社区
首页
集团介绍
社区
资讯
行情
学堂
TigerAI
登录
注册
Credo Technology Group Holding Ltd(CRDO)
盘后
151.20
0.23
+0.15%
19:59 EST
150.97
+1.85
+1.24%
行情数据延迟15分钟
社区
社区
资讯
资讯
资料
资料
公告
公告
最新
推荐
AaronHy
·
01-16 18:34
推荐个票
$Credo Holding(CRDO)$
翻倍行情[龇牙]
推荐个票 $Credo Holding(CRDO)$ 翻倍行情[龇牙]
精彩
kutulu619:
有幸在这个行业接触这家公司，确实是宝藏公司，产品力无敌，虽然只是一根网线，但是不是普通网线，是含有高速SerDes芯片的网线，数据中心高速互联少不了它，同看好
回复
18
点赞
11
编组 21备份 2
分享
举报
中文投资网
·
2025-12-02
Credo (CRDO) 最新财报来了！AI 热潮之下，股价炸裂
近半年美股又出现一只AI概念大热门科技股：Credo Technology（股票代码：CRDO），6个月涨幅已经达到180%。财报一发，股价盘后直接起飞，盘后最高涨幅达到17%！到底发生了什么？财报亮点 — 超预期 + 营收狂飙2025 年 12 月 1 日盘后，Credo Technology Group Holding Ltd（CRDO）公布其 2026 财年第二季度 (Q2) 财报：营收2.68亿美元，大幅超过预计的2.35亿美元，同比增长约 272%；调整后EPS为0.67美元，远高于市场共识的0.49美元；非GAAP毛利率达 67.7%，净利润127.8百万美元；公司给出的下一季度营收指引：3.35–3.45亿美元，继续加速增长。这已经不是 Credo 第一次表现超预期 —— 这家公司过去几个季度营收与盈利均持续好于预期。盘后直接冲高财报放出后，CRDO 股价在盘后交易中一度大涨，目前涨幅达到15%。这波上涨反映市场对 业绩 + AI 基础设施需求 + 前景指引 的一致认可。为什么这次表现这么强劲？背后的几个关键点AI 基建需求爆发Credo 的产品（尤其是高速连接解决方案）正好对上了当下AI/云计算/数据中心扩张的大趋势。数据中心与AI服务器扩容速度全面上调，需求真实落地，互连芯片迎来放量期。产品组合+技术优势不仅是传统连接线缆，Credo的光学/高带宽/低功耗方案在行业里竞争力强，被视为高端基础设施的一部分，不是简单卖线材。11 月发布OmniConnect家族首发产品Weaver ——专攻 AI 推理阶段的内存带宽瓶颈。高密度、降成本、需求火爆。利润+体量双提升+前景乐观不仅营收大增，毛利率、盈利能力也不错，而且公司给出了非常向上的下一季度／未来增长指引—让市场对未来信心满满；毛利率高达67.7%，加上公司现金储备强，让扩产、打价格战都更有底气。公司高管 &
Credo (CRDO) 最新财报来了！AI 热潮之下，股价炸裂
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
小虎老师
·
2025-12-01
周报:美股迎自2008年来最强感恩节周行情，AI科技领涨，12月降息预期升温
上周市场回顾1. 美国市场——自2008年以来表现最好的感恩节周感恩节周表现强劲：上周美国股市全线上涨，三大股指涨幅均超过3%。
$纳斯达克(.IXIC)$
当周飙升4.91%，
$标普500ETF(SPY)$
上涨近4%，创下自2008年以来感恩节周最佳表现。标普500指数已连续七个月上涨，创七年多来最佳连涨纪录。摩根大通看好该指数，预测到2027年将上涨20%。12月降息的可能性上升：芝商所(CME)的FedWatch工具显示，降息的可能性为87.4%。特朗普周日表示，他已选定下一任美联储主席，并将很快宣布。政策利好因素有所减弱：数据显示经济有望软着陆，但由于近期官方数据发布较少，经济表现可能不如预期强劲，这或许有利于更广泛的市场板块。12月或将迎来季节性利好：美国股市或将挑战新高。根据《股票交易员年鉴》，12 月是道琼斯指数和标准普尔 500 指数自 1950 年以来表现第三好的月份，也是纳斯达克指数自 1971 年以来表现第三好的月份。2. 美国行业与个股——科技与AI股领涨板块：受人工智能技术进步和强劲财报的推动，科技板块整体大幅上涨。
$英伟达(NVDA)$
股价下跌 1%，受到谷歌人工智能芯片研发带来的竞争压力，市场地位受到影响。
$谷歌A(GOOGL)$
股价飙升 6.83%，主要得益于人工智能技术的进步和战略合作，包括与 Meta Platforms 就人工智能芯片达成的潜在交易。
周报:美股迎自2008年来最强感恩节周行情，AI科技领涨，12月降息预期升温
# 纳指两连跌！选择观望or逢低进场？
精彩
然妈看美股:
12月或将迎来季节性利好：美国股市或将挑战新高。根据《股票交易员年鉴》，12 月是道琼斯指数和标准普尔 500 指数自 1950 年以来表现第三好的月份，也是纳斯达克指数自 1971 年以来表现第三好的月份。
回复
1
点赞
5
编组 21备份 2
分享
举报
小虎老师
·
2025-11-14
💰微软AI超级工厂产业链全景图：20+只核心标的大起底
$微软(MSFT)$
正式启建其首座"AI超级工厂"，通过将亚特兰大、威斯康星等地的数据中心整合为统一的分布式算力系统，构建起星际规模的AI基础设施网络。这一里程碑式项目不仅标志着AI算力进入集群化新时代，更在光通信、电力保障、网络设备等多个环节催生千亿级投资机会。一、AI算力基石：芯片与云架构受益原因：
$微软(MSFT)$
超级工厂需整合数万张AI加速卡形成统一算力池，对高端GPU需求呈指数级增长。Neocloud服务商则通过GPU虚拟化与调度优化，帮助微软提升算力利用率，降低闲置成本。市场规模：2024年全球AI芯片市场规模约450亿美元，Gartner预计2025年将增长至680亿美元（+51%），其中超大规模数据中心占需求量的65%。美股投资者关注：这是产业链的核心环节，但估值已充分反映乐观预期。投资重点应放在市场份额稳固、有明确微软订单的龙头，避免追高风险。公司核心业务与地位参考股价（USD）2025YTD涨跌幅核心逻辑
$英伟达(NVDA)$
AI GPU绝对龙头，占据90%以上训练芯片市场186.8639.15%微软超级工厂将新增数万片H200/B200订单，NVLink技术成为分布式训练标准
$IREN Ltd(IREN)$
澳洲新兴AI云服务商，专精高性能计算48.65395.42%直接对接微软算力外包需求，200MW数据中心已获预租
$CoreWeave, Inc.(
💰微软AI超级工厂产业链全景图：20+只核心标的大起底
# 微软借力OpenAI攻坚定制AI芯片
回复
7
点赞
32
编组 21备份 2
分享
举报
美股投资网
·
2025-11-11
美股 英伟达暴涨6%，引领纳指报复性反弹！CIEN LITE CRDO
今日美股市场实现全线强劲反弹，纳指收盘飙升2.27%，标普500上涨1.54%，双双收复了上周的大部分失地。首先，Z府关门的即将结束是市场反弹的首要推动力。此前的Z府关停已持续较长时间，期间包括经济数据、通胀数据、就业报告等一系列重要经济指标被“卡住”，这使得市场对未来经济走势的预期变得模糊不清，甚至美联储在做出政策决策时都缺乏足够的依据。随着参议院推进两党协议并获得特朗普公开支持，市场普遍预期Z府将在未来几天重新开门，这不仅能提升市场情绪，还将恢复被推迟的数据发布（例如9月就业报告），为美联储12月决策提供更多信息。更重要的是，Z府重开意味着财政部积累的现金（TGA账户资金）将重新流入市场，为经济和金融系统注入新的流动性，类似于“强心剂”对市场的刺激作用。其次，特朗普提出“关税红利”概念 ，进一步刺激了市场乐观情绪。这一想法是在此前的关税收益基础上进一步发展，提出将这些关税收入直接返还给民众，类似“直升机撒钱”的升级版。 此举有助于提高消费和经济活力，并进一步增强投资者信心，尤其是在美股震荡期，政策的直接刺激作用尤为重要。 最后，科技股的强势表现，特别是英伟达的反弹，也为今天的市场上涨提供了支持。英伟达在经历上周回调后今日强势反弹，收涨5.79%，创下了今年4月以来的最大单日涨幅。消息面上，英伟达释放出对未来需求的极度乐观信号：公司已要求台积电将新一代 Blackwell芯片 的月产量提高50%，从原定的10万片跃升至16万片，其中3.5万片晶圆专供英伟达使用。美股投资网周末的文章就已经分析过黄仁勋直言：“没有台积电，就没有今天的英伟达。”黄仁勋表示，市场需求正以“每月都在爆炸式增长”的速度扩张。作为配合，三大HBM芯片供应商均已开始大幅扩大产能。美股投资网分析认为 这一系列举措表明，人工智能芯片大战的节奏和规模已远超此前预期，市场据此重估了英伟达的成
美股 英伟达暴涨6%，引领纳指报复性反弹！CIEN LITE CRDO
精彩
StaceyJulia:
英伟达这波反弹给力，AI芯片需求爆炸增长！
回复
2
点赞
2
编组 21备份 2
分享
举报
巫云
·
2025-11-01
$CRDO 20260116 150.0 CALL$
这么好的票人气不高啊
