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本頁面由Tiger Trade Technology Pte. Ltd.提供服務
ARM Holdings
123.78
-1.8000
-1.43%
盤前：
124.00
0.2200
+0.18%
04:25 EST
成交量：
339.38萬
成交額：
4.20億
市值：
1,313.31億
市盈率：
165.06
高：
126.71
開：
123.71
低：
121.91
收：
125.58
52周最高：
183.16
52周最低：
80.00
股本：
10.61億
流通股本：
1.34億
量比：
0.84
換手率：
2.54%
股息：
- -
股息率：
- -
每股收益(TTM):
0.7499
每股收益(LYR):
0.7500
淨資產收益率：
11.27%
總資產收益率：
5.88%
市淨率：
16.84
市盈率(LYR):
165.04
資料載入中...
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公司
新聞資訊
公告
半導體行業純IP時代的終結
半导体产业纵横
·
02/22
英偉達所持的Arm股份已全部出售 價值1.4億美元
中华网
·
02/20
ARM，失寵了
半导体行业观察
·
02/19
英偉達清倉 Arm，五年收購計劃徹底終結
是说芯语
·
02/19
黃仁勳的刀，砍向了Arm
东针商略
·
02/18
英偉達清倉所持Arm全部股份 五年前曾試圖收購該公司
环球市场播报
·
02/18
Coatue Management增持ARM Holdings股份1.8%至230萬份ADS——SEC文件披露
美股速递
·
02/18
施羅德、三星、百威啤酒商：海外市場焦點股票一覽
投资观察
·
02/12
美股 AI 相關股票普漲，英偉達升逾 7%
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·
02/07
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老虎资讯综合
·
02/06
Arm(ARM)盤前續升1.55% 花旗指其AI數據中心進展顯著
金吾财讯
·
02/06
全球內存陷入大缺貨，高通、Arm齊發預警：芯片將擠壓智能手機產能
华尔街见闻
·
02/06
Arm股價走高 分析師淡化智能手機需求風險
环球市场播报
·
02/06
ARM(ARM.US)2026財年Q3電話會：未來2到3年內數據中心業務規模有望比肩智能手機業務
智通财经网
·
02/05
Arm(ARM)盤前跌6.58% 花旗、TD Cowen下調公司目標價
金吾财讯
·
02/05
ARM Holdings美股盤前重挫7.6% 第三季度授權收入未達預期
美股速递
·
02/05
盤前異動｜半導體板塊普漲！博通升逾5%，閃迪升逾3%；貴金屬板塊回調！科爾黛倫礦業、赫克拉礦業跌超4%
老虎资讯综合
·
02/05
美股軟件股六日市值蒸發近萬億美元！拋售蔓延，市場重估AI贏家與輸家
第一财经
·
02/05
小摩：將ARM目標價下調至145美元
中金财经
·
02/05
AI「虹吸」存儲產能！智能手機產業恐承壓，高通、Arm績後齊跌
智通财经
·
02/05
更多
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價值1.4億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2612426477","media":"中华网","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612426477?lang=zh_tw&edition=fundamental","pubTime":"2026-02-20 20:49","pubTimestamp":1771591778,"startTime":"0","endTime":"0","summary":"在2020年9月，英伟达宣布以400亿美元的现金和股票从软银手中购入Arm。不过随着各方的质疑和反对，以及相关监管机构更严格的审查，最终在2022年2月，英伟达正式放弃收购Arm。最近一份监管文件显示，英伟达已经在2025年第四季度选择抛售掉手上全部的Arm股份，共110万股，价值约为1.4亿美元。有趣的是，Arm背后最大股东是软银集团，而软银集团也在2025年10月卖出了所持有的全部英伟达股份，共3210万股，套现了58.3亿美元。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260220205203a70d5be2&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, 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10:44","pubTimestamp":1771469044,"startTime":"0","endTime":"0","summary":"英伟达本周已出售所持 ARM 的最后剩余股份，与几年前曾试图收购该公司的情景已相去甚远。更重要的是，ARM 还将在英伟达即将推出的Vera CPU中扮演关键角色，这类处理器的重要性正在急剧提升。据彭博社报道，根据最新提交给美国 SEC 的文件，英伟达已出售其持有的 ARM 剩余股份，价值约 1.4 亿美元。在智能体工作负载这一特定范围内，x86 之所以被认为优于 ARM，有多方面原因。据报道，英伟达清空剩余 ARM 股份纯属财务层面操作，与公司整体产品战略关系不大。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219105149a4b20d55&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Arm，五年收購計劃徹底終結","url":"https://stock-news.laohu8.com/highlight/detail?id=2612475234","media":"是说芯语","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612475234?lang=zh_tw&edition=fundamental","pubTime":"2026-02-19 09:03","pubTimestamp":1771462984,"startTime":"0","endTime":"0","summary":"此次减持后，英伟达对Arm的持股比例降至零，不再持有其任何股份。这一决定意味着五年前英伟达启动的Arm收购计划彻底落幕。2020年，英伟达曾宣布以400亿美元收购Arm，这笔交易一度被视为半导体行业有史以来规模最大的并购案。