异动解读｜Credo Technology盘中上涨3.24%，光通信概念股集体上扬

行情直击06-24

6月24日，Credo Technology盘中上涨3.24%，报270.3美元/股，成交额1.95亿美元。

消息面上，光通信概念股当日集体上扬，Credo Technology、AXT Inc、Astera Labs、迈威尔科技等多只个股走强，板块呈现普涨格局。此前光通信龙头Coherent在美国德克萨斯州为扩建工厂奠基，旨在提升6英寸磷化铟晶圆产能，为高速光通信器件提供关键制造支撑。目前磷化铟80%以上需求来自AI数据中心，根据LightCounting数据，磷化铟为光芯片市场最大细分领域，到2031年市场规模约69亿美元。Credo Technology作为高速铜缆和光互联产品供应商，服务于超大规模数据中心及NeoCloud等云基础设施客户，受益于行业产能扩张预期。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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