异动解读｜新思科技盘中下跌3.08%，AI大模型颠覆EDA格局忧虑持续发酵

行情直击09-15

9月15日，新思科技盘中下跌3.08%，报369.69美元/股，成交额1.67亿美元。

消息面上，市场对AI大模型冲击传统EDA行业的担忧持续发酵。此前月之暗面发布Kimi K3时，大模型自主Agent在无人工干预下仅用48小时便完成了一款推理芯片原型的设计、优化与验证，新思科技盘中一度暴跌超12%。尽管近期摩根士丹利、富国银行、Baird等多家机构相继上调新思科技评级至"增持"或"跑赢大盘"，目标价区间在475至560美元，且公司第三财季营收24.8亿美元、同比增长42%，全年指引亦上调至96.9亿至97.4亿美元，基本面表现强劲，但市场对AI颠覆EDA格局的长期隐忧仍压制估值修复节奏，叠加公司此前宣布停产部分传统制造软件、推进战略转型，短期不确定性尚待消化。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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