2022年2月，英伟达与Arm双方共同宣布终止收购协议。截至目前，英伟达与Arm双方均未对此次股份出售事宜作出回应——英伟达拒绝置评，Arm方面也未立即回应媒体的置评请求。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021909262695416e74&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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22:13","pubTimestamp":1771424029,"startTime":"0","endTime":"0","summary":"受英伟达清仓持股的消息影响，Arm股价在周三盘前交易中微涨1.5%。在2022年因监管障碍放弃以400亿美元收购Arm后，英伟达在Arm于2023年上市时作为战略投资者购入了部分股份。英伟达CEO黄仁勋曾在收购失败后表示，将继续作为Arm的长期合作伙伴。今年以来，Arm股价已累计上涨16%。失去英伟达这个“战略股东”的光环，Arm现在要独自面对资本市场的严苛审视了。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260218221511a4b085b1&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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五年前曾試圖收購該公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2612499280","media":"环球市场播报","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612499280?lang=zh_tw&edition=fundamental","pubTime":"2026-02-18 07:43","pubTimestamp":1771371780,"startTime":"0","endTime":"0","summary":"Arm 是一家芯片架构技术公司，英伟达五年前曾试图收购该公司但最终失败。根据一份监管文件披露，英伟达出售了110 万股Arm 股票，按 Arm 周二收盘价计算，价值约1.4 亿美元。此次处置发生在去年第四季度某个时间点，交易完成后，英伟达对 Arm 的持股比例降至零。英伟达拒绝置评，而 Arm 方面也未立即回应媒体的置评请求。英伟达曾在2020 年同意以400 亿美元收购 Arm，这笔交易原本有望成为芯片行业史上规模最大的一笔收购。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-18/doc-inhneskn4537389.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU2750360997.AUD","LU1935043023.USD","LU0225283273.USD","LU0511384066.AUD","LU0724617625.USD","LU0354030438.USD","LU1861127337.USD","LU2272731865.HKD","LU0211328371.USD","LU1699723380.USD","LU1674673691.USD","LU0308772762.SGD","LU0979878070.USD","LU1935043536.SGD","LU2403377893.USD","IE00B19Z9505.USD","SG9999017495.SGD","LU0107464264.USD","LU0158827781.USD","BK4585","LU0127658192.USD","SG9999015358.SGD","LU1934455863.HKD","LU0077335932.USD","LU2065169927.USD","IE0005OL40V9.USD","SG9999001424.SGD","LU2023250504.SGD","LU2272731600.USD","LU2089283258.USD","LU1861215975.USD","LU2290526834.HKD","IE00B775SV38.USD","LU1571399168.USD","LU2272731782.SGD","LU0154236417.USD","LU2092937148.SGD","LU1551013425.SGD","LU2023251221.USD","LU0823434740.USD","IE0004086264.USD","IE0004445015.USD","LU0006306889.USD","LU0868494708.USD","LU0070217475.USD","LU0957791311.USD","LU2322448791.USD","LU1037948541.HKD","SG9999014567.USD","LU2191332357.HKD","BK4534","LU0276348264.USD","SG9999015952.SGD","LU2462157665.USD","NVDW","LU1244550221.USD","LU0011850046.USD","LU2543165471.USD","LU2326559502.SGD","IE00BKDWB100.SGD","LU0345770308.USD","LU2456880835.USD","LU0048584097.USD","LU2097344431.USD","LU1674673428.USD","LU2087621335.USD","BK4141","LU1116320737.USD","LU2491050154.USD","SG9999014906.USD","LU0109392836.USD","LU0210528500.USD","LU2089985449.USD","IE000KEQY171.SGD","LU1069344957.HKD","LU0265550359.USD","IE00BWXC8680.SGD","LU1244550577.SGD","SG9999014575.USD","LU2471134523.USD","LU1992135472.HKD","LU1861220033.SGD","BK4567","IE0003U64NQ7.SGD","LU2361044865.SGD","IE00B3M56506.USD","LU1084165304.USD","LU1988902786.USD","LU0689626769.HKD","LU2430703251.USD","LU1496350