ALAB

ALAB · 交易机会 · Trading Opportunity

ALAB

ALAB · 交易机会 · Trading Opportunity

Q4营收约$2.7亿同比增长约92%超预期、全年2025营收约$8.5亿同比增长约115%、Q1 2026指引大幅超华尔街预期约15%、Scorpio X系列量产正式启动、全球23位分析师零个卖出评级——AI数据中心连接芯片唯一垂直整合平台,股价从财报前高位大幅回落至今天约$109:CFO离职与Amazon认股权证引发的短期情绪冲击,正在制造一个以折价买入同一家公司的关键窗口 Q4 revenue approximately $270 million up approximately 92% year-over-year beating expectations, full-year 2025 revenue approximately $850 million up approximately 115% year-over-year, Q1 2026 guidance significantly exceeding Wall Street expectations by approximately 15%, Scorpio

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ALAB · 深度研究报· In-Depth Research Report告

ALAB

ALAB · 深度研究报· In-Depth Research Report告

Q4营收$2.706亿同比增长92%超预期、全年2025营收$8.525亿同比增长115%、Q1 2026指引$2.86亿至$2.97亿大幅超华尔街预期约15%、Scorpio X系列量产正式启动、aiXscale Photonics收购延伸光学互联版图、Amazon $65亿累计采购战略绑定——股价从财报前约$172大幅回落至今天约$109:三重短期情绪冲击制造的错杀,正在为AI数据中心连接芯片全球唯一垂直整合平台提供一个以折价建仓的历史性窗口 Q4 revenue of $270.6 million grew 92% year-over-year and beat expectations; full-year 2025 revenue of $852.5 million grew 115% year-over-year; Q1 2026 guidance of

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