异动解读 | 英伟达50亿美元入股英特尔,新思科技盘前大涨10.84%

异动解读
Sep 18

周四盘前,新思科技(SNPS)股价大涨10.84%,引发市场广泛关注。这一显著涨幅与半导体行业的重大事件密切相关。

消息显示,芯片巨头英伟达(NVDA)宣布以50亿美元入股英特尔(INTC),并达成芯片合作协议。这一举措在半导体行业引起了强烈反响,导致美股半导体板块盘前走势出现分化。英特尔股价盘前一度大涨超33%,英伟达涨幅超过3%。

作为电子设计自动化(EDA)软件和知识产权产品的领先提供商,新思科技也从这一行业利好中受益。除新思科技外,其他半导体相关股票如阿斯麦(ASML)、应用材料(AMAT)和意法半导体(STM)等也出现不同程度上涨。分析人士认为,英伟达与英特尔的合作可能会刺激整个半导体产业链的发展,从而为新思科技等EDA供应商带来更多业务机会。

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