171.SGD","LU0267386448.USD","SG9999015945.SGD","BK4533","LU1815333072.USD","LU1242518931.SGD","LU0345768153.USD","LU0390134368.USD","IE00BJTD4N35.SGD","IE00BMPRXQ63.HKD","LU1064131342.USD","LU0868494617.USD","LU1718418525.SGD","IE00B4YYXB79.USD","LU0094547139.USD","BK4543","LU1934455277.USD","LU2505996681.GBP","NVIW.SI","LU0056508442.USD","LU2505996509.AUD","NVDA","LU0444971666.USD","IE00BFSS8Q28.SGD","LU0029864427.USD","LU2463028550.USD","LU0964807845.USD","LU0345768740.USD","LU0251132253.USD","NVII","LU1429558221.USD","LU0061474705.USD","LU2756315318.SGD","NVDG","LU2237957902.USD","LU1316542783.SGD","LU2087625088.SGD","BK4503","LU1868836591.USD","LU0256863902.USD","LU2242650005.HKD","SGXZ51526630.SGD","SG9999000418.SGD","IE0009G5SDU7.USD","BK4550","LU2092627202.USD","LU0672654240.SGD","SG9999018857.SGD","LU2125909247.SGD","LU2125909593.SGD","LU0820561818.USD","LU2746668461.USD","LU1989772923.USD","LU0786609619.USD","LU2083900584.USD","LU2236285917.USD","LU0472753341.HKD","LU1815336760.USD","LU1066051225.USD","LU0788109477.HKD","LU2452424414.USD","LU1261432733.SGD","LU2471134879.HKD","LU0823414478.USD","SNVD.UK","LU0345769128.USD","LU2413666699.HKD","LU2168564495.EUR","IE00B5949003.HKD","IE0004445239.USD","LU0787776722.HKD","LU1145028129.USD","IE0001KFT4U8.USD","LU1951200564.SGD","LU0053666078.USD","LU0466842654.USD","IE00B3SWFQ91.USD","SG9999004303.SGD","LU2552382058.USD","LU0256863811.USD","LU0957808578.USD","LU2213496289.HKD","LU1821325948.USD","LU1127390331.HKD","LU0203202063.USD","LU2264538146.SGD","SGXZ81514606.USD","LU0354030511.USD","LU2458330243.SGD","LU2106854487.HKD","LU0170899867.USD","LU1267930730.SGD","LU1629891620.HKD","LU1153585028.USD","LU0187121727.USD","LU0943347566.SGD","LU1989764664.SGD","LU0342679015.USD","IE00B1XK9C88.USD","LU2458330169.SGD","SG9999014559.SGD","LU2360032135.SGD","LU1244550494.USD","LU2108987350.USD","LU2211815571.USD","BK4605","BK4551","LU2552382215.SGD","SG9999014898.SGD","LU0082616367.USD","LU0823421416.USD","LU1791710582.SGD","IE00BQXX3F31.USD","LU2592432038.USD","LU2552382132.HKD","LU2417539215.USD","LU1633808545.USD","LU1712237335.SGD","LU2491050071.SGD","LU1691799644.USD","LU2244417387.USD","LU1814569148.SGD","LU2381873111.SGD","LU1868836757.USD","LU0234572021.USD","IE00BFSS7M15.SGD","LU2413666426.HKD","SG9999014880.SGD","LU0238689110.USD","IE00B775H168.HKD","IE00BK4W5M84.HKD","LU2168564149.EUR","LU2237438978.USD","LU1720051108.HKD","LU0289739343.SGD","LU2361045086.USD","LU1923623000.USD","LU2750360641.GBP","LU2125154935.USD","LU2461242641.AUD","LU1989772840.SGD","LU2265009873.SGD","BK4581","BK4532","LU0316494557.USD","LU1116320901.HKD","LU0708995401.HKD","BK4598","LU1839511570.USD","LU2420271590.USD","IE00B3S45H60.SGD","LU0109391861.USD","BK4548","LU2473716301.USD","LU0289961442.SGD","LU2286300806.USD","LU16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Management增持ARM Holdings股份1.8%至230萬份ADS——SEC文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1142913094","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1142913094?lang=zh_tw&edition=fundamental","pubTime":"2026-02-18 06:24","pubTimestamp":1771367076,"startTime":"0","endTime":"0","summary":"根据美国证券交易委员会最新披露的文件，知名投资机构Coatue Management近期将其持有的ARM Holdings Plc美国存托凭证头寸提升了1.8%，总持股量达到230万份。