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ARM ARM Holdings
已收盘 03-11 16:00:00 EDT
120.10
-0.45
-0.37%
盘后
118.43
-1.67
-1.39%
19:59 EDT
最高
123.20
最低
119.33
成交量
245.17万
今开
120.83
昨收
120.55
日振幅
3.21%
总市值
1,274亿
流通市值
160.69亿
总股本
10.61亿
成交额
2.96亿
换手率
1.83%
流通股本
1.34亿
市净率
--
ROE
--
每股收益
0.00
52周最高
--
52周最低
--
市盈率
--
股息
--
股息收益率
--
ROA
--
分时
五日
日K
周K
月K
数据加载中...
北京优虎网络科技有限公司
资讯
新帖
简况
马来西亚反贪污机构调查政府与Arm Holdings(ARM.US)价值2.8亿美元交易
智通财经 · 03-04
马来西亚反贪污机构调查政府与Arm Holdings(ARM.US)价值2.8亿美元交易
美股芯片股跌幅扩大：闪迪跌超9%，英特尔跌超7%
格隆汇 · 03-03
美股芯片股跌幅扩大：闪迪跌超9%，英特尔跌超7%
英伟达电话会：黄仁勋信心喊话，AI支出不会枯竭、代理AI已到拐点、OpenAI百亿合作即将敲定
华尔街见闻 · 02-26
英伟达电话会：黄仁勋信心喊话，AI支出不会枯竭、代理AI已到拐点、OpenAI百亿合作即将敲定
AI需求还强！英伟达Q4营收增73%，Q1指引“炸裂”创新高，黄仁勋上调5000亿收入预期
华尔街见闻 · 02-26
AI需求还强！英伟达Q4营收增73%，Q1指引“炸裂”创新高，黄仁勋上调5000亿收入预期
安谋盘中异动 股价大涨3.05%报127.55美元
市场透视 · 02-24
安谋盘中异动 股价大涨3.05%报127.55美元
ARM，失宠了
半导体行业观察 · 02-19
ARM，失宠了
英伟达清仓 Arm，五年收购计划彻底终结
是说芯语 · 02-19
英伟达清仓 Arm，五年收购计划彻底终结
英伟达清仓所持Arm全部股份 五年前曾试图收购该公司
环球市场播报 · 02-18
英伟达清仓所持Arm全部股份 五年前曾试图收购该公司
Coatue Management增持ARM Holdings股份1.8%至230万份ADS——SEC文件披露
美股速递 · 02-18
Coatue Management增持ARM Holdings股份1.8%至230万份ADS——SEC文件披露
美股芯片股盘初集体走强！迈威尔科技、ARM涨超5%，AMD涨超4%
老虎资讯综合 · 02-06
美股芯片股盘初集体走强！迈威尔科技、ARM涨超5%，AMD涨超4%
Arm(ARM)盘前续升1.55% 花旗指其AI数据中心进展显著
金吾财讯 · 02-06
Arm(ARM)盘前续升1.55% 花旗指其AI数据中心进展显著
全球内存陷入大缺货，高通、Arm齐发预警：芯片将挤压智能手机产能
华尔街见闻 · 02-06
全球内存陷入大缺货，高通、Arm齐发预警：芯片将挤压智能手机产能
Arm股价走高 分析师淡化智能手机需求风险
环球市场播报 · 02-06
Arm股价走高 分析师淡化智能手机需求风险
ARM(ARM.US)2026财年Q3电话会：未来2到3年内数据中心业务规模有望比肩智能手机业务
智通财经网 · 02-05
ARM(ARM.US)2026财年Q3电话会：未来2到3年内数据中心业务规模有望比肩智能手机业务
Arm(ARM)盘前跌6.58% 花旗、TD Cowen下调公司目标价
金吾财讯 · 02-05
Arm(ARM)盘前跌6.58% 花旗、TD Cowen下调公司目标价
ARM Holdings美股盘前重挫7.6% 第三季度授权收入未达预期
美股速递 · 02-05
ARM Holdings美股盘前重挫7.6% 第三季度授权收入未达预期
盘前异动｜半导体板块普涨！博通涨超5%，闪迪涨超3%；贵金属板块回调！科尔黛伦矿业、赫克拉矿业跌超4%
老虎资讯综合 · 02-05
盘前异动｜半导体板块普涨！博通涨超5%，闪迪涨超3%；贵金属板块回调！科尔黛伦矿业、赫克拉矿业跌超4%
美股软件股六日市值蒸发近万亿美元！抛售蔓延，市场重估AI赢家与输家
第一财经 · 02-05
美股软件股六日市值蒸发近万亿美元！抛售蔓延，市场重估AI赢家与输家
小摩：将ARM目标价下调至145美元
中金财经 · 02-05
小摩：将ARM目标价下调至145美元
AI“虹吸”存储产能！智能手机产业恐承压，高通、Arm绩后齐跌
智通财经 · 02-05
AI“虹吸”存储产能！智能手机产业恐承压，高通、Arm绩后齐跌
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公司概况
公司名称：
ARM Holdings
所属市场：
NASDAQ
上市日期：
--
主营业务：
Arm Holdings plc于2018年4月9日根据英格兰和威尔士法律成立为Arm Limited的全资子公司，拥有名义资产和负债、或有事项和承诺。Arm Limited于1990年11月12日根据英格兰和威尔士法律成立为一家有限责任私人公司。该公司设计、开发和授权高性能、低成本和高能效的CPU产品和相关技术，许多世界领先的半导体公司和原始设备制造商都依赖这些技术来开发自己的产品。如今，Arm CPU运行着世界上绝大多数的软件，包括智能手机、平板电脑和个人电脑、数据中心和网络设备、车辆的操作系统和应用程序，以及智能手表、恒温器、无人机和工业机器人等设备中的嵌入式操作系统。
发行价格：
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股价大涨3.05%报127.55美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2614744154","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2614744154?lang=zh_cn&edition=full","pubTime":"2026-02-24 22:38","pubTimestamp":1771943908,"startTime":"0","endTime":"0","summary":"北京时间2026年02月24日22时38分，安谋股票出现波动，股价大幅拉升3.05%。截至发稿，该股报127.55美元/股，成交量33.4483万股，换手率0.03%，振幅2.86%。安谋股票所在的半导体行业中，整体跌幅为0.58%。安谋会收取一定的其架构授权费用，并根据客户所需的灵活性提供不同类型的授权。其他客户则直接从安谋购买现成的设计。