CDNS

Cadence Design Systems, Inc. · TradingView

行情与观点

美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有

非交易日观点标记在下一个交易日。

2026-10-03 – 2026-10-09

该周期暂无看多观点。

该周期暂无看空观点。

JukanCDNSSNPS2026-08-29
There was so much fear that AI would replace EDA because no one could quantify how much of EDA's domain AI would eat into. Someone like me has now turned bullish because I think we can finally start quantifying that.
原始来源
JukanCDNS2025-09-25
Long $CDNS: TSMC says using AI in semiconductor design improved chip energy efficiency by about tenfold.
原始来源
投资TALK君CDNS2024-04-23
这家公司p在57倍，我们可以自己算一下，根据现在市场对于未来三年，EPS这个增速去看，pigratio应该也是大于三倍，三年之后p市盈率是在34倍，这一类的估值我们聊过很多次，它不可能长期一直保持在高位，一旦任何一个财报出现爆雷，或者小爆雷事件的话，市场就会对它进行杀估值
原始来源

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Cadence Design Systems, Inc. · TradingView

美元 · 头像标出博主观点：绿圈看多、红圈看空、黄圈多空皆有

非交易日观点标记在下一个交易日。

2026-10-03 – 2026-10-09

该周期暂无看多观点。

该周期暂无看空观点。

JukanCDNSSNPS2026-08-29
There was so much fear that AI would replace EDA because no one could quantify how much of EDA's domain AI would eat into. Someone like me has now turned bullish because I think we can finally start quantifying that.
原始来源
JukanCDNS2025-09-25
Long $CDNS: TSMC says using AI in semiconductor design improved chip energy efficiency by about tenfold.
原始来源
投资TALK君CDNS2024-04-23
这家公司p在57倍，我们可以自己算一下，根据现在市场对于未来三年，EPS这个增速去看，pigratio应该也是大于三倍，三年之后p市盈率是在34倍，这一类的估值我们聊过很多次，它不可能长期一直保持在高位，一旦任何一个财报出现爆雷，或者小爆雷事件的话，市场就会对它进行杀估值
原始来源