这一增持行动反映了Coatue Management对这家全球领先的半导体知识产权提供商未来前景的看好。ARM Holdings的设计架构广泛应用于全球绝大多数智能手机和各类计算设备中，其技术生态地位举足轻重。通过增持至230万份ADS，Coatue Management进一步巩固了其在ARM 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22:35","pubTimestamp":1770388534,"startTime":"0","endTime":"0","summary":"2月6日，美股芯片股盘初集体走强，$迈威尔科技(MRVL)$、ARM涨超5%，$AMD(AMD)$涨超4%，$英伟达(NVDA)$、$博通(AVGO)$、$英特尔(INTC)$、$台积电(TSM)$涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["TWM","LU0081259029.USD","IWN","AMD","IE00BLSP4239.USD","LU1720051017.SGD","LU0390134368.USD","LU2322448957.HKD","BK4534","BK4515","BK4529","SRTY","BK4532","IWM","LU1316542783.SGD","ARM","BK4512","GFS","LU0056508442.USD","LU0444973449.USD","LU1235294995.USD","IE00BMPRXQ63.HKD","AMDG","IE00BLSP4452.SGD","BK4605","LU2322448791.USD","LU1084165304.USD","LU0348723411.USD","ARMU","SG9999000418.SGD","USD","IE0004445239.USD","LU0823421416.USD","AMDL","LU2089985449.USD","IE00BBT3K403.USD","IE0009356076.USD","BK4612","LU2272731782.SGD","BK4585","LU2264538146.SGD","BK4566","LU1852331112.SGD","LU0889565833.HKD","IE00BMPRXN33.USD","LU1989764748.USD","LU2098885051.SGD","NVDA","LU0642271901.SGD","LU1880398554.USD","LU1242518857.USD","LU1880398471.USD","LU0823421333.USD","LU1303367103.USD","LU1861220033.SGD","LU1861215975.USD","RWM","LU1261432733.SGD","BK4609","LU2250418816.HKD","LU1242518931.SGD","LU2272731865.HKD","LU1815336760.USD","LU0823434740.USD","LU1861558580.USD","BK4550","LU1169590202.USD","LU0154236417.USD","IE00BMPRXR70.SGD","LU1923623000.USD","SMH","UWM","LU2543165471.USD","SOXX","LU0719512351.SGD","BK4543","IWO","BK4604","DAMD","AMDD","LU0476273544.USD","BK4141","SOXS","LU0109392836.USD","LU0786609619.USD","IE00B5949003.HKD","LU2054465674.USD","LU1046421795.USD","LU1803068979.SGD","BK4588","LU0979878070.USD","BK4535","LU0127658192.USD","LU2360107168.USD","LU2272731600.USD","LU0187121727.USD","LU1642822529.SGD","LU0274383776.USD","AMDW","LU2244417387.USD","LU1548497426.USD","AMUU","LU2357305700.SGD","LU2458330169.SGD","LU1064131342.USD","BK4581","LU1989764664.SGD","LU1992135399.USD","TNA","TZA","AMYY","BK4554","LU2360106780.USD","BK4573","VT","AMDU","LU0082616367.USD","LU1119994496.HKD","BK4575","LU1169589451.USD","MRVL","SOXL","BK4614","LU1951198990.SGD","LU2355687059.USD","AMDY","LU0823434583.USD","ARMW","159813","LU0061475181.USD","LU1992135472.HKD","LU2290526834.HKD","IE00BN8TJ469.HKD","LU1720051108.HKD","LU0198837287.USD","LU0444971666.USD","LU2931357623.SGD","LU1988902786.USD","LU1861559042.SGD","LU2458330243.SGD","ARMG","LU1823568750.SGD","LU1951200564.SGD","LU0957808578.USD","LU2473716301.USD","MNQmain"],"gpt_icon":0},{"id":"2609956255","title":"Arm(ARM)盤前續升1.55% 花旗指其AI數據中心進展顯著","url":"https://stock-news.laohu8.com/highlight/detail?id=2609956255","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609956255?lang=zh_tw&edition=fundamental","pubTime":"2026-02-06 18:53","pubTimestamp":1770375231,"startTime":"0","endTime":"0","summary":"金吾财讯 | Arm 盘前延续升势，暂报112.6美元，升幅1.55%。