Credo Technology Group Holding Ltd (CRDO) 今日盘中股价大幅上涨11.53%，成为市场关注焦点。
消息面上，光通信行业龙头Lumentum的首席执行官表示，科技巨头对其光学组件的需求正在加速，产能已无法满足需求，甚至预计到2028年的产能都将售罄，并认为行业景气周期至少可持续五年。这一乐观言论提振了整个光通信板块的市场情绪，带动相关概念股集体走强。
作为高速连接解决方案提供商，Credo Technology身处光通信产业链，其股价随板块整体情绪升温而显著上扬，反映了市场对行业长期增长前景的积极预期。
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