CRDO (an AVGO competitor) drops 8% afterhours

三心三意 2026-03-02 15:42:41 ( reads)

The main push back on its earning is declining margin, from 68% to 65%

跟帖(7)

Credo's direct competitor is Marvell。它的主要创始人都来自Marvell.

crdo不是芯片公司，不是做数据中心连接的吗

So is AVGO :)

还有ALAB。这些去年大涨过的股票都接近腰斩了

AVGO周三盘后财报，感觉凶多吉少。英伟达财报那么好，也一样跌。

投资人会scrutinize margin projection

这样挺好，降低产生泡泡股价的可能性。