花旗分析师Andrew M. Gardiner和Daniel Schafei在报告中表示，Arm第三财季业绩显示，该公司在拓展人工智能数据中心市场方面已取得进展，但同时也凸显出持续投入的必要性。公司认为未来仍存在更多发展机遇。不过分析师指出，智能手机业务收入面临的短期压力，以及支撑长期战略布局所需的高昂成本，仍是投资者当前权衡的主要风险因素。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296957","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0072461881.USD","BK4566","LU0310800965.SGD","IE00BMPRXQ63.HKD","LU1267930227.SGD","LU2360032135.SGD","LU2125154778.USD","LU0348723411.USD","BK4588","BK4559","BK4141","LU1668664300.SGD","LU0980610538.SGD","LU1201861249.SGD","ARMG","LU2125154935.USD","LU0477156953.USD","LU2456880835.USD","LU0052756011.USD","LU0128525689.USD","LU0106831901.USD","LU0648001328.SGD","LU1244550494.USD","BK4207","LU2236285917.USD","ARMW","LU2417539215.USD","LU1162221912.USD","BK4585","BK4534","LU0170899867.USD","LU1366192091.USD","LU2462157665.USD","IE00BMPRXN33.USD","IE00BSNM7G36.USD","BK4609","LU1244550221.USD","IE00BMPRXR70.SGD","LU0081259029.USD","LU0314106906.USD","BK4543","LU0098860793.USD","LU0130102774.USD","LU0320765646.SGD","ARM","LU2543165471.USD","LU0130517989.USD","LU1244550577.SGD","LU1506573853.SGD","LU0162691827.USD","ARMU","BK4504","LU1791807156.HKD"],"gpt_icon":0},{"id":"2609026403","title":"全球內存陷入大缺貨，高通、Arm齊發預警：芯片將擠壓智能手機產能","url":"https://stock-news.laohu8.com/highlight/detail?id=2609026403","media":"华尔街见闻","labels":["economic"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609026403?lang=zh_tw&edition=fundamental","pubTime":"2026-02-06 06:43","pubTimestamp":1770331395,"startTime":"0","endTime":"0","summary":"全球HBM（高带宽内存）短缺正从数据中心蔓延至消费电子领域，智能手机行业首当其冲。高通与Arm相继预警，内存短缺将直接限制手机产量，部分制造商已计划削减生产并下调出货目标。这场由AI基础设施需求激增引发的结构性短缺预计将持续数年，数据中心预计将吸纳今年高端内存产量的70%，进一步挤压消费电子供应，并已导致内存条等终端产品价格大幅上涨。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765092","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"423cb9633af9f5721767f39582092327","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765092","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"全球内存陷入大缺货，高通、Arm齐发预警：芯片将挤压智能手机产能","news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4532","QCMU","LU0061475181.USD","BK4561","BK4534","LU2247934214.USD","LU1244550577.SGD","ARM","BK4573","BK4527","BK4512","BK4604","GB00BDT5M118.USD","LU0942090050.USD","BK4598","LU1244550221.USD","LU1823568750.SGD","IE00BGHQDM52.EUR","LU2106854487.HKD","BK4605","LU1035775433.USD","SG9999015978.USD","LU1261432733.SGD","LU0079474960.USD","BK4141","LU0868494708.USD","BK4515","LU1974910355.USD","BK4535","BK4585","LU1496350502.SGD","BK4612","SG9999002232.USD","BK4588","LU2023250504.SGD","LU0081259029.USD","SG9999001424.SGD","SG9999015986.USD","SG9999002224.SGD","IE00BVYPNQ40.USD","LU1069344957.HKD","BK4554","BK4579","LU0868494617.USD","QCOM","SG9999015952.SGD","QCMD","IE00BVYPNP33.GBP","LU1046421795.USD","LU1244550494.USD","LU1917777945.USD","BK4575","SG9999015945.SGD","IE00BSNM7G36.USD","QCML","LU1084165304.USD","LU1119994496.HKD","BK4581"],"gpt_icon":0},{"id":"2609145589","title":"Arm股價走高 