7月28日，ARM Holdings盘中下跌5.45%，报251.14美元/股，成交额7243.17万美元。半导体板块集体重挫，费城半导体指数下跌4.7%，行业内美光科技跌6.94%、SK海力士跌5.5%、美国超微公司跌5.06%、英特尔跌4.95%。
消息面上，多家卖方机构近期密集下修估值锚定：瑞银将目标价由470美元下调至360美元并维持买入评级，富国银行将目标价从410美元下调至350美元，汇丰将评级从买入下调至持有。ARM将于7月29日盘后发布财报，市场一致预期本季度营收12.62亿美元，同比增长19.44%，调整后每股收益0.40美元，财报窗口临近进一步放大观望情绪。
（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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