Credo Technology Group Holding Ltd（股票代码：CRDO）今日盘中股价大涨5.31%，表现引人注目。
消息面上，公司此前公布的2026财年第四季度及全年业绩表现极为亮眼，营收与利润均实现数倍增长，远超市场预期。管理层在财报电话会议上指出，随着AI集群规模扩大，网络可靠性已成为AI基础设施的核心瓶颈，而Credo正是解决这一问题的关键供应商。
更为重要的是，公司给出了极其乐观的未来展望，预计2027财年总收入将实现超过80%的同比增长。其中，光学业务被视作重要增长引擎，光学DSP、硅光芯片及零平坦光学器件三大产品线预计合计将贡献超过6亿美元的收入。此外，新兴云客户群体的加速拓展也为公司打开了长期增长空间。这些强劲的基本面因素共同提振了市场信心，推动了股价在盘中的显著上涨。
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