消息面上,New Street Research近日将ARM评级从买入下调至中性,目标价375美元,显著低于当前股价。值得注意的是,此前ARM曾因伯恩斯坦大幅上调目标价至500美元而连续走强,短期累计涨幅较大。当前FactSet汇总的分析师平均目标价为271.38美元,机构间对ARM估值分歧明显加大,部分获利回吐压力或有所释放。
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