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心想事成2024
03-05

CRDO

异动解读 | 业绩超预期+投行力挺，Credo(CRDO)盘中大涨5.27%

Credo Technology Group Holding Ltd 今日盘中大涨5.27%，引起了市场的广泛关注。消息面上，Credo此前发布的第三财季业绩及第四财季指引均超出华尔街预期，尽管利润率收窄趋势曾引发担忧。同时，法国巴黎银行也发布报告看好Credo，认为其核心的铜线互连技术在未来几年仍将是数据中心架构的首选，共封装光学技术的威胁被过度夸大。Credo作为有源电缆领域的龙头，受益于全球AI数据中心建设浪潮，其营收增长持续受到AEC普及和客户多元化的推动。

异动解读 | 业绩超预期+投行力挺，Credo(CRDO)盘中大涨5.27%

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