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ARM Holdings

264.79

+10.614.17%

盤後：264.840.0500+0.02%19:59 EDT

成交量：427.12萬

成交額：11.18億

市值：2,828.17億

市盈率：270.28

高：267.77

開：257.70

低：253.06

收：254.18

52周最高：452.70

52周最低：100.02

股本：10.68億

流通股本：1.43億

量比：1.05

換手率：2.99%

股息：- -

股息率：- -

每股收益(TTM):0.9797

每股收益(LYR):0.8500

淨資產收益率：13.35%

總資產收益率：5.41%

市淨率：32.77

市盈率(LYR):311.52

資料載入中...

總覽公司新聞公告

異動解讀｜ARM Holdings盤前下跌3.08%，滙豐下調評級餘波延續疊加半導體板塊持續承壓

AI正改寫全球資本配置邏輯，阿波羅：傳統「60/40」時代已結束

老虎资讯综合

異動解讀｜ARM Holdings夜盤下跌3.06%，滙豐下調評級餘波延續疊加半導體板塊持續承壓

異動解讀｜ARM Holdings盤中下跌3.17%，滙豐下調評級餘波延續疊加半導體板塊集體承壓

Gate gStocks 專區上線 KOG（可口可樂）、PGG（寶潔）等 16 個gStocks 代幣化證券現貨交易

Arm Holdings(ARM)股價下滑6.5% 遭滙豐下調評級指其估值過高與產能瓶頸壓制上行空間

滙豐銀行將ARM HOLDINGS PLC 評級從買入下調至持有；目標價從255美元上調至315美元。

異動解讀｜ARM Holdings盤中上漲3.03%，KeyBanc大幅上調目標價至430美元疊加超跌反彈

異動解讀｜ARM Holdings盤前上漲3.68%，前一交易日重挫逾7%後半導體板塊集體反彈

Arm Holdings PLC(ARM)股票7月13日盤中下跌6.94%：背後推手曝光

TradingKey中文

異動解讀｜ARM Holdings盤中下跌4.81%，報308.43美元

異動解讀｜ARM Holdings盤前下跌3.21%，報312.89美元

異動解讀｜ARM Holdings夜盤下跌3.36%，報312.51美元

SemiAnalysis最新訪談：存儲還有翻倍空間，CPU只是配角，CPO落地推遲至2029年

华尔街见闻

異動解讀｜ARM Holdings夜盤上漲3.24%，半導體板塊超跌反彈延續疊加雲計算份額利好支撐

Arm Holdings PLC(ARM)股票7月9日盤中上漲11.16%：背後推手曝光

TradingKey中文

今夜！光通信、存儲、芯片，集體暴漲

AI敍事生變！美股「買芯片、賣軟件」擁擠交易現瓦解跡象

美股異動｜費城半導體指數開盤漲5%，安森美半導體、美光科技、邁威爾科技漲近7%

老虎资讯综合

ARM股價上漲近10%

每日经济新闻

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Holdings盘中下跌3.17%，报272.72美元/股，成交额5.2亿美元。消息面上，汇丰银行于前一交易日将ARM评级从买入下调至持有，虽同步上调目标价至315美元，但明确指出自3月Arm Everywhere发布会以来股价累计涨幅达122%，远超同期费城半导体指数57%的涨幅，当前估值已充分计价长期增长预期。当日半导体板块整体走弱，美光科技跌7.42%，英特尔跌5.44%，美国超微公司跌5.61%，板块系统性抛压进一步放大ARM回调幅度。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"异动解读｜ARM盘中下跌3.17%，汇丰下调评级余波延续叠加半导体板块集体承压","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651561434","title":"Gate gStocks 專區上線 KOG（可口可樂）、PGG（寶潔）等 16 個gStocks 代幣化證券現貨交易","url":"https://stock-news.laohu8.com/highlight/detail?id=2651561434","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651561434?lang=zh_tw&edition=fundamental","pubTime":"2026-07-15 17:00","pubTimestamp":1784106039,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据官方消息，Gate gStocks 专区于 7 月 15 日 16:00（UTC+8）上线 VOOG（领航标普 500 指数 ETF）、IVVG（安硕核心标普 500 ETF）、CATG（卡特彼勒）、BACG（美国银行）、LRCXG（泛林集团）、COSTG（开市客）、UNHG（联合健康集团）、GEG（通用电气）、CVXG（雪佛龙）、KOG（可口可乐）、PGG（宝洁）、HSBCG（汇丰控股）、HDG（家得宝）、ARMG（安谋科技）、NFLXG（奈飞）、GSG（高盛集团）16 个 gStocks 代币化证券现货交易。gStocks 代币化证券产品具备 1:1 足额原生储备，一站式解锁 7×24 小时证券交易。\n\n 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Holdings(ARM)股價下滑6.5% 遭滙豐下調評級 指其估值過高與產能瓶頸壓制上行空間","url":"https://stock-news.laohu8.com/highlight/detail?id=2651104107","media":"金吾财讯","labels":["rating"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651104107?lang=zh_tw&edition=fundamental","pubTime":"2026-07-14 22:19","pubTimestamp":1784038798,"startTime":"0","endTime":"0","summary":"自 3 月 24 日 Arm Everywhere 产品发布会落地后，二级市场资金集中追捧公司服务器 CPU 成长逻辑，股价区间累计涨幅达 122%，同期半导体 SOX 指数仅上涨 57%，股价涨幅显著跑赢行业大盘，充分反映市场已经提前计价长期增长预期。尽管评级下调，分析师仍上调目标价，由 235 美元提升至 315 美元。报告同时提示核心约束变量，全球晶圆代工产能存在明显瓶颈，将限制服务器 CPU 业务短期盈利释放速度，拉长业绩兑现周期，个股短期上行空间有限，仅具备温和配置价值。