6月1日，ARM Holdings夜盘上涨3.56%，报367.6美元/股，成交额17.67万美元，股价再创历史新高。
消息面上，ARM近期持续受益于AI推理CPU需求爆发叙事。摩根士丹利将ARM列为大盘股首选，看好移动市场复苏及边缘AI带来的版税增长；花旗预计服务器CPU整体潜在市场规模将从293亿美元扩大至2030年约1315亿美元，复合年均增长率达35%。多家华尔街机构发布买入评级并上调目标价，市场对ARM在AI CPU周期推动下的长期增长充满信心。ARM Holdings所在的半导体产品行业中，英伟达涨1.12%，英特尔涨0.9%，博通涨0.5%，美光科技涨0.41%，美国超微公司跌0.16%。
（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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