Credo遭错杀了？

Core Viewpoint - Nvidia's CEO Jensen Huang's speech at CES impacted Credo Technology's stock negatively, but market analysts believe the stock may have been unfairly punished [1]. Group 1: Market Reaction - Credo Technology, a leader in Active Electrical Cables (AEC), saw its stock drop by 5.2% on January 6 and further decline by over 6% on January 7 due to concerns that Nvidia's new Vera Rubin system would shift away from copper cables to optical interconnect solutions [1]. - After hitting a low of $125 on January 7, Credo's stock experienced a dramatic turnaround, closing up 6.05% at $141, even surpassing its closing price from January 5 [1]. Group 2: Future Outlook - Analysts clarified that Huang still favors expanding the use of copper cables within cabinets to maximize connection speeds between GPUs [1]. - Despite Nvidia's movement towards more optical interconnect solutions, Credo is actively developing its own optical and photonic solutions, which could mitigate concerns about its future [2]. - Analysts recommend investors consider buying Credo's stock if it falls below $140 [2].