金吾财讯 | 招银国际研报指，2025年5月28日，特朗普政府发布新规，禁止领先的EDA软件公司，包括Synopsys（SNPS US，未评级）、Cadence（CDNS US，未评级）及Siemens EDA（Mentor Graphics，SIEGY US，未评级），向中国实体销售其产品。此举标志着中美科技冲突的进一步升级。据路透社数据，海外厂商目前在中国EDA市场的份额达70%。该机构认为该政策将加速中国EDA国产化进程。
短期内，已建立自主EDA能力的公司（如贝克微）受影响较小。维持“买入”评级，目标价维持在69.5港元不变。
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.