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Credo Technology Group Holding Ltd(CRDO)
盘前
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8.22
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+5.39%
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Tiger_Luo
·
03-03 07:45
$Credo Technology Group Holding Ltd(CRDO)$
什么玩意儿，财报慢点，跌成🐶！
$Credo Technology Group Holding Ltd(CRDO)$ 什么玩意儿，财报慢点，跌成🐶！
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AaronHy
·
02-27
80w左右的资金 大多日期每天十几万几十万这样的波动 目前二月亏3000+ 二月行情是真的难做！ 做多科技大概率亏钱 做空科技大概率也不赚钱[摊手] 英伟达今天财报后大跌是好事儿～抄底建仓时机已到，ai硬件的逻辑叙事没有问题～ 明天在跌继续加
$三倍做多半导体ETF-Direxion Daily(SOXL)$
$英伟达(NVDA)$
$Credo Technology Group Holding Ltd(CRDO)$
80w左右的资金 大多日期每天十几万几十万这样的波动 目前二月亏3000+ 二月行情是真的难做！ 做多科技大概率亏钱 做空科技大概率也不赚钱[摊手] 英伟...
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hafa:
老哥，我也觉得硬件逻辑没问题，为什么最近两次英伟达业绩都很好还是跌。或者所有的科技股只要发布业绩不管好坏就是砸，为啥啊。流动性紧还是市场觉得估值过高了，英伟达市盈率也不高
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vivivivic
·
03-02
Credo Technology（CRDO）2026财年Q3财报前瞻：AI互联龙头的增长韧性与潜在挑战
$Credo Technology Group Holding Ltd(CRDO)$
Credo Technology作为AI数据中心高速互联解决方案核心供应商，深度绑定全球AI基础设施建设周期，其2026财年第三季度财报将于今日美股盘后发布。公司此前已公布初步营收数据，大幅超出市场预期，本次财报将聚焦盈利质量、客户结构、产品多元化及长期指引，成为判断公司成长持续性的关键依据。 一、Q3核心财务预期：营收高增，盈利韧性待验证 营收规模再创新高 公司初步披露Q3营收区间为4.04亿-4.08亿美元，同比增长超200%，显著高于此前3.35亿-3.45亿美元的指引，也远超市场一致预期。本轮高增核心由有源电缆（AEC）、高速重定时器与SerDes芯片需求驱动，头部云厂商AI集群扩容带来持续订单支撑。同时公司预告Q4财季营收将实现环比中个位数增长，全年营收同比增速有望维持200%以上。 毛利率水平成关注焦点 公司此前给出Q3非GAAP毛利率指引中值约65%，上一财季该指标为67.7%。本次需重点关注毛利率变动原因，包括产品结构调整、快速交付成本、原材料价格波动等因素影响，盈利稳定性将直接影响市场估值判断。 运营与现金流健康度 AI硬件赛道订单交付节奏加快，需关注应收账款周转、经营现金流表现，同时跟踪研发与销售费用投放节奏，判断公司在高增长阶段的费用管控能力。 二、增长核心逻辑：AI互联刚需，产品矩阵持续完善 Credo的成长底层逻辑是AI算力集群对高速、低功耗、高可靠连接方案的刚性需求，公司已形成全栈互联产品布局： 核心产品放量 有源电缆（AEC）作为主力产品，完成从100G向200G per lane升级，成为AI机架内短距连接首选方案；高速芯片业务（Retimer、光DSP）持续突破，Bluebir
Credo Technology（CRDO）2026财年Q3财报前瞻：AI互联龙头的增长韧性与潜在挑战
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MontagueWatt:
CRDO财报高增稳了，但毛利率别崩啊！
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直击业绩会
·
03-02
【直播预告】本周财报日历｜直击业绩会(3.2-3.6)
👉 欢迎订阅直播，直击高管解读财报与分析师Q&A 📊 本周财报季重点公司已出炉，本周将转播以下业绩会： 🎯 直播场次：MiniMax｜周一 20:00 📍 直播入口：
MiniMax 2025年全年业绩电话会议
🎯 直播场次：京东集团｜周四 20:00 📍 直播入口：
京东集团2025Q4业绩电话会议
美股财报方面，芯片巨头
$博通(AVGO)$
将披露最新财报，延续美国市场对AI投资热潮的讨论。光通信股
$Credo Technology(CRDO)$
