Copper vs. Optical Networking Solutions
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Credo_数据中心铜互连优势将长期延续,风险收益比具吸引力;首次覆盖给予买入评级
2026-02-24 14:16
19 February 2026 | 5:00AM EST Equity Research Credo Technology Group (CRDO): We see copper in the datacenter staying stronger for longer, with favorable risk/reward - initiate at Buy We initiate coverage of CRDO with a Buy rating and a 12-month price target of $165 (~27% upside). Credo manufactures high-speed, short-range wired connectivity products for the datacenter market, and is the pioneer of a technology called Active Electrical Cables (AECs) — copper-based cables with signal boosting components. AECs ...