},"在股价下跌77%后，应该买入多邻国股票吗？","2026-07-18 11:00:00","Duolingo第一季度EBITDA超出预期14%，自由现金流超出预期117%，但股价仍较2026年峰值下跌66%。原因如下。",1047,"\u002Fblog\u002Fshould-you-buy-duolingo-stock-after-its-77-drawdown","should-you-buy-duolingo-stock-after-its-77-drawdown","images\u002FFEATURED-IMAGE-MAKER-1077\u002FFEATURED-IMAGE-MAKER-1077","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784356849\u002Fimages\u002FFEATURED-IMAGE-MAKER-1077\u002FFEATURED-IMAGE-MAKER-1077.png?_i=AA",{"altText":291},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":301},[],[303],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":306,"date":307,"excerpt":308,"wordCount":309,"uri":310,"slug":311,"cloudinaryAssetId":312,"featuredImageOriginalUrl":313,"featuredImageMetadata":314,"author":315,"categories":317,"relatedPosts":319},"Palantir股价在创纪录的业绩展望上调后是否依然便宜？","2026-07-18 10:00:00","Palantir美国业务实现104%增长，创下首个三位数季度增速，并触发了公司史上最大幅度的业绩展望上调。",965,"\u002Fblog\u002Fis-palantir-stock-still-cheap-after-a-record-guidance-hike","is-palantir-stock-still-cheap-after-a-record-guidance-hike","images\u002FFEATURED-IMAGE-MAKER-1076\u002FFEATURED-IMAGE-MAKER-1076","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784355993\u002Fimages\u002FFEATURED-IMAGE-MAKER-1076\u002FFEATURED-IMAGE-MAKER-1076.png?_i=AA",{"altText":306},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":316},[],[318],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":321,"date":322,"excerpt":323,"wordCount":324,"uri":325,"slug":326,"cloudinaryAssetId":327,"featuredImageOriginalUrl":328,"featuredImageMetadata":329,"author":330,"categories":332,"relatedPosts":334},"Booking Holdings股票在中东地区导致业绩指引下调后是否值得买入？","2026-07-17 17:30:00","Booking Holdings股价较5月低点仍低20%。华尔街给出31个买入\u002F跑赢大盘评级，且无卖出评级。以下是市场认知的脱节之处。",1167,"\u002Fblog\u002Fis-booking-holdings-stock-a-buy-after-its-middle-east-driven-guidance-cut","is-booking-holdings-stock-a-buy-after-its-middle-east-driven-guidance-cut","images\u002FFEATURED-IMAGE-MAKER-1074\u002FFEATURED-IMAGE-MAKER-1074","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784305577\u002Fimages\u002FFEATURED-IMAGE-MAKER-1074\u002FFEATURED-IMAGE-MAKER-1074.png?_i=AA",{"altText":321},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":331},[],[333],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":336,"date":322,"excerpt":337,"wordCount":338,"uri":339,"slug":340,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":341,"featuredImageMetadata":342,"author":343,"categories":345,"relatedPosts":347},"为何到2030年ServiceNow股票可能翻倍不止","ServiceNow将其2026年AI营收目标在季度中期上调了50%，达到15亿美元。该股目前仍处于接近58%的回撤水平。",1134,"\u002Fblog\u002Fwhy-servicenow-stock-could-more-than-double-by-2030","why-servicenow-stock-could-more-than-double-by-2030","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F07\u002FFEATURED-IMAGE-MAKER-1075-600x360.png",{"altText":336},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":344},[],[346],{"name":286,"slug":287,"uri":288,"description":171,"postsCount":183},[],{"id":183,"title":349,"date":350,"excerpt":351,"wordCount":352,"uri":353,"slug":354,"cloudinaryAssetId":355,"featuredImageOriginalUrl":356,"featuredImageMetadata":357,"author":358,"categories":360,"relatedPosts":365},"美联航第二季度财报消化了23亿美元燃料成本冲击，业绩指引却依然上调。","2026-07-18 14:00:00","联合航空将其每股收益指引上调至11美元，第四季度预订收益率增长19%。现在的问题是：118美元是否已是全部上行空间？",931,"\u002Fblog\u002Funited-airlines-q2-earnings-absorbed-a-2-3-billion-fuel-shock-the-guide-went-up-anyway","united-airlines-q2-earnings-absorbed-a-2-3-billion-fuel-shock-the-guide-went-up-anyway","images\u002FFEATURED-IMAGE-MAKER-1080\u002FFEATURED-IMAGE-MAKER-1080","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784374665\u002Fimages\u002FFEATURED-IMAGE-MAKER-1080\u002FFEATURED-IMAGE-MAKER-1080.png?_i=AA",{"altText":349},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":359},[],[361],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},"收益更新","earnings-updates","\u002Fblog\u002Fcategory\u002Fearnings-updates",[],{"id":183,"title":367,"date":368,"excerpt":369,"wordCount":370,"uri":371,"slug":372,"cloudinaryAssetId":373,"featuredImageOriginalUrl":374,"featuredImageMetadata":375,"author":376,"categories":378,"relatedPosts":380},"摩根士丹利股价上涨。