、半导体股
$迈威尔科(MRVL)$
、网络安全股
$CrowdStrike(CRWD)$
、太空概念股
$AST SpaceMobile(ASTS)$
、量子计算股
$Quantum Computing(QUBT)$
、
$Rigetti Computing(RGTI)$
【直播预告】本周财报日历｜直击业绩会(3.2-3.6)
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vision
·
02-18
段永平抄底英伟达，跟不跟？
截至2025年Q4末，段永平的美股主体 H&H 持仓市值从147亿美元涨到175亿美元，前十大持仓占比接近100%，集中度依旧高得吓人。
$苹果(AAPL)$
还是第一大重仓，市值约88亿美元，占比50.3%。但Q4他减持了7.09%。腾出来的钱，他干嘛了？答案很清晰——加码AI。
$英伟达(NVDA)$
直接被他拉成了第三大重仓。Q4一口气增持超600多万股，持仓暴增1110%，总持股超过720万股，市值约13亿美元，占比7.72%。段永平一向喜欢“卖水人”的逻辑，过去是苹果生态，现在是算力基础设施，英伟达就是AI时代最硬的铲子。 更有意思的是，他不仅买了英伟达，还顺着产业链往下铺。新建仓CoreWeave、Credo和Tempus，仓位不大，加起来不到0.3%，但方向非常清晰。
$CoreWeave, Inc.(CRWV)$
是GPU算力租赁，本质是“包租公”；
$Credo Technology Group Holding Ltd(CRDO)$
做数据中心高速互联，相当于给AI服务器铺高速公路；
$Tempus AI(TEM)$
把AI往精准医疗落地，押的是应用层未来。这三笔布局，分别卡在算力、连接和应用三个关键节点。 与此同时，他还大幅增持
$伯克希尔B(BRK.B)$
，持仓增加38%，
段永平抄底英伟达，跟不跟？
精彩
饿虎:
看到脚后跟了，跟不上啊！
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12
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逍遥投资笔记
·
02-18
段永平2025Q4持仓明细-新建仓3只AI股票
大年三十除夕夜，SEC更新了段永平旗下美股基金在2025年Q4的持仓明细，这里第一时间分享给大家。 01 — 持仓明细 2025Q4持仓明细： 2025Q3持仓明细： 段永平2025Q4美股总持仓金额在175亿美金左右，2025Q3持仓总金额在147亿美金左右，持仓规模环比增加19.1%，持仓规模增加28.1亿美金。 段永平2025Q4美股共持有14只股票，2025Q3美股持有11只股票，Q4新建仓了CoreWeave(CRWV)、Credo Technology(CRDO)、Tempus AI(TEM)三只股票；本季度没有清仓股票。 2025Q4段永平美股持仓按金额排序，前六大持仓分别为苹果、伯克希尔、英伟达、拼多多、谷歌、西方石油；持仓金额分别为88.0亿美金、36.1亿美金、13.5亿美金、13.1亿美金、5.8亿美金、5.4亿美金。 02 — 持仓变动明细 段永平2025年Q4美股持仓详细变动明细： 新建仓3只股票： CoreWeave：本季度买入30.0万股，持仓金额2148万美金，持仓比例0.12%； Credo Technology：AI医疗行业公司，本季度买入14.1万股，持仓金额2033万美金，持仓比例0.12%； Tempus AI：AI医疗行业公司，本季度买入11.0万股，持仓金额650万美金，持仓比例0.04%。 段永平上季度建仓这三家公司，跟以前的投资风格差异比较大，之前投资的基本上都是大家耳熟能详的超级大盘价值股，大多是具有具有10年以上经营历史且盈利的公司，商业模式、护城河都很好。而这次建仓的三家公司都是最近3年刚上市的公司，其中两家亏损，一家刚扭亏，还有一个特点是都是跟AI行业相关的公司。 这次建仓跟之前的投资风格差异比较大，比较让人意外，可能是小比例资金投资AI成长股，也可能是别人推荐？具体原因不得而知。不过这三只股票目前整体投入也才不到5
段永平2025Q4持仓明细-新建仓3只AI股票
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AliceSam
·
02-20
2026学习笔记之 40 - 段永平的作业
看到好多朋友在讨论新公布的13F，特别是段永平2025Q4调仓明细，热度非常高，有好几个在默算着怎么抄他这份作业。我也来学习一下看看 [暗中观察] 他这报告算是比较容易看，毕竟持仓标的不算多，14股票，组合市值约 174.89 亿美元，当季换手约18%。前五大权重非常大，苹果一只股票就占了50.30%，伯克希尔B占了20.63%，英伟达 7.72%，拼多多7.48%，谷歌 3.33%。当然，这只是他的正股披露而已，众所周知，段永平是一位厉害的期权玩家，而13F只需要披露美股持仓，不含场外衍生品，非美上市证券与季度末之后的交易变化。 他这次披露出来的新进股票有上面这3只，其中
$CoreWeave, Inc.(CRWV)$
是 AI 算力这方面的 ,作为英伟达亲儿子级别的算力服务商，老段进场显然是看中了他在算力资源分配上的垄断性地位。
