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ARM Holdings

251.41

-3.8300-1.50%

成交量：151.15万

成交额：3.75亿

市值：2,685.26亿

市盈率：256.62

高：252.79

开：245.32

低：243.60

收：255.24

52周最高：452.70

52周最低：100.02

股本：10.68亿

流通股本：1.43亿

量比：2.28

换手率：1.06%

股息：- -

股息率：- -

每股收益(TTM):0.9797

每股收益(LYR):0.8500

净资产收益率：13.35%

总资产收益率：5.41%

市净率：31.12

市盈率(LYR):295.78

数据加载中...

总览公司新闻资讯公告

异动解读｜ARM Holdings盘前下跌3.08%，汇丰下调评级余波延续叠加半导体板块持续承压

AI正改写全球资本配置逻辑，阿波罗：传统“60/40”时代已结束

老虎资讯综合

异动解读｜ARM Holdings夜盘下跌3.06%，汇丰下调评级余波延续叠加半导体板块持续承压

异动解读｜ARM Holdings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

Gate gStocks 专区上线 KOG（可口可乐）、PGG（宝洁）等 16 个gStocks 代币化证券现货交易

Arm Holdings(ARM)股价下滑6.5% 遭汇丰下调评级指其估值过高与产能瓶颈压制上行空间

汇丰银行将ARM HOLDINGS PLC 评级从买入下调至持有；目标价从255美元上调至315美元。

异动解读｜ARM Holdings盘中上涨3.03%，KeyBanc大幅上调目标价至430美元叠加超跌反弹

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

Arm Holdings PLC(ARM)股票7月13日盘中下跌6.94%：背后推手曝光

TradingKey中文

异动解读｜ARM Holdings盘中下跌4.81%，报308.43美元

异动解读｜ARM Holdings盘前下跌3.21%，报312.89美元

异动解读｜ARM Holdings夜盘下跌3.36%，报312.51美元

SemiAnalysis最新访谈：存储还有翻倍空间，CPU只是配角，CPO落地推迟至2029年

华尔街见闻

异动解读｜ARM Holdings夜盘上涨3.24%，半导体板块超跌反弹延续叠加云计算份额利好支撑

Arm Holdings PLC(ARM)股票7月9日盘中上涨11.16%：背后推手曝光

TradingKey中文

今夜！光通信、存储、芯片，集体暴涨

AI叙事生变！美股“买芯片、卖软件”拥挤交易现瓦解迹象

美股异动｜费城半导体指数开盘涨5%，安森美半导体、美光科技、迈威尔科技涨近7%

老虎资讯综合

ARM股价上涨近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":"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":"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 专区上线 KOG（可口可乐）、PGG（宝洁）等 16 个gStocks 代币化证券现货交易","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_cn&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)股价下滑6.5% 遭汇丰下调评级 指其估值过高与产能瓶颈压制上行空间","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_cn&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":"fut","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":["SPRX","IE00BMPRXQ63.HKD","ARM","BK4543","LU0081259029.USD","QQQA","ARMW","BK4609","ARMU","AIPI","BK4588","LU0266013472.USD","LU2543165471.USD","LU1232071149.USD","TRFK","BK4585","BK4141","LU0348723411.USD","ARMG","IE00BMPRXR70.SGD","IE00BMPRXN33.USD"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2651109702","title":"汇丰银行将ARM HOLDINGS PLC 评级从买入下调至持有；目标价从255美元上调至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_cn&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":["BK4207","LU0496365809.HKD","BK4521","LU0976567544.SGD","QQQA","BK4609","LU0081259029.USD","LU0128525689.USD","BK4588","00005","ARM","ARMU","IE00BMPRXR70.SGD","LU0052756011.USD","ARMW","IE00BMPRXQ63.HKD","TRFK","LU0310800965.SGD","BK4543","LU2236285917.USD","SPRX","LU0211326839.USD","LU1267930227.SGD","BK4585","LU1232071149.USD","IE00BMPRXN33.USD","LU0211326755.USD","LU0348723411.USD","ARMG","LU0266013472.USD","AIPI","HSBH","HSBC","BK4141","LU2543165471.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1174789115","title":"异动解读｜ARM Holdings盘中上涨3.03%，KeyBanc大幅上调目标价至430美元叠加超跌反弹","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_cn&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":"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","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_cn&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日盘中下跌6.94%：背后推手曝光","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_cn&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":"sg","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":["IE00BMPRXR70.SGD","AIPI","SPRX","LU0266013472.USD","LU0348723411.USD","BK4141","BK4609","LU0081259029.USD","BK4585","IE00BMPRXQ63.HKD","ARMU","BK4588","BK4543","ARMG","LU1232071149.USD","TRFK","IE00BMPRXN33.USD","ARMW","QQQA","LU2543165471.USD","ARM"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1145793777","title":"异动解读｜ARM