Schwab Network发布 2026-09-24
《Gibbs: Small Caps Pay Big Price in Rate Hike, "Don't Underestimate" META Muse》
$SNPS看涨
SNPS 具备良好价值；上半年偿还约 35 亿美元的低负债结构支撑这一观点。
我的第三个选择是 Synopsys。它是一只大盘股，但它是一家类似的公司：它们销售半导体芯片的架构软件。好。目前价值不错。再次强调，同样的思路，债务不多。我认为它们在上半年偿还了约三十五亿美元的债务。
所以是同样的故事，只是在大盘股板块。我认为这很好。
My third choice is Synopsys. It is a large-cap, but it is a similar company: they sell the architecture software for semiconductor chips. Okay . Good value at the moment. And once again , the same idea, not much debt.
I think they paid off about three and a half billion in debt in the first half of the year. So the same story, only in a large-cap segment. I think that's good.