异动解读 | Credo科技盘前大涨12.81%,Q1财报超预期彰显AI需求强劲

异动解读
Sep 04

周四盘前,Credo Technology Group Holding Ltd(股票代码:CRDO)股价大涨12.81%,延续了周三夜盘的上涨势头。这一显著涨幅主要受到公司发布的2026财年第一季度财报超预期的推动。

根据最新发布的财报,Credo在2026财年第一季度实现了创纪录的业绩。公司季度收入达到2.231亿美元,同比大幅增长274%,环比增长31%,远超市场预期。非GAAP净收入为9830万美元,环比增长51%,创下公司历史新高。这一亮眼表现主要得益于人工智能和数据中心领域对高速连接解决方案的强劲需求。

展望未来,Credo管理层对公司前景充满信心。公司预计2026财年第二季度收入将在2.3亿至2.4亿美元之间,非GAAP毛利率预计在64%至66%之间。更值得注意的是,管理层预计2026财年全年收入增长将达到约120%的同比增长。此外,公司还强调了即将推出的新产品和贸易展览公告,这些都将成为未来业绩的额外催化剂。Credo在AI数据中心高速数据连接领域的核心竞争力,尤其是其在有源电缆(AEC)市场的领导地位,为公司未来增长奠定了坚实基础。投资者对公司的增长前景和市场地位表示乐观,推动了股价的大幅上涨。

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