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/NjEzNTY0MzU5MDE2.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"302564","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"rating","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["QQQA","LU0081259029.USD","ARMG","BK4543","ARM","BK4141","LU0266013472.USD","IE00BMPRXN33.USD","LU2543165471.USD","BK4585","LU0348723411.USD","IE00BMPRXQ63.HKD","IE00BMPRXR70.SGD","BK4609","BK4588","AIPI","ARMW","LU1232071149.USD","ARMU","TRFK","SPRX"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2651109702","title":"滙豐銀行將ARM HOLDINGS PLC 評級從買入下調至持有；目標價從255美元上調至315美元。","url":"https://stock-news.laohu8.com/highlight/detail?id=2651109702","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651109702?lang=zh_tw&edition=fundamental","pubTime":"2026-07-14 21:43","pubTimestamp":1784036582,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.zhitongcaijing.com/immediately.html?type=usstock","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"live_zhitongcaijing","symbols":["LU0081259029.USD","BK4207","BK4543","BK4588","LU0128525689.USD","LU1267930227.SGD","IE00BMPRXN33.USD","IE00BMPRXQ63.HKD","HSBC","LU0211326839.USD","TRFK","BK4585","BK4521","LU0211326755.USD","ARM","AIPI","LU2543165471.USD","ARMU","ARMG","BK4609","QQQA","LU0496365809.HKD","LU1232071149.USD","LU0266013472.USD","LU0976567544.SGD","SPRX","LU0310800965.SGD","IE00BMPRXR70.SGD","00005","LU0348723411.USD","HSBH","LU0052756011.USD","BK4141","LU2236285917.USD","ARMW"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174789115","title":"異動解讀｜ARM Holdings盤中上漲3.03%，KeyBanc大幅上調目標價至430美元疊加超跌反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1174789115","media":"行情直击","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174789115?lang=zh_tw&edition=fundamental","pubTime":"2026-07-14 21:32","pubTimestamp":1784035957,"startTime":"0","endTime":"0","summary":"7月14日，ARM Holdings盘中上涨3.03%，报300.46美元/股，成交额1.62亿美元。消息面上，KeyBanc将ARM目标价从300美元大幅上调至430美元，维持跑赢大盘评级，成为当日股价反弹的直接催化剂。此前瑞银亦将ARM目标价从260美元上调至470美元，核心逻辑为智能体AI加速催生独立CPU机架需求。ARM此前披露其芯片架构已占据超大规模云计算市场逾50%份额，基本面支撑明确。技术面上，ARM前一交易日大跌7.55%收报298.99美元，成交额激增77.62%至15.95亿美元，当日半导体板块普遍承压。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1144889068","title":"異動解讀｜ARM Holdings盤前上漲3.68%，前一交易日重挫逾7%後半導體板塊集體反彈","url":"https://stock-news.laohu8.com/highlight/detail?id=1144889068","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144889068?lang=zh_tw&edition=fundamental","pubTime":"2026-07-14 16:07","pubTimestamp":1784016456,"startTime":"0","endTime":"0","summary":"7月14日，ARM Holdings盘前上涨3.68%，报309.0美元/股，成交额481.43万美元。前一交易日ARM大跌7.55%收报298.99美元，成交额达15.95亿美元，较前日激增77.62%，当日半导体板块普遍承压，存储股SK海力士跌超7%，英特尔、ARM跌超5%。盘前半导体板块同步回暖，美光科技涨2.95%，英特尔涨2.66%，AMD涨2.19%，博通涨1.35%，英伟达涨0.8%，板块呈现超跌修复态势。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"异动解读｜ARM Holdings盘前上涨3.68%，前一交易日重挫逾7%后半导体板块集体反弹","news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2651148626","title":"Arm Holdings PLC(ARM)股票7月13日盤中下跌6.94%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2651148626","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2651148626?lang=zh_tw&edition=fundamental","pubTime":"2026-07-13 23:17","pubTimestamp":1783955820,"startTime":"0","endTime":"0","summary":"• Arm股价面临半导体行业估值重估和需求降温带来的下行压力。