5月26日，ARM Holdings盘中上涨5.54%，报317.45美元/股，成交额3.55亿美元，延续近两周以来的强劲涨势。
消息面上，ARM此轮上涨的核心驱动来自财年业绩全面超预期及AI推理CPU需求爆发。公司全年营收达49.2亿美元，同比增23%；数据中心相关授权收入同比翻倍，旗舰AGI CPU发布六周内订单翻倍至20亿美元。美银证券研报测算服务器CPU市场规模将从约430亿美元增至2030年的1250亿美元，ARM定制/ASIC份额有望达37%。微软、谷歌、亚马逊、Meta等大厂集体转向ARM架构自研服务器芯片，叠加机构集体上调评级，资金持续涌入推动市值站稳3000亿美元上方。
ARM Holdings所在的半导体产品行业中，美光科技涨10.92%，迈威尔科技涨8.87%，美国超微公司涨4.16%，英伟达涨0.66%，英特尔跌0.55%。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.