周五盘中，Credo Technology Group Holding Ltd（股票代码：CRDO）股价大涨5.10%，延续了近期的强劲涨势。这家为人工智能（AI）数据中心提供关键连接技术的公司，正因其出色的业绩表现和光明的发展前景而受到华尔街分析师的青睐。
根据最新财报，Credo在7月季度实现营收2.23亿美元，同比增长274%，远超华尔街预期。公司还上调了全年营收增长指引至120%，大幅高于此前的80%。这一亮眼表现背后，是公司在AI基础设施市场的强劲需求。瑞穗证券分析师特别指出Credo 65%的高毛利率，认为其在串行器/解串器知识产权（SerDes IP）方面具有竞争优势。
值得注意的是，Credo正在积极拓展客户基础，不仅在亚马逊、xAI和微软等超大规模客户中取得重大进展，其第四大云客户（据信是Meta）的需求也超出预期。分析师们预计，随着AI支出的持续增加，Credo的光学和有源电缆（AEC）解决方案将从这一趋势中显著受益。尽管公司股价今年已上涨93%，但考虑到其在AI领域的关键地位和强劲增长，多数分析师仍看好其未来表现。
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