铿腾电子(CDNS)_个股概要_股票价格_最新资讯_行情走势_历史数据 - 老虎社区

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CDNS 铿腾电子

盘后交易 02-25 17:50:29 EST

301.84

+11.21

+3.86%

盘后300.61

-1.23-0.41%

17:50 EST

最高302.78	最低293.43	成交量294.64万
今开294.50	昨收290.63	日振幅3.22%
总市值821.61亿	流通市值819.33亿	总股本2.72亿
成交额8.86亿	换手率1.09%	流通股本2.71亿
市净率--	ROE--	每股收益0.00
52周最高--	52周最低--	市盈率--
股息--	股息收益率--	ROA--

数据加载中...

北京优虎网络科技有限公司

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| 财报超预期叠加AI需求强劲，铿腾电子盘中大涨8.44%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130618405","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1130618405?lang=zh_cn&edition=full","pubTime":"2026-02-18 22:40","pubTimestamp":1771425650,"startTime":"0","endTime":"0","summary":"铿腾电子今日盘中股价大幅上涨8.44%，成为市场关注的焦点。消息面上，公司于前一交易日盘后发布了2025财年第四季度及全年财报，业绩全面超越市场预期。此外，公司全年营收增长超过14%，显示出强劲的业务增长势头。此外，Rosenblatt Securities将铿腾电子的投资评级从“中性”上调至“买入”，并将目标股价大幅提升至360美元，进一步提振了市场信心。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5832807555a35b7cec5a2d439338a79e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CDNS"],"gpt_icon":0},{"id":"1169430474","title":"铿腾电子获Rosenblatt Securities上调评级至买入 目标价升至360美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1169430474","media":"美股速递","labels":["executive"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1169430474?lang=zh_cn&edition=full","pubTime":"2026-02-18 20:04","pubTimestamp":1771416289,"startTime":"0","endTime":"0","summary":"Rosenblatt Securities宣布将铿腾电子的投资评级从\"中性\"上调至\"买入\"，同时将其目标股价从335美元大幅提升至360美元。此次评级调整反映出该机构对铿腾电子未来增长前景的积极预期。\n分析师指出，铿腾电子在电子设计自动化领域的领先地位以及其在人工智能和云计算领域的战略布局，为公司持续增长提供了强劲动力。新的目标价较当前股价存在显著上行空间，显示出机构对该公司业绩表现的坚定信心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"executive","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2275660780.HKD","LU0302445910.USD","LU0724618433.USD","LU1923622614.USD","LU0323240290.USD","LU1852331112.SGD","LU0170899867.USD","LU2125909593.SGD","LU2506952337.HKD","LU2477742899.HKD","LU0097036916.USD","IE0009356076.USD","LU0353189763.USD","LU1861219969.SGD","LU1721428347.USD","LU2298322129.HKD","LU0354030511.USD","IE00BD6J9T35.USD","LU0354030438.USD","LU2125909247.SGD","LU1323610961.USD","LU2250418816.HKD","IE00BN0W2W23.USD","LU2764263039.SGD","LU1978683503.SGD","BK4585","LU0056508442.USD","LU2087625088.SGD","IE00B5949003.HKD","BK4588","LU2764262908.HKD","LU0312595415.SGD","LU0353189680.USD","BK4567","IE00BN0W2T93.GBP","LU0107464264.USD","LU1951200564.SGD","LU1923623000.USD","LU2063271972.USD","LU2720916845.USD","LU2433249047.HKD","BK4023","LU2360107325.USD","LU0094547139.USD","LU1951198990.SGD","LU2360106780.USD","LU0266013472.USD","LU0728928796.USD","SG9999000418.SGD","LU0124384867.USD","LU1861214812.USD","IE00BN0W2V16.EUR","LU2355687059.USD","LU2506952410.USD","LU2764263203.CNY","CDNS","LU0323239441.USD"],"gpt_icon":0},{"id":"1154762721","title":"异动解读 | 财报超预期，AI需求强劲，铿腾电子盘前大涨5.23%","url":"https://stock-news.laohu8.com/highlight/detail?id=1154762721","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1154762721?lang=zh_cn&edition=full","pubTime":"2026-02-18 17:28","pubTimestamp":1771406923,"startTime":"0","endTime":"0","summary":"铿腾电子今日盘前股价大涨5.23%，引起了市场的广泛关注。