\n• RISC-V架构的增长和超大规模云厂商的多元化布局威胁到Arm长期的授权许可主导地位。\n• 高利率和地缘政治不确定性导致了近期机构对Arm股票的抛售。","market":"nz","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20231019/1b6b2881dbddd0c3cd6a83382138cadc.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20231019/1b6b2881dbddd0c3cd6a83382138cadc.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262026796-market-movers-arm-20260713","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU0081259029.USD","QQQA","BK4585","TRFK","ARMG","BK4543","ARMW","SPRX","ARMU","ARM","BK4141","BK4609","LU1232071149.USD","LU2543165471.USD","AIPI","LU0348723411.USD","LU0266013472.USD","IE00BMPRXQ63.HKD","IE00BMPRXR70.SGD","IE00BMPRXN33.USD","BK4588"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145793777","title":"異動解讀｜ARM Holdings盤中下跌4.81%，報308.43美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1145793777","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1145793777?lang=zh_tw&edition=fundamental","pubTime":"2026-07-13 21:31","pubTimestamp":1783949486,"startTime":"0","endTime":"0","summary":"7月13日，ARM Holdings盘中下跌4.81%，报308.43美元/股，成交额1.29亿美元。ARM Holdings所在的半导体产品行业中，个股中，美光科技跌5.06%，英伟达跌0.73%，美国超微公司跌3.35%，英特尔跌3.98%，博通跌1.72%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1175827035","title":"異動解讀｜ARM Holdings盤前下跌3.21%，報312.89美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1175827035","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1175827035?lang=zh_tw&edition=fundamental","pubTime":"2026-07-13 16:01","pubTimestamp":1783929668,"startTime":"0","endTime":"0","summary":"7月13日，ARM Holdings盘前下跌3.21%，报312.89美元/股，成交额5627.59美元。ARM Holdings所在的半导体产品行业中，个股中，美光科技跌5.99%，英伟达跌1.96%，美国超微公司跌3.36%，英特尔跌3.58%，博通跌1.77%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"异动解读｜ARM 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Holdings所在的半导体产品行业中，个股中，美光科技跌5.24%，英伟达跌1.5%，美国超微公司跌2.02%，英特尔跌3.39%，博通跌1.8%。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650290025","title":"SemiAnalysis最新訪談：存儲還有翻倍空間，CPU只是配角，CPO落地推遲至2029年","url":"https://stock-news.laohu8.com/highlight/detail?id=2650290025","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650290025?lang=zh_tw&edition=fundamental","pubTime":"2026-07-10 15:45","pubTimestamp":1783669516,"startTime":"0","endTime":"0","summary":"创始人Dylan Patel表示，Anthropic已盈利，ARR超500亿美元，证伪ROI质疑。硬件层面，内存已涨4倍、还将再涨2-3倍，推理模型驱动的结构性短缺将持续数年；CPU需求多为历史“补账”，是短期“迷你周期”而非长期拐点。