5月28日，ARM Holdings盘中上涨3.9%，报317.71美元/股，成交额3.33亿美元。该股此前连续两日回调，从325美元高点一度跌至293美元附近，当日盘中出现明显反弹。
消息面上，ARM此轮行情核心驱动来自AI推理CPU需求爆发。公司全年营收达49.2亿美元，同比增长23%，数据中心相关授权收入同比翻倍，旗舰AGI CPU发布六周内订单翻倍至20亿美元。此外，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机会带来的版税增长。自5月20日以来，ARM累计涨幅仍超30%，市值维持在3000亿美元上方。ARM Holdings所在的半导体产品行业中，美国超微公司涨1.86%，迈威尔科技涨0.69%，英伟达涨0.51%，英特尔涨0.03%，美光科技跌0.67%。
（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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