消息面上，公司公布的2025财年第四季度及全年财报显示，其营收和调整后每股利润均超出市场预期。这主要得益于对复杂人工智能处理器芯片设计软件的强劲需求，推动了公司核心产品的销售。财报显示，公司第四季度营收同比增长6.2%，达到14.4亿美元，超过分析师预期。调整后每股利润也高于预期。此外，公司获得了价值78亿美元的创纪录合同储备，为未来业绩提供了强劲动力。公司对2026年的营收和利润展望也与市场预期基本一致，增强了投资者信心。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5832807555a35b7cec5a2d439338a79e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CDNS"],"gpt_icon":0},{"id":"2612191404","title":"AI芯片设计浪潮催化业绩爆发：铿腾电子(CDNS.US)Q4超预期，AI驱动IP业务暴涨25%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612191404","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612191404?lang=zh_cn&edition=full","pubTime":"2026-02-18 16:13","pubTimestamp":1771402407,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，全球电子设计自动化公司铿腾电子于美东时间2026年2月17日盘后发布了2025财年第四季度及全年财务报告。财报显示，在人工智能驱动的芯片设计浪潮推动下，公司业绩全面超越市场预期，第四季度实现营收14.4亿美元，同比增长6.2%，略高于分析师此前预期的14.2亿美元。全年总营收达到52.97亿美元，较2024财年的46.41亿美元大幅增长超过14%，Non-GAAP每股收益也从上一年度的5.97美元增至7.14美元，同比涨幅约20%。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5832807555a35b7cec5a2d439338a79e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1405847.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1169590202.USD","LU2298322129.HKD","LU0353189680.USD","LU1923623000.USD","BK4136","IE00BN0W2W23.USD","LU1861214812.USD","LU2764263039.SGD","LU1951198990.SGD","LU0724618433.USD","LU0323239441.USD","LU2250418816.HKD","LU2477742899.HKD","BK4023","BK4588","LU1481600234.SGD","LU2433249047.HKD","LU2720916845.USD","LU2087625088.SGD","LU2275660780.HKD","LU0312595415.SGD","IE00BD6J9T35.USD","IE00B5949003.HKD","LU1978683503.SGD","LU1861219969.SGD","LU0354030438.USD","LU0728928796.USD","LU0107464264.USD","LU2506952337.HKD","BK4585","SG9999000418.SGD","LU2355687059.USD","LU1169589451.USD","LU0353189763.USD","LU2463526074.USD","LU2360107325.USD","LU2764263203.CNY","LU0056508442.USD","LU1852331112.SGD","LU2125909593.SGD","IP","LU0124384867.USD","LU2360106780.USD","LU2506952410.USD","CDNS","LU2063271972.USD","IE00B3T34201.USD","LU0302445910.USD","LU1721428347.USD","IE00BN0W2T93.GBP"],"gpt_icon":0},{"id":"1116264637","title":"美股夜盘 | PANW绩后跌超8%，铿腾电子涨超4%；纽约时报涨超3%，Applied Digita跌超8%","url":"https://stock-news.laohu8.com/highlight/detail?id=1116264637","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1116264637?lang=zh_cn&edition=full","pubTime":"2026-02-18 09:04","pubTimestamp":1771376655,"startTime":"0","endTime":"0","summary":"2月18日，美股夜盘时段，$Palo Alto(PANW)$跌超8%，2026财年第二财季业绩超预期，但第三财季及全年盈利指引令人失望。$铿腾电子(CDNS)$涨超4%，AI需求强劲，财报超预期。$闪迪(SNDK)$跌超2%，$西部数据(WDC)$抛售30亿美元的闪迪股票。$AMD(AMD)$跌超2%，$Meta(META)$携手$英伟达(NVDA)$扩大战略合作，加速AI数据中心布局。