光通信芯片公司Credo Technology Group Holding Ltd (CRDO) 今日夜盘股价大幅上涨15.75%，表现异常强劲。
消息面上，公司于盘后发布了2026财年第三季度的初步营收业绩指引，数据显著超出市场预期。根据公告，Credo预计第三季度营收将在4.04亿美元至4.08亿美元之间，远高于公司此前给出的3.35亿美元至3.45亿美元的指引区间上限，同时也大幅超越了市场普遍预期的3.412亿美元。
此外，公司更新了全年展望，预计第四季度收入将实现中个位数的环比增长，这意味着本财年营收同比增长将超过200%。公司表示，业绩的强劲增长反映了其在高速连接解决方案市场的增长动能持续加速，尤其是在数据密集型应用和人工智能基础设施扩张的背景下，市场对高效数据传输方案的需求日益旺盛。这一乐观的财务前景直接提振了投资者信心，推动了股价在夜盘时段的大幅攀升。
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