10月2日，ARM Holdings盘中上涨5.02%，报307.28美元/股，成交额1.51亿美元。
消息面上，全球存储龙头美光科技最新财报大超预期，第四财季营收542.3亿美元，同比暴增379%，毛利率高达87%，CEO明确表态未来两年存储及内存供需将更加紧张，存储芯片涨价超级周期正式确认，半导体板块集体走强。同板块中，英特尔涨4.15%，美国超微公司涨3.23%，英伟达涨2.16%，博通涨1.94%。此外，花旗此前将CPU市场规模预测大幅上调至2370亿美元，ARM亦已宣布面向Agentic AI的全新计算平台及AGI CPU产品线，中长期增长逻辑持续获市场认可。
（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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