$Applied Digital(APLD)$跌超8%，英伟达Q4清仓$Applied(AMAT)$ Digital等。","market":"us","thumbnail":"https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d8fb95e65f042f352c6313989391357"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"54bfd69a51d3b27ac3ed8cfb4199aa8c","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1084165304.USD","IE00BZ199S13.USD","LU2471134952.CNY","LU2271345857.HKD","LU1974910355.USD","LU2471134523.USD","IE00B3S45H60.SGD","LU1316542783.SGD","LU0256863811.USD","BK4535","IE00BN0W2T93.GBP","LU0444971666.USD","LU1366192091.USD","LU2210150020.SGD","SG9999015945.SGD","SGXZ99366536.SGD","LU0642271901.SGD","LU0211327993.USD","LU2430703095.HKD","LU0310800379.SGD","IE0009G5SDU7.USD","LU0788109477.HKD","LU2433249047.HKD","LU2756315664.SGD","LU0345770993.USD","LU0347712357.USD","LU0354030511.USD","LU1951198990.SGD","IE00B4JS1V06.HKD","IE00B7KXQ091.USD","IE00B1XK9C88.USD","LU0823421333.USD","LU1721428347.USD","IE000YTNTUN2.SGD","LU2592432038.USD","IE0009356076.USD","LU0061474960.USD","LU1548497426.USD","LU0308772762.SGD","LU1989764664.SGD","LU2452424414.USD","LU2087625088.SGD","LU1868837136.USD","LU2357305700.SGD","LU1366333091.USD","IE0004445015.USD","LU0061475181.USD","LU2089284900.SGD","LU0316494557.USD","LU0154236417.USD","LU0210533765.USD","LU2764263203.CNY","IE0001KFT4U8.USD","IE00BKDWB100.SGD","LU2505996681.GBP","LU0965509101.SGD","LU2286300806.USD","LU0267386448.USD","LU2491050071.SGD","LU2355687059.USD","LU0786609619.USD","LU1934455277.USD","IE00BDCRKT87.USD","SGXZ31699556.SGD","LU2461242641.AUD","IE00BZ1G4Q59.USD","LU2097344357.USD","LU2054465674.USD","IE00B5949003.HKD","LU2543165471.USD","IE000KEQY171.SGD","LU1935042991.SGD","LU0096362180.USD","LU1720051108.HKD","LU1169590202.USD","SG9999015341.SGD","LU0265550946.USD","LU2552382215.SGD","LU0708994859.HKD","LU2065170008.USD","HK0000306701.USD","LU2247934214.USD","LU0203202063.USD","LU2456880835.USD","LU2506952410.USD","LU0683600562.USD","BK4560","LU2462157665.USD","SG9999014880.SGD","LU2764263039.SGD","LU1718418525.SGD","LU0276348264.USD","LU2487616109.SGD","LU2361044865.SGD","IE0004086264.USD","IE00BN29S564.USD","LU2552382132.HKD","LU0882574139.USD","LU1861215975.USD","LU1069344957.HKD","IE00BK4W5L77.USD","LU0056508442.USD","LU1153585028.USD","LU2458330243.SGD","LU0124384867.USD","LU0289961442.SGD","LU1989772923.USD","LU2242650005.HKD","LU1804176565.USD","LU1435385759.SGD","IE00BQXX3C00.GBP","HK0000320264.USD","LU0511384066.AUD","LU1674673428.USD","LU2242649171.HKD","LU2290526834.HKD","LU0957808578.USD","LU0128525929.USD","LU0323591593.USD","LU1691799644.USD","LU0225283273.USD","LU0689472784.USD","LU1861214812.USD","IE00B775SV38.USD","IE00BJJMRY28.SGD","LU1267930730.SGD","LU2125909916.SGD","IE00BMPRXQ63.HKD","LU1674673691.USD","LU0472753341.HKD","LU0061474705.USD","LU2322448957.HKD","LU1261432733.SGD","IE0034235303.USD","LU1267930573.SGD","LU0158827781.USD","LU2360106780.USD","IE0004091025.USD","BK4550","LU0029864427.USD","LU2023250504.SGD","LU0077335932.USD","LU1633808545.USD","LU1066051225.USD","IE00BFSS7M15.SGD","IE00B1BXHZ80.USD","SG9999004303.SGD","LU2756315318.SGD","HK0000914686.HKD","LU1116320901.HKD","LU2403377893.USD","IE00BJJMRX11.SGD","LU1267930490.SGD","LU2491049909.HKD","LU1429558221.USD","LU0081259029.USD","LU0170899867.USD","LU2125909593.SGD","BK4598","LU2746668974.SGD","LU2023250843.SGD","LU2125909247.SGD","BK4614","LU0964807845.USD","BK4527","LU0053666078.USD","BK4534","SG9999015358.SGD","LU1066053197.SGD","LU2023250330.USD","LU2092937148.SGD","LU0274383776.USD","LU2087621335.USD","LU2089985449.USD","LU1923622614.USD","IE00BKPKM429.USD","LU0175139822.USD","BK4097","LU0323239441.USD","LU1623119135.USD","LU1935042488.USD","LU1712237335.SGD","LU2471134879.HKD","LU0861579265.USD","LU0096364046.USD","SG9999014906.USD","SGXZ51526630.SGD","BK4587","LU1917777945.USD","LU0215105999.USD","LU2236285917.USD","LU1868836591.USD","LU1914381329.SGD","LU0127658192.USD","LU0823414478.USD","HK0000914660.USD","LU0957791311.USD","LU0348723411.USD","BK4581","LU0889565833.HKD","LU0097036916.USD","LU2272731865.HKD","LU2322448791.USD","LU2111349929.HKD","APLD","LU2463028550.USD","LU1988902786.USD","LU0672654240.SGD","PANW","LU0109391861.USD","LU2125154935.USD","LU2471134796.USD","LU2381873111.SGD","LU0823414551.USD","LU0187121727.USD","BK4605","LU2860962120.EUR","BK4529","LU2360107325.USD","SG9999015952.SGD","LU0345769631.USD","SG9999014567.USD","IE0034235295.USD","LU2720916845.USD","LU0724618433.USD","IE00BMPRXN33.USD","LU2602419157.SGD","LU0787776722.HKD","LU0080751232.USD","LU2272731600.USD","LU1496350171.SGD","IE00BKVL7J92.USD","LU0965509010.AUD","LU1992135399.USD","GB00BDT5M118.USD","LU0302445910.USD","LU2210149790.SGD","IE0005OL40V9.USD","LU1323610961.USD","IE00BD6J9T35.USD","LU1066051811.HKD","LU22374389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| AI需求强劲！铿腾电子盘后涨4%，全年营收增14%，在手订单创78亿美元新高","url":"https://stock-news.laohu8.com/highlight/detail?id=1117728360","media":"老虎资讯综合","labels":["dataReport","movement","express"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1117728360?lang=zh_cn&edition=full","pubTime":"2026-02-18 08:23","pubTimestamp":1771374190,"startTime":"0","endTime":"0","summary":"北京时间2月18日，铿腾电子盘后涨4%，公布了超预期的最新业绩。公司CEO Anirudh Devgan表示，2025年在AI驱动产品组合扩张及客户需求增长的推动下，全年营收增长超过14%，Non-GAAP每股收益增长20%。CFO John Wall指出，公司2025年Non-GAAP营业利润率达44.6%，体现出效率提升带来的盈利能力改善；同时，强劲的第四季度订单推动公司以创纪录的78亿美元在手订单进入2026财年。","market":"us","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5832807555a35b7cec5a2d439338a79e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport,movement,express","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CDNS"],"gpt_icon":1},{"id":"1139875065","title":"异动解读 | 财报超预期，AI需求强劲，铿腾电子盘后大涨5.01%","url":"https://stock-news.laohu8.com/highlight/detail?id=1139875065","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1139875065?lang=zh_cn&edition=full","pubTime":"2026-02-18 06:38","pubTimestamp":1771367910,"startTime":"0","endTime":"0","summary":"铿腾电子(CDNS)今日盘后股价大涨5.01%，引起了市场的广泛关注。