估值不及预期，ARM仍获超额认购，9月13日定价

华尔街见闻2023-09-09

作者：曹泽熙9月8日周五，据媒体援引参与Arm路演的银行家称，Arm美国IPO或带来超过五倍的超额认购，这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。有望成为今年“集资王”的Arm将于下周三(13日)定价，并将于翌日开始交易。消息人士称，Arm将在下周初决定是否提高IPO价格区间。由于面临智能手机行业放缓等多重风险，投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资...

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精彩评论

雪队长
2023-09-10
雪队长
买买买，前几天肯定会疯涨一波。
阿刚_8879
2023-09-10
阿刚_8879
对于1.2万亿的英伟达，ARM真的不算什么
虎头虎尾巴巴
2023-09-10
虎头虎尾巴巴
期待上市当晚股价大涨

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href=https://wallstreetcn.com/articles/3697495><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者：曹泽熙9月8日周五，据媒体援引参与Arm路演的银行家称，Arm美国IPO或带来超过五倍的超额认购，这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。有望成为今年“集资王”的Arm将于下周三(13日)定价，并将于翌日开始交易。消息人士称，Arm将在下周初决定是否提高IPO价格区间。由于面临智能手机行业放缓等多重风险，投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3697495\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"ARM","symbol_name":"ARM 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CPU令人难以置信的性能和商业模式，就不可能实现”。Arm高管在路演中预计，在2023年表现平淡之后，因为增加了智能手机制造商支付的特许权使用费，该公司的收入增长将加速。Arm表示，在截至2025年3月的下一财年，其收入可能实现至少20%的增长，这一增速超出了分析师的预期。一位基金经理表示：投资者希望这些数字能够以最乐观的方式呈现，事实也确实如此。本周早些时候，Arm将初始定价范围设定为每股47至51美元，为其母公司软银可以筹集至多49亿美元的资金，Arm的估值高达520亿美元。软银创始人孙正义于2016年斥资320亿美元收购了Arm。据接近孙正义的人士透露，孙正义的想法是，Arm下周在美股开始交易时的估值可能不如上市本身重要。现在是投资Arm的好时机吗？分析师表示，软银计划持有Arm的大部分股份并利用这些股份融资，从长远来看可能会限制供应量，从而抬升Arm股价。有分析认为，由于Arm出售的股票规模不大，但参与IPO的银行家数量众多，这本身就是一个危险信号。一家全球科技基金的资产经理表示：每个人都向我们推销Arm，但这感觉像是在一个周期结束时发生的事情，如果把这认为是人工智能周期的开始，人们可能大错特错。几周前，银行家们私下里把Arm的估值提高至700亿美元。 一些分析师反驳说，很难说Arm的估值能超过400亿美元。上个月，软银出人意料地从自己的愿景基金购买了Arm 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