5月29日，ARM Holdings盘中上涨3.24%，报353.085美元/股，成交额6.91亿美元。
消息面上，花旗银行发布研报预计服务器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，对应复合年均增长率达35%，直接利好ARM在AI CPU领域的核心地位。此外，摩根士丹利近日将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；多家华尔街机构发布买入评级并上调目标价。当日CPU概念股悉数上扬，高通涨5.48%、英特尔涨3.51%，板块联动效应明显。自5月20日以来ARM累计涨幅已超30%，AI推理CPU需求爆发叙事持续驱动资金配置。
（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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