[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcioaf3ed7da":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},"dcioaf3ed7da","AI浪潮引爆芯片设计需求！新思科技(SNPS)Q3业绩超预期-上调全年指引","\u002Fdoc\u002Fdcioaf3ed7da","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp>\n\u003C\u002Fp>\u003Cp>\u003Cspan>美股投资网获悉，尽管芯片自动化设计(EDA)巨头新思科技(SNPS)公布了好于预期的第三财季业绩、并上调了全年业绩指引，但该股股价在财报公布后仍下跌，表明可能未满足投资者的更高期待。新思科技周三美股盘后一度跌超6%，截至发稿跌幅已收窄至不足1%。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>财报显示，新思科技第三财季营收同比增长42%至24.8亿美元，好于分析师平均预期的24.4亿美元;调整后的净利润为7.5亿美元，较上年同期的5.5亿美元增长37%;调整后每股收益为3.91美元，好于分析师平均预期的3.67美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>新思科技正受益于数万亿美元规模的人工智能(AI)基础设施扩张，这推动了复杂AI芯片需求以及对先进设计工具的需求增长。随着芯片制造商加大对更先进芯片系统的投资，与AI相关的芯片设计需求大幅增长。与此同时，包括亚马逊和谷歌在内的科技巨头也在加快自研芯片的步伐。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>按业务划分，设计自动化业务营收为20.03亿美元，同比增长53%;设计IP业务营收为4.74亿美元，恢复同比增长，增幅为11%。据悉，设计自动化业务包括先进硅芯片设计、验证产品及服务、Ansys产品、系统集成产品及服务、数字、定制以及现场可编程门阵列(FPGA)集成电路设计软件、验证软件和硬件产品、制造软件产品以及其他业务;设计IP业务则包括逻辑库、嵌入式存储器、有线接口IP、存储器接口IP以及安全IP。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>新思科技首席财务官Shelagh Glaser表示“这种增长真正的基础是我们所看到的强劲设计环境，而推动这一增长的主要因素就是AI。”“客户正在构建越来越复杂的芯片，而且开发周期越来越短。而我们提供的工具可以帮助他们简化这种复杂性。”该公司预计，设计IP业务将在第四财季进一步实现环比增长。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>新思科技总裁兼首席执行官Sassine Ghazi表示“AI正在推动前所未有的复杂性，并不断增加对硅IP和工程解决方案的需求，而这些解决方案对于交付下一代AI计算、基础设施以及实体AI系统至关重要。在完成对Ansys的变革性收购一年后，我们正在专注执行战略，进一步巩固我们的领导地位，并持续积蓄增长动能。”\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>展望未来，新思科技预计，第四财季营收为25.3亿至25.8亿美元，预测区间中值为25.55亿美元，基本符合分析师平均预期;预计调整后每股收益为4.10至4.16美元，预测区间中值为4.13美元，好于分析师平均预期的4.0美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>此外，得益于AI驱动的需求持续强劲，新思科技上调了全年业绩指引。该公司将全年营收指引上调至96.9亿至97.4亿美元(此前指引为96.25亿至97.05亿美元)，好于分析师平均预期的96.8亿美元;上调全年调整后每股收益指引为15.04至15.10美元(此前指引为14.72至14.80美元)，好于分析师平均预期的14.78美元。\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003Cspan>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>\n\u003Cp>\u003Cspan>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> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\n\u003Cp>\u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FC\u002FCSCO\u002FCSCO.jpg","2026-08-27T12:36:49","2026.08.27","2026\u002F08\u002F27",44094,[22],"CSCO","Article",0,"免费","success",{"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":28,"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},[22],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":31,"services":32,"recentDocuments":41},"\u003Cfigure class=\"image\">\u003Ca 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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\" 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,"courseContent":87,"more":88,"buyNow":89,"subscribeNow":90,"encoding":91,"paidContent":92},"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","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"]