异动解读 | 英伟达入股英特尔,新思科技盘前大涨9.94%

异动解读
Sep 18, 2025

半导体设计软件公司新思科技(SNPS)今日盘前大涨9.94%,引发市场关注。这一涨势主要受到英伟达宣布向英特尔投资50亿美元的消息影响。

据报道,英伟达入股英特尔的消息引发了半导体板块的普遍上涨。除新思科技外,阿斯麦(ASML)涨超7%,应用材料(AMAT)和意法半导体(STM)均涨超5%。这一消息被视为对整个半导体行业的利好信号,显示了行业巨头之间的战略合作,有望推动整个行业的技术创新和发展。

新思科技作为电子设计自动化(EDA)软件和知识产权产品的领先供应商,其业务与半导体行业的发展密切相关。公司提供的EDA软件能够使芯片设计流程自动化,提高设计精度和生产力。随着半导体公司之间的融合加强,以及各种终端市场的数字化进程加速,新思科技有望从这一行业趋势中持续受益。投资者对新思科技的长期增长前景保持乐观,推动了其股价的上涨。

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