为何第二季度业绩显示仍有上涨空间。","2026-07-18 13:00:00","摩根斯坦利第二季度业绩全面超出华尔街预期，每股收益增长62%，利润率扩大619个基点。TIKR目标价：$258。",987,"\u002Fblog\u002Fmorgan-stanley-stock-is-rising-why-the-q2-results-show-more-room-to-run","morgan-stanley-stock-is-rising-why-the-q2-results-show-more-room-to-run","images\u002FFEATURED-IMAGE-MAKER-1079\u002FFEATURED-IMAGE-MAKER-1079","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784362058\u002Fimages\u002FFEATURED-IMAGE-MAKER-1079\u002FFEATURED-IMAGE-MAKER-1079.png?_i=AA",{"altText":367},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":377},[],[379],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":382,"date":383,"excerpt":384,"wordCount":385,"uri":386,"slug":387,"cloudinaryAssetId":388,"featuredImageOriginalUrl":389,"featuredImageMetadata":390,"author":391,"categories":395,"relatedPosts":397},"Cintas股价大涨7%，此前业绩超预期且获美国银行评级上调","2026-07-17 15:03:52","Cintas股价上涨6.5%，此前美国银行在该公司公布强劲的第四季度业绩和2027年业绩展望后，将其股票评级上调至买入。",779,"\u002Fblog\u002Fcintas-nasdaq-stock-jumps-following-bank-of-america-rating-upgrade","cintas-nasdaq-stock-jumps-following-bank-of-america-rating-upgrade","images\u002FCTAS-Stock_11788155171\u002FCTAS-Stock_11788155171","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784288732\u002Fimages\u002FCTAS-Stock_11788155171\u002FCTAS-Stock_11788155171.png?_i=AA",{"altText":382},{"name":392,"slug":393,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":394},"Aditya Raghunath","adityatikr",[],[396],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":399,"date":400,"excerpt":401,"wordCount":402,"uri":403,"slug":404,"cloudinaryAssetId":-1,"featuredImageOriginalUrl":405,"featuredImageMetadata":406,"author":407,"categories":409,"relatedPosts":411},"强生公司2026年第二季度业绩：尽管GAAP准则下表现不及预期，但营收和每股收益均超预期","2026-07-17 15:00:00","强生公司第二季度每股收益超出预期1.6%，并再次上调了全年业绩指引。TIKR的模型预测其股价将达466美元。",922,"\u002Fblog\u002Fjohnson-johnson-q2-2026-results-a-clean-beat-on-revenue-and-eps-despite-a-gaap-miss","johnson-johnson-q2-2026-results-a-clean-beat-on-revenue-and-eps-despite-a-gaap-miss","https:\u002F\u002Ftikr1.wpengine.com\u002Fwp-content\u002Fuploads\u002F2026\u002F07\u002FFEATURED-IMAGE-MAKER-1073-600x360.png",{"altText":399},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":408},[],[410],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":413,"date":414,"excerpt":415,"wordCount":416,"uri":417,"slug":418,"cloudinaryAssetId":419,"featuredImageOriginalUrl":420,"featuredImageMetadata":421,"author":422,"categories":424,"relatedPosts":426},"纽约梅隆银行股价下跌，因支出预测上升抵消季度盈利超预期","2026-07-17 11:41:00","纽约梅隆银行股价下跌，尽管其二季度盈利超出预期，但投资者更关注该行上调的支出前景。",793,"\u002Fblog\u002Fbank-of-new-york-mellon-nyse-stock-slips-as-rising-expense-forecast-offsets-quarterly-earnings-beat","bank-of-new-york-mellon-nyse-stock-slips-as-rising-expense-forecast-offsets-quarterly-earnings-beat","images\u002FBNY-stock\u002FBNY-stock","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1784198512\u002Fimages\u002FBNY-stock\u002FBNY-stock.png?_i=AA",{"altText":413},{"name":392,"slug":393,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":423},[],[425],{"name":362,"slug":363,"uri":364,"description":171,"postsCount":183},[],{"id":183,"title":428,"date":429,"excerpt":430,"wordCount":431,"uri":432,"slug":433,"cloudinaryAssetId":434,"featuredImageOriginalUrl":435,"featuredImageMetadata":436,"author":437,"categories":439,"relatedPosts":444},"CVS股票分析：高股息收益率是否值得承担转型风险？","2026-07-16 13:00:00","CVS Health的派息率降至29%，而其季度股息连续八个季度维持在每股0.67美元。股息率则下降至2.47%。",1060,"\u002Fblog\u002Fcvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","cvs-stock-analysis-is-the-high-yield-worth-the-turnaround-risk","images\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784199539\u002Fimages\u002FFEATURED-IMAGE-MAKER-1058\u002FFEATURED-IMAGE-MAKER-1058.png?