6月18日，ARM Holdings盘前上涨3.31%，报431.5美元/股，成交额4.54万美元。
消息面上，知名投行伯恩斯坦发布研报，将ARM目标价由300美元大幅上调至500美元，维持"跑赢大盘"评级，认为ARM是智能体化AI时代最大受益者。该机构将2030年全球服务器CPU市场规模预测从1370亿美元上调至2230亿美元，并将ARM相关业务收入预期从150亿美元提高至220亿美元。此外，美伊双方远程签署谅解备忘录提振整体市场情绪，芯片股盘后普涨，美光科技、迈威尔科技等同步走强。
ARM Holdings是半导体行业全球领先企业，主要从事CPU IP、GPU IP及系统IP的许可与研发。公司正将计算平台扩展至使用Arm AGI CPU生产硅产品。
（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.