$CRDO 20260116 150.0 CALL$ 这么好的票人气不高啊
# 晒晒更赚钱
回复
评论
点赞
2
编组 21备份 2
分享
举报
空军大队长
·
2025-11-02
ALAB CRDO 超微电脑 多邻国 RDDT UI 分析报告
ALAB就是做内存条的，当今的AI模型参数数量超过1万亿，一个AI运算集群可以包含数千颗GPU，而这些GPU有一半的时间在等待数据传输的过程中空转，ALAB可以解决这个空转问题，从而提高GPU的利用率，特别是现在一块GPU4万美元的情况下，能提高GPU的利用率就是实实在在的降低成本，这也是公司股价大涨的主要原因，上涨的逻辑跟现在的OKLO一样，就是市场急需这个产品的时候，股价涨起来就会非常快，这个行业的市场规模为300亿美元，ALAB现在的市值也快三百亿美元了，按理龙头股可达到三千亿美元的市值，还有十倍的上涨空间，但是整个芯片股我都不愿意做，而且我不喜欢细分行业，更喜欢万亿美元的大行业，因为细分行业做得好才十倍，而大行业做得好有百倍上涨空间，所以ALAB不符合我长线价值投资的主要原因是细分行业。 CRDO也是一家做连接芯片的公司，就是让两个GPU之间连接，也说GPU跟内存芯片之间连接，现在的AI芯片数据量大，传统的连接芯片传输效率太低，CRDO就来解决这个问题的，也是受益于现在各大AI公司的快速发展，公司现在市值300亿美元，这个行业具体的规模我不知道，但是细分行业的市场规模一般就是几百亿美元，不会太大，理论上也有十倍上涨空间，但是细分行业的股票我还是不做，主要是安全性没有英伟达这些龙头股高。 超微电脑主要做数据中心液冷服务器机架，创始人跟黄仁勋都是华人，主要业务就是给服务英伟达，就是黄仁勋照顾起来的一家公司，当然公司的液冷技术是最好的。简单来说，数据中心的服务器功耗越来越高，传统的风冷系统已经快顶不住了，而液冷不但散热更高效，还节省能源。超微是这一技术的先行者，比如2024年推出的产品，还支持超过1100瓦功耗的GPU，凭着这些先发优势占吸引了不少大客户。目前，他们还在不断优化液冷技术，支持更高性能密度的GPU产品，也就是说没有超微电脑的液冷技术，现在的人工智能都没办法发
ALAB CRDO 超微电脑 多邻国 RDDT UI 分析报告
精彩
爱玩坤坤的菜基:
队长，fig还有救吗 [流泪]
回复
4
点赞
28
编组 21备份 2
分享
举报
卖火柴的大男孩
·
2025-10-15
$Credo Technology Group Holding Ltd(CRDO)$
总算等到你大跌了，这种高速增长的算力基建票，回调都是难得的黄金坑，而且窗口期很短，希望再多跌一点给个机会捞底[嘘]
$Credo Technology Group Holding Ltd(CRDO)$ 总算等到你大跌了，这种高速增长的算力基建票，回调都是难得的黄金坑，而...
回复
评论
点赞
3
编组 21备份 2
分享
举报
科技Geek
·
2025-10-08
$CoreWeave, Inc.(CRWV)$
今天又加仓了
$Credo Technology Group Holding Ltd(CRDO)$
，各位还在小打小闹？赶紧赚真金白银吧。
$CoreWeave, Inc.(CRWV)$ 今天又加仓了$Credo Technology Group Holding Ltd(CRDO)$ ，各位还...
回复
评论
点赞
点赞
编组 21备份 2
分享
举报
slowhorses
·
2025-09-09
$Credo Technology Group Holding Ltd(CRDO)$
标记下人工智能数据中心基础设施
$Credo Technology Group Holding Ltd(CRDO)$ 标记下人工智能数据中心基础设施
回复
评论
点赞
2
编组 21备份 2
分享
举报
加载更多
公司概况
公司名称
Credo Technology Group Holding Ltd
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.credosemi.com
邮政编码
- -
联系电话
- -
联系传真
- -
公司概况
Credo Technology Group Holding Ltd是根据开曼群岛法律注册成立的，是提供安全、高速连接解决方案的创新者，随着整个数据基础设施市场的数据生成和相应宽带需求呈指数级增长，这些解决方案可提供更高的功率和成本效率，创新解决了系统宽带瓶颈，同时提高了功率、安全性和可靠性，连接解决方案针对光和电以太网应用进行了优化，包括新兴的100G（或每秒千兆位）、200G、400G和800G市场。该公司的产品基于其串行器/解串器(SerDes)和数字信号处理器(DSP)技术。该公司的产品系列包括集成电路(IC)、有源电缆(AEC)和SerDes小芯片。该公司的IP解决方案主要包括SerDes IP许可。
01-13
关联方拟减持公告
Form 144 | CREDO高管 Sylvia Acevedo 拟减持2200股，总价约35万美元
Form 144 | CREDO高管 Sylvia Acevedo 拟减持2200股，总价约35万美元
01-07
关联方拟减持公告
Form 144 | Credo高管William Joseph Brennan拟减持155964股，总价约2199万美元
Form 144 | Credo高管William Joseph Brennan拟减持155964股，总价约2199万美元
01-07
关联方拟减持公告
Form 144 | Credo Technology Group Holding Ltd 高管 Daniel Fleming 拟减持8562股，总价约120.7万美元
Form 144 | Credo Technology Group Holding Ltd 高管 Daniel Fleming 拟减持8562股，总价约120.7万美元
01-02
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
2025-12-29
关联方拟减持公告
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD高管 James Laufman拟减持10000股，总价约150万美元
Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD高管 James Laufman拟减持10000股，总价约150万美元
2025-12-11
关联方拟减持公告
Form 144 | Credo Technology Group Holding Ltd 高管 ZHAN (BVI) CO LTD. 拟减持370,000股，总价约5845万美元
Form 144 | Credo Technology Group Holding Ltd 高管 ZHAN (BVI) CO LTD. 拟减持370,000股，总价约5845万美元
2025-12-08
关联方拟减持公告
Form 144 | CREDO TECHNOLOGY GROUP 董事 Manpreet Khaira 拟减持2000股，总价约35万美元
Form 144 | CREDO TECHNOLOGY GROUP 董事 Manpreet Khaira 拟减持2000股，总价约35万美元
2025-12-05
关联方拟减持公告
Form 144 | CREDO TECHNOLOGY董事 Sylvia Acevedo拟减持1875股，总价约34.7万美元
Form 144 | CREDO TECHNOLOGY董事 Sylvia Acevedo拟减持1875股，总价约34.7万美元
2025-12-02
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2025-12-02
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
2025-12-01
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-11-03
关联方拟减持公告
Form 144 | Credo Technology Group Holding Ltd 董事 Pantas Sutardja 拟减持3750股，总价约70万美元
Form 144 | Credo Technology Group Holding Ltd 董事 Pantas Sutardja 拟减持3750股，总价约70万美元
2025-10-29
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-10-16
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
2025-10-15
关联方拟减持公告
Form 144 - Report of proposed sale of securities
Form 144 - Report of proposed sale of securities
分时
5日
日
周
月
数据加载中...