CPO量产推迟至2028年末，铜缆红利期意外延长；而电力瓶颈正迫使数据中心转向自建“表后电源”。","market":"nz","thumbnail":"https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/03e38a3a3c63bd5a9d8d8ca2d384d1c5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3776641","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":["IE00BQXX3F31.USD","LU1066053197.SGD","LU1935043536.SGD","LU2211815571.USD","BK4566","SGXZ81514606.USD","IE00B775H168.HKD","LU2357125470.USD","AMZY","LU0823414478.USD","AIS","IE00B1BXHZ80.USD","LU0109392836.USD","LU1720051108.HKD","LU2491049909.HKD","LU0347712357.USD","LU1815333072.USD","CLIX","LU2242649171.HKD","OGIG","LU0210536198.USD","LU0476273544.USD","LU1804176565.USD","LU0162691827.USD","AMD","IE00B4YYXB79.USD","CLSE","USAW.SI","VT","AMDS","FAI","LU2298322129.HKD","LU1201861165.SGD","LU0345768153.USD","LU0124676726.USD","LU1074936037.SGD","HK0000320264.USD","IE0004091025.USD","AMDD","BK4602","BK4573","IE00BDRTCR15.USD","NVYY","SGXZ31699556.SGD","LU2471134879.HKD","LU2430703251.USD","LU1261432733.SGD","LU2106854487.HKD","LU0348723411.USD","HK0000914686.HKD","LU0107464264.USD","LU1066051498.USD","BK4559","LU1084165304.USD","NVDO","LU1400636491.USD","LU0342679015.USD","04335","LU0889566641.SGD","LU2168564065.EUR","IE00B5TLWC47.USD","LU0276348264.USD","LU0683600562.USD","IE00BMPRXR70.SGD","LU1880398554.USD","LU2394011477.USD","SG9999000418.SGD","LU2236285917.USD","LU0096364046.USD","LU1868836757.USD","LU2191332357.HKD","LU1839511570.USD","IE000M9KFDE8.USD","LU0312595415.SGD","LU1551013425.SGD","SG9999002224.SGD","FRNW","LU0444973449.USD","LU2087621335.USD","LU1880398471.USD","LU2272731865.HKD","LU1989772840.SGD","LU1992135399.USD","LU2592432038.USD","LU0472753341.HKD","LU1323610961.USD","LU1823568750.SGD","LU2452424414.USD","LU2552382215.SGD","LU2087625088.SGD","NULC","LU0965509101.SGD","LU0882574139.USD","LU0456855351.SGD","LU2023250330.USD","LU2543165471.USD","IE00B3CCJ633.GBP","LU2360106780.USD","LU2860962120.EUR","SOXQ","LU0321505868.SGD","LU1815336760.USD","LU0511384066.AUD","IE0009356076.USD","LU1691799644.USD","LU2896262040.SGD","EFIV","LU0980610538.SGD","LU0029864427.USD","LU0788109477.HKD","LU2403377893.USD","LU2237443382.USD","BK4609","LU1232071149.USD","NVDX","LU2471134796.USD","LU0289739343.SGD","LU0096362180.USD","LU1244550577.SGD","CNRG","LFGY","LU0823421416.USD","LU2462591277.SGD","ARTY","LU1037948541.HKD","LU1145028129.USD","LU1923622291.USD","IE00B3S45H60.SGD","LU2237443549.SGD","BK4551","BK4529","BK4579","LU0640476718.USD","LU1852331112.SGD","LU2461242641.AUD","LU0985320562.USD","LU1119994496.HKD","LU0823421333.USD","BK4587","LU1303367103.USD","LU2271345857.HKD","LU0048573561.USD","LU2125909593.SGD","LU1868836591.USD","LU2764263203.CNY","SG9999015358.SGD","NVDQ","LU0320765059.SGD","LU2097344431.USD","CNEQ","LU2211817866.USD","SG9999017495.SGD","AMZZ","IE0000B7K699.USD","AGOX","IE0034235303.USD","LU0056508442.USD","IE00B775SV38.USD","IE00BQXX3D17.EUR","LU2237957811.SGD","ARMW","AZYY","LU0289961442.SGD","APHU","LU0256863811.USD","SNPE","XLK","IE000KEQY171.SGD","LU0061474705.USD","LU0097036916.USD","LU0251142724.SGD","LU0225283273.USD","LU2065170008.USD","2NVD.UK","LU2360107168.USD","LU1917777945.USD","BK4535","LU2505996509.AUD","LU2317271919.USD","SMHX","LU2237443622.USD","IE00B19Z8W00.USD","LU0354030511.USD","LU2092627202.USD","LU2355687059.USD","LU0302445910.USD","LU1571399168.USD","NVDD","LU1935043023.USD","LU0868494617.USD","BK4575","LU0251131958.USD","LU1861215975.USD","LU2637965513.SGD","SG9999015