新思科技(SNPS)今日盘中股价大幅上涨5.02%，引起了市场的广泛关注。
消息面上，新思科技与博通、Meta、应用材料、格芯五家科技巨头联合宣布，将共同投资1.25亿美元在加州大学洛杉矶分校塞缪利工程学院建立半导体研究中心。该中心旨在加速AI驱动芯片技术的研究与人才培养，覆盖芯片设计、制造、软件等全生态链创新，这被视为公司在人工智能半导体领域的重要战略布局，增强了其长期增长潜力。
此外，激进投资机构埃利奥特管理公司已对新思科技建仓数十亿美元，显示出大型机构对公司前景的信心。同时，市场关注新思科技即将发布的季度财报，一致预期营收约为22.51亿美元，同比增长约40.78%，乐观的业绩预期也推动了资金的积极流入。
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