消息面上，公司公布的季度财报显示，其营收和利润均超出市场预期。这主要得益于对复杂人工智能处理器芯片设计软件的强劲需求，推动了公司产品的销售。公司第四季度营收同比增长6.2%，达到14.4亿美元，超过分析师预期。调整后每股利润也高于预期。此外，公司获得了价值78亿美元的创纪录合同储备，为未来业绩提供了强劲动力。公司对2026年的营收和利润展望也与市场预期基本一致，增强了投资者信心。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"5832807555a35b7cec5a2d439338a79e","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["CDNS"],"gpt_icon":0},{"id":"2610959407","title":"铿腾电子涨0.63% 股价突破300美元大关","url":"https://stock-news.laohu8.com/highlight/detail?id=2610959407","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610959407?lang=zh_cn&edition=full","pubTime":"2026-02-11 22:32","pubTimestamp":1770820328,"startTime":"0","endTime":"0","summary":"北京时间2026年02月11日22时32分，铿腾电子股票出现波动，股价快速上涨0.63%。截至发稿，该股报300.87美元/股，成交量6.0018万股，换手率0.02%，振幅1.21%。最近的财报数据显示，该股实现营业收入13.39亿美元，净利润2.87亿美元，每股收益1.06美元，毛利11.46亿美元，市盈率77.54倍。铿腾电子股票所在的软件服务行业中，整体涨幅为0.18%。楷登提供一系列设计 IP 以及系统设计和分析产品，从而实现系统级分析和验证解决方案。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211223208a4987d00&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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12:48","pubTimestamp":1770785292,"startTime":"0","endTime":"0","summary":"Cadence称它是全球首个用于自动化芯片设计和验证的智能体工作流程。该AI解决方案可协调多位虚拟工程师，这些工程师均使用Cadence的基础EDA工具。Cadence的优化AI和AI助手解决方案迄今已应用于超过1000个芯片流片项目中，包括Verisium验证平台、Cadence Cerebrus智能芯片浏览器以及Cadence的JedAI数据和AI平台。这款AI超级智能体已在Altera、英伟达、高通、Tenstorrent等多家国际顶尖芯片设计和系统公司中进行了早期部署。该智能体体现了Cadence的智能系统设计理念。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260211125124a6ed567b&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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AI超级代理技术，这一创新举措标志着芯片设计与验证领域迈入了全新阶段。该解决方案通过人工智能的深度整合，旨在显著提升设计效率与验证精度，为行业带来前所未有的智能化突破。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1978683503.SGD","LU2506952337.HKD","LU0728928796.USD","LU1852331112.SGD","IE00B5949003.HKD","IE00BD6J9T35.USD","LU2125909593.SGD","LU0353189680.USD","LU2087625088.SGD","LU2298322129.HKD","LU2360106780.USD","LU2433249047.HKD","LU2275660780.HKD","LU0107464264.USD","LU1951200564.SGD","CDNS","LU0124384867.USD","LU0094547139.USD","LU1323610961.USD","LU1923622614.USD","LU2125909247.SGD","LU2720916845.USD","LU1861214812.USD","LU2764263039.SGD","LU0323240290.USD","SG9999000418.SGD","IE00BN0W2W23.USD","LU1951198990.SGD","IE0009356076.USD","LU1923623000.USD","LU2477742899.HKD","IE00BN0W2T93.GBP","LU0354030438.USD","BK4567","BK4585","LU0266013472.USD","LU0097036916.USD","LU0302445910.USD","LU0056508442.USD","LU0354030511.USD","LU0724618433.USD","LU1861219969.SGD","LU2506952410.USD","IE00BN0W2V16.EUR","LU0312595415.SGD","LU0353189763.USD","LU2764262908.HKD","BK4023","LU2764263203.CNY","LU0170899867.USD","LU2250418816.HKD","LU2355687059.USD","LU1721428347.USD","LU2360107325.USD","LU2063271972.USD","BK4588","LU0323239441.USD"],"gpt_icon":0},{"id":"2610239996","title":"铿腾电子推出一款AI智能体 