最高
155.41
今开
150.05
量比
0.80
最低
148.81
昨收
149.12
换手率
2.88%
热议股票
{"pagemeta":{"title":"Credo Technology Group Holding Ltd(CRDO)_个股概要_股票价格_最新资讯_行情走势_历史数据","description":"美港股上老虎。老虎社区提供Credo Technology Group Holding Ltd(CRDO)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","keywords":"Credo Technology Group Holding Ltd,CRDO,Credo Technology Group Holding Ltd股票,Credo Technology Group Holding Ltd股票老虎,Credo Technology Group Holding Ltd股票老虎国际,Credo Technology Group Holding Ltd行情,Credo Technology Group Holding Ltd股票行情,Credo Technology Group Holding Ltd股价,Credo Technology Group Holding Ltd股市,Credo Technology Group Holding Ltd股票价格,Credo Technology Group Holding Ltd股票交易,Credo Technology Group Holding Ltd股票购买,Credo Technology Group Holding Ltd股票实时行情,购买美股,购买港股,港股开户,美股开户,美股交易,港股交易,开通美港股账户,老虎国际行情","social":{"og_title":"Credo Technology Group Holding Ltd(CRDO)_个股概要_股票价格_最新资讯_行情走势_历史数据","og_description":"美港股上老虎。老虎社区提供Credo Technology Group Holding Ltd(CRDO)今日价格,行情走势,历史数据,股票概要及实时的新闻资讯,近期大事等重要参考决策数据。","og_image":"https://static.tigerbbs.com/a0b84b8debbbce3b4440f7fdd5eed2e7"}},"tab":"community","symbol":"CRDO","data":{"stockData":{"symbol":"CRDO","market":"US","secType":"STK","nameCN":"Credo Technology Group Holding Ltd","latestPrice":150.97,"timestamp":1768597200000,"preClose":149.12,"halted":0,"volume":4370721,"hourTrading":{"tag":"盘后","latestPrice":151.2,"preClose":150.97,"latestTime":"19:59 EST","volume":169588,"amount":25604454.1433,"timestamp":1768611552337,"change":0.23,"changeRate":0.001523,"amplitude":0.010063},"delay":0,"changeRate":0.012406115879828287,"floatShares":151540842,"shares":180631719,"eps":1.111626,"marketStatus":"休市中","change":1.85,"latestTime":"01-16 16:00:00 EST","open":150.05,"high":155.41,"low":148.8115,"amount":663836250.81855,"amplitude":0.04425,"askPrice":0,"askSize":0,"bidPrice":0,"bidSize":0,"shortable":3,"etf":0,"ttmEps":1.111626,"tradingStatus":0,"nextMarketStatus":{"tag":"盘前交易","tradingStatus":1,"beginTime":1768899600000},"marketStatusCode":7,"adr":0,"listingDate":1643259600000,"exchange":"NASDAQ","adjPreClose":149.12,"preHourTrading":{"tag":"盘前","latestPrice":150.49,"preClose":149.12,"latestTime":"09:29 EST","volume":28888,"amount":4414349.56968,"timestamp":1768573799999,"change":1.37,"changeRate":0.009187,"amplitude":0.025282},"postHourTrading":{"tag":"盘后","latestPrice":151.2,"preClose":150.97,"latestTime":"19:59 EST","volume":169588,"amount":25604454.1433,"timestamp":1768611552337,"change":0.23,"changeRate":0.001523,"amplitude":0.010063},"volumeRatio":0.7988244258262679,"impliedVol":0.8459,"impliedVolPercentile":0.3586},"tweetData":{"bottom":false,"list":[{"cardType":"TWEET","cardId":"TWEET.522388531319720","cardData":[{"tweetId":"522388531319720","author":{"authorId":"3586347563730096","idStr":"3586347563730096","name":"AaronHy","avatar":"https://static.tigerbbs.com/45108470b279fe06f75566e2a9699141","userType":2,"introduction":"斯坦福商学院本硕，美股期权十年交易者，超级披露实盘赛3月份冠军","userGiftHeadFrame":"https://static.tigerbbs.com/2dbc245fdbd9b115beaa630c8980fb6f","crmLevel":9,"crmLevelSwitch":1,"wearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"President Tiger","description":"The transaction amount of the securities account reaches $1,000,000","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.03.06","exceedPercentage":"93.37%","individualDisplayEnabled":0,"individualDisplaySort":0},"individualDisplayBadges":[],"fanSize":6936,"starInvestorFlag":true,"fullDisclosureFlag":false,"starInvestorFollowerNum":6197,"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"showRor":false,"investmentPhilosophy":"只做股票和期权 不做期货\n不授课 不卖课 只在老虎社区发一些交易看法 有问必答\n欢迎关注","winRationPercentage":52.964427,"dataLabelList":[],"tradeVolumeEst":0},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"userFollowInvestorFlag":false,"title":"","digest":"推荐个票 <a href=\"https://laohu8.com/S/CRDO\">$Credo Holding(CRDO)$</a> 翻倍行情[龇牙] ","plainDigest":"推荐个票 $Credo Holding(CRDO)$ 翻倍行情[龇牙]","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1768559673532,"gmtModify":1768580401639,"symbols":["CRDO"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":3,"images":[{"url":"https://static.tigerbbs.com/52348d98b2e1b5026d325d6bb5f74e0c","width":"1080","height":"1440"},{"url":"https://static.tigerbbs.com/6fb6b941e0c2188b663614c6886accd5","width":"1707","height":"1280"},{"url":"https://static.tigerbbs.com/aa3aba16a86a7cf371a662ea082a6c99","width":"1280","height":"1707"}],"repostCount":2,"viewCount":5638,"likeCount":11,"liked":false,"collected":false,"commentCount":18,"hotComments":[{"id":"522392115446296","author":{"authorId":"3494552475753513","idStr":"3494552475753513","name":"kutulu619","avatar":"https://static.tigerbbs.com/f2a216a00dcf66f80fa68a928c04f926","userType":1,"introduction":"","crmLevel":4,"crmLevelSwitch":1,"fanSize":5,"starInvestorFlag":false},"content":"有幸在这个行业接触这家公司，确实是宝藏公司，产品力无敌，虽然只是一根网线，但是不是普通网线，是含有高速SerDes芯片的网线，数据中心高速互联少不了它，同看好","plainContent":"有幸在这个行业接触这家公司，确实是宝藏公司，产品力无敌，虽然只是一根网线，但是不是普通网线，是含有高速SerDes芯片的网线，数据中心高速互联少不了它，同看好","likeCount":0,"commentType":"hot","coins":0},{"id":"522393503806088","author":{"authorId":"4203686618771782","idStr":"4203686618771782","name":"DX777","avatar":"https://static.tigerbbs.com/dbdbbeaea2a5f11696288b32c801a8e0","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/b073a07f77dbe6b3bec6b12311fde6bd","crmLevel":2,"crmLevelSwitch":1,"fanSize":0,"starInvestorFlag":false},"content":"粉丝福利 [财迷]？什么价格进合适啊大哥","plainContent":"粉丝福利 [财迷]？什么价格进合适啊大哥","likeCount":0,"commentType":"hot","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":true,"shareLink":"https://laohu8.com/post/522388531319720","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":42,"displayRows":4,"foldSize":0,"authorId":"3586347563730096"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.507003456983144","cardData":[{"tweetId":"507003456983144","author":{"authorId":"9000000000000038","idStr":"9000000000000038","name":"中文投资网","avatar":"https://static.laohu8.com/default-avatar.jpg","userType":8,"introduction":"-","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":818,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"Credo (CRDO) 最新财报来了！AI 热潮之下，股价炸裂","digest":"近半年美股又出现一只AI概念大热门科技股：Credo Technology（股票代码：CRDO），6个月涨幅已经达到180%。财报一发，股价盘后直接起飞，盘后最高涨幅达到17%！到底发生了什么？财报亮点 — 超预期 + 营收狂飙2025 年 12 月 1 日盘后，Credo Technology Group Holding Ltd（CRDO）公布其 2026 财年第二季度 (Q2) 财报：营收2.68亿美元，大幅超过预计的2.35亿美元，同比增长约 272%；调整后EPS为0.67美元，远高于市场共识的0.49美元；非GAAP毛利率达 67.7%，净利润127.8百万美元；公司给出的下一季度营收指引：3.35–3.45亿美元，继续加速增长。这已经不是 Credo 第一次表现超预期 —— 这家公司过去几个季度营收与盈利均持续好于预期。盘后直接冲高财报放出后，CRDO 股价在盘后交易中一度大涨，目前涨幅达到15%。这波上涨反映市场对 业绩 + AI 基础设施需求 + 前景指引 的一致认可。为什么这次表现这么强劲？背后的几个关键点AI 基建需求爆发Credo 的产品（尤其是高速连接解决方案）正好对上了当下AI/云计算/数据中心扩张的大趋势。数据中心与AI服务器扩容速度全面上调，需求真实落地，互连芯片迎来放量期。产品组合+技术优势不仅是传统连接线缆，Credo的光学/高带宽/低功耗方案在行业里竞争力强，被视为高端基础设施的一部分，不是简单卖线材。11 月发布OmniConnect家族首发产品Weaver ——专攻 AI 推理阶段的内存带宽瓶颈。高密度、降成本、需求火爆。利润+体量双提升+前景乐观不仅营收大增，毛利率、盈利能力也不错，而且公司给出了非常向上的下一季度／未来增长指引—让市场对未来信心满满；毛利率高达67.7%，加上公司现金储备强，让扩产、打价格战都更有底气。公司高管 &","plainDigest":"近半年美股又出现一只AI概念大热门科技股：Credo Technology（股票代码：CRDO），6个月涨幅已经达到180%。财报一发，股价盘后直接起飞，盘后最高涨幅达到17%！到底发生了什么？财报亮点 — 超预期 + 营收狂飙2025 年 12 月 1 日盘后，Credo Technology Group Holding Ltd（CRDO）公布其 2026 财年第二季度 (Q2) 财报：营收2.68亿美元，大幅超过预计的2.35亿美元，同比增长约 272%；调整后EPS为0.67美元，远高于市场共识的0.49美元；非GAAP毛利率达 67.7%，净利润127.8百万美元；公司给出的下一季度营收指引：3.35–3.45亿美元，继续加速增长。这已经不是 Credo 第一次表现超预期 —— 这家公司过去几个季度营收与盈利均持续好于预期。盘后直接冲高财报放出后，CRDO 股价在盘后交易中一度大涨，目前涨幅达到15%。这波上涨反映市场对 业绩 + AI 基础设施需求 + 前景指引 的一致认可。为什么这次表现这么强劲？背后的几个关键点AI 基建需求爆发Credo 的产品（尤其是高速连接解决方案）正好对上了当下AI/云计算/数据中心扩张的大趋势。数据中心与AI服务器扩容速度全面上调，需求真实落地，互连芯片迎来放量期。