6月12日，ARM Holdings盘前上涨3.15%，报352.75美元/股，成交额2556.46万美元。
消息面上，美国银行将ARM Holdings目标价从245美元大幅上调至335美元，维持中性评级。与此同时，半导体板块整体迎来强劲反弹，费城半导体指数前一交易日飙升近8%，创下逾一年来最佳单日表现。高盛最新研究亦力挺AI产业，指出代币消耗量的指数级飙升将持续倒逼企业加大对数据中心、AI芯片及网络设备的刚性投入，当前AI投资尚未触及历史级别的行业泡沫顶点。ARM作为半导体IP授权龙头，受益于AI算力需求扩张逻辑，叠加投行上调估值与板块联动效应，盘前延续上行态势。
（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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