用以加速芯片设计","url":"https://stock-news.laohu8.com/highlight/detail?id=2610239996","media":"环球市场播报","labels":["productRelease"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2610239996?lang=zh_cn&edition=full","pubTime":"2026-02-10 21:24","pubTimestamp":1770729840,"startTime":"0","endTime":"0","summary":"铿腾电子周二推出了一款虚拟人工智能智能体，旨在帮助英伟达等企业加速复杂的计算机芯片设计流程。　　铿腾电子销售用于设计包含数百亿晶体管的复杂芯片的核心工具。该智能体能够分析芯片设计，构建芯片预期工作方式的“思维模型”，然后调用铿腾的各类工具对设计进行测试并修复漏洞。　　铿腾称，该智能体能将部分任务速度提升10倍，目前已在英伟达、Altera以及芯片初创公司Tenstorrent等企业中进行早期应用。","market":"sg","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-10/doc-inhmixka1181281.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"productRelease","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2764262908.HKD","LU1923622614.USD","BK4023","LU1951198990.SGD","LU0107464264.USD","LU0354030438.USD","LU2720916845.USD","IE00BN0W2T93.GBP","BK4585","LU0323239441.USD","LU0353189680.USD","LU1951200564.SGD","LU2360106780.USD","LU0097036916.USD","LU0124384867.USD","LU2360107325.USD","LU1861219969.SGD","BK4588","LU1323610961.USD","BK4535","LU2506952410.USD","SG9999000418.SGD","LU2250418816.HKD","LU0302445910.USD","LU1978683503.SGD","IE00B5949003.HKD","LU2063271972.USD","LU1852331112.SGD","LU2125909247.SGD","LU0056508442.USD","LU2355687059.USD","LU0354030511.USD","LU2087625088.SGD","LU2433249047.HKD","LU0266013472.USD","LU1861214812.USD","BK4567","LU2764263039.SGD","LU2125909593.SGD","IE00BD6J9T35.USD","IE00BN0W2V16.EUR","CDNS","LU2275660780.HKD","LU0170899867.USD","LU0094547139.USD","LU0353189763.USD","LU1721428347.USD","LU2506952337.HKD","LU0323240290.USD","LU0728928796.USD","LU1923623000.USD","LU2298322129.HKD","LU2764263203.CNY","LU0724618433.USD","IE0009356076.USD","LU0312595415.SGD","IE00BN0W2W23.USD","LU2477742899.HKD"],"gpt_icon":0},{"id":"2605466543","title":"AI支出+周期复苏双引擎驱动！小摩看好半导体再迎“丰收年” 首推英伟达(NVDA.US)、美光(MU.US)等","url":"https://stock-news.laohu8.com/highlight/detail?id=2605466543","media":"智通财经","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2605466543?lang=zh_cn&edition=full","pubTime":"2026-01-22 16:31","pubTimestamp":1769070691,"startTime":"0","endTime":"0","summary":"智通财经APP获悉，摩根大通发表研报表示，随着人工智能支出的持续强劲和周期性复苏趋势的加速，预计半导体行业在2026年有望迎来又一个表现优异的年份，行业整体将继续跑赢大盘。另外，摩根大通认为，支撑AI相关基础设施强劲增长的基本面依然稳固。基于上述判断，摩根大通重申看好以下公司：在半导体领域首选博通、迈威尔科技、英伟达、亚德诺和美光科技;在半导体设备领域偏好科磊;在芯片设计软件领域推荐新思科技。","market":"hk","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1396129.