Credo Technology Group Holding Ltd（CRDO）今日盘中大涨5.53%，引起了市场的广泛关注。
消息面上，Credo近日宣布同意收购硅光子企业DustPhotonics，旨在打造涵盖SerDes、数字信号处理（DSP）、硅光子及系统集成在内的垂直整合连接技术栈，全面覆盖AI基础设施中电互连与光互连的全链路需求。公司CEO William Brennan表示，此次收购是对Credo现有光连接能力的自然拓展，将延续其在相关产品线上的增长势头，并有望形成兼具规模与整合能力的强大平台。
市场分析认为，这一收购举措标志着Credo在光业务领域步入重要拐点，增强了投资者对其在高速连接和AI基础设施领域长期竞争力的信心，从而推动了股价的积极表现。同时，光互连赛道整体受到市场关注，也提振了行业情绪。
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