5月29日，ARM Holdings盘前上涨4.83%，报345.08美元/股，成交额9.35万美元。消息面上，ARM此前经历连续两日回调后迎来强势反弹，核心驱动来自AI推理CPU需求爆发叙事延续。摩根士丹利近日将ARM列为大盘股首选，看好移动市场复苏及边缘AI带来的版税增长；多家华尔街机构发布买入评级并上调目标价，市场对ARM在AI CPU周期推动下的长期增长充满信心。自5月20日以来，ARM累计涨幅已超30%，市值维持在3000亿美元上方，资金对AI算力核心标的的配置意愿依然强劲。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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