美股异动|Arm大涨超19%,首财季业绩超预期,AGI CPU需求超20亿美元

格隆汇
Jul 30
Arm(ARM.US)盘初一度大涨超19%,最高触及268.48美元。消息面上,Arm第一财季收入同比增22%至12.89亿美元,高于分析师预期的12.6亿美元;经调整营运溢利同比增29%至5.31亿美元,经调整每股盈利0.45美元,亦好于市场预期的0.40美元。公司指,甲骨文已成为Arm AGI CPU客户;该产品在2027及2028财年的客户需求已超过20亿美元。花旗指,Arm业务能见度正在改善,因此继续视其为AI基础设施主要受惠者,相信近期股价回调将提供更吸引的入市机会,维持“买入”评级,目标价300美元。(格隆汇)

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