异动解读|ARM Holdings夜盘下跌3.23%,高估值压力叠加半导体板块持续承压

行情直击
Jun 11

6月11日,ARM Holdings夜盘下跌3.23%,报297.5美元/股,成交额8.38万美元。

消息面上,ARM此前数周累计涨幅近97%,预期市盈率突破170倍、市销率高达67倍,华尔街多家机构密集警示估值泡沫风险。Roundhill投资CEO指出当前买入价格实际在押注2030年的业绩兑现。与此同时,费城半导体指数近日连续大跌,博通此前给出令人失望的AI芯片销售预期,拖累更广泛的AI交易情绪,半导体板块整体承压。行业个股中,迈威尔科技跌3.19%、英特尔跌2.12%、美光科技跌2.13%、博通跌1.2%、英伟达跌0.65%,ARM延续高位估值消化态势。

(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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