01/04/2025, 09:41 AM UTC
Credo Technology：乘AI东风，2025年再创辉煌Credo Technology: Riding The AI Tailwind Into 2025
1、Credo Technology Group凭借其在AI和数据中心增长方面的优势地位；2、公司报告了非常强劲的季度业绩，并提供了远超预期的收入指引；3、尽管估值较高，但Credo强劲的收入增长、改善的利润率和多年的AI顺风使它成为一个有吸引力的投资，尤其是在回调时。1. Credo Technology Group is well-positioned to benefit from AI and data center growth; 2. The company reported very strong quarterly results and provided revenue guidance that significantly exceeded expectations; 3. Despite a premium valuation, Credo's strong revenue growth, improving margins, and multi-year AI tailwinds make it a compelling investment, especially on pullbacks.---
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