金吾财讯 | Arm(ARM)盘前延续升势，暂报112.6美元，升幅1.55%。花旗分析师Andrew M. Gardiner和Daniel Schafei在报告中表示，Arm第三财季业绩显示，该公司在拓展人工智能数据中心市场方面已取得进展，但同时也凸显出持续投入的必要性。公司认为未来仍存在更多发展机遇。不过分析师指出，智能手机业务收入面临的短期压力，以及支撑长期战略布局所需的高昂成本，仍是投资者当前权衡的主要风险因素。
分析师认为，研发成本在很大程度上已被纳入市场预期，随着云端特许权使用费在本十年末超过移动端收入，收入上行空间将逐步显现，这也支撑对2028至2030财年收入高于市场共识的预测。
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