ALAB 与 Marvell、Credo 一同构成一个已被验证的 ETF 投资逻辑，市场近期的走势印证了这一观点。
逐段跳播
有两家公司真正受益于垂直和水平扩展技术，分别是 Credo 和 Astera Labs，对吧？Astera Labs 股价上涨了约 8%。
There are two stocks that really benefit from vertical and horizontal expansion technologies, namely Credo and Astera Labs, right? Astera Labs shares rose by about 8%.
所以，是的，如果我们看看 Marvell 这个市场，对吧？但市场说，如果这对 Marvell 来说真的那么好，不是吗？它在 AI 数据中心里连第三名都算不上，可能连第四、第五名都不是，那么对 Broadcom、Micron、Nvidia、AMD、Credo 和 Astera Labs 这些公司来说，又能有多好呢？
如果一家公司不是第一名却仍然大幅受益，那么排名第一、第二和第三的公司又会得到什么？所以，再一次，这就是这里普遍存在的乐观情绪。
So, yes, if we look at this Marvel market, right ? But the market says if it's really that good for Marvel, isn't it? It's not even the third player, and probably not the fourth or fifth in AI data centers , so how good is it for companies like Broadcom, Micron, Nvidia, AMD, Credo, and Astera Labs?
If a company is not in first place and is still benefiting greatly, what will companies in first, second and third place get? So , once again, that's the prevailing positive feeling here.
但今天，市场对 Credo 和 Astera Labs 的股票醒悟过来了。但在这个频道里，已经建立起交易所交易基金（ETF）思路的三家公司是 Marvell、Credo 和 Astera Labs。我非常高兴看到这一论点在实践中得到落实。
But today, the market woke up to shares of Credo and Astera Labs. But in this channel, the three companies that have established an exchange-traded fund (ETF) approach are Marvell, Credo , and Astera Labs.
I am very happy to see this thesis being implemented in practice .
这个频道对 $ALAB 的历次判断
Jose Najarro Stocks 在这只股票上只有这一条判断。