营收翻倍式增长,股价却暴跌超10%! 坐拥“AI光铜协同爆发”标签的Credo(CRDO.US)撞上利润率减速带

智通财经
Sep 02
【营收翻倍式增长,股价却暴跌超10%! 坐拥“AI光铜协同爆发”标签的Credo(CRDO.US)撞上利润率减速带】智通财经APP获悉,聚焦于AI数据中心内部领域高速铜缆与光模块,光通信DSP与硅光子集成电路产品线的Credo Technology(CRDO.US)于周二美股盘后时段(北京时间周三早间)公布最新业绩报与未来展望,该公司在截至2026年8月1日的2027财年第一财季实现营收同比增长114.7%至4.790亿美元,高于华尔街分析师们近期不断上调的4.717亿美元。Credo Technology最新业绩与展望,再结合AI应用领头羊Anthropic最新签署的数百亿美元云端算力资源协议与韩国强劲半导体出口数据,凸显出全球人工智能算力需求仍处于远未见顶的大规模扩张周期。

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