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260224223828a4c3702c&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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的最后剩余股份，与几年前曾试图收购该公司的情景已相去甚远。更重要的是，ARM 还将在英伟达即将推出的Vera CPU中扮演关键角色，这类处理器的重要性正在急剧提升。据彭博社报道，根据最新提交给美国 SEC 的文件，英伟达已出售其持有的 ARM 剩余股份，价值约 1.4 亿美元。在智能体工作负载这一特定范围内，x86 之所以被认为优于 ARM，有多方面原因。据报道，英伟达清空剩余 ARM 股份纯属财务层面操作，与公司整体产品战略关系不大。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260219105149a4b20d55&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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Arm，五年收购计划彻底终结","url":"https://stock-news.laohu8.com/highlight/detail?id=2612475234","media":"是说芯语","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612475234?lang=zh_cn&edition=full","pubTime":"2026-02-19 09:03","pubTimestamp":1771462984,"startTime":"0","endTime":"0","summary":"此次减持后，英伟达对Arm的持股比例降至零，不再持有其任何股份。这一决定意味着五年前英伟达启动的Arm收购计划彻底落幕。2020年，英伟达曾宣布以400亿美元收购Arm，这笔交易一度被视为半导体行业有史以来规模最大的并购案。2022年2月，英伟达与Arm双方共同宣布终止收购协议。截至目前，英伟达与Arm双方均未对此次股份出售事宜作出回应——英伟达拒绝置评，Arm方面也未立即回应媒体的置评请求。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021909262695416e74&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, 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五年前曾试图收购该公司","url":"https://stock-news.laohu8.com/highlight/detail?id=2612499280","media":"环球市场播报","labels":["shareholding","merge"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2612499280?lang=zh_cn&edition=full","pubTime":"2026-02-18 07:43","pubTimestamp":1771371780,"startTime":"0","endTime":"0","summary":"Arm 是一家芯片架构技术公司，英伟达五年前曾试图收购该公司但最终失败。根据一份监管文件披露，英伟达出售了110 万股Arm 股票，按 Arm 周二收盘价计算，价值约1.4 亿美元。此次处置发生在去年第四季度某个时间点，交易完成后，英伟达对 Arm 的持股比例降至零。英伟达拒绝置评，而 Arm 方面也未立即回应媒体的置评请求。英伟达曾在2020 年同意以400 亿美元收购 Arm，这笔交易原本有望成为芯片行业史上规模最大的一笔收购。","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"b8fd0197f630acf6d9f55a19fa5a1202","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-18/doc-inhneskn4537389.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"shareholding,merge","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1778281490.HKD","LU1868836757.USD","SG9999014567.USD","LU0203201768.USD","LU1861220033.SGD","BK4551","IE0009G5SDU7.USD","LU0476273544.USD","BK4550","BK4605","IE000ITXATA3.USD","LU2433249047.HKD","LU2092937148.SGD","LU1244550577.SGD","LU0957808578.USD","LU2286300806.USD","IE00B1BXHZ80.USD","LU0267386448.USD","LU2271345857.HKD","BK4554","LU0106261372.USD","LU0006306889.USD","LU2326559502.SGD","LU0308772762.SGD","IE00BKDWB100.SGD","LU0316494557.USD","LU1720051017.SGD","IE00B7KXQ091.USD","BK4533","BK4534","SG9999004303.SGD","BK4585","LU1674673691.USD","LU0957791311.USD","LU2552382132.HKD","NVDU","LU2322448957.HKD","LU0823414551.USD","LU2361044949.HKD","SGXZ51526630.SGD","LU0708995401.HKD","HK0000320264.USD","BK4549","LU0210528500.USD","LU1699723380.USD","LU0157215616.USD","SNVD.UK","IE00B3S45H60.SGD","LU1496350502.SGD","IE000YTNTUN2.SGD","LU2264538146.SGD","LU0266013472.USD","NVIW.SI","LU2213496289.HKD","BK4532","LU0203202063.USD