8月27日，Credo Technology盘中上涨5.98%，报243.255美元/股，成交额9576.02万美元。
消息面上，英伟达于前一日盘后公布财年第二季度财报，营收962亿美元，同比增长106%，超市场预估的923.8亿美元。更为关键的是，管理层在电话会议上给出2028财年营收增长约70%的指引，远超市场此前预估的45%，AI算力需求远未见顶的信号强烈催化上游光通信板块。Credo Technology作为AI数据中心高速光互连核心供应商，将于9月1日发布财报，市场一致预期营收同比增长146.60%，基本面高景气度与板块情绪形成共振。板块内英伟达同日涨6.72%，迈威尔科技涨1.9%，行业整体回暖明显。
（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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