6月25日，ARM Holdings夜盘上涨7.24%，报385.09美元/股，成交额3081.0美元。
消息面上，软银集团CEO孙正义表示，随着AI架构逐渐向以CPU为核心的设计转变，预计Arm当前市值未来有望增长至现在的10倍。同时，瑞银将ARM目标价从260美元大幅上调至470美元，维持买入评级；美银将目标价从335美元上调至460美元，理由是AI相关支出可见性已延伸至2028年。此外，伯恩斯坦将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，认为Arm是智能体化AI时代最大受益者。
（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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