分析師淡化智能手機需求風險","url":"https://stock-news.laohu8.com/highlight/detail?id=2609145589","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609145589?lang=zh_tw&edition=fundamental","pubTime":"2026-02-06 04:41","pubTimestamp":1770324087,"startTime":"0","endTime":"0","summary":"Arm控股公司股价今日走高，此前公布的第三季度业绩喜忧参半但整体向好，且其人工智能驱动的业绩展望乐观，不过投资者仍在权衡其许可收入未达预期及行业面临的不利因素。 投资者要点：尽管许可收入微幅不及预期且面临智能手机/内存市场的不利因素，但AI需求及业绩超预期/乐观指引带来的积极情绪占据上风，推动股价上涨。未来走势需关注即将发布的评论以及分析师对许可业务和手机趋势的反应。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-06/doc-inhkvkwv2426852.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["IE00BMPRXN33.USD","ARMG","BK4141","IE00BMPRXR70.SGD","BK4543","ARMU","ARM","BK4585","IE00BMPRXQ63.HKD","LU0081259029.USD","LU2543165471.USD","BK4609","LU0348723411.USD","BK4588","ARMW"],"gpt_icon":1},{"id":"2609830532","title":"ARM(ARM.US)2026財年Q3電話會：未來2到3年內數據中心業務規模有望比肩智能手機業務","url":"https://stock-news.laohu8.com/highlight/detail?id=2609830532","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609830532?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 21:24","pubTimestamp":1770297876,"startTime":"0","endTime":"0","summary":"日前，ARM(ARM.US)召开了2026财年第三季度财报电话会。","market":"hk","thumbnail":"https://img.zhitongcaijing.com/image/20260205/20260205210855_14694.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260205/20260205210855_14694.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402262.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["BK4609","BK4141","LU0348723411.USD","LU2543165471.USD","ARMU","IE00BMPRXN33.USD","IE00BMPRXR70.SGD","ARM","ARMG","BK4585","LU0081259029.USD","BK4543","ARMW","IE00BMPRXQ63.HKD","BK4588"],"gpt_icon":1},{"id":"2609737031","title":"Arm(ARM)盤前跌6.58% 花旗、TD Cowen下調公司目標價","url":"https://stock-news.laohu8.com/highlight/detail?id=2609737031","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609737031?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 20:30","pubTimestamp":1770294656,"startTime":"0","endTime":"0","summary":"金吾财讯 | Arm(ARM)盘前股价走低，暂跌6.58%，报98美元。公司预计第四财季营收约为14.7亿美元。尽管这高于分析师平均预期的14亿美元，但部分预测曾高达15亿美元以上。剔除特定项目后，预计每股收益为58美分，高于此前56美分的预估。花旗将Arm目标价从200美元下调至190美元；TD Cowen将目标价从190美元下调至165美元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"ac77e00457bce0fd0ced31b206ecd420","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296922","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["IE00BMPRXN33.USD","LU2125154935.USD","LU0314106906.USD","LU0477156953.USD","LU1244550494.USD","LU1506573853.SGD","LU0098860793.USD","LU2236285917.USD","LU2417539215.USD","LU1244550577.SGD","LU2543165471.USD","BK4566","ARMU","BK4141","LU0170899867.USD","LU1201861249.SGD","LU2462157665.USD","ARMW","BK4504","LU1267930227.SGD","LU0081259029.USD","LU1791807156.HKD","BK4585","LU2360032135.SGD","ARM","BK4534","LU0130517989.USD","LU0320765646.SGD","LU0162691827.USD","IE00BMPRXR70.SGD","LU0128525689.USD","LU0980610538.SGD","BK4588","ARMG","IE00BMPRXQ63.HKD","LU0052756011.USD","BK4559","BK4207","IE00BSNM7G36.USD","LU1244550221.USD","LU1366192091.USD","LU0648001328.SGD","LU2456880835.USD","LU2125154778.USD","LU0310800965.SGD","LU1162221912.USD","LU0348723411.USD","LU0106831901.USD","LU1668664300.SGD","BK4543","BK4609","LU0072461881.USD","LU0130102774.USD"],"gpt_icon":0},{"id":"1145296184","title":"ARM 