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CDNS 铿腾电子
交易中 02-25 13:15:10 EST
300.99
+10.36
+3.56%
最高
302.78
最低
293.43
成交量
74.03万
今开
294.51
昨收
290.63
日振幅
3.22%
总市值
819.30亿
流通市值
817.02亿
总股本
2.72亿
成交额
2.21亿
换手率
0.27%
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
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
铿腾电子完成收购海克斯康设计与工程业务，巩固其在物理AI与多物理场领域的领导地位
美股速递 · 02-23 22:05
铿腾电子完成收购海克斯康设计与工程业务，巩固其在物理AI与多物理场领域的领导地位
异动解读 | 财报超预期叠加AI需求强劲，铿腾电子盘中大涨8.44%
异动解读 · 02-18
异动解读 | 财报超预期叠加AI需求强劲，铿腾电子盘中大涨8.44%
铿腾电子获Rosenblatt Securities上调评级至买入 目标价升至360美元
美股速递 · 02-18
铿腾电子获Rosenblatt Securities上调评级至买入 目标价升至360美元
异动解读 | 财报超预期，AI需求强劲，铿腾电子盘前大涨5.23%
异动解读 · 02-18
异动解读 | 财报超预期，AI需求强劲，铿腾电子盘前大涨5.23%
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%
智通财经 · 02-18
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%
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%
老虎资讯综合 · 02-18
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%
财报速递 | 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
老虎资讯综合 · 02-18
财报速递 | 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
异动解读 | 财报超预期，AI需求强劲，铿腾电子盘后大涨5.01%
异动解读 · 02-18
异动解读 | 财报超预期，AI需求强劲，铿腾电子盘后大涨5.01%
铿腾电子涨0.63% 股价突破300美元大关
市场透视 · 02-11
铿腾电子涨0.63% 股价突破300美元大关
让芯片设计快10倍！Cadence推出AI超级智能体，英伟达高通都在用
芯东西 · 02-11
让芯片设计快10倍！Cadence推出AI超级智能体，英伟达高通都在用
铿腾电子推出Chipstack AI超级代理，引领芯片设计与验证新纪元
美股速递 · 02-10
铿腾电子推出Chipstack AI超级代理，引领芯片设计与验证新纪元
铿腾电子推出一款AI智能体 用以加速芯片设计
环球市场播报 · 02-10
铿腾电子推出一款AI智能体 用以加速芯片设计
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
智通财经 · 01-22
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
铿腾电子发布Tensilica HiFi IQ DSP，专为新一代语音AI与音频应用打造
美股速递 · 01-21
铿腾电子发布Tensilica HiFi IQ DSP，专为新一代语音AI与音频应用打造
Cadence 采用下一代低功耗 DRAM 和 Microsoft RAIDDR ECC 技术
快科技 · 01-21
Cadence 采用下一代低功耗 DRAM 和 Microsoft RAIDDR ECC 技术
Cadence推出数据中心级LPDDR5X内存IP
DoNews · 01-14
Cadence推出数据中心级LPDDR5X内存IP
美银预测2026年半导体行业规模将达1万亿美元 领军者包括英伟达和博通等
环球市场播报 · 2025-12-26
美银预测2026年半导体行业规模将达1万亿美元 领军者包括英伟达和博通等
美银：预测明年全球半导体销售额首度突破1万亿美元，看好英伟达、博通等
格隆汇资讯 · 2025-12-25
美银：预测明年全球半导体销售额首度突破1万亿美元，看好英伟达、博通等
美银2026年六大芯片首选持仓股曝光！看好半导体行业年销售额突破万亿美元
环球市场播报 · 2025-12-25
美银2026年六大芯片首选持仓股曝光！看好半导体行业年销售额突破万亿美元
Cadence 以台积电 N3P 制程流片第三代 UCIe IP，达成 64Gbps 高速
IT之家 · 2025-12-23
Cadence 以台积电 N3P 制程流片第三代 UCIe IP，达成 64Gbps 高速
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公司概况
公司名称：
铿腾电子
所属市场：
NASDAQ
上市日期：
--
主营业务：
铿腾电子科技有限公司于1988年6月在特拉华州成立。该公司是电子系统设计软件和知识产权的领先先驱，建立在超过35年的计算软件专业知识之上。自成立以来，该公司一直走在技术创新的前沿，解决半导体和电子系统行业中高度复杂的挑战。该公司是一家全球性公司，为包括汽车、人工智能、航空航天和国防、高性能和移动计算、超大规模、无线通信、工业物联网和生命科学在内的多个垂直领域提供计算软件、特殊用途计算硬件、IP和服务。公司解决方案集成应用于从芯片到印制电路板再到完整机电系统的设计创建、实施、验证、分析和签核的每个阶段。
发行价格：
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| 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":"nz","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$Applied(AMAT)$ 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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% 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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":"fut","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":["LU1923623000.USD","LU2452424414.USD","MULL","LU0077335932.USD","LU2023250504.SGD","LU2417539215.USD","LU1974910355.USD","LU0957791311.USD","IE00BK4W5L77.USD","LU0211326755.USD","BK4605","LU0203202063.USD","BK4554","LU0353189680.USD","LU0965509101.SGD","BK4532","IE00B19Z3581.USD","LU2125154935.USD","LU0348723411.USD","BK4585","IE00BQXX3C00.GBP","LU0820562030.AUD","LU2083900584.USD","IE0009356076.USD","SG9999004303.SGD","LU2063271972.USD","LU2420271590.USD","SG9999015986.USD","LU2237957902.USD","LU2360106780.USD","IE00BBT3K403.USD","LU0320765646.SGD","IE0034235188.USD","LU0096364046.USD","LU0345768740.USD","GB00BDT5M118.USD","LU1861220033.SGD","LU2294711713.HKD","LU