341.SGD","BK4532","LU0316494557.USD","IE0034235295.USD","NVDW","LU0742534661.SGD","LU0061474960.USD","LU2362541513.USD","LU0353189680.USD","LU0158827948.USD","LU0979878070.USD","LU2125909759.SGD","LU1429558221.USD","LU2746668461.USD","GEVX","IE0005OL40V9.USD","IE000W1ABFV2.USD","LU0965509010.AUD","LU2264538146.SGD","LU2286300806.USD","07388","LU1435385759.SGD","LU0820561909.HKD","LU2458330243.SGD","LU2360032135.SGD","NVDU","IE00BJLML261.HKD","IE00BKVL7J92.USD","ANV","BK4220","AIQ","LU1978683503.SGD","LU0124384867.USD","ARM","LU0528227936.USD","IE00BK4W5L77.USD","LU1951200564.SGD","LU0708995401.HKD","LU0719512351.SGD","IE00BJTD4N35.SGD","LU2764262908.HKD","SGXZ99366536.SGD","AMZN","BK4122","LU2361044949.HKD","LU0127658192.USD","LU0198837287.USD","IE00BZ1G4Q59.USD","BK4614","LU0211328371.USD","LU2023250504.SGD","LU0158827781.USD","LU0070217475.USD","LU2250418816.HKD","LU2265009873.SGD","LU1267930730.SGD","LU0417517546.SGD","IE00BD6J9T35.USD","LU0942090050.USD","LU1934455863.HKD","LU2417539215.USD","NVD","LU2089283258.USD","LU1674673691.USD","VGT","HK0000306701.USD","LU0149725797.USD","LU1551013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Holdings夜盤上漲3.24%，半導體板塊超跌反彈延續疊加雲計算份額利好支撐","url":"https://stock-news.laohu8.com/highlight/detail?id=1159267718","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1159267718?lang=zh_tw&edition=fundamental","pubTime":"2026-07-10 11:04","pubTimestamp":1783652685,"startTime":"0","endTime":"0","summary":"7月10日，ARM Holdings夜盘上涨3.24%，报338.5美元/股，成交额515.89万美元，延续半导体板块此前遭遇大幅抛售后的超跌修复行情。消息面上，瑞银此前将ARM目标价从260美元大幅上调至470美元，核心逻辑为智能体AI加速催生独立CPU机架需求。同期美光科技宣布不超30亿美元战略投资，进一步提振板块情绪。ARM Holdings所在的半导体产品行业中，个股中，美光科技涨0.11%，英伟达涨0.03%，美国超微公司涨0.76%，英特尔涨0.15%，博通涨0.21%。","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":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650759509","title":"Arm Holdings PLC(ARM)股票7月9日盤中上漲11.16%：背後推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2650759509","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650759509?lang=zh_tw&edition=fundamental","pubTime":"2026-07-10 00:15","pubTimestamp":1783613747,"startTime":"0","endTime":"0","summary":"• 由于强劲的芯片设计需求，Arm的授权许可收入同比增长了29%。\n• 在半导体板块整体波动的背景下，机构持股的增加提供了稳定性。\n• 尽管长期增长前景强劲且与超大规模云服务商建立了合作伙伴关系，但技术指标仍保持中性。","market":"fut","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20231019/1b6b2881dbddd0c3cd6a83382138cadc.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20231019/1b6b2881dbddd0c3cd6a83382138cadc.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262020682-market-movers-arm-20260709","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ARM","IE00BMPRXR70.SGD","LU0348723411.USD","BK4609","IE00BMPRXN33.USD","IE00BMPRXQ63.HKD","LU0081259029.USD","TRFK","BK4585","AIPI","ARMW","ARMG","LU1232071149.USD","SPRX","LU0266013472.USD","BK4543","ARMU","LU2543165471.USD","BK4588","BK4141","QQQA"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650975312","title":"今夜！