$Credo Technology Group Holding Ltd(CRDO)$
是高速连接芯片，解决的是AI集群中连接的瓶颈问题，属于一只典型的铲子股。
$Tempus AI(TEM)$
是 AI 医疗这个方面的，代表了 AI 从单纯的数据训练向垂直行业应用（医疗落地）的转型。他新建仓的这3只小盘股，是这个Q4首次出现于他的13F。这三者结合，几乎构成了一个完整的AI产业链闭环。 这个季度他加仓的股票有点多，
$英伟达(NVDA)$
加仓最多，伯克希尔B也加仓不少。总体看来，这个季度的AI主题有些明确，除了英伟达加仓超11倍，微软
2026学习笔记之 40 - 段永平的作业
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AaronHy
·
02-12
今年做的最傻的事情 100多的智谱没买
$智谱(02513)$
225把minimax给卖了
$MINIMAX-WP(00100)$
100以下没有抄底credo
$Credo Technology Group Holding Ltd(CRDO)$
最近还买
$Unity Software Inc.(U)$
看涨的财报 亏了2k刀 还买
$三倍做空半导体ETF-Direxion Daily(SOXS)$
以后怎么样都不会再碰这个etf～ 明天整理下思路 拿拿股过年 ～
今年做的最傻的事情 100多的智谱没买 $智谱(02513)$ 225把minimax给卖了$MINIMAX-WP(00100)$ 100以下没有抄底cr...
精彩
Tiger村长:
我的程序员朋友前段时间都在抢智谱的glm年包，我还没意识到要买智谱 [流泪] [流泪]
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22
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SherriSherri
·
02-12
$Centrus Energy Corp.(LEU)$
短线当自强的时代，看消息咬一口就走管他企业发展如何。这就是当下的资金情绪。😜😜😜 搞笑了
$Credo Technology Group Holding Ltd(CRDO)$
财报数字那么好，昨天跌倒119，这又是什么逻辑呢？没啥pi逻辑就是能割几个算几个的心态。😏
$Centrus Energy Corp.(LEU)$
花街分析师你继续唱戏。 季度业绩是表现和持平的2026年指引低于其预期，主要原因要找到，因为是传统 SWU（分离功单位）协议的执行时机以及当前铀价的市值计价波动。如果再深究可以看到leu仍保持稳健的财务状况，流动比率为3.46，意味着其流动资产足以覆盖短期债务。还有就是Leu本季度的进口/经纪交易业务波动令市场意外，建议说该业务板块应以全年业绩而非单季度表现来评估。过去十二个月，leu报告营收为4.541亿美元，毛利率为31.78%。
$Centrus Energy Corp.(LEU)$ 短线当自强的时代，看消息咬一口就走管他企业发展如何。这就是当下的资金情绪。😜😜😜 搞笑了 $Cre...
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安澜不惊:
大佬，leu昨天夜盘最多时跌10%，盘前跌幅只有5%，我以为没多大事，没想到盘中跌了20%
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10
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Sumire_9572
·
02-10
$Credo Technology Group Holding Ltd(CRDO)$
沽空时刻！！！140-
$Credo Technology Group Holding Ltd(CRDO)$ 沽空时刻！！！140-
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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。
03-04 06:06
季度报告
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
Form 10-Q - Quarterly report [Sections 13 or 15(d)]
03-03 05:09
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
02-09
重要事件披露
Form 8-K - Current report
Form 8-K - Current report
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
分时
5日
日
周
月
数据加载中...
最高
107.43
今开
101.54
量比
0.86
最低
98.86
昨收
97.30
换手率
6.03%
热议股票
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