Holdings盘中下跌4.81%，报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_cn&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":"异动解读｜ARM Holdings盘前下跌3.21%，报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_cn&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最新访谈：存储还有翻倍空间，CPU只是配角，CPO落地推迟至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_cn&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":"hk","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":["LU2125909247.SGD","INTC","LU0528227936.USD","LU1366333091.USD","BK4551","LU0234570918.USD","LU0256863902.USD","LU1814569148.SGD","LU1917777945.USD","LU2065169927.USD","LU0345774391.USD","LU0310800379.SGD","BK4148","LU2394011477.USD","SG9999017495.SGD","LU1914381329.SGD","BK4122","LU0276348264.USD","LU1244550577.SGD","SMH","LU0648001328.SGD","AGOX","LU2236285917.USD","LU1803068979.SGD","BK4535","QQQA","LU1923622291.USD","LU0345769631.USD","LU0029864427.USD","LU2087625088.SGD","IE00BJJMRX11.SGD","IE0034235303.USD","LU0308772762.SGD","BK4561","IE0003U64NQ7.SGD","LU2357305700.SGD","LU2362541273.HKD","LU1712237335.SGD","LU0128525929.USD","LU0109392836.USD","LU2471134796.USD","LU0143551892.USD","LU1923623000.USD","HK0000320264.USD","HK0000320223.HKD","SNPE","LU1934455277.USD","ARMG","LU1992135472.HKD","LU2473716301.USD","NVDW","BK4585","LINT","LU2361044949.HKD","BK4532","AMZN","IE00B3SWFQ91.USD","IE00B4YYXB79.USD","LU1992135399.USD","LU1861220033.SGD","LU2237443622.USD","LU2294711713.HKD","BK4559","LU1791710400.SGD","TRFK","LU1232071149.USD","LU0965509101.SGD","LU0056508442.USD","LU2357627491.SGD","LU2272731600.USD","FTXL","LU0079474960.USD","IE0034235188.USD","CNRG","LU0070217475.USD","LU2954938101.SGD","LU2462591350.SGD","SG9999001077.SGD","LU1868837300.USD","LU2265009873.SGD","LU1623119135.USD","LU2089284900.SGD","LU0788109477.HKD","LU0689472784.USD","AIPI","IETC","LU1791710582.SGD","AMD","LU0444971666.USD","LU2168564065.EUR","LU2756315318.SGD","LU0964807845.USD","LU2298322129.HKD","AIS","CLSE","LU1989772923.USD","SGXZ31699556.SGD","IE00BJTD4V19.USD","BK4605","LU2063271972.USD","LU0889565833.HKD","LU1633808545.USD","BK4503","LU2290526834.HKD","LU0061475181.USD","LU1852331112.SGD","SG9999000418.SGD","LU1815333072.USD","LU1323610961.USD","IE000MB6IJN5.SGD","LU0210528500.USD","LU0175139822.USD","LU0868494708.USD","LU2083900584.USD","LU0861579265.USD","LU0081259029.USD","LU2860962120.EUR","LU0211328371.USD","LU1496350502.SGD","LU0124384867.USD","LU2244417387.USD","LU2355687059.USD","NVDD","SOXX","IE00BJLML261.HKD","BK4533","LU1551013342.USD","BK4543","IE00B1XK9C88.USD","LU2326559502.SGD","IE00B5949003.HKD","LU2931357623.SGD","IE00BZ1G4Q59.USD","ROM","LU0390134368.USD","LU1868836914.USD","LU1718418525.SGD","LU0476273544.USD","CNAV","CHAT","LU0130103400.USD","LU1084165304.USD","LU0082616367.USD","VT","LU0198837287.USD","LU1400636657.SGD","LU0210533765.USD","SG9999014914.USD","LU0980610538.SGD","IE000BZT7R73.USD","NVDX","LU1201861165.SGD","LU2362541513.USD","SG9999015945.SGD","LU2237443978.SGD","LU1720