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU2403377893.USD","LU0006306889.USD","LU0985320562.USD","LU2242650005.HKD","LU0320765489.SGD","IE00BMPRXN33.USD","IE00BLSP4239.USD","LU0128525929.USD","LU2543165471.USD","LU1323610961.USD","LU0528227936.USD","BK4549","IE000KEQY171.SGD","IE00BKVL7J92.USD","BK4554","LU0149725797.USD","LU1232071149.USD","SG9999015341.SGD","LU2237957811.SGD","BK4141","LU2250418816.HKD","LU0211331839.USD","LU2552382058.USD","LU2089985449.USD","LU1548497426.USD","LU2023250330.USD","LU0957791311.USD","LU2236285917.USD","BK4581","LU0203347892.USD","LU0061474960.USD","LU1435385759.SGD","LU2471134879.HKD","LU2242649171.HKD","LU2552382132.HKD","IE00BZ1G4Q59.USD","LU1069344957.HKD","3NVD.UK","LU0056508442.USD","LU0957808578.USD","IE00BDCRKT87.USD","LU0708995401.HKD","IE0034235303.USD","LU2360032135.SGD","BK4605","IE000W1ABFV2.USD","NVDS.UK","LU0238689110.USD","LU0786609619.USD","LU2237443382.USD","SG9999018865.SGD","LU2357305700.SGD","LU2028103732.USD","LU0072462426.USD","LU0080751232.USD","LU2360106780.USD","LU1934455194.USD","IE0004445239.USD","BK4587","LU0234572021.USD","LU0971096721.USD","BK4207","LU0187121727.USD","NVD2.UK","IE00BKDWB100.SGD","LU2272731865.HKD","LU1316542783.SGD","LU1778281490.HKD","LU1894683348.USD","LU0157215616.USD","LU1983260115.SGD","MUD","LU1623119135.USD","SG9999018857.SGD","LU2244417387.USD","SG9999014914.USD","LU2456880835.USD","LU0124676726.USD","LU2452424414.USD","LU2413666699.HKD","LU2065171402.SGD","BK4551","LU0444971666.USD","NVDW","LU0106261372.USD","LU0976567544.SGD","LU0208291251.USD","IE0009356076.USD","LU1934455863.HKD","LU0289739343.SGD","LU0251132253.USD","LU1917777945.USD","LU2506951792.HKD","SGXZ99366536.SGD","IE00B19Z8W00.USD","IE00BK4W5M84.HKD","IE0034235188.USD","LU0011850046.USD","SG9999014906.USD","LU0265550359.USD","LU0320765646.SGD","HK0000914686.HKD","LU1868837136.USD","IE0002270589.USD","LU2461242641.AUD","MULL","LU0310799852.SGD","LU2271345857.HKD","IE00B3M56506.USD","IE00B7KXQ091.USD","LU1861127337.USD","BK4527","LU2065169927.USD","LU2458330169.SGD","IE00BFSS7M15.SGD","IE00BJJMRY28.SGD","LU1718418525.SGD","LU1935042991.SGD","LU2168564222.USD","LU2083900584.USD","GB00BDT5M118.USD","LU0106831901.USD","LU2413666426.HKD","LU1951200564.SGD","IE00BKPKM429.USD","LU1868836914.USD","BK4567","LU2087621335.USD","LU1951198990.SGD","LU1244550577.SGD","LU0070302665.USD","LU0965508806.USD","LU1691799644.USD","LU1267930490.SGD","BK4503","NVII","SG9999002224.SGD","LU0823421333.USD","LU2168564065.EUR","LU0158827948.USD","LU0823414478.USD","LU0820561909.HKD","LU2361045086.USD","LU0203201768.USD","BK4516","LU0642271901.SGD","IE00B3SWFQ91.USD","LU2860962120.EUR","LU0472753341.HKD","LU0211326755.USD","LU0943347566.SGD","LU2097344431.USD","NVIW.SI","SG9999015358.SGD","LU0081259029.USD","LU2065171311.SGD","BK4543","LU1366192091.USD","LU1153585028.USD","IE00B1BXHZ80.USD","LU2931357623.SGD","04336","LU1852331112.SGD","LU2487616109.SGD","BK4533","LU1066051225.USD","LU2168564495.EUR","LU1145028129.USD","LU2756315664.SGD","LU0274383776.USD","BK4592","LU0354030511.USD","LU1551013425.SGD","LU1037948541.HKD","LU0724617625.USD","LU0417517