异动解读 | Credo科技夜盘大涨14.61%，Q1财报超预期显示AI需求强劲

异动解读

Sep 04

周三夜盘，Credo Technology Group Holding Ltd（股票代码：CRDO）股价大涨14.61%，主要受到公司发布的2026财年第一季度财报超预期的推动。财报显示，公司业绩创下历史新高，反映出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。

根据财报，Credo在2026财年第一季度实现收入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净收入达到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AI和数据中心领域对公司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计划继续推动PCIe Retimer产品的扩展，预计在2026年实现生产收入。公司还透露，随着第四个超大规模客户实现初步贡献，客户多样化将进一步加强，这进一步增强了投资者对公司增长前景和市场地位的信心。

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