051108.HKD","IE0005OL40V9.USD","LU2764263039.SGD","LU0466842654.USD","TEK","BK4507","XNTK","LU0094547139.USD","LU1645745479.HKD","LU1989764664.SGD","LU2077746001.SGD","IXN","LU0080751232.USD","LU2896262040.SGD","LU2413666426.HKD","LU1127390331.HKD","WUGI","LU2543165471.USD","LU0225283273.USD","CLIX","NVDO","LU0985320562.USD","LU0130102774.USD","LU1815336760.USD","LU0238689110.USD","LU1989764748.USD","LU2168563687.JPY","LU2322448791.USD","IE000W1ABFV2.USD","TTEQ","IE00B1BXHZ80.USD","LU0265550946.USD","SG9999014575.USD","NVDB","IE0009G5SDU7.USD","LU0069063385.USD","LU0557290698.USD","BK4614","LU0820561818.USD","SG9999015986.USD","USD","BK4592","HK0000914686.HKD","IE00BQXX3F31.USD","LU0353189680.USD","LU2456880835.USD","LU0057025933.USD","LU0289739343.SGD","DAMD","SG9999015952.SGD","LU0820562030.AUD","LU1674673691.USD","LU0823411888.USD","LU2361045086.USD","IE00BKVL7J92.USD","BK4524","LU2087621335.USD","IE00B4JS1V06.HKD","RTH","EFIV","LU2100268510.USD","LU1093756325.SGD","LU0107464264.USD","LU1839511570.USD","LU2463028550.USD","LU0820561909.HKD","LU0943347566.SGD","IE00BFSS7M15.SGD","LU2487616109.SGD","LU2097829019.USD","SG9999014898.SGD","LU2271345857.HKD","LU1119994496.HKD","LU1303367103.USD","USXF","IE0004445015.USD","LU2168564222.USD","LU1261432733.SGD","LU0823434583.USD","BK4579","IE00BKDWB100.SGD","LU1064131342.USD","SGXZ51526630.SGD","LU1267930730.SGD","WISE","LU0640476718.USD","NVDQ","SG9999004303.SGD","LU2452424414.USD","LU0157215616.USD","NVDY","NVDU","2NVD.UK","LU0708995401.HKD","FDTX","DIPS","LU2552382132.HKD","LU1934455863.HKD","LFGY","ARTY","BK4573","FAI","HVAC","IE0009356076.USD","IE0004091025.USD","IE00BYXW3230.USD","LU1035775433.USD","LU1880398554.USD","BK4575","IE00BQXX3D17.EUR","HK0000532082.HKD","LU14006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Holdings夜盘上涨3.24%，半导体板块超跌反弹延续叠加云计算份额利好支撑","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_cn&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日盘中上涨11.16%：背后推手曝光","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_cn&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":"hk","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":["LU1232071149.USD","IE00BMPRXN33.USD","IE00BMPRXQ63.HKD","BK4141","SPRX","BK4585","AIPI","ARMG","ARM","LU2543165471.USD","LU0348723411.USD","LU0266013472.USD","TRFK","ARMU","BK4609","IE00BMPRXR70.SGD","BK4588","BK4543","ARMW","QQQA","LU0081259029.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650975312","title":"今夜！光通信、存储、芯片，集体暴涨","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_cn&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":"sg","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":["LU0203201768.USD","SG9999014914.USD","LU0157215616.USD","MULL","RULE","SOXX","LU2404859667.USD","BK4170","LU0444971666.USD","WDC","LU0203202063.USD","SG9999018857.SGD","IE00B19Z3581.USD","LU0528227936.USD","VOX","LU0882574139.USD","LU1069344957.HKD","LU1489326972.SGD","LU2430703251.USD","LU0444973449.USD","LU1059921491.USD","LU2360107168.USD","LU2357627491.SGD","XLK","LU0784383803.USD","LU0154236417.USD","LU2237957902.USD","WLDR","LU2023250330.USD","LU0417517546.SGD","LU0823421333.USD","BK4527","LU1868837136.USD","IE0009G5SDU7.USD","LU1116320901.HKD","LITE","LU2048586759.USD","LU0081259029.USD","LU0211327993.USD","LU2168564222.USD","LU2430703095.HKD","EFIV","SGXZ51526630.SGD","LU0215105999.USD","