2236285917.USD","SG9999014898.SGD","LU0208291251.USD","LU1366333091.USD","BK4504","LU0029864427.USD","SG9999014906.USD","LU0127658192.USD","LU1670627923.USD","LU2250418816.HKD","SG9999015341.SGD","LU0006306889.USD","LU2491050071.SGD","LU0069063385.USD","LU0976567544.SGD","LU2272731782.SGD","2NVD.UK","LU2471134879.HKD","SG9999014575.USD","LU1894683348.USD","LU2065170008.USD","SG9999018857.SGD","LU0215105999.USD","LU0354030438.USD","LU2430703095.HKD","LU2237443382.USD","LU2746668974.SGD","LU2237443978.SGD","LU2272731865.HKD","LU1116320901.HKD","NVDY","IE00B5949003.HKD","LU0082616367.USD","SG9999014559.SGD","LU0889566641.SGD","LU1791710582.SGD","BK4608","NVDS.UK","LU2264538146.SGD","LU1914381329.SGD","SNPS","LU0053666078.USD","LU0823434583.USD","HK0000914686.HKD","LU0080751232.USD","LU0347712357.USD","LU0823414551.USD","LU0157215616.USD","LU2065171402.SGD","LU0390134368.USD","LU0061474960.USD","LU1116320737.USD","LU2125154778.USD","NVDQ","LU0109391861.USD","LU1778281490.HKD","IE00BK4W5M84.HKD","IE00BLSP4239.USD","LU2237443549.SGD","3NVD.UK","LU0056508442.USD","LU2487616109.SGD","LU1951198990.SGD","LU1935042215.USD","LU2023251221.USD","IE00B4YYXB79.USD","BK4612","LU0345770993.USD","IE00BZ1G4Q59.USD","LU1145028129.USD","LU0786609619.USD","LU1989772923.USD","LU2290526834.HKD","LU2602419157.SGD","IE00BD6J9T35.USD","LU2271345857.HKD","LU0496365809.HKD","LU1983260115.SGD","LU2125909759.SGD","NVD2.UK","SGXZ23171101.USD","LU0345769128.USD","LU1366192091.USD","LU0965508806.USD","BK4553","LU0057025933.USD","LU1127390331.HKD","IE00BJJMRY28.SGD","SG9999014914.USD","LU2125909593.SGD","IE00B1XK9C88.USD","IE00B775SV38.USD","LU0889565833.HKD","LU0965509010.AUD","LU2403377893.USD","IE00B775H168.HKD","LU2506951792.HKD","LU2473716301.USD","LU2168564495.EUR","LU1267930730.SGD","IE00B4JS1V06.HKD","LU0672654240.SGD","LU2491049909.HKD","LU2111349929.HKD","BK4581","LU2433249047.HKD","BK4535","BK4141","LU2023250330.USD","LU0234572021.USD","LU1064131342.USD","LU1162221912.USD","LU0170899867.USD","LU0316494557.USD","LU0823434740.USD","LU1699723380.USD","LU1923622291.USD","LU2191332357.HKD","LU0211327993.USD","IE000KEQY171.SGD","LU0788109477.HKD","LU0868494617.USD","IE00BYXW3230.USD","IE00BHPRN162.USD","LU2286300806.USD","LU1066051498.USD","IE0004445239.USD","LU0081259029.USD","LU1791710400.SGD","LU2242650005.HKD","LU0985320562.USD","LU2249611893.SGD","LU0079474960.USD","LU2357305700.SGD","LU1242518931.SGD","BK4529","LU0820561909.HKD","HK0000306701.USD","LU1571399168.USD","LU0354030511.USD","BK4207","LU2106854487.HKD","LU2458330243.SGD","LU1066051811.HKD","LU0964807845.USD","IE00B19Z3B42.SGD","LU2023250843.SGD","LU2430703251.USD","SG9999015358.SGD","LU2125909916.SGD","LU1267930490.SGD","LU1934455277.USD","IE00B3SWFQ91.USD","IE00BN8TJ469.HKD","LU0072462426.USD","LU0683600562.USD","LU0943347566.SGD","BK4575","CDNS","LU0106831901.USD","LU2361044865.SGD","LU2860962120.EUR","LU1066053197.SGD","LU1821325948.USD","LU1894683264.USD","LU1674673691.USD","LU2087625088.SGD","LU2552382058.USD","LU1244550577.SGD","LU1868836757.USD","HK0000320264.USD","LU1084165304.USD","LU0265550946.USD","LU1720051017.SGD","LU1861127337.USD","SGXZ81514606.USD","LU0211326839.USD","LU2746668461.USD","LU1712237335.SGD","NVDD","BK4548","IE00BJTD4N35.SGD","LU1435385759.SGD","BK4592","LU0251132253.USD","IE0002270589.USD","LU0787776722.HKD","LU0882574139.USD","BK4579","IE0003U64NQ7.SGD","IE00BDCRKT87.USD","LU1935042991.SGD","BK4566","LU2322448957.HKD","IE00BN29S564.USD","LU0353189763.USD","NVDA","LU1935042488.USD","LU0274383776.USD","IE00BKDWB100.SGD","LU2168564222.USD","LU01751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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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