546.SGD","LU2249611893.SGD","NVDU","LU0820562030.AUD","LU2505996509.AUD","LU2458330243.SGD","LU0097036916.USD","LU1280957306.USD","LU0310800379.SGD","LU2491049909.HKD","IE0034235295.USD","LU1720051017.SGD","LU0107464264.USD","CDNS","LU0210528500.USD","LU2168563687.JPY","BK4612","IE00B1XK9C88.USD","LU1934455277.USD","NVD3.UK","IE00B4YYXB79.USD","IE000YTNTUN2.SGD","LU0210533765.USD","LU0345769128.USD","IE00BJJMRX11.SGD","LU0965509010.AUD","LU1992135472.HKD","LU1804176565.USD","IE00BDRTCR15.USD","LU2322448957.HKD","LU1551013342.USD","LU1791710400.SGD","LU0109391861.USD","LU2433249047.HKD","LU1868837300.USD","IE00BMPRXR70.SGD","LU1914381329.SGD","LU2360107168.USD","LU2106854487.HKD","LU1629891620.HKD","IE00BZ199S13.USD","LU0868494708.USD","LU1868836591.USD","IE00BQXX3C00.GBP","LU0175139822.USD","LU2505996681.GBP","LU2063271972.USD","LU2125154935.USD","LU2048586759.USD","IE00BQXX3F31.USD","LU2237443895.HKD","2NVD.UK","LU0466842654.USD","NVDG","LU1992135399.USD","LU0868494617.USD","LU0289960550.SGD","LU2417539215.USD","LU1815336760.USD","NVDX","LU2092937148.SGD","LU2491050071.SGD","LU1244550494.USD","SGXZ51526630.SGD","LU0048584097.USD","LU111999449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领军者包括英伟达和博通等","url":"https://stock-news.laohu8.com/highlight/detail?id=2594145292","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2594145292?lang=zh_cn&edition=full","pubTime":"2025-12-26 23:25","pubTimestamp":1766762700,"startTime":"0","endTime":"0","summary":"美国银行预计2026年半导体行业规模将达到1万亿美元，由英伟达（NVDA）、博通（AVGO）、泛林集团（LRCX）、科磊（KLAC）、ADI>亚德诺（ADI）和楷登电子（CDNS）引领，因AI数据中心建设加速推进。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 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14:24","pubTimestamp":1766643849,"startTime":"0","endTime":"0","summary":"美银半导体分析师Vivek Arya表示，AI发展仍处于为期十年的结构性转型中段，整体产业趋势依旧向上，并由具备明确竞争优势的龙头企业领军。他预测，全球半导体销售额可望于2026年增长30%，年销售额首度突破1万亿美元的重要里程碑。他强调，具备高毛利结构与稳固市场地位的公司，将持续成为资金布局的核心。他点名六家半导体与AI相关企业，作为其对2026年最具信心的投资标的，分别为英伟达、博通、Lam Research、科磊、亚德诺以及Cadence Design Systems。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20251225142416a476503d&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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05:00","pubTimestamp":1766610054,"startTime":"0","endTime":"0","summary":"　　美银证券分析师维韦克阿里亚认为，人工智能行业的热潮非但没有降温，反而还在持续升温、规模不断扩大。　　在一份题为《2026 年展望：震荡前行，依旧向好》的研报中，阿里亚预测，2026 年全球半导体行业销售额将实现同比 30% 的暴涨，行业年销售额也将首度突破 1 万亿美元的历史性里程碑。","market":"us","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2025-12-24/doc-inhcxiyz5645580.shtml","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":"美银2026年六大芯片首选持仓股！看好半导体行业年销售额突破万亿美元","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["CDNS","LRCX","SOXX","ADI","NVDA","KLAC","SMH","AVGO"],"gpt_icon":1},{"id":"2593495736","title":"Cadence 以台积电 N3P 制程流片第三代 UCIe IP，达成 64Gbps 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