5月26日，ARM Holdings盘前上涨3.15%，报315.32美元/股，成交额16.32万美元，延续此前多周强势反弹行情。
消息面上，ARM此前公布财年业绩全面超预期，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。美银证券预计服务器CPU TAM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%。叠加英伟达超预期财报引爆AI基础设施乐观情绪，ARM此前一周累计大涨逾50%，市值突破3300亿美元，多日涨势延续至盘前交易。
（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.