","LU1084165304.USD","LU0215105999.USD","LU1988902786.USD","IE00BMPRXR70.SGD","LU1861215975.USD","LU2381873111.SGD","IE0001KFT4U8.USD","LU1923623000.USD","IE00BJTD4V19.USD","LU0225283273.USD","SGXZ31699556.SGD","LU2065171402.SGD","LU2168564149.EUR","LU0081259029.USD","IE00B3M56506.USD","LU0069063385.USD","LU0494093205.USD","SG9999014575.USD","LU0868494708.USD","LU1066053197.SGD","LU2462157665.USD","LU2860962120.EUR","LU1037948541.HKD","BK4503","LU2473716301.USD","LU2931357623.SGD","LU2290526834.HKD","LU0345770308.USD","IE00BHPRN162.USD","LU0234572021.USD","LU0057025933.USD","LU1935043023.USD","LU2505996681.GBP","LU0788109477.HKD","SG9999002232.USD","LU1623119135.USD","LU1868836914.USD","LU2361045086.USD","LU0345768153.USD","IE00B19Z8X17.USD","LU1551013425.SGD","SG9999014880.SGD","LU0353189763.USD","LU0128525929.USD","NVDX","ARM","SGXZ23171101.USD","LU2111349929.HKD","IE00BJTD4N35.SGD","LU1366333091.USD","LU0048584097.USD","LU0640476718.USD","LU1267930490.SGD","LU0276348264.USD","LU0234570918.USD","IE0003U64NQ7.SGD","LU2750360997.AUD","LU0097036916.USD","BK4581","LU1917777945.USD","LU1791710582.SGD","BK4543","IE00BZ1G4Q59.USD","LU1066051225.USD","LU0353189680.USD","LU0719512351.SGD","LU0096364046.USD","IE00BD6J9T35.USD","LU0965509101.SGD","LU1721428933.USD","LU1974910355.USD","IE0004091025.USD","LU0444973449.USD","LU0820562030.AUD","LU2552382058.USD","LU1629891620.HKD","IE00BWXC8680.SGD","LU1642822529.SGD","SG9999015945.SGD","LU0107464264.USD","LU2543165471.USD","IE00BFSS8Q28.SGD","LU1992135472.HKD","NVDS","LU0943347566.SGD","LU2191332357.HKD","LU2065170008.USD","IE00B5949003.HKD","LU0154236417.USD","LU0985320562.USD","LU1066051811.HKD","LU2491050154.USD","LU0444971666.USD","IE00BDRTCR15.USD","LU0345769128.USD","LU0061475181.USD","LU0211328371.USD","IE0005OL40V9.USD","LU1127390331.HKD","LU2360032135.SGD","LU1267930730.SGD","SG9999014542.SGD","LU1868836591.USD","LU2357125470.USD","LU1496350171.SGD","LU2430703178.SGD","IE00BKPKM429.USD","LU1934455863.HKD","IE00BZ199S13.USD","LU0061474705.USD","IE00BK4W5L77.USD","LU0289961442.SGD","LU2463028550.USD","LU1868837300.USD","BK4598","LU1244550221.USD","LU2125909759.SGD","LU0238689110.USD","LU2077746001.SGD","LU1839511570.USD","LU2063271972.USD","LU2108987350.USD","SG9999014898.SGD","LU0082616367.USD","LU2250418816.HKD","IE00B1XK9C88.USD","LU2552382215.SGD","IE0009356076.USD","LU2505996509.AUD","LU0109392836.USD","LU0109391861.USD","LU2125154778.USD","LU0079474960.USD","IE00BJJMRY28.SGD","LU2360106780.USD","BK4548","LU2249611893.SGD","LU0056508442.USD","IE00B3SWFQ91.USD","LU1119994496.HKD","LU1280957306.USD","NVDG","LU1069344957.HKD","IE00B19Z9505.USD","BK4529","LU1934455194.USD","LU2089284900.SGD","LU0251132253.USD","LU0170899867.USD","LU0823414478.USD","SGXZ81514606.USD","LU1914381329.SGD","LU2272731600.USD","LU2023251221.USD","LU0823434583.USD","IE00BJJMRX11.SGD","BK4608","LU0124676726.USD","LU2168564065.EUR","LU2097344357.USD","LU1861127337.USD","LU1935042991.SGD","LU2420271