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17:01","pubTimestamp":1770282064,"startTime":"0","endTime":"0","summary":"2月5日，美股三大股指期货涨跌不一，截止发稿，道指期货跌0.24%，纳指期货涨0.16%，标普500指数期货涨0.01%。","market":"us","thumbnail":"https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/5d1fe578ee46cbe0d24c33435ff25ae5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM","GOOGL","QCOM"],"gpt_icon":1},{"id":"2609327560","title":"美股軟件股六日市值蒸發近萬億美元！拋售蔓延，市場重估AI贏家與輸家","url":"https://stock-news.laohu8.com/highlight/detail?id=2609327560","media":"第一财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2609327560?lang=zh_tw&edition=fundamental","pubTime":"2026-02-05 16:38","pubTimestamp":1770280688,"startTime":"0","endTime":"0","summary":"标普500软件和服务指数截至周三连续六个交易日下跌，自1月28日以来市值蒸发约8300亿美元。另一方面，与以往不同，此次暴跌并非由对AI泡沫的担忧引发，而是由对AI即将取代众多企业商业模式的担忧引发。市场仍在讨论本轮抛售是否反应过度，以及谁将成为AI投资的新赢家和输家。抛售遍及软件硬件股及信贷市场AI概念股抛售在周三加剧，从软件股蔓延至半导体股和其他AI基础设施公司股票。抛售已蔓延至信贷市场。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205164113a6d65ce3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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13:18","pubTimestamp":1770268690,"startTime":"0","endTime":"0","summary":"全球最大智能手机处理器制造商高通的管理层释放的信号显示，存储芯片短缺将限制手机产量。但目前，它们仍然容易受到智能手机市场波动的影响。这有助于提振高通高端芯片的销量，并支撑Arm的授权收入。该公司预计，由此其NAND和DRAM生产之间将产生协同效应。此外，头部存储厂商即便在积极扩充产能，但核心仍然直指弥补AI基础设施相关需求的产品。","market":"us","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"423cb9633af9f5721767f39582092327","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1401930.html","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["LU1119994496.HKD","LU0348723411.USD","LU1261432733.SGD","BK4598","LU0061475181.USD","LU1244550494.USD","BK4554","SG9999015978.USD","BK4141","BK4543","BK4573","LU1496350502.SGD","BK4612","BK4561","LU1084165304.USD","BK4588","IE00BGHQDM52.EUR","LU1035775433.USD","LU0079474960.USD","IE00BMPRXQ63.HKD","LU0868494708.USD","SG9999015952.SGD","BK4515","LU0081259029.USD","LU1823568750.SGD","LU2023250504.SGD","BK4512","SG9999002232.USD","LU1046421795.USD","BK4585","BK4605","BK4575","IE00BMPRXN33.USD","LU2106854487.HKD","SG9999015945.SGD","IE00BVYPNQ40.USD","LU1244550577.SGD","LU2247934214.USD","BK4581","IE00BSNM7G36.USD","BK4527","LU0868494617.USD","GB00BDT5M118.USD","SG9999015986.USD","LU1069344957.HKD","QCOM","BK4532","IE00BMPRXR70.SGD","BK4609","LU1917777945.USD","BK4534","BK4604","LU0942090050.USD","LU2543165471.USD","SG9999002224.SGD","IE00BVYPNP33.GBP","LU1244550221.USD","SG9999001424.SGD","ARM","LU1974910355.USD","BK4579"],"gpt_icon":1}],"pageSize":20,"totalPage":7,"pageCount":1,"totalSize":129,"code":"91000000","status":"200"}]}}