产品组合+技术优势不仅是传统连接线缆，Credo的光学/高带宽/低功耗方案在行业里竞争力强，被视为高端基础设施的一部分，不是简单卖线材。11 月发布OmniConnect家族首发产品Weaver ——专攻 AI 推理阶段的内存带宽瓶颈。高密度、降成本、需求火爆。利润+体量双提升+前景乐观不仅营收大增，毛利率、盈利能力也不错，而且公司给出了非常向上的下一季度／未来增长指引—让市场对未来信心满满；毛利率高达67.7%，加上公司现金储备强，让扩产、打价格战都更有底气。公司高管 &","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1764683220000,"gmtModify":1764812236595,"symbols":["CRDO"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":2291,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/507003456983144","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":1843,"displayRows":4,"foldSize":0,"authorId":"9000000000000038"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.506041563639960","cardData":[{"tweetId":"506041563639960","author":{"authorId":"36989258284800","idStr":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","userType":8,"introduction":"老虎国际官方账号","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":39153,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"周报:美股迎自2008年来最强感恩节周行情，AI科技领涨，12月降息预期升温","digest":"上周市场回顾1. 美国市场——自2008年以来表现最好的感恩节周感恩节周表现强劲：上周美国股市全线上涨，三大股指涨幅均超过3%。 <a href=\"https://laohu8.com/S/.IXIC\">$纳斯达克(.IXIC)$</a> 当周飙升4.91%， <a href=\"https://laohu8.com/S/SPY\">$标普500ETF(SPY)$</a> 上涨近4%，创下自2008年以来感恩节周最佳表现。标普500指数已连续七个月上涨，创七年多来最佳连涨纪录。摩根大通看好该指数，预测到2027年将上涨20%。12月降息的可能性上升：芝商所(CME)的FedWatch工具显示，降息的可能性为87.4%。特朗普周日表示，他已选定下一任美联储主席，并将很快宣布。政策利好因素有所减弱：数据显示经济有望软着陆，但由于近期官方数据发布较少，经济表现可能不如预期强劲，这或许有利于更广泛的市场板块。12月或将迎来季节性利好：美国股市或将挑战新高。根据《股票交易员年鉴》，12 月是道琼斯指数和标准普尔 500 指数自 1950 年以来表现第三好的月份，也是纳斯达克指数自 1971 年以来表现第三好的月份。2. 美国行业与个股——科技与AI股领涨板块：受人工智能技术进步和强劲财报的推动，科技板块整体大幅上涨。 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> 股价下跌 1%，受到谷歌人工智能芯片研发带来的竞争压力，市场地位受到影响。 <a href=\"https://laohu8.com/S/GOOGL\">$谷歌A(GOOGL)$</a> 股价飙升 6.83%，主要得益于人工智能技术的进步和战略合作，包括与 Meta Platforms 就人工智能芯片达成的潜在交易。","plainDigest":"上周市场回顾1. 美国市场——自2008年以来表现最好的感恩节周感恩节周表现强劲：上周美国股市全线上涨，三大股指涨幅均超过3%。 $纳斯达克(.IXIC)$ 当周飙升4.91%， $标普500ETF(SPY)$ 上涨近4%，创下自2008年以来感恩节周最佳表现。标普500指数已连续七个月上涨，创七年多来最佳连涨纪录。摩根大通看好该指数，预测到2027年将上涨20%。12月降息的可能性上升：芝商所(CME)的FedWatch工具显示，降息的可能性为87.4%。特朗普周日表示，他已选定下一任美联储主席，并将很快宣布。政策利好因素有所减弱：数据显示经济有望软着陆，但由于近期官方数据发布较少，经济表现可能不如预期强劲，这或许有利于更广泛的市场板块。12月或将迎来季节性利好：美国股市或将挑战新高。根据《股票交易员年鉴》，12 月是道琼斯指数和标准普尔 500 指数自 1950 年以来表现第三好的月份，也是纳斯达克指数自 1971 年以来表现第三好的月份。2. 美国行业与个股——科技与AI股领涨板块：受人工智能技术进步和强劲财报的推动，科技板块整体大幅上涨。 $英伟达(NVDA)$ 股价下跌 1%，受到谷歌人工智能芯片研发带来的竞争压力，市场地位受到影响。 $谷歌A(GOOGL)$ 股价飙升 6.83%，主要得益于人工智能技术的进步和战略合作，包括与 Meta Platforms 就人工智能芯片达成的潜在交易。","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1764570774001,"gmtModify":1764577707626,"symbols":["SNOW","CRWD","MQG.AU","DLTR","KR","TD","MRVL","SRJ.AU","RIO.AU","VSCO","DG","XJO.AU","GOOGL","NVO","BNS","BF.B","YF8.SI","MDB","03690","O39.SI","REH.AU","BN4.SI","SPY","FLNC","HSI","CLSK","NVDA","BABA","ULTA","CRDO","SYM","NFLX","AEO","BOX","BHP.AU","OKTA","09988","SIG","09866","SS1.AU","CRM","XPEV","GTLB","02026","00800","M","BUOU.SI","01810","PSTG","FIVE","S","STI.SI",".IXIC","DOCU","DELL","NIO","MPNGY","09868","WRD","XIACY"],"themeIds":["cc65bfe8ff7145cf8db4716572f98414","fb0b8a84b3ed43f49e4a9bb328a89463","5afcc0d8780a4b05acb3d56b26e7b1a9"],"themes":[{"themeId":"fb0b8a84b3ed43f49e4a9bb328a89463","themeType":0,"name":"纳指两连跌！选择观望or逢低进场？"}],"popularizeThemeFlag":false,"imageCount":3,"images":[{"url":"https://static.tigerbbs.com/72bbcce26feb1271446383465951ed62"},{"url":"https://static.tigerbbs.com/eabeeef98f743443a36b84de3b31d4f4"},{"url":"https://static.tigerbbs.com/dacc9dec936798538e13ff4c80e4135b"}],"repostCount":8,"viewCount":26582,"likeCount":5,"liked":false,"collected":false,"commentCount":1,"hotComments":[{"id":"506075299610904","author":{"authorId":"1436866998000","idStr":"1436866998000","name":"然妈看美股","avatar":"https://static.tigerbbs.com/03acd63f394134e53cb315da4b353c9a","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/f3e7f6253c885de8bad6403055b76aab","crmLevel":2,"crmLevelSwitch":1,"fanSize":2024,"starInvestorFlag":false},"content":"12月或将迎来季节性利好：美国股市或将挑战新高。根据《股票交易员年鉴》，12 月是道琼斯指数和标准普尔 500 指数自 1950 年以来表现第三好的月份，也是纳斯达克指数自 1971 年以来表现第三好的月份。","plainContent":"12月或将迎来季节性利好：美国股市或将挑战新高。根据《股票交易员年鉴》，12 月是道琼斯指数和标准普尔 500 指数自 1950 年以来表现第三好的月份，也是纳斯达克指数自 1971 年以来表现第三好的月份。","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/506041563639960","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":5267,"displayRows":4,"foldSize":0,"authorId":"36989258284800"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.500139852988808","cardData":[{"tweetId":"500139852988808","author":{"authorId":"36989258284800","idStr":"36989258284800","name":"小虎老师","avatar":"https://static.laohu8.com/6e9d88ae16a2b401169a727cf1457404","userType":8,"introduction":"老虎国际官方账号","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":39153,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"💰微软AI超级工厂产业链全景图：20+只核心标的大起底","digest":"<a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 正式启建其首座\"AI超级工厂\"，通过将亚特兰大、威斯康星等地的数据中心整合为统一的分布式算力系统，构建起星际规模的AI基础设施网络。这一里程碑式项目不仅标志着AI算力进入集群化新时代，更在光通信、电力保障、网络设备等多个环节催生千亿级投资机会。一、AI算力基石：芯片与云架构受益原因： <a href=\"https://laohu8.com/S/MSFT\">$微软(MSFT)$</a> 超级工厂需整合数万张AI加速卡形成统一算力池，对高端GPU需求呈指数级增长。Neocloud服务商则通过GPU虚拟化与调度优化，帮助微软提升算力利用率，降低闲置成本。市场规模：2024年全球AI芯片市场规模约450亿美元，Gartner预计2025年将增长至680亿美元（+51%），其中超大规模数据中心占需求量的65%。美股投资者关注：这是产业链的核心环节，但估值已充分反映乐观预期。投资重点应放在市场份额稳固、有明确微软订单的龙头，避免追高风险。公司核心业务与地位参考股价（USD）2025YTD涨跌幅核心逻辑 <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> AI GPU绝对龙头，占据90%以上训练芯片市场186.8639.15%微软超级工厂将新增数万片H200/B200订单，NVLink技术成为分布式训练标准 <a href=\"https://laohu8.com/S/IREN\">$IREN Ltd(IREN)$</a> 澳洲新兴AI云服务商，专精高性能计算48.65395.42%直接对接微软算力外包需求，200MW数据中心已获预租 <a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(</a>","plainDigest":"$微软(MSFT)$ 正式启建其首座\"AI超级工厂\"，通过将亚特兰大、威斯康星等地的数据中心整合为统一的分布式算力系统，构建起星际规模的AI基础设施网络。这一里程碑式项目不仅标志着AI算力进入集群化新时代，更在光通信、电力保障、网络设备等多个环节催生千亿级投资机会。一、AI算力基石：芯片与云架构受益原因： $微软(MSFT)$ 超级工厂需整合数万张AI加速卡形成统一算力池，对高端GPU需求呈指数级增长。Neocloud服务商则通过GPU虚拟化与调度优化，帮助微软提升算力利用率，降低闲置成本。市场规模：2024年全球AI芯片市场规模约450亿美元，Gartner预计2025年将增长至680亿美元（+51%），其中超大规模数据中心占需求量的65%。美股投资者关注：这是产业链的核心环节，但估值已充分反映乐观预期。投资重点应放在市场份额稳固、有明确微软订单的龙头，避免追高风险。公司核心业务与地位参考股价（USD）2025YTD涨跌幅核心逻辑 $英伟达(NVDA)$ AI GPU绝对龙头，占据90%以上训练芯片市场186.8639.15%微软超级工厂将新增数万片H200/B200订单，NVLink技术成为分布式训练标准 $IREN Ltd(IREN)$ 澳洲新兴AI云服务商，专精高性能计算48.65395.42%直接对接微软算力外包需求，200MW数据中心已获预租 $CoreWeave, Inc.(","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1763112547647,"gmtModify":1763113039258,"symbols":["NVDA","CEG","CRDO","AAOI","COHR","AEP","IREN","WEC","APH","NBIS","HPE","MRVL","AVGO","CSCO","ANET","FN","POET","CLS","06869","LUMN","BN","LITE","GLW","CIEN","CRWV","ALAB","MSFT","601869"],"themeIds":["19e69263b684e63b73330645fc5d99d4"],"themes":[{"themeId":"19e69263b684e63b73330645fc5d99d4","themeType":2,"name":"微软借力OpenAI攻坚定制AI芯片"}],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/1eef3e7943b100e5b14bf3883dd076ef"}],"repostCount":60,"viewCount":35754,"likeCount":32,"liked":false,"collected":false,"commentCount":7,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/500139852988808","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":6638,"displayRows":4,"foldSize":0,"authorId":"36989258284800"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.498894995259488","cardData":[{"tweetId":"498894995259488","author":{"authorId":"3478213283465426","idStr":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","userType":6,"introduction":"美股投资网","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":21259,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"美股 英伟达暴涨6%，引领纳指报复性反弹！CIEN LITE CRDO","digest":"今日美股市场实现全线强劲反弹，纳指收盘飙升2.27%，标普500上涨1.54%，双双收复了上周的大部分失地。首先，Z府关门的即将结束是市场反弹的首要推动力。此前的Z府关停已持续较长时间，期间包括经济数据、通胀数据、就业报告等一系列重要经济指标被“卡住”，这使得市场对未来经济走势的预期变得模糊不清，甚至美联储在做出政策决策时都缺乏足够的依据。