590.USD","LU0672654240.SGD","LU1989764748.USD","LU1267930573.SGD","LU2491049909.HKD","LU1989772923.USD","SG9999015952.SGD","LU0265550359.USD","IE0034235188.USD","LU1153585028.USD","LU1261432733.SGD","SG9999014559.SGD","LU0211327993.USD","LU1923622291.USD","LU0187121727.USD","LU1951198990.SGD","LU0077335932.USD","LU0265550946.USD","LU1983260115.SGD","LU1571399168.USD","LU2756315318.SGD","3NVD.UK","LU2065169927.USD","LU1791710400.SGD","LU0256863902.USD","LU0965509010.AUD","LU0965508806.USD","LU1116320901.HKD","LU2242649171.HKD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Management增持ARM Holdings股份1.8%至230万份ADS——SEC文件披露","url":"https://stock-news.laohu8.com/highlight/detail?id=1142913094","media":"美股速递","labels":["shareholding"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1142913094?lang=zh_cn&edition=full","pubTime":"2026-02-18 06:24","pubTimestamp":1771367076,"startTime":"0","endTime":"0","summary":"根据美国证券交易委员会最新披露的文件，知名投资机构Coatue Management近期将其持有的ARM Holdings Plc美国存托凭证头寸提升了1.8%，总持股量达到230万份。这一增持行动反映了Coatue Management对这家全球领先的半导体知识产权提供商未来前景的看好。ARM Holdings的设计架构广泛应用于全球绝大多数智能手机和各类计算设备中，其技术生态地位举足轻重。通过增持至230万份ADS，Coatue Management进一步巩固了其在ARM 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22:35","pubTimestamp":1770388534,"startTime":"0","endTime":"0","summary":"2月6日，美股芯片股盘初集体走强，$迈威尔科技(MRVL)$、ARM涨超5%，$AMD(AMD)$涨超4%，$英伟达(NVDA)$、$博通(AVGO)$、$英特尔(INTC)$、$台积电(TSM)$涨超3%。","market":"us","thumbnail":"https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/38b14d4c1528b585f44d427c7a09d860"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"fdb90baaf4f383a7553af3767fbb3218","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["AMDL","LU1046421795.USD","BK4532","LU0786609619.USD","LU0109392836.USD","AMDW","LU1242518857.USD","LU2931357623.SGD","LU0127658192.USD","SMH","BK4575","ARMW","LU2322448791.USD","LU2250418816.HKD","LU2360106780.USD","LU1815336760.USD","LU2054465674.USD","LU2244417387.USD","LU2473716301.USD","IE0004445239.USD","BK4554","159813","AMDY","LU2272731600.USD","LU0444973449.USD","IE00BMPRXR70.SGD","LU1242518931.SGD","BK4581","AMYY","GFS","LU0444971666.USD","LU0476273544.USD","MRVL","BK4141","IWN","LU1861559042.SGD","LU0081259029.USD","IE00BN8TJ469.HKD","SG9999000418.SGD","LU1861558580.USD","LU1642822529.SGD","LU1992135472.HKD","LU1803068979.SGD","LU1989764748.USD","VT","LU0823434583.USD","SOXS","LU0823421333.USD","LU1064131342.USD","LU1989764664.SGD","AMDG","LU2322448957.HKD","UWM","TWM","BK4612","ARMU","LU1169590202.USD","LU1852331112.SGD","ARM","LU2458330169.SGD","LU0061475181.USD","LU2272731865.HKD","MNQmain","LU0154236417.USD","LU0348723411.USD","IE00BBT3K403.USD","BK4535","SOXL","LU2357305700.SGD","TZA","LU1861215975.USD","BK4534","LU1951198990.SGD","LU2543165471.USD","LU0823434740.USD","AMD","DAMD","IE00BLSP4452.SGD","IE00B5949003.HKD","LU1084165304.USD","LU1720051108.HKD","LU1169589451.USD","LU0082616367.USD","IWO","SOXX","AMUU","LU1235294995.USD","LU2290526834.HKD","NVDA","AMDD","LU2355