XNTK","SG9999004303.SGD","BK4592","LU0072462426.USD","LU1670711040.USD","LU1201861249.SGD","SG9999018865.SGD","LU2417539215.USD","LU1914381329.SGD","LU0466842654.USD","LU2237957811.SGD","LU0985320562.USD","LU0256863811.USD","LU1839511570.USD","LU0203347892.USD","LU0943347566.SGD","LU1670711123.USD","CNAV","LU0174119429.USD","LU0082616367.USD","LU2125154778.USD","IE00BFSS8Q28.SGD","LU0985489474.SGD","IE000YTNTUN2.SGD","LU0070302665.USD","LU0642271901.SGD","LU2461242641.AUD","LU2347655073.USD","LU0795875169.SGD","LU0068578508.USD","LU1989764748.USD","LU2552382215.SGD","FTXL","LU2361045086.USD","LU0889565833.HKD","IE00BQXX3C00.GBP","LU1116320737.USD","MUD","IE00BWXC8680.SGD","LU1670710661.SGD","BK4587","CGGO","BAI","EGGY","IE0004445239.USD","LU2471134952.CNY","BK4512","LU2471134879.HKD","ARMU","IE00BMPRXN33.USD","IE0003U64NQ7.SGD","LU1917777945.USD","LU1815333072.USD","LU0077335932.USD","LU0979878070.USD","LU2125154935.USD","LU0820562030.AUD","LU1119994496.HKD","LU0211328371.USD","BK4575","FBY","LU2750360641.GBP","FTEC","SHOC","AIS","LU2168564495.EUR","HK0000914686.HKD","IE000M9KFDE8.USD","LU0661504455.SGD","SG9999017495.SGD","LTL","LU1035775433.USD","IETC","LU2322448957.HKD","LU0289961442.SGD","LU0787776722.HKD","LU2168564065.EUR","IE00B19Z8X17.USD","LU1551013425.SGD","IE000KEQY171.SGD","LU1778281490.HKD","LU1852331112.SGD","BK4609","LU2106854487.HKD","IE00BK4W5L77.USD","LU1571399168.USD","LU1429558221.USD","LU2097829019.USD","LU1267930730.SGD","LU1989764664.SGD","CNEQ","IE00B4YYXB79.USD","LU1127390331.HKD","LU1064131342.USD","LU1301847155.USD","LU0210533765.USD","LU2168563687.JPY","LU0980610538.SGD","LU0345769631.USD","FBYY","IE00B1XK9C88.USD","LU1066051498.USD","LU2462591350.SGD","LU0784385170.HKD","LU1791710400.SGD","LU0690374615.EUR","LU2420271590.USD","LU2463028550.USD","LU1066053197.SGD","LU0719512351.SGD","LU1814569148.SGD","LU0205194284.USD","LU1564329628.SGD","BK4554","PTF","FCOM","LU0011850046.USD","LU1316542783.SGD","LU1670628061.USD","LU0689472784.USD","IE00B7KXQ091.USD","LU0162691827.USD","SG9999015986.USD","LU0203345920.USD","LU1732800096.USD","LU0225283273.USD","LU0823434740.USD","IE00B19Z9505.USD","IE00BFMHRM44.USD","LU2764263203.CNY","LU0149725797.USD","SGXZ31699556.SGD","LU1674673428.USD","LU0708995401.HKD","LU1496350502.SGD","LU0256863902.USD","LU0106261612.USD","LU0964807845.USD","LU0823434583.USD","LU1720051108.HKD","LU1235294995.USD","LU2065170008.USD","VGT","BK4533","SG9999014906.USD","LU0354030438.USD","IE0034235303.USD","LU1323610961.USD","SGXZ99366536.SGD","LU2102340556.USD","LU2764263039.SGD","CHPS","LU1988902786.USD","LU0889566641.SGD","LU0198837287.USD","LU1868837300.USD","LU1366192091.USD","LU1069347547.HKD","LU2054465674.USD","IE00B1BXHZ80.USD","LU0823421416.USD","LU2462157665.USD","SOX","LU2211815571.USD","EMSF","LU2592432038.USD","WUGI","LU0353189763.USD","LU2456880835.USD","LU2360106780.USD","SG9999014898.SGD","LU1674673691.USD","LU0109392836.USD","FBL","ARTY","METD","IE00B775H168.HKD","BK4524","IXN","LU1823568750.SGD","BK4566","GB00BDT5M118.USD","LU0006306889.USD","LU0784384876.USD","IE00BJJMRX11.SGD","IE0001KFT4U8.USD","LU0323591593.USD","LU1003077747.HKD","LU2272731865.HKD","IE000ITXATA3.USD","LU0690374961.EUR","LU0320765059.SGD","GLWG","BK4543","LU1564329115.USD","LU2357305700.SGD","SPRX","LU0683600562.USD","SG9999015978.USD","LU1551013342.USD","SG9999001424.SGD","LU2458330