CRDO 被低估；尽管近期下跌，但强劲的净利率和增长预期支持持有或买入。
逐段跳播
但更重要的是，Credo 在财报公布后下跌了 20%。
but more importantly, Credo was down 20% after the earnings report.
但这真的很有趣，因为你看这些公司之间的差异。Credo 今天下跌了近 21%，它是数据中心铜缆和光子学的供应商。
But it's really interesting because you look at the difference between these companies. Credo, which is down almost 21% today, is a supplier of copper and photonics for data centers.
像 Credo 这样的数据中心技术因利润率问题而放缓。
Data center technologies like Credo are slowing down due to margin issues.
哦，在此之前，我应该给你 Credo 的财务数据，因为还记得我刚才说的利润率的重要性吗？让我们快速看一下 Credo。看看这个。对于 Credo，他们的营收增长了 9.6%。哦。
营收增长了 9.6%。但营收成本增长了 22.3%。所以，他们的成本增长远高于营收，导致毛利润与五月相比仅增长 3%。公平地说，这些不是年度数据，但与这些数据相比，它们显示了从八月到五月的疲软。
Oh, before that, I should give you Credo's financial data, because remember what I just said about the importance of margins? Let 's take a quick look at " Credo". Look at this . For Credo , their revenues increased by 9.6%. Oh. Revenue increased by 9.6%. But the cost of revenues increased by 22.3%. So, their costs rose much more than their revenues, resulting in a gross profit increase of only 3% compared to May. To be fair, these are not annual figures, but they show weakness from August to May when compared to these figures.
如果你看他们的销售和管理费用，即他们销售设备所花费的费用，你会发现它们增长了 43%。研发部分增长了约 32%，这表明总运营费用增长了 32%，显著高于营收增长。因此，他们的利润率在本季度受到严重影响。
If you look at their selling and management expenses, i.e., what they spend to sell their devices , you will find that they have increased by 43%. The research and development portion rose by approximately 32% , which indicates that total operating expenses rose by 32%, significantly higher than revenue growth. Therefore, their profit margin was severely affected this quarter.
我不认为它们一定被高估了。事实上，净利润率约为 50%，它们的交易接近单一增长因子，预计未来四年增长 26%，这可能意味着持有该股。这可能是一个买入机会，但我认为该股被低估了。
我不持有它。我认为该股今天下跌 20% 是因为市场讨厌利润率开始下降。
I don't think they are necessarily overvalued . In fact, with net margins around 50%, their trading close to a single growth factor, with a projected 26% growth for the next four years, might mean holding the stock. It might be a buying opportunity, but I think the stock is undervalued. I don't own it. I think the stock has dropped 20% today because the market hates it when margins start to decline.
亏损的公司，嗯，像 Credo 这样的公司会受到影响，因为你会看到对大型数据中心中那些光纤或电缆的需求减少，而更多的需求将转向面向企业的人工智能。
Losing companies, well, a company like Credo will be affected because you will see less demand for those fiber optics or cables in huge data centers , and more of it will be directed towards artificial intelligence for businesses.
这个频道对 $CRDO 的历次判断
Meet Kevin 在这只股票上共 2 条判断，这里只列相邻的几条。