[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioc8689080":3},{"user":4,"document":8,"mainDocument":27,"columnUrl":29,"subscription":30,"footer":42,"text":80},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":23,"videoId":6,"liveVideoUrl":6,"useContentVideo":5,"duration":24,"price":24,"priceText":25,"priceBadgeText":25,"priceBadgeClass":26,"freeForMinGroupLevel":24,"redirectUrl":6,"readyToStream":5},"dcioc8689080","Needham力挺EDA双雄：铿腾电子(CDNS)、新思科技(SNPS)遭错杀-智能体AI料推动行业加速增加","\u002Fdoc\u002Fdcioc8689080","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网获悉，在铿腾电子(CDNS)与新思科技(SNPS)股价近期多个交易日下跌之际，投行Needham重申对这两家电子设计自动化(EDA)巨头的“买入”评级，并再次强调其核心投资逻辑——智能体AI(Agentic AI)将推动EDA行业重新加速增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">以查尔斯·施为首的Needham分析师表示，空头对EDA行业最大的担忧一直在于，AI可能对该行业带来颠覆性冲击。近期空头观点则进一步升温，尤其是在月之暗面推出Kimi K3之后。该模型利用大语言模型(LLM)展现出一定的自动化芯片设计能力，加剧了市场对于AI取代EDA工具的担忧，并导致铿腾电子与新思科技的股价连续多日走低——截至周一美股收盘，铿腾电子连续七个交易日下跌，新思科技则连续六个交易日下跌。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师针对“AI将颠覆EDA行业”的空头逻辑提出了反驳，并认为相关担忧被明显夸大。EDA企业也多次对此作出回应，并强调自身实际上是AI发展的受益者，尤其是在智能体AI兴起之后，这项技术有望重新点燃EDA软件授权增长。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师表示“从整体来看，我们认为，大语言模型(LLM)的应用很可能主要局限于RTL(寄存器传输级)代码编写，而这并不会影响EDA软件中规模最大的几个工具类别，例如综合(Synthesis)、布局布线(Place and Route)以及物理验证(Physical Verification)。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师进一步表示“我们认为，智能体AI并非颠覆EDA，而是对EDA形成补充，其真正有潜力推动EDA软件授权业务重新加速增长。我们还整理了业内专家对于‘AI原生EDA’的真实看法。综合来看，我们认为，AI原生EDA距离真正对现实产业产生重大影响仍然相当遥远。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师补充称“从股票市场来看，我们观察到围绕AI风险的悲观叙事，已经导致EDA板块出现明显的错误定价。”分析师建议投资者把握这一错误定价带来的机会，同时再次重申，对“智能体AI推动EDA行业重新加速增长”这一核心投资逻辑保持乐观。这一观点呼应了法国巴黎银行分析师上周给出的建议，他们同样认为铿腾电子与新思科技此前遭遇的抛售毫无依据，并建议投资者“逢低买入”。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 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buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 \u003Ca href=\"https:\u002F\u002Fstockwe.com\" target=\"_blank\" rel=\"noopener\">StockWe.com\u003C\u002Fa> 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理海量股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，美股买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":81,"search":82,"searchPlaceholder":82,"hotContent":83,"draft":84,"noData":85,"searchNoData":86,"edit":87,"editVideo":88,"courseContent":89,"more":90,"buyNow":91,"subscribeNow":92,"encoding":93,"paidContent":94},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]