687059.USD","LU2360107168.USD","LU1316542783.SGD","LU0187121727.USD","LU1861220033.SGD","BK4588","BK4543","LU2089985449.USD","BK4550","USD","IE0009356076.USD","LU2272731782.SGD","BK4585","LU0056508442.USD","RWM","LU0274383776.USD","BK4512","BK4604","LU1992135399.USD","IWM","TNA","SRTY","BK4573","LU1923623000.USD","LU0198837287.USD","LU0889565833.HKD","LU0979878070.USD","BK4515","ARMG","LU0957808578.USD","BK4566","LU0390134368.USD","LU1988902786.USD","LU1951200564.SGD","IE00BMPRXQ63.HKD","LU0823421416.USD","LU2458330243.SGD","AMDU","LU1303367103.USD","LU2098885051.SGD","BK4609","LU0642271901.SGD","LU1823568750.SGD","LU1261432733.SGD","LU0719512351.SGD","LU2264538146.SGD","BK4529","LU1880398554.USD","BK4614","IE00BMPRXN33.USD","LU1119994496.HKD","IE00BLSP4239.USD","LU1720051017.SGD","LU1880398471.USD","LU1548497426.USD","BK4605"],"gpt_icon":0},{"id":"2609956255","title":"Arm(ARM)盘前续升1.55% 花旗指其AI数据中心进展显著","url":"https://stock-news.laohu8.com/highlight/detail?id=2609956255","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609956255?lang=zh_cn&edition=full","pubTime":"2026-02-06 18:53","pubTimestamp":1770375231,"startTime":"0","endTime":"0","summary":"金吾财讯 | 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。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDkzODU1NDI1NzQyOTYxNg==.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296957","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM","LU0098860793.USD","LU1366192091.USD","LU1506573853.SGD","BK4566","BK4559","BK4207","LU2462157665.USD","IE00BMPRXR70.SGD","LU0081259029.USD","IE00BSNM7G36.USD","LU0477156953.USD","LU1267930227.SGD","LU0320765646.SGD","LU1162221912.USD","BK4543","LU1791807156.HKD","BK4504","IE00BMPRXN33.USD","LU0310800965.SGD","IE00BMPRXQ63.HKD","ARMG","BK4588","LU0106831901.USD","LU0314106906.USD","LU2456880835.USD","LU2543165471.USD","LU0648001328.SGD","LU0128525689.USD","LU2236285917.USD","LU1244550221.USD","LU0072461881.USD","LU1244550494.USD","LU0052756011.USD","BK4609","LU2360032135.SGD","ARMU","LU0348723411.USD","LU1668664300.SGD","LU0980610538.SGD","LU0130102774.USD","ARMW","BK4141","LU1244550577.SGD","LU2417539215.USD","LU0130517989.USD","BK4534","LU0162691827.USD","LU2125154778.USD","BK4585","LU1201861249.SGD","LU0170899867.USD","LU2125154935.USD"],"gpt_icon":0},{"id":"2609026403","title":"全球内存陷入大缺货，高通、Arm齐发预警：芯片将挤压智能手机产能","url":"https://stock-news.laohu8.com/highlight/detail?id=2609026403","media":"华尔街见闻","labels":["economic"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609026403?lang=zh_cn&edition=full","pubTime":"2026-02-06 06:43","pubTimestamp":1770331395,"startTime":"0","endTime":"0","summary":"全球HBM（高带宽内存）短缺正从数据中心蔓延至消费电子领域，智能手机行业首当其冲。高通与Arm相继预警，内存短缺将直接限制手机产量，部分制造商已计划削减生产并下调出货目标。这场由AI基础设施需求激增引发的结构性短缺预计将持续数年，数据中心预计将吸纳今年高端内存产量的70%，进一步挤压消费电子供应，并已导致内存条等终端产品价格大幅上涨。