🐦 推特Credo TechnologyDoubao · 实盘不做把握 8/10不做原因:无增量信息
北京时间·🕒 发布 07:31:07时区推断·⟳ 抓取 08:54:40·⚡ 决策 09-15 08:56:06 +1m26s·42.5 天前
Credo 发推文回顾 CIOE2026 光博会展位，展示既有光 DSP/硅光产品与 Scale-Out AI Fabric 演示
这是一条公司自有社交媒体的展会总结营销帖，展示的是已发布的光 DSP、硅光 PIC 和光模块产品线及现场 demo，没有任何新订单、新客户定点、新产品发布、出货里程碑或财务指引等增量信息；产品演示只证明供给/展示能力，不构成需求验证，短线无正期望，亦无可定位的新增受益标的。
📄 原文Credo Technology@credosemi↗ 原文
Another great show in the books! Thank you to everyone who visited Credo during #CIOE2026 in Shenzhen. Thank you to the…
不做 Credo Technology Group（CRDO.US）
官方展会回顾营销帖，仅展示既有光 DSP/硅光产品线与现场 demo，无新订单、客户采用、新产品或指引等增量信息，产品演示不等于需求验证，无短线正期望。
展开详情(成交明细 / 研究档案 / 原文全文 / 决策记录链)
研究档案
结论摘要
Credo 官方 X 回顾 CIOE2026 展位，内容为既有 800G/1.6T 光 DSP 与硅光产品的系统级 demo，无新增商业事实。属常规营销传播，对 CRDO 及 A 股光模块映射均无增量催化，回避。
🔎 新鲜度:最早出现 2026-09-15 · 扩散 low · price-in 风险 low ↗
主要风险
- 帖子未披露任何客户名称、订单金额或量产采用，若后续出现真实订单/客户定点公告需作为独立新事件重新研判
先例如何影响了这次决策
对本次决策的影响:事件不含增量基本面催化，结论由事件性质直接决定，无需用同类展会营销先例校准幅度；不进入交易。
工具执行结果 · 成功 1 · 降级 0 · 失败 0 · 取消 0
- search_processed_events 成功 stock_tools HTTP · 19 ms
{"result": "search_processed_events:agent query=`credo robin lark 800g optical dsp cardinal 802 1.6t kfir carmel8 silicon photonics pic | credo technology cioe2026 深圳光博会 scale-out ai fabric 演示 | credosemi cioe shenzhen booth demo`；结构化索引覆盖完整 72 小时；旧记录兼容扫描近 0.0/72 小时、0 条本臂决策(完整)，返回 0 条候选。未命中只表示这些 agen
原文全文
展开原文 · 863 字
Another great show in the books! Thank you to everyone who visited Credo during #CIOE2026 in Shenzhen. Thank you to the CIOE team for hosting a fantastic event.
Over three days, we engaged with customers and partners from across the AI infrastructure ecosystem, showcasing how our latest interconnect solutions are helping scale the networks powering AI.
Booth highlights included a live, system-level demo of our Scale-Out AI Fabric, featuring customer modules built on our Robin and Lark 800G optical DSPs, alongside our 1.6T and 800G optical modules powered by our Cardinal 802 and Robin 802 DSPs, paired with our Kfir and Carmel8 Silicon Photonics PICs.
If you didn't get a chance to connect, reach out — we'd love to continue the conversation https://t.co/T9gwlvxgD7.
#WeConnect #CIOEShenzhen #OpticalDSP #SiliconPhotonics #ScaleOutAI #NetworkInfrastructure
Over three days, we engaged with customers and partners from across the AI infrastructure ecosystem, showcasing how our latest interconnect solutions are helping scale the networks powering AI.
Booth highlights included a live, system-level demo of our Scale-Out AI Fabric, featuring customer modules built on our Robin and Lark 800G optical DSPs, alongside our 1.6T and 800G optical modules powered by our Cardinal 802 and Robin 802 DSPs, paired with our Kfir and Carmel8 Silicon Photonics PICs.
If you didn't get a chance to connect, reach out — we'd love to continue the conversation https://t.co/T9gwlvxgD7.
#WeConnect #CIOEShenzhen #OpticalDSP #SiliconPhotonics #ScaleOutAI #NetworkInfrastructure
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