光通信、存儲、芯片，集體暴漲","url":"https://stock-news.laohu8.com/highlight/detail?id=2650975312","media":"滚动播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650975312?lang=zh_tw&edition=fundamental","pubTime":"2026-07-09 23:50","pubTimestamp":1783612200,"startTime":"0","endTime":"0","summary":"炒股就看金麒麟分析师研报，权威，专业，及时，全面，助您挖掘潜力主题机会！　　AI科技硬件股的集中地，费城半导体指数暴涨超4%。　　个股方面，芯片、存储、光通信板块集体暴涨。Lumentum、ARM暴涨超11%，闪迪暴涨9%，美光科技暴涨7%，康宁暴涨7%。　　与此同时，知情人士透露，SK海力士美国上市发行获得超过7倍认购，显示全球投资者对这家韩国存储芯片巨头的热情依然高涨。","market":"sh","thumbnail":null,"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/marketresearch/2026-07-09/doc-inihftws4187538.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU0859254822.USD","IE00BJTD4V19.USD","SGXZ31699556.SGD","LU0444973449.USD","IE00BQXX3F31.USD","LU2471134796.USD","LU2250418816.HKD","BK4592","LU1629891620.HKD","LU0708995401.HKD","VOX","LU1232071149.USD","GLWG","LU2552382058.USD","BK4524","LU2236285917.USD","LU0640476718.USD","IE00B775H168.HKD","FBY","PSI","LU2237957811.SGD","LU0068578508.USD","IE000M9KFDE8.USD","FBYY","LU0225283273.USD","LU0719512351.SGD","BK4543","IE00B7SZLL34.SGD","LU2764262908.HKD","LU2023250330.USD","BK4575","BK4533","LU0314104364.USD","BK4553","LU0784383803.USD","IE0009G5SDU7.USD","LU1720051017.SGD","LU0082616367.USD","LU0795875169.SGD","LU0162691827.USD","LU0957791311.USD","LU1548497426.USD","LU1697837992.HKD","ARM","LU0348723411.USD","JGRO","LU1804176565.USD","EGGY","IXN","LU1814569148.SGD","LU0823434740.USD","LU0274383776.USD","PTF","LU0208291251.USD","IE000W1ABFV2.USD","LU2211815571.USD","LU1861220033.SGD","LU2133065610.SGD","FCOM","FAI","QQQA","USXF","LU2417539215.USD","LU0266013472.USD","LU0323591593.USD","LU1116320901.HKD","BK4141","LU0511384066.AUD","LU2063271972.USD","LU2065169927.USD","LU0011850046.USD","LU0354030438.USD","LU2592432038.USD","LU2720916845.USD","LU2403377893.USD","BK4605","BK4554","OGIG","LU1069344957.HKD","WDCX","LU1861215975.USD","LU2764263203.CNY","LU0234572021.USD","LU0157215616.USD","BAI","BK4585","SOXQ","IE00B3SWFQ91.USD","NULC","LU0127658192.USD","LU0320765059.SGD","LU0211327993.USD","LU1116320737.USD","LU1699723380.USD","LU1868836757.USD","LU1571399168.USD","IE00BQXX3C00.GBP","LU1670711040.USD","LU0097036916.USD","IE00BK4W5L77.USD","LU2264538146.SGD","ARMU","LU0738911758.USD","LU1235294995.USD","SG9999014914.USD","LU2458330243.SGD","LU1670628061.USD","WLDR","COWG","BK4588","IE00BQXX3D17.EUR","HK0000304797.USD","LU1280957306.USD","LU2054465674.USD","LU1435385759.SGD","QQQG","LU2317271919.USD","LU1301847155.USD","LU0528227936.USD","LU1564329628.SGD","IE0034235303.USD","EFIV","RSPC","LU0882574139.USD","IE0004445015.USD","LTL","MU","IE00BN29S564.USD","LU2471134523.USD","METD","LU1732799900.SGD","LU1267930730.SGD","LU1066051498.USD","LU1791710582.SGD","LU2097829019.USD","GB00BDT5M118.USD","LU0784385840.USD","LU1674673428.USD","LU1815333072.USD","LU2322448791.USD","HK0000304805.HKD","ARMW","LU0784385170.HKD","LU0724617625.USD","LU2213496289.HKD","SMH","LU2756315318.SGD","LU0985489474.SGD","LU1674673691.USD","VGT","BK4609","LU1989764748.USD","LU1670711123.USD","LU0006306889.USD","LU0170899867.USD","LU0353189680.USD","LU2381873111.SGD","LU2458330169