随着参议院推进两党协议并获得特朗普公开支持，市场普遍预期Z府将在未来几天重新开门，这不仅能提升市场情绪，还将恢复被推迟的数据发布（例如9月就业报告），为美联储12月决策提供更多信息。更重要的是，Z府重开意味着财政部积累的现金（TGA账户资金）将重新流入市场，为经济和金融系统注入新的流动性，类似于“强心剂”对市场的刺激作用。其次，特朗普提出“关税红利”概念 ，进一步刺激了市场乐观情绪。这一想法是在此前的关税收益基础上进一步发展，提出将这些关税收入直接返还给民众，类似“直升机撒钱”的升级版。 此举有助于提高消费和经济活力，并进一步增强投资者信心，尤其是在美股震荡期，政策的直接刺激作用尤为重要。 最后，科技股的强势表现，特别是英伟达的反弹，也为今天的市场上涨提供了支持。英伟达在经历上周回调后今日强势反弹，收涨5.79%，创下了今年4月以来的最大单日涨幅。消息面上，英伟达释放出对未来需求的极度乐观信号：公司已要求台积电将新一代 Blackwell芯片 的月产量提高50%，从原定的10万片跃升至16万片，其中3.5万片晶圆专供英伟达使用。美股投资网周末的文章就已经分析过黄仁勋直言：“没有台积电，就没有今天的英伟达。”黄仁勋表示，市场需求正以“每月都在爆炸式增长”的速度扩张。作为配合，三大HBM芯片供应商均已开始大幅扩大产能。美股投资网分析认为 这一系列举措表明，人工智能芯片大战的节奏和规模已远超此前预期，市场据此重估了英伟达的成","plainDigest":"今日美股市场实现全线强劲反弹，纳指收盘飙升2.27%，标普500上涨1.54%，双双收复了上周的大部分失地。首先，Z府关门的即将结束是市场反弹的首要推动力。此前的Z府关停已持续较长时间，期间包括经济数据、通胀数据、就业报告等一系列重要经济指标被“卡住”，这使得市场对未来经济走势的预期变得模糊不清，甚至美联储在做出政策决策时都缺乏足够的依据。随着参议院推进两党协议并获得特朗普公开支持，市场普遍预期Z府将在未来几天重新开门，这不仅能提升市场情绪，还将恢复被推迟的数据发布（例如9月就业报告），为美联储12月决策提供更多信息。更重要的是，Z府重开意味着财政部积累的现金（TGA账户资金）将重新流入市场，为经济和金融系统注入新的流动性，类似于“强心剂”对市场的刺激作用。其次，特朗普提出“关税红利”概念 ，进一步刺激了市场乐观情绪。这一想法是在此前的关税收益基础上进一步发展，提出将这些关税收入直接返还给民众，类似“直升机撒钱”的升级版。 此举有助于提高消费和经济活力，并进一步增强投资者信心，尤其是在美股震荡期，政策的直接刺激作用尤为重要。 最后，科技股的强势表现，特别是英伟达的反弹，也为今天的市场上涨提供了支持。英伟达在经历上周回调后今日强势反弹，收涨5.79%，创下了今年4月以来的最大单日涨幅。消息面上，英伟达释放出对未来需求的极度乐观信号：公司已要求台积电将新一代 Blackwell芯片 的月产量提高50%，从原定的10万片跃升至16万片，其中3.5万片晶圆专供英伟达使用。美股投资网周末的文章就已经分析过黄仁勋直言：“没有台积电，就没有今天的英伟达。”黄仁勋表示，市场需求正以“每月都在爆炸式增长”的速度扩张。作为配合，三大HBM芯片供应商均已开始大幅扩大产能。美股投资网分析认为 这一系列举措表明，人工智能芯片大战的节奏和规模已远超此前预期，市场据此重估了英伟达的成","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1762825581115,"gmtModify":1762826880096,"symbols":["CIEN","CRDO"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":11,"images":[{"url":"https://static.tigerbbs.com/3394c8d4628e5f3c4ba264689de638b6"},{"url":"https://static.tigerbbs.com/a161cdbee98fd39f4d3e410566c09028"},{"url":"https://static.tigerbbs.com/3d13b25d7d70ea97d3fa5976c5a88e7c"}],"repostCount":0,"viewCount":32867,"likeCount":2,"liked":false,"collected":false,"commentCount":2,"hotComments":[{"id":"498906306617408","author":{"authorId":"9000000000000385","idStr":"9000000000000385","name":"StaceyJulia","avatar":"https://static.tigerbbs.com/5542e95e8b2dae009b1c8a6854d922ee","userType":8,"introduction":"运营账号","crmLevel":1,"crmLevelSwitch":0,"fanSize":2,"starInvestorFlag":false},"content":"英伟达这波反弹给力，AI芯片需求爆炸增长！","plainContent":"英伟达这波反弹给力，AI芯片需求爆炸增长！","likeCount":0,"commentType":"valid","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/498894995259488","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":4300,"displayRows":4,"foldSize":0,"authorId":"3478213283465426"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.495349587432256","cardData":[{"tweetId":"495349587432256","author":{"authorId":"3486182618965004","idStr":"3486182618965004","name":"巫云","avatar":"https://static.tigerbbs.com/297cf410ed02bcadb5ed667511255c77","userType":1,"introduction":"","crmLevel":4,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":13,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"","digest":"<a href=\"https://laohu8.com/OPT/CRDO 20260116 150.0 CALL\">$CRDO 20260116 150.0 CALL$ </a> 这么好的票人气不高啊","plainDigest":"$CRDO 20260116 150.0 CALL$ 这么好的票人气不高啊","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1761966217058,"gmtModify":1761966229862,"symbols":["CRDO"],"themeIds":["5bfad02ab61749c8bfe6573ac7bbe8a3"],"themes":[{"themeId":"5bfad02ab61749c8bfe6573ac7bbe8a3","themeType":0,"name":"晒晒更赚钱"}],"popularizeThemeFlag":false,"imageCount":2,"images":[{"url":"https://static.tigerbbs.com/913471de284690a48375d042520cb440","width":"882","height":"1664"}],"repostCount":0,"viewCount":1470,"likeCount":2,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/495349587432256","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":["晒单贴"],"commentAndTweetFlag":false,"upFlag":false,"length":43,"displayRows":4,"foldSize":0,"authorId":"3486182618965004"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.495723915616800","cardData":[{"tweetId":"495723915616800","author":{"authorId":"74125836878304","idStr":"74125836878304","name":"空军大队长","avatar":"https://static.tigerbbs.com/491ac6b2de4e6f00b0c07853ca1c186b","userType":2,"introduction":"微信公众号 空军大队长，专注每日分享自己的投资订单和思考","userGiftHeadFrame":"https://static.tigerbbs.com/75944ad144f2566ba526ce9b292d3cd2","crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[{"badgeId":"3f8f4b8c193b4343a88817ce07587dbd-1","templateUuid":"3f8f4b8c193b4343a88817ce07587dbd","name":"星级创作者","description":"累计发表精华帖>=3（或有料帖>=10），且30天内发表过至少一篇精华帖（或4篇有料帖）并参与过评论","bigImgUrl":"https://static.tigerbbs.com/1866dcf97a73be1c330f85862546aedc","smallImgUrl":"https://static.tigerbbs.com/4f5c5fa8e2c7683bb5a7fce8753ee456","redirectLinkEnabled":1,"redirectLink":"https://www.laohu8.com/activity/market/2023/star-contributors/","hasAllocated":1,"isWearing":0,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.18","individualDisplayEnabled":1,"backgroundColor":{"dark":"#675a37","tint":"#f9ebc2"},"fontColor":{"dark":"#ffffff","tint":"#ab7a0e"},"individualDisplaySort":1}],"fanSize":47317,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"title":"ALAB CRDO 超微电脑 多邻国 RDDT UI 分析报告","digest":"ALAB就是做内存条的，当今的AI模型参数数量超过1万亿，一个AI运算集群可以包含数千颗GPU，而这些GPU有一半的时间在等待数据传输的过程中空转，ALAB可以解决这个空转问题，从而提高GPU的利用率，特别是现在一块GPU4万美元的情况下，能提高GPU的利用率就是实实在在的降低成本，这也是公司股价大涨的主要原因，上涨的逻辑跟现在的OKLO一样，就是市场急需这个产品的时候，股价涨起来就会非常快，这个行业的市场规模为300亿美元，ALAB现在的市值也快三百亿美元了，按理龙头股可达到三千亿美元的市值，还有十倍的上涨空间，但是整个芯片股我都不愿意做，而且我不喜欢细分行业，更喜欢万亿美元的大行业，因为细分行业做得好才十倍，而大行业做得好有百倍上涨空间，所以ALAB不符合我长线价值投资的主要原因是细分行业。 CRDO也是一家做连接芯片的公司，就是让两个GPU之间连接，也说GPU跟内存芯片之间连接，现在的AI芯片数据量大，传统的连接芯片传输效率太低，CRDO就来解决这个问题的，也是受益于现在各大AI公司的快速发展，公司现在市值300亿美元，这个行业具体的规模我不知道，但是细分行业的市场规模一般就是几百亿美元，不会太大，理论上也有十倍上涨空间，但是细分行业的股票我还是不做，主要是安全性没有英伟达这些龙头股高。 超微电脑主要做数据中心液冷服务器机架，创始人跟黄仁勋都是华人，主要业务就是给服务英伟达，就是黄仁勋照顾起来的一家公司，当然公司的液冷技术是最好的。简单来说，数据中心的服务器功耗越来越高，传统的风冷系统已经快顶不住了，而液冷不但散热更高效，还节省能源。超微是这一技术的先行者，比如2024年推出的产品，还支持超过1100瓦功耗的GPU，凭着这些先发优势占吸引了不少大客户。目前，他们还在不断优化液冷技术，支持更高性能密度的GPU产品，也就是说没有超微电脑的液冷技术，现在的人工智能都没办法发","plainDigest":"ALAB就是做内存条的，当今的AI模型参数数量超过1万亿，一个AI运算集群可以包含数千颗GPU，而这些GPU有一半的时间在等待数据传输的过程中空转，ALAB可以解决这个空转问题，从而提高GPU的利用率，特别是现在一块GPU4万美元的情况下，能提高GPU的利用率就是实实在在的降低成本，这也是公司股价大涨的主要原因，上涨的逻辑跟现在的OKLO一样，就是市场急需这个产品的时候，股价涨起来就会非常快，这个行业的市场规模为300亿美元，ALAB现在的市值也快三百亿美元了，按理龙头股可达到三千亿美元的市值，还有十倍的上涨空间，但是整个芯片股我都不愿意做，而且我不喜欢细分行业，更喜欢万亿美元的大行业，因为细分行业做得好才十倍，而大行业做得好有百倍上涨空间，所以ALAB不符合我长线价值投资的主要原因是细分行业。 CRDO也是一家做连接芯片的公司，就是让两个GPU之间连接，也说GPU跟内存芯片之间连接，现在的AI芯片数据量大，传统的连接芯片传输效率太低，CRDO就来解决这个问题的，也是受益于现在各大AI公司的快速发展，公司现在市值300亿美元，这个行业具体的规模我不知道，但是细分行业的市场规模一般就是几百亿美元，不会太大，理论上也有十倍上涨空间，但是细分行业的股票我还是不做，主要是安全性没有英伟达这些龙头股高。 超微电脑主要做数据中心液冷服务器机架，创始人跟黄仁勋都是华人，主要业务就是给服务英伟达，就是黄仁勋照顾起来的一家公司，当然公司的液冷技术是最好的。简单来说，数据中心的服务器功耗越来越高，传统的风冷系统已经快顶不住了，而液冷不但散热更高效，还节省能源。超微是这一技术的先行者，比如2024年推出的产品，还支持超过1100瓦功耗的GPU，凭着这些先发优势占吸引了不少大客户。