光通信芯片公司 Credo Technology Group Holding Ltd 发布了2026财年第三季度的初步营收业绩指引，数据显著超出市场预期。根据公告，Credo预计第三季度营收将在4.04亿美元至4.08亿美元之间，远高于公司此前给出的指引区间上限，同时也大幅超越了市场普遍预期。
此外，公司更新了全年展望，预计第四季度收入将实现中个位数的环比增长，这意味着本财年营收同比增长将超过200%。
公司表示，业绩的强劲增长反映了其在高速连接解决方案市场的增长动能持续加速，尤其是在数据密集型应用和人工智能基础设施扩张的背景下，市场对高效数据传输方案的需求日益旺盛。
Credo 盘前大涨近17%。
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