AI芯片需求大,Arm本季指引大超预期,盘后一度涨5% | 财报见闻

华尔街见闻
Nov 06, 2025

Arm周三盘后公布财报显示,受AI数据中心芯片设计需求大增推动,Arm第二财季业绩以及第三财季指引均超出分析师预期,该公司股价盘后一度跳涨5%。 以下是Arm第二财季财报要点: 主要财务数据: 营收:Arm第二财季总体营收11.4亿美元,同比增长34%,分析师预期10.6亿美元。 运营利润:Arm第二财季调整后运营利润4.67亿美元,分析师预期3.855亿美元。 毛利率:Arm第二财季调整后毛...

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