异动解读|Credo Technology盘前上涨5.2%,光通信板块持续走强叠加AI互连技术催化

行情直击
Aug 17

8月17日,Credo Technology盘前上涨5.2%,报273.42美元/股,成交额4938.85万美元。

消息面上,光通信与存储概念股盘前再度普涨,板块延续近一周强势。此前美国7月CPI与PPI数据双双低于预期,通胀压力缓解令加息预期降温,资金持续回流AI基础设施板块。公司层面,Credo近日宣布在开放计算项目(OCP)框架内推动OmniConnect互连标准,旨在解决AI推理中的"内存墙"瓶颈,降低对HBM的依赖,巩固其AI数据基础设施核心供应商定位。此外,巴克莱此前将公司目标价由260美元上调至300美元,看好AI算力扩张带动高速互联芯片需求持续放量。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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