目前，他们还在不断优化液冷技术，支持更高性能密度的GPU产品，也就是说没有超微电脑的液冷技术，现在的人工智能都没办法发","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1762056895218,"gmtModify":1762058607871,"symbols":["SMCI","UI","ALAB","DUOL","CRDO","RDDT"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":8,"viewCount":20417,"likeCount":28,"liked":false,"collected":false,"commentCount":4,"hotComments":[{"id":"495773363893040","author":{"authorId":"3577083742177925","idStr":"3577083742177925","name":"爱玩坤坤的菜基","avatar":"https://static.laohu8.com/default-avatar.jpg","userType":1,"introduction":"","userGiftHeadFrame":"https://static.tigerbbs.com/b0a2963eb37c60c5d6d4a8dbcd266952","crmLevel":5,"crmLevelSwitch":0,"fanSize":0,"starInvestorFlag":false},"content":"队长，fig还有救吗 [流泪]","plainContent":"队长，fig还有救吗 [流泪]","likeCount":0,"commentType":"hot","coins":0}],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":true,"essentialFlag":true,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/495723915616800","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":5882,"displayRows":4,"foldSize":0,"authorId":"74125836878304"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.489316543008768","cardData":[{"tweetId":"489316543008768","author":{"authorId":"3549627310292835","idStr":"3549627310292835","name":"卖火柴的大男孩","avatar":"https://static.tigerbbs.com/5b49a08dae0703c670a2b8cffed253ae","userType":1,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":39,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"digest":"<a href=\"https://laohu8.com/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$ </a> 总算等到你大跌了，这种高速增长的算力基建票，回调都是难得的黄金坑，而且窗口期很短，希望再多跌一点给个机会捞底[嘘] ","plainDigest":"$Credo Technology Group Holding Ltd(CRDO)$ 总算等到你大跌了，这种高速增长的算力基建票，回调都是难得的黄金坑，而且窗口期很短，希望再多跌一点给个机会捞底[嘘]","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1760489578088,"gmtModify":1760489580228,"symbols":["CRDO"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":1566,"likeCount":3,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/489316543008768","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":146,"displayRows":4,"foldSize":0,"authorId":"3549627310292835"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.486860960813792","cardData":[{"tweetId":"486860960813792","author":{"authorId":"10000000000010590","idStr":"10000000000010590","name":"科技Geek","avatar":"https://static.tigerbbs.com/d0681550b13e51a8ffa4c08327616955","userType":8,"introduction":"","crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":73,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"digest":"<a href=\"https://laohu8.com/S/CRWV\">$CoreWeave, Inc.(CRWV)$ </a>今天又加仓了<a href=\"https://laohu8.com/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$ </a>，各位还在小打小闹？赶紧赚真金白银吧。","plainDigest":"$CoreWeave, Inc.(CRWV)$ 今天又加仓了$Credo Technology Group Holding Ltd(CRDO)$ ，各位还在小打小闹？赶紧赚真金白银吧。","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1759872288000,"gmtModify":1759995121195,"symbols":["CRWV","CRDO"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":1,"images":[{"url":"https://static.tigerbbs.com/5939fa8406235bb4a71879a55acee070","width":"480","height":"270"}],"repostCount":0,"viewCount":1087,"likeCount":0,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/486860960813792","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":107,"displayRows":4,"foldSize":0,"authorId":"10000000000010590"}],"position":0},{"cardType":"TWEET","cardId":"TWEET.476782378500224","cardData":[{"tweetId":"476782378500224","author":{"authorId":"3537140308173485","idStr":"3537140308173485","name":"slowhorses","avatar":"https://static.tigerbbs.com/165d565b3793698e8d2479ec7e9e2951","userType":1,"introduction":"","crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":0,"starInvestorFlag":false,"userFollowAuthorFlag":false,"authorFollowUserFlag":false},"userFollowAuthorFlag":false,"authorFollowUserFlag":false,"digest":"<a href=\"https://laohu8.com/S/CRDO\">$Credo Technology Group Holding Ltd(CRDO)$</a> 标记下人工智能数据中心基础设施","plainDigest":"$Credo Technology Group Holding Ltd(CRDO)$ 标记下人工智能数据中心基础设施","sourceLanguage":"CN","currentLanguage":"CN","editable":false,"auditStatus":"PASSED","topFlag":false,"totalScore":0,"gmtCreate":1757424289966,"gmtModify":1757424291179,"symbols":["CRDO"],"themeIds":[],"popularizeThemeFlag":false,"imageCount":0,"images":[],"repostCount":0,"viewCount":985,"likeCount":2,"liked":false,"collected":false,"commentCount":0,"hotComments":[],"voteFlag":false,"rewardFlag":false,"videoFlag":false,"articleFlag":false,"paperFlag":false,"essentialFlag":false,"highlightedFlag":false,"shareLink":"https://laohu8.com/post/476782378500224","orderFlag":false,"starInvestorRankings":[],"featuresForAnalytics":[],"commentAndTweetFlag":false,"upFlag":false,"length":68,"displayRows":4,"foldSize":0,"authorId":"3537140308173485"}],"position":0}],"size":10},"newsData":null,"noticeData":{"listData":[{"cdn_pdf":false,"hasAttachments":true,"id":"20628484","market":"us","labels":[],"media":"sec.gov","original_id":"AN195004726000368-CRDO","pdf_url":"","pub_time":1768280400000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 | CREDO高管 Sylvia Acevedo 拟减持2200股，总价约35万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195004726000368/0001950047-26-000368-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | CREDO高管 Sylvia Acevedo 拟减持2200股，总价约35万美元","gpt_en_title":"Form 144 | CREDO's Director Sylvia Acevedo proposes to sell 2200 shares, with a total value of approximately $350,196.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000195004726000368/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILECPqdhvigwjp33f9w","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2026-01-13 13:00","pubTimestamp":1768280400,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20613256","market":"us","labels":["insiderTrades"],"media":"sec.gov","original_id":"AN195824426000030-CRDO","pdf_url":"","pub_time":1767762000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 | Credo高管William Joseph Brennan拟减持155964股，总价约2199万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195824426000030/0001958244-26-000030-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | Credo高管William Joseph Brennan拟减持155964股，总价约2199万美元","gpt_en_title":"Form 144 | Credo's Officer William Joseph Brennan proposes to sell 155,964 shares, with a total value of approximately $21.99 Million.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000195824426000030/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILE3jbgFoauvcUEf9hu","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2026-01-07 13:00","pubTimestamp":1767762000,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20613222","market":"us","labels":[],"media":"sec.gov","original_id":"AN195824426000029-CRDO","pdf_url":"","pub_time":1767762000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 | Credo Technology Group Holding Ltd 高管 Daniel Fleming 拟减持8562股，总价约120.7万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195824426000029/0001958244-26-000029-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | Credo Technology Group Holding Ltd 高管 Daniel Fleming 拟减持8562股，总价约120.7万美元","gpt_en_title":"Form 144 | Credo Technology Group Holding Ltd's Officer Daniel Fleming proposes to sell 8562 Shares, with a total value of approximately $1.21 Million.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000195824426000029/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILE2H86uCprNLjy7whw","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2026-01-07 13:00","pubTimestamp":1767762000,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20594324","market":"us","labels":[],"media":"sec.gov","original_id":"AN195004726000043-CRDO","pdf_url":"","pub_time":1767330000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 - Report of proposed sale of securities","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195004726000043/0001950047-26-000043-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000195004726000043/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILE3fF7b4gmMRN3hyWm","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2026-01-02 13:00","pubTimestamp":1767330000,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20578100","market":"us","labels":[],"media":"sec.gov","original_id":"AN195004725010714-CRDO","pdf_url":"","pub_time":1766984400000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD高管 James Laufman拟减持10000股，总价约150万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725010714/0001950047-25-010714-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD高管 James Laufman拟减持10000股，总价约150万美元","gpt_en_title":"Form 144 | CREDO TECHNOLOGY GROUP HOLDING LTD's Officer James Laufman proposes to sell 10,000 Shares, with a total value of approximately $1.5 Million.