异动解读|ARM Holdings夜盘上涨3.02%,半导体板块延续强劲反弹叠加CEO力挺20亿美元AI芯片营收目标

行情直击
3 hours ago

9月18日,ARM Holdings夜盘上涨3.02%,报272.9美元/股,成交额1508.73万美元。

消息面上,半导体板块延续本周强劲反弹态势。此前9月14日受多家AI企业CEO呼吁放缓技术发展影响,费城半导体指数重挫超5%,ARM单日大跌逾9%。此后华尔街分析师普遍表示AI基础设施建设的根本增长驱动因素仍然强劲,芯片股自9月15日起持续修复,9月17日美股收盘ARM大涨8.6%,英特尔涨超7%,AMD涨超6%。与此同时,ARM CEO Rene Haas近日表示,对公司AGI CPU锁定足够供应以满足客户20亿美元需求越来越有信心,较此前10亿美元初始预期翻倍,基本面信心持续提升。

(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.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10