Ale's World of Stocks 对 $SNPS 的判断变化

2026-08-30看涨
NVIDIA is Buying 8 Smaller A.I. Stocks for the Future! (Should You Follow?)
SNPS 是排名最高的持仓,因其强劲的现金生成、营收增长和下跌后具有吸引力的估值。

好的,接下来看第三大持仓。我们暂时离开昂贵的数据中心建设者,来看一个软件基础层投资,它使整个芯片行业成为可能。那就是 Synopsys,股票代码 SNPS,其市值 22 亿美元,目前约占 Nvidia 整个投资组合的 3.4%。

Okay, moving on to the third holding. We are actually going to leave behind the expensive data center builders for a second to look at a software foundation play that makes the entire chip industry even possible. And that is in Synopsys, ticker symbol SNPS, which at $2.2 billion now makes up around 3.4% of Nvidia's entire portfolio.

如果你不熟悉这家公司,Synopsys 是所谓的 EDA 软件(电子设计自动化)的专家。基本上,他们制造芯片设计的蓝图软件。

And if you're not familiar with this one, well, Synopsys is a specialist in what is called EDA software or electronic design automation. Basically, they make the blueprint software for chip design.