9月30日，新思科技盘中上涨3.17%，报428.25美元/股，成交额1.25亿美元。
消息面上，新思科技于当日宣布与亚马逊签署一项价值超10亿美元的多年期IP授权协议，双方将在定制芯片领域深化合作。该协议体量显著，直接印证了公司设计IP授权及分成模式的商业化变现能力，为收入增长提供清晰可见的长期锚点。
此外，近期多家机构密集上调新思科技评级：汇丰将评级升至买入并将目标价上调至700美元，摩根士丹利升至增持，法巴银行升至中性，Baird升至跑赢大盘。公司第三财季营收24.8亿美元，同比增长42%，全年收入指引上调至96.9亿至97.4亿美元，业绩与指引均超市场预期。机构共识目标价约553.9美元，较当前股价仍有约29%的上行空间，为估值提供支撑。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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