6月5日，ARM Holdings盘中下跌5.53%，报368.5美元/股，成交额4.1亿美元。
消息面上，芯片巨头博通此前发布的第二财季财报虽整体超预期，但第三财季AI半导体收入指引为160亿美元，低于分析师预期的172亿美元，且未上调全年AI芯片销售目标，引发市场对AI芯片增速的担忧。博通前一交易日大跌超12%，抛售情绪迅速蔓延至整个半导体板块，ARM作为AI芯片核心IP供应商首当其冲。当日半导体板块普遍承压，美光科技跌4.8%，迈威尔科技跌6.65%，博通续跌3.62%，英伟达跌2.15%。
（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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