Astera Labs公司股价在11月6日盘中大跌9.07%,引发了市场的广泛关注。与之相反的是,该公司2024年第三季度业绩数据亮眼,营收同比大增291%至2.552亿美元,表现出强劲的增长势头。
数据显示,Astera Labs在亚洲市场取得了优异业绩,营收大幅增长主要受益于对台湾、中国和新加坡等地区的强劲需求。但与此同时,公司的经营成本也相应大幅增加,其中研发费用占营收的56.6%,销售及营销费用占比达39.5%。
值得注意的是,公司存在客户过度集中的风险,前两大客户的营收贡献占比高达68%。这或许是引发该公司股价下跌的主要原因之一,因为投资者担心该公司面临较大的经营风险。此外,公司近期完成IPO募资约6.72亿美元用于扩张运营,费用大增也可能影响未来现金流和业绩表现。
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