智通财经APP获悉，Seaport Research Partners首次覆盖Arm Holdings(ARM.US)，予“买入”评级，目标价为150美元，原因是这家半导体公司正在不断拓展新市场，并增加了其产品种类。
Seaport 分析师Jay Goldberg周一表示：“Arm声称，目前50%的数据中心服务器都包含某种形式的IP。这包括CPU、AI先进节点、网络设备以及其他芯片。这一比例较不到10年前的0%有了大幅提升。我们预计其渗透将更加深入和更广泛。该公司在汽车领域的设计能力也相当出色，尽管这方面的进展需要遵循该行业极长的时间周期。总体而言，该公司的潜在市场规模已扩大了约两倍。”
据悉，Arm为从手机到个人电脑和数据中心等广泛的半导体领域开发知识产权(IP)。
截至周一美股收盘，Arm收涨1.84%，报141.05美元。该股今年以来累计上涨14%。
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