_i=AA",{"altText":428},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":438},[],[440],{"name":441,"slug":442,"uri":443,"description":171,"postsCount":183},"股息","dividends","\u002Fblog\u002Fcategory\u002Fdividends",[],{"id":183,"title":446,"date":447,"excerpt":448,"wordCount":449,"uri":450,"slug":451,"cloudinaryAssetId":452,"featuredImageOriginalUrl":453,"featuredImageMetadata":454,"author":455,"categories":457,"relatedPosts":459},"CSCO股票分析：思科系统是否是最安全的科技股价值投资选择？","2026-07-16 12:00:00","思科的派息率已从两年前的74%降至49%，而每股股息则升至0.42美元。",1191,"\u002Fblog\u002Fcsco-stock-review-is-cisco-systems-the-safest-tech-value-play","csco-stock-review-is-cisco-systems-the-safest-tech-value-play","images\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784195959\u002Fimages\u002FFEATURED-IMAGE-MAKER-1057\u002FFEATURED-IMAGE-MAKER-1057.png?_i=AA",{"altText":446},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":456},[],[458],{"name":441,"slug":442,"uri":443,"description":171,"postsCount":183},[],{"id":183,"title":461,"date":462,"excerpt":463,"wordCount":464,"uri":465,"slug":466,"cloudinaryAssetId":467,"featuredImageOriginalUrl":468,"featuredImageMetadata":469,"author":470,"categories":472,"relatedPosts":474},"TXN股息：最适合长期派息增长的芯片股","2026-07-16 11:00:00","德州仪器过去12个月的自由现金流达到44亿美元，是去年17亿美元的两倍多。股息也随之增加。",1470,"\u002Fblog\u002Ftxn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","txn-dividend-the-best-long-lifecycle-chip-stock-for-payout-growth","images\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784194373\u002Fimages\u002FFEATURED-IMAGE-MAKER-1056\u002FFEATURED-IMAGE-MAKER-1056.png?_i=AA",{"altText":461},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":471},[],[473],{"name":441,"slug":442,"uri":443,"description":171,"postsCount":183},[],{"id":183,"title":476,"date":477,"excerpt":478,"wordCount":479,"uri":480,"slug":481,"cloudinaryAssetId":482,"featuredImageOriginalUrl":483,"featuredImageMetadata":484,"author":485,"categories":487,"relatedPosts":489},"联合太平洋 (UNP) 股票：买入这家铁路股息股背后的护城河","2026-07-16 10:00:00","联合太平洋公司的派息率目前为48%，调整后每股收益增长了9%。其股息具备大多数股票难以企及的增长空间。",1155,"\u002Fblog\u002Funion-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","union-pacific-unp-stock-buying-the-moat-behind-this-rail-dividend","images\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784183265\u002Fimages\u002FFEATURED-IMAGE-MAKER-1055\u002FFEATURED-IMAGE-MAKER-1055.png?_i=AA",{"altText":476},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":486},[],[488],{"name":441,"slug":442,"uri":443,"description":171,"postsCount":183},[],{"id":183,"title":491,"date":492,"excerpt":493,"wordCount":494,"uri":495,"slug":496,"cloudinaryAssetId":497,"featuredImageOriginalUrl":498,"featuredImageMetadata":499,"author":500,"categories":502,"relatedPosts":504},"NUE股票股息收益率：为何纽柯公司提供独特的周期性保护","2026-07-16 09:00:00","Nucor的派息率在创纪录的700万吨季度后已降至17%，股息率目前为1.0%。以下是股息数据所揭示的信息。",1202,"\u002Fblog\u002Fnue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","nue-stock-dividend-yield-why-nucor-offers-unique-cyclical-protection","images\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_360,c_scale\u002Ff_webp,q_auto\u002Fv1784181389\u002Fimages\u002FFEATURED-IMAGE-MAKER-1054\u002FFEATURED-IMAGE-MAKER-1054.png?_i=AA",{"altText":491},{"name":235,"slug":236,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":501},[],[503],{"name":441,"slug":442,"uri":443,"description":171,"postsCount":183},[],{"id":183,"title":506,"date":507,"excerpt":508,"wordCount":509,"uri":510,"slug":511,"cloudinaryAssetId":512,"featuredImageOriginalUrl":513,"featuredImageMetadata":514,"author":515,"categories":517,"relatedPosts":522},"英特尔的转型终于成真，还是投资者应避开的估值陷阱？","2026-07-14 13:51:00","英特尔正全力追求真正的东山再起，分头押注设计与晶圆代工业务。以下是判断英特尔股票是逆袭故事还是投资陷阱的方法。",1222,"\u002Fblog\u002Fintel-stock-turnaround-real-or-value-trap-investors","intel-stock-turnaround-real-or-value-trap-investors","images\u002FAVGO-stock-1_11637505260\u002FAVGO-stock-1_11637505260","https:\u002F\u002Fres.cloudinary.com\u002Ftikr\u002Fimages\u002Fw_600,h_400,c_scale\u002Ff_webp,q_auto\u002Fv1783577235\u002Fimages\u002FAVGO-stock-1_11637505260\u002FAVGO-stock-1_11637505260.png?_i=AA",{"altText":506},{"name":392,"slug":393,"role":170,"roleTitle":171,"biography":171,"avatar":171,"socialMediaLinks":516},[],[518],{"name":519,"slug":520,"uri":521,"description":171,"postsCount":183},"估价","valuation","\u002Fblog\u002Fcategory\u002Fvaluation",[]]