7月2日，ARM Holdings盘中上涨3.21%，报357.0美元/股，成交额3.37亿美元，从盘前跌幅中强劲反弹。
消息面上，ARM高管此前公开表示公司芯片架构已占据超大规模云计算市场50%以上份额，客户涵盖Meta、谷歌、亚马逊、微软及英伟达等巨头。此外，瑞银近期将ARM目标价从260美元大幅上调至470美元，维持买入评级，核心逻辑在于智能体AI加速发展催生独立CPU机架需求，ARM特许权使用费预计将持续增加。半导体板块整体回暖，英特尔涨2.5%，美光科技涨2.16%，英伟达涨0.73%。
（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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