Arm股价走高:或进军自研AI芯片,法巴称上涨潜力仍未兑现

金十数据
17 Jul

Arm(ARM.O)可能很快在定制人工智能芯片市场崭露头角,一些分析师认为,该公司股票尚未充分受益于这一机遇。法巴银行分析师在周三的一份报告中,将Arm的评级从“中性”上调至“跑赢大市”,并将目标价从110美元上调至210美元。分析师指出,随着科技巨头不断增加AI领域的资本开支,Arm顺理成章可能会转型成为专用集成电路(ASIC)芯片制造商——不过,他们也提到,Arm管理层迄今尚未就ASIC战略...

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