9月29日，新思科技盘中下跌3.1%，报404.8美元/股，成交额5904.19万美元。
消息面上，新思科技于9月28日正式发布AgentEngineer解决方案及Autopilot平台，旨在利用AI自动化复杂半导体及系统工程工作流，目前已有超50家客户参与评估，预计产品将于年底前正式推出。尽管公司持续推进AI产品布局，但市场对大模型自主完成芯片设计可能冲击EDA行业的担忧仍未完全消散。此前9月初，月之暗面发布Kimi K3时展示AI自主完成芯片设计原型，曾导致新思科技单日暴跌超8%。
基本面方面，公司第三财季营收24.8亿美元，同比增长42%，调整后每股收益3.91美元，均超市场预期，全年收入指引亦上调至96.9亿至97.4亿美元。近期汇丰、摩根士丹利、Baird等多家投行接连上调评级，但股价自9月25日高点445.92美元持续回落，市场分歧仍在加大。
（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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