.SGD","LU2931357623.SGD","LU0072462426.USD","LU1989764664.SGD","LU1084165304.USD","LU1992135399.USD","XLK","LU0072461881.USD","BK4527","LU2764263039.SGD","LU2543165471.USD","LU0106261372.USD","LU0889566641.SGD","IE00BJJMRX11.SGD","LU2168564222.USD","LU2237957902.USD","LU2065171402.SGD","LU0240878834.USD","RULE","BK4587","XLC","LU1564329115.USD","SG9999004303.SGD","LU0154236417.USD","LU0545039389.USD","LU0215105999.USD","FTXL","LU2430703095.HKD","WDC","WUGI","LU2347655073.USD","LU0240877869.USD","LU0080751232.USD","LU0345769631.USD","SG9999017495.SGD","LU2860962120.EUR","LU0672654240.SGD","LU0792757196.USD","ARTY","META","BK4566","LU0661504455.SGD","LU2505996509.AUD","LU1066053197.SGD","LU2023250843.SGD","LU0308772762.SGD","LU0267386448.USD","SOX","LU0683600562.USD","LU0552385451.USD","LU0070302665.USD","FCUS","LU2552382215.SGD","LU1670627923.USD","LU2326559502.SGD","IE00B19Z8W00.USD","MUU","IE0009356076.USD","LU0289961442.SGD","LU0061474960.USD","LU2087621335.USD","XDAT","LU0061475181.USD","SHOC","LU1551013425.SGD","LU2102340556.USD","CGGO","LU1564329461.SGD","LU1917777945.USD","LU1316542783.SGD","LU0276348264.USD","LU0081259029.USD","LU0133085943.USD","LU1003077747.HKD","LU2125154778.USD","LU2089985449.USD","LU2602419157.SGD","BK4020","LU0109391861.USD","SG9999002232.USD","LU2756315664.SGD","LU0149725797.USD","MUD","SG9999015945.SGD","LU0353189763.USD","SPRX","IE0005OL40V9.USD","SG9999014898.SGD","LU2360032135.SGD","SG9999015978.USD","HK0000914686.HKD","LU1366192091.USD","IE00BK4W5M84.HKD","LU0979878070.USD","LU2361044865.SGD","AIS","LU2471134879.HKD","IE0002270589.USD","BK4532","LU0211328371.USD","SG9999014906.USD","IE00BMPRXQ63.HKD","LU0079474960.USD","LU0878866978.SGD","IE00B7KXQ091.USD","CHPS","LU1718418525.SGD","LU1861559042.SGD"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21:40","pubTimestamp":1783604425,"startTime":"0","endTime":"0","summary":"7月9日，费城半导体指数开盘上涨5%，芯片设备、存储及AI硬件链条多股走强。成分股方面，芯片设备股表现突出。 $安森美半导体(ON)$、 $美光科技(MU)$、 $迈威尔科技(MRVL)$涨近7%， $美国超微公司(AMD)$涨近6%， $英特尔(INTC)$涨近5%。","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":null,"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":["CRDO","TER","MU","MUD","AMAT","MRVL","AMDD","AMYY","AMUU","DAMD","INTW","LRCU","INTC","ON","AMD","MUU","AMDU","MRVU","ARMG","AMDL","MVLL","ARMW","MULL","AMDY","AMDW","ALAB","KLAG","ARM","RMBS","KLAC","LABX","LRCX","ARMU","ENTG","LINT","CRDU","AMDG","TERG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650927499","title":"ARM股價上漲近10%","url":"https://stock-news.laohu8.com/highlight/detail?id=2650927499","media":"每日经济新闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2650927499?lang=zh_tw&edition=fundamental","pubTime":"2026-07-09 21:39","pubTimestamp":1783604340,"startTime":"0","endTime":"0","summary":"每经AI快讯，7月9日，ARM股价上涨近10%，报329.145美元/股，总市值报3516亿美元。\n\n\n海量资讯、精准解读，尽在新浪财经APP","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/roll/2026-07-09/doc-inihfpqs7469405.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, 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