6月25日，ARM Holdings盘前上涨6.24%，报381.06美元/股。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，ARM股价因此受益上涨5%。此外，美光科技第三财季业绩大超预期带动芯片板块整体走强，软银孙正义亦预计ARM市值未来有望增长10倍。美银此前也将ARM目标价从335美元上调至460美元。
（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.