欲山行
11-06
$ARM Holdings Ltd(ARM)$
还是看空这次的财报,对下个季度的报表也没什么信心,竞争太激烈了。那些还没定的授权纠纷也得算进下个季度的财报里。
高通向上,ARM下,后市看好哪一只?
手机市场复苏利好,高通上季盈利增超30%,本季指引碾压预期,盘后一度拉涨10%。相反ARM三财季营收并未大超预期,盘后下跌。【两只芯片股你更看好哪一只?】
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