6月25日，ARM Holdings盘中上涨5.53%，报372.9美元/股，成交额2.26亿美元。消息面上，多重利好共振推动股价走强。
瑞银将ARM目标价从260美元大幅上调至470美元，维持买入评级，认为智能体AI加速发展将推动独立CPU机架需求增长，ARM在头节点应用的特许权使用费也将增加。同日，高通在投资者日宣布数据中心业务2029年营收目标达150亿美元，其芯片基于ARM架构，为ARM带来直接利好。此外，美银此前已将ARM目标价从335美元上调至460美元，软银CEO孙正义亦公开表示Arm市值未来有望增长10倍。
（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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