6月1日，ARM Holdings盘前上涨6.99%，报377.53美元/股，成交额10.22万美元，股价再创历史新高。消息面上，ARM持续受益于AI推理CPU需求爆发叙事，英伟达在Computex发布基于Arm架构的N1X笔记本处理器，微软与Arm同步预告PC新时代；Mizuho近期将ARM目标价从290美元上调至360美元，多家华尔街机构维持买入评级，市场对ARM在超大规模云厂商自研CPU放量及Agentic AI工作负载驱动下的版税增长充满信心。自5月20日以来ARM累计涨幅已超70%，资金对AI算力核心标的的配置意愿依然强劲。
（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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