7月21日，铿腾电子盘中上涨3.21%，报340.53美元/股，成交额1.94亿美元。此前公司因Kimi K3大模型48小时跑通芯片设计流程的消息冲击，股价一度大跌超12%并收跌9.47%。
消息面上，Benchmark近日首次覆盖铿腾电子并给予"买入"评级，目标价450美元，较当前股价具有可观上行空间，看好AI驱动EDA行业长期需求。同时，公司将于7月27日盘前发布第二季度财报，市场一致预期营收15.77亿美元，同比增长26.13%；调整后每股收益2.06美元，同比增长32.16%，盈利弹性显著。投行积极覆盖叠加强劲业绩预期，推动股价在前期超跌后出现技术性反弹。
（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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