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765092","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"423cb9633af9f5721767f39582092327","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765092","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":"全球内存陷入大缺货，高通、Arm齐发预警：芯片将挤压智能手机产能","news_tag":"economic","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0868494708.USD","SG9999002232.USD","LU1917777945.USD","LU0942090050.USD","BK4575","BK4598","LU1046421795.USD","BK4612","LU0061475181.USD","LU0081259029.USD","BK4605","LU1035775433.USD","SG9999015978.USD","BK4532","BK4561","LU1069344957.HKD","LU1244550221.USD","LU1496350502.SGD","BK4141","QCMU","SG9999015945.SGD","BK4515","LU1084165304.USD","SG9999001424.SGD","BK4579","BK4604","BK4585","QCML","SG9999002224.SGD","QCOM","QCMD","BK4527","BK4581","BK4535","IE00BVYPNP33.GBP","IE00BVYPNQ40.USD","LU0079474960.USD","LU1119994496.HKD","SG9999015986.USD","LU1244550494.USD","LU2247934214.USD","ARM","BK4554","IE00BGHQDM52.EUR","SG9999015952.SGD","LU2023250504.SGD","BK4534","BK4588","IE00BSNM7G36.USD","LU1823568750.SGD","GB00BDT5M118.USD","LU1244550577.SGD","LU0868494617.USD","LU1261432733.SGD","BK4512","LU2106854487.HKD","LU1974910355.USD","BK4573"],"gpt_icon":0},{"id":"2609145589","title":"Arm股价走高 分析师淡化智能手机需求风险","url":"https://stock-news.laohu8.com/highlight/detail?id=2609145589","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609145589?lang=zh_cn&edition=full","pubTime":"2026-02-06 04:41","pubTimestamp":1770324087,"startTime":"0","endTime":"0","summary":"Arm控股公司股价今日走高，此前公布的第三季度业绩喜忧参半但整体向好，且其人工智能驱动的业绩展望乐观，不过投资者仍在权衡其许可收入未达预期及行业面临的不利因素。 投资者要点：尽管许可收入微幅不及预期且面临智能手机/内存市场的不利因素，但AI需求及业绩超预期/乐观指引带来的积极情绪占据上风，推动股价上涨。未来走势需关注即将发布的评论以及分析师对许可业务和手机趋势的反应。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-06/doc-inhkvkwv2426852.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina_us","symbols":["ARM","IE00BMPRXQ63.HKD","LU0081259029.USD","BK4543","BK4588","LU2543165471.USD","BK4585","ARMW","BK4141","IE00BMPRXN33.USD","IE00BMPRXR70.SGD","LU0348723411.USD","ARMU","BK4609","ARMG"],"gpt_icon":1},{"id":"2609830532","title":"ARM(ARM.US)2026财年Q3电话会：未来2到3年内数据中心业务规模有望比肩智能手机业务","url":"https://stock-news.laohu8.com/highlight/detail?id=2609830532","media":"智通财经网","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609830532?lang=zh_cn&edition=full","pubTime":"2026-02-05 21:24","pubTimestamp":1770297876,"startTime":"0","endTime":"0","summary":"日前，ARM(ARM.US)召开了2026财年第三季度财报电话会。","market":"us","thumbnail":"https://img.zhitongcaijing.com/image/20260205/20260205210855_14694.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250","type":0,"news_type":0,"thumbnails":["https://img.zhitongcaijing.com/image/20260205/20260205210855_14694.png?x-oss-process=image/format,jpg/quality,Q_80/resize,w_250"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1402262.