7月23日，新思科技盘中下跌3.04%，报377.25美元/股，成交额3.14亿美元，回吐前一交易日涨幅。
消息面上，中国AI模型Kimi K3此前展示仅用48小时、基于开源EDA工具完成芯片设计全流程，市场对传统EDA商业垄断格局松动的担忧持续发酵。尽管Needham于前一日重申买入评级并强调智能体AI将推动EDA行业加速增长，但公司此前宣布停止制造过程控制软件引发的客户流失忧虑仍在压制估值。此外，所在应用软件板块整体走弱，Palantir跌5.14%、AppLovin跌3.95%、赛富时跌3.61%，行业抛压形成共振。
新思科技是全球电子设计自动化领域龙头，提供从硅到系统的工程解决方案，正推进AI驱动芯片设计的全栈EDA套件创新。
（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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