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1622943/000195004725010714/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILEDmWnv3RcadnWtuED","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2025-12-29 13:00","pubTimestamp":1766984400,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20520116","market":"us","labels":["insiderTrades"],"media":"sec.gov","original_id":"AN195004725010160-CRDO","pdf_url":"","pub_time":1765429200000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 | Credo Technology Group Holding Ltd 高管 ZHAN (BVI) CO LTD. 拟减持370,000股，总价约5845万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725010160/0001950047-25-010160-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | Credo Technology Group Holding Ltd 高管 ZHAN (BVI) CO LTD. 拟减持370,000股，总价约5845万美元","gpt_en_title":"Form 144 | Credo Technology Group Holding Ltd's Officer ZHAN (BVI) CO LTD. proposes to sell 370,000 shares, with a total value of approximately $58.45 million.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725010160/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILE23gh8quYCKoF9ec3","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2025-12-11 13:00","pubTimestamp":1765429200,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20503539","market":"us","labels":[],"media":"sec.gov","original_id":"AN195004725009964-CRDO","pdf_url":"","pub_time":1765170000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 | CREDO TECHNOLOGY GROUP 董事 Manpreet Khaira 拟减持2000股，总价约35万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725009964/0001950047-25-009964-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | CREDO TECHNOLOGY GROUP 董事 Manpreet Khaira 拟减持2000股，总价约35万美元","gpt_en_title":"Form 144 | CREDO TECHNOLOGY GROUP Director Manpreet Khaira proposes to sell 2000 shares, with a total value of approximately $350,000.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725009964/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILEBQfDdGoR39eZMc5b","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2025-12-08 13:00","pubTimestamp":1765170000,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20496945","market":"us","labels":[],"media":"sec.gov","original_id":"AN195004725009876-CRDO","pdf_url":"","pub_time":1764910800000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 | CREDO TECHNOLOGY董事 Sylvia Acevedo拟减持1875股，总价约34.7万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725009876/0001950047-25-009876-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | CREDO TECHNOLOGY董事 Sylvia Acevedo拟减持1875股，总价约34.7万美元","gpt_en_title":"Form 144 | CREDO TECHNOLOGY's Director Sylvia Acevedo proposes to sell 1875 shares, with a total value of approximately $347,193.75.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725009876/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILE52mTkoBu6pZY3Wrb","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2025-12-05 13:00","pubTimestamp":1764910800,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20478987","market":"us","labels":[],"media":"sec.gov","original_id":"AN162828025054553-CRDO","pdf_url":"","pub_time":1764651600000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form S-8 - Securities to be offered to employees in employee benefit plans","symbol":"CRDO","title":"Form S-8 - Securities to be offered to employees in employee benefit plans","titleType":"员工持股计划","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054553/0001628280-25-054553-index.htm","us_notice_code":"Form S-8","us_title_en":"Form S-8 - Securities to be offered to employees in employee benefit plans","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054553/forms-82025.htm","primary":true,"translateUrl":"","linkName":"forms-82025.htm","type":"S-8","id":"NTFILEFrYDz3mkE8tukkQD","market":"us","size":60983},{"description":"","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054553/exfilingfees.htm","primary":false,"translateUrl":"","linkName":"exfilingfees.htm","type":"EX-FILING FEES","id":"NTFILEDVptXaCeFyGedSWx","market":"us","size":24523},{"description":"EX-5.1","seq":3,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054553/maplesopinionandconsentex5.htm","primary":false,"translateUrl":"","linkName":"maplesopinionandconsentex5.htm","type":"EX-5.1","id":"NTFILEF6n5dCGVzHLvDZNs","market":"us","size":44538},{"description":"EX-23.2","seq":4,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054553/eys-8consentex2321.htm","primary":false,"translateUrl":"","linkName":"eys-8consentex2321.htm","type":"EX-23.2","id":"NTFILEF29DJnw1JwTQKpFv","market":"us","size":2519}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Employee Stock Ownership","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"员工持股计划","pubTime":"2025-12-02 13:00","pubTimestamp":1764651600,"title_zh":"Form S-8 - Securities to be offered to employees in employee benefit plans","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20478984","market":"us","labels":[],"media":"sec.gov","original_id":"AN162828025054549-CRDO","pdf_url":"","pub_time":1764651600000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 10-Q - Quarterly report [Sections 13 or 15(d)]","symbol":"CRDO","title":"Form 10-Q - Quarterly report [Sections 13 or 15(d)]","titleType":"季度报告","type":"usFinancials","url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/0001628280-25-054549-index.htm","us_notice_code":"Form 10-Q","us_title_en":"Form 10-Q - Quarterly report [Sections 13 or 15(d)]","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"10-Q","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/crdo-20251101.htm","primary":true,"translateUrl":"","linkName":"crdo-20251101.htm","type":"10-Q","id":"NTFILE3TLoK6uoQ69NyevH","market":"us","size":926579},{"description":"EX-10.1","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/a101executivecicseverancep.htm","primary":false,"translateUrl":"","linkName":"a101executivecicseverancep.htm","type":"EX-10.1","id":"NTFILEAJG727NPLuz3idS4","market":"us","size":159322},{"description":"EX-31.1","seq":3,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/a311302certificationofceo_.htm","primary":false,"translateUrl":"","linkName":"a311302certificationofceo_.htm","type":"EX-31.1","id":"NTFILEHsw9hnqqn2RWtp6u","market":"us","size":11456},{"description":"EX-31.2","seq":4,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/a312302certificationofcfo_.htm","primary":false,"translateUrl":"","linkName":"a312302certificationofcfo_.htm","type":"EX-31.2","id":"NTFILE8rjpLL9bhEd2gtN1","market":"us","size":11441},{"description":"EX-32.1","seq":5,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/a3211350certificationofceo.htm","primary":false,"translateUrl":"","linkName":"a3211350certificationofceo.htm","type":"EX-32.1","id":"NTFILECP2jL5Koj1oZjYmY","market":"us","size":5998},{"description":"EX-32.2","seq":6,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054549/a3221350certificationofcfo.htm","primary":false,"translateUrl":"","linkName":"a3221350certificationofcfo.htm","type":"EX-32.2","id":"NTFILED1eDhoop5rFqNC2b","market":"us","size":5891}],"type_name":"财务报告","type_name_en":"Financial Report","titleTypeEn":"Quarterly Report","us_type":"usFinancials","us_type_zh":"财务报告","earn_infos":[],"event_type":"important_notice","event_name":"季度报告","pubTime":"2025-12-02 