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"highlight_zhitongcaijin","symbols":["IE00BMPRXN33.USD","BK4141","ARMW","BK4585","ARM","ARMG","IE00BMPRXQ63.HKD","LU0081259029.USD","BK4609","ARMU","BK4543","LU0348723411.USD","BK4588","IE00BMPRXR70.SGD","LU2543165471.USD"],"gpt_icon":1},{"id":"2609737031","title":"Arm(ARM)盘前跌6.58% 花旗、TD Cowen下调公司目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=2609737031","media":"金吾财讯","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/2609737031?lang=zh_cn&edition=full","pubTime":"2026-02-05 20:30","pubTimestamp":1770294656,"startTime":"0","endTime":"0","summary":"金吾财讯 | Arm(ARM)盘前股价走低，暂跌6.58%，报98美元。公司预计第四财季营收约为14.7亿美元。尽管这高于分析师平均预期的14亿美元，但部分预测曾高达15亿美元以上。剔除特定项目后，预计每股收益为58美分，高于此前56美分的预估。花旗将Arm目标价从200美元下调至190美元；TD Cowen将目标价从190美元下调至165美元。","market":"fut","thumbnail":"https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NDZhYjYzMzkxMDg4OTM4.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":"ac77e00457bce0fd0ced31b206ecd420","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"296922","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0320765646.SGD","BK4141","ARMU","IE00BMPRXR70.SGD","LU0477156953.USD","LU0310800965.SGD","LU1506573853.SGD","BK4534","ARMW","BK4585","LU2360032135.SGD","BK4588","ARM","LU1201861249.SGD","LU0162691827.USD","LU2417539215.USD","LU0072461881.USD","LU0648001328.SGD","BK4504","LU2456880835.USD","BK4207","IE00BMPRXN33.USD","IE00BMPRXQ63.HKD","LU2543165471.USD","BK4559","LU0081259029.USD","LU0130102774.USD","LU1244550221.USD","LU1244550577.SGD","LU0098860793.USD","ARMG","LU0314106906.USD","LU0170899867.USD","LU0980610538.SGD","LU1366192091.USD","LU2462157665.USD","BK4609","LU0130517989.USD","LU1791807156.HKD","LU0348723411.USD","LU2236285917.USD","LU2125154935.USD","BK4566","BK4543","IE00BSNM7G36.USD","LU2125154778.USD","LU1668664300.SGD","LU0052756011.USD","LU1267930227.SGD","LU1244550494.USD","LU1162221912.USD","LU0106831901.USD","LU0128525689.USD"],"gpt_icon":0},{"id":"1145296184","title":"ARM 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Holdings在美国上市的股票于盘前交易时段下跌7.6%，此前公司公布的第三季度授权收入低于市场预期。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"003ddb2758f8b7473bcfee35e026720d","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0081259029.USD","ARM","ARMU","ARMW","LU2543165471.USD","BK4585","BK4588","LU0348723411.USD","BK4543","ARMG","BK4609","IE00BMPRXR70.SGD","BK4141","IE00BMPRXQ63.HKD","IE00BMPRXN33.USD"],"gpt_icon":0},{"id":"1144029811","title":"盘前异动｜半导体板块普涨！博通涨超5%，闪迪涨超3%；贵金属板块回调！科尔黛伦矿业、赫克拉矿业跌超4%","url":"https://stock-news.laohu8.com/highlight/detail?id=1144029811","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://www.laohu8.com/m/news/1144029811?lang=zh_cn&edition=full","pubTime":"2026-02-05 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16:38","pubTimestamp":1770280688,"startTime":"0","endTime":"0","summary":"标普500软件和服务指数截至周三连续六个交易日下跌，自1月28日以来市值蒸发约8300亿美元。另一方面，与以往不同，此次暴跌并非由对AI泡沫的担忧引发，而是由对AI即将取代众多企业商业模式的担忧引发。市场仍在讨论本轮抛售是否反应过度，以及谁将成为AI投资的新赢家和输家。抛售遍及软件硬件股及信贷市场AI概念股抛售在周三加剧，从软件股蔓延至半导体股和其他AI基础设施公司股票。抛售已蔓延至信贷市场。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260205164113a6d65ce3&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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