9月30日，新思科技盘前上涨3.35%，报430.178美元/股，成交额418.36万美元。此前一个交易日，公司股价下跌约1.91%，盘中一度跌超3%，市场对AI大模型自主完成芯片设计可能冲击EDA行业的担忧仍有延续。
消息面上，近期多家机构密集上调新思科技评级。汇丰于9月25日将其评级上调至买入，目标价由490美元大幅上调至700美元，核心看好AI智能体可高频调用EDA工具、推升公司收入增长；法国巴黎银行同期将评级从"跑输大盘"上调至"中性"，目标价420美元；摩根士丹利此前亦上调至"增持"，目标价500美元。此外，公司于9月28日正式发布AgentEngineer解决方案及Autopilot平台，已有超50家客户参与评估，产品预计年底前推出。公司第三财季营收24.8亿美元，同比增长42%，全年收入指引上调至96.9亿至97.4亿美元。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.