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企业软件与设计自动化
Enterprise Software & EDA05/30/2026, 02:10 NY · 16 clusters · 217 tickers企业软件与设计自动化
15 个成员置信度中
题材逻辑
软件股触底反弹，EDA与SaaS受益
催化事件
- 2026-Q2软件股季报超预期开启上升趋势
- 2026AI推理推动EDA需求
聚合 KOL
- ★1Earnings WhispersCRM · PLTR · PONY · ADSK +8×45
- ★1imnotharshCRM · PLTR×25
- ·發發發CRM · PLTR · IREN · DDOG×12
- ★1⚠Jim CramerCRM×10
- ·鲍博士CRM · PLTR · APPS · ESTC +1×8
- ·🐭CRM · PLTR · INTU×7
- ·2The TranscriptCRM · APPS · BOX×5
- ·2StockMKTNewzCDNS · IREN · DDOG×4
- ·2TechFundCDNS · INTU · SNPS×2.5
- ·何小禾PLTR×2
跨成员新闻
- Synopsys: Why The Consolidation Phase May Be Ending
- GF sees on-chip memory a niche AI inference trend; neutral on Cerebras but bullish on EDA, foundries
- Stock index futures slip ahead of PCE report
- Salesforce: Nobody Dares Buy It But I Will
- Salesforce: Nobody Dares Buy It But I Will
- Earnings week ahead: ZS, CRM, SNOW, DELL, ZS, XPEV, LI, and more
- Earnings week ahead: ZS, CRM, SNOW, DELL, ZS, XPEV, LI, and more
- Earnings week ahead: ZS, CRM, SNOW, DELL, ZS, XPEV, LI, and more
- Earnings week ahead: ZS, CRM, SNOW, DELL, ZS, XPEV, LI, and more
- Earnings week ahead: ZS, CRM, SNOW, DELL, ZS, XPEV, LI, and more