13:00","pubTimestamp":1764651600,"title_zh":"Form 10-Q - Quarterly report [Sections 13 or 15(d","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20473588","market":"us","labels":[],"media":"sec.gov","original_id":"AN162828025054428-CRDO","pdf_url":"","pub_time":1764565200000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRDO","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054428/0001628280-25-054428-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 9.01: Financial Statements and Exhibits","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"EX-99.1","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054428/credoq22026ex-991.htm","primary":true,"translateUrl":"","linkName":"credoq22026ex-991.htm","type":"EX-99.1","id":"NTFILE7aKjALaHiQsDeR1G","market":"us","size":213391},{"description":"8-K","seq":2,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025054428/crdo-20251201.htm","primary":false,"translateUrl":"","linkName":"crdo-20251201.htm","type":"8-K","id":"NTFILEHECZdvVXQyWY3Q8p","market":"us","size":28719}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2025-12-01 13:00","pubTimestamp":1764565200,"title_zh":"Form 8-K - Current report","summary_en":"Item 9.01: Financial Statements and Exhibits","summary_zh":"项目9.01：财务报表和附件","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20362461","market":"us","labels":[],"media":"sec.gov","original_id":"AN195004725008389-CRDO","pdf_url":"","pub_time":1762146000000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 | Credo Technology Group Holding Ltd 董事 Pantas Sutardja 拟减持3750股，总价约70万美元","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725008389/0001950047-25-008389-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"Form 144 | Credo Technology Group Holding Ltd 董事 Pantas Sutardja 拟减持3750股，总价约70万美元","gpt_en_title":"Form 144 | Credo Technology Group Holding Ltd's Director Pantas Sutardja proposes to sell 3750 Shares, with a total value of approximately $703,575.","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1134282/000195004725008389/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILE6R37mAybRotQ4ifd","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2025-11-03 13:00","pubTimestamp":1762146000,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","is_gpt_notice":1,"gpt_icon":1},{"cdn_pdf":false,"hasAttachments":true,"id":"20337884","market":"us","labels":[],"media":"sec.gov","original_id":"AN162828025046890-CRDO","pdf_url":"","pub_time":1761710400000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRDO","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025046890/0001628280-25-046890-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"8-K","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025046890/crdo-20251023.htm","primary":true,"translateUrl":"","linkName":"crdo-20251023.htm","type":"8-K","id":"NTFILE6xVQYncrxVaeVc9f","market":"us","size":29113}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2025-10-29 12:00","pubTimestamp":1761710400,"title_zh":"Form 8-K - Current report","summary_en":"Item 5.02: Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers: Compensatory Arrangements of Certain Officers","summary_zh":"第5.02项：董事或某些高级职员的离职；选举董事；若干人员的委任：若干人员的补偿安排","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20272967","market":"us","labels":[],"media":"sec.gov","original_id":"AN162828025045208-CRDO","pdf_url":"","pub_time":1760587200000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 8-K - Current report","symbol":"CRDO","title":"Form 8-K - Current report","titleType":"重要事件披露","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025045208/0001628280-25-045208-index.htm","us_notice_code":"Form 8-K","us_title_en":"Item 5.07: Submission of Matters to a Vote of Security Holders","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"8-K","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000162828025045208/crdo-20251013.htm","primary":true,"translateUrl":"","linkName":"crdo-20251013.htm","type":"8-K","id":"NTFILE6n5SPQDw46Xm3ofg","market":"us","size":35927}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Major Issues Report","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"重要事件披露","pubTime":"2025-10-16 12:00","pubTimestamp":1760587200,"title_zh":"Form 8-K - Current report","summary_en":"Item 5.07: Submission of Matters to a Vote of Security Holders","summary_zh":"项目5.07：将事项提交证券持有人表决","notice_type":"","filling_tag":"","gpt_icon":0},{"cdn_pdf":false,"hasAttachments":true,"id":"20269287","market":"us","labels":[],"media":"sec.gov","original_id":"AN195004725007987-CRDO","pdf_url":"","pub_time":1760500800000,"showTitleType":true,"size":0,"source":"sec_us","summary":"Form 144 - Report of proposed sale of securities","symbol":"CRDO","title":"Form 144 - Report of proposed sale of securities","titleType":"关联方拟减持公告","type":"usAnnouncement","url":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725007987/0001950047-25-007987-index.htm","us_notice_code":"Form 144","us_title_en":"Form 144 - Report of proposed sale of securities","is_important":0,"hasEarnInfos":false,"gpt_zh_title":"","gpt_en_title":"","attachments":[{"description":"","seq":1,"linkUrl":"https://www.sec.gov/Archives/edgar/data/1807794/000195004725007987/xsl144X01/primary_doc.xml","primary":true,"translateUrl":"","linkName":"primary_doc.html","type":"144","id":"NTFILECdMQeSGLwkNJLo2V","market":"us","size":0}],"type_name":"交易披露","type_name_en":"Transaction Related","titleTypeEn":"Proposed Sale Of Securities","us_type":"usAnnouncement","us_type_zh":"交易披露","earn_infos":[],"event_type":"important_notice","event_name":"关联方拟减持公告","pubTime":"2025-10-15 12:00","pubTimestamp":1760500800,"title_zh":"Form 144 - Report of proposed sale of securities","summary_en":"","summary_zh":"","notice_type":"","filling_tag":"","gpt_icon":0}],"currentPage":1,"bottom":false},"companyData":{"profile":{"websiteUrl":"http://www.credosemi.com","stockEarnings":[{"period":"1week","weight":0.0037},{"period":"1month","weight":0.1255},{"period":"3month","weight":0.0512},{"period":"6month","weight":0.6152},{"period":"1year","weight":0.997},{"period":"ytd","weight":0.0492}],"compareEarnings":[{"period":"1week","weight":-0.0035},{"period":"1month","weight":0.0302},{"period":"3month","weight":0.041},{"period":"6month","weight":0.1021},{"period":"1year","weight":0.1691},{"period":"ytd","weight":0.0143}],"compareStock":{"symbol":"SPY","name":"标普500ETF"},"description":"Credo Technology Group Holding Ltd是根据开曼群岛法律注册成立的，是提供安全、高速连接解决方案的创新者，随着整个数据基础设施市场的数据生成和相应宽带需求呈指数级增长，这些解决方案可提供更高的功率和成本效率，创新解决了系统宽带瓶颈，同时提高了功率、安全性和可靠性，连接解决方案针对光和电以太网应用进行了优化，包括新兴的100G（或每秒千兆位）、200G、400G和800G市场。该公司的产品基于其串行器/解串器(SerDes)和数字信号处理器(DSP)技术。该公司的产品系列包括集成电路(IC)、有源电缆(AEC)和SerDes小芯片。该公司的IP解决方案主要包括SerDes IP许可。","yearOnYearQuotes":[{"month":1,"riseRate":1,"avgChangeRate":0.111615},{"month":2,"riseRate":0.5,"avgChangeRate":-0.038774},{"month":3,"riseRate":0,"avgChangeRate":-0.124856},{"month":4,"riseRate":0.25,"avgChangeRate":-0.124724},{"month":5,"riseRate":0.75,"avgChangeRate":0.364069},{"month":6,"riseRate":1,"avgChangeRate":0.294467},{"month":7,"riseRate":0.5,"avgChangeRate":0.106599},{"month":8,"riseRate":0.5,"avgChangeRate":0.047573},{"month":9,"riseRate":0.25,"avgChangeRate":-0.052568},{"month":10,"riseRate":0.75,"avgChangeRate":0.173521},{"month":11,"riseRate":0.75,"avgChangeRate":0.129647},{"month":12,"riseRate":0.5,"avgChangeRate":0.056385}],"exchange":"NASDAQ","name":"Credo Technology Group Holding Ltd","nameEN":"Credo Technology Group Holding Ltd"},"aProfile":null}}}