--- title: "芯片股因初步收入超預期而繼續反彈" description: "Credo Technology Group Holding Ltd(納斯達克代碼:CRDO)正在經歷反彈,股價上漲 11.2%,至 137.04 美元,此前公司發佈了初步營收超預期和上調了預測。儘管年初至今股價下跌 4.5%,但該股票在過去 12 個月中上漲了 78.4%。期權交易活躍,交易量是平均水平的兩倍,分析師們持樂觀態度,15 家機構中有 13 家給予 “買入” 或更高評級,12 個月的" type: "news" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/275484900.md" published_at: "2026-02-10T15:57:19.000Z" --- # 芯片股因初步收入超預期而繼續反彈 > Credo Technology Group Holding Ltd(納斯達克代碼:CRDO)正在經歷反彈,股價上漲 11.2%,至 137.04 美元,此前公司發佈了初步營收超預期和上調了預測。儘管年初至今股價下跌 4.5%,但該股票在過去 12 個月中上漲了 78.4%。期權交易活躍,交易量是平均水平的兩倍,分析師們持樂觀態度,15 家機構中有 13 家給予 “買入” 或更高評級,12 個月的目標價為 216.96 美元,意味着 57.2% 的上漲空間 **Credo Technology Group Holding Ltd (NASDAQ:CRDO)** doesn't report earnings until March, but the **chip stock** is already enjoying tailwinds from the company's preliminary third-quarter revenue beat and raised forecast. On track for its fourth-straight gain and third-straight double-digit percentage pop, CRDO was last seen up 11.2% to trade at $137.04. Prior to the extended rebound over the past few days, Credo Technology stock hit a Feb. 5, six-month low of $94.19. Though the shares are down 4.5% year to date, they still carry a 78.4% 12-month lead. On the charts, the equity is also breaking firmly above the 20-day moving average today. In the options pits, CRDO has seen 13,000 calls and 7,503 puts exchanged so far -- double the overall options volume typically seen at this point. The weekly 2/13 104-strike put is the most popular, with new positions being sold to open there. Analysts are overwhelmingly bullish on the fabless semiconductor name. Of the 15 firms in coverage, 13 carry a "buy" or better rating, while two say "hold." Plus, the 12-month consensus price target of $216.96 is a 57.2% premium to current levels. ### Related Stocks - [SOXL.US - 半導體 3 倍做多 - Direxion](https://longbridge.com/zh-HK/quote/SOXL.US.md) - [SOXX.US - 費城交易所 半導體 ETF - iShares](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [CRDU.US - Tradr 2X Long CRDO Daily ETF](https://longbridge.com/zh-HK/quote/CRDU.US.md) - [CRDO.US - Credo Tech](https://longbridge.com/zh-HK/quote/CRDO.US.md) - [SMH.US - 半導體 ETF - VanEck Vectors](https://longbridge.com/zh-HK/quote/SMH.US.md) ## Related News & Research | Title | Description | URL | |-------|-------------|-----| | 大摩 “暴力” 上调美光目标价至 450 美元:只要 AI 需求强劲,中国产能冲击、资本开支过热统统不是问题! | 摩根士丹利将美光目标价从 350 美元大幅上调至 450 美元,较当前股价隐含约 28.6% 的上涨空间。分析师认为,存储芯片的供应短缺已经蔓延至每一个终端市场,定价权完全掌握在卖方手中。在 AI 超级周期的驱动下,传统的周期性估值框架已不 | [Link](https://longbridge.com/zh-HK/news/275604380.md) | | 影响万亿资本的市场叙事争夺:一边是 “AI 颠覆一切”,一边是 “AI 回报不够” | 市场正陷入 “AI 颠覆一切” 与 “AI 回报不够” 的双重叙事博弈:前者引发对软件等 “受害者” 的恐慌性抛售(估值腰斩),后者则加剧对资本开支回报的严厉审视。资金正加速流向非美市场,韩国 KOSPI 创五年最佳单周表现,非美基金流入 | [Link](https://longbridge.com/zh-HK/news/275990693.md) | | Stratechery 创始人深度访谈:预警 2029 年大规模 “芯片荒”,SaaS 模式将终结,广告才是 AI 终极商业闭环 | Ben Thompson 警告,台积电保守扩产或致 2029 年全球芯片短缺,巨头需分担建厂风险。在对巨头点评中,他认为 Meta 执行力最佳;谷歌混乱但有韧性;亚马逊自研芯片策略面临风险。展望未来,他指出在数字世界高度发达后,“现场” 体 | [Link](https://longbridge.com/zh-HK/news/276001569.md) | | Credo Technology Group Holding Ltd (CRDO):这家科技巨头的新买入建议 | 瑞穗证券分析师 Vijay Rakesh 重申了对 Credo Technology Group Holding Ltd (CRDO) 的买入评级,目标价为 225.00 美元。Rakesh 是一位顶级分析师,成功率为 65.52%,同时也 | [Link](https://longbridge.com/zh-HK/news/275383451.md) | | ProShare Advisors LLC 在 Credo Technology Group Holding Ltd.持有价值 572 万美元的股票 | ProShare Advisors LLC 在第三季度将其在 Credo Technology Group Holding Ltd. (NASDAQ:CRDO) 的持股增加了 30.6%,目前持有 39,276 股,价值 572 万美元。其 | [Link](https://longbridge.com/zh-HK/news/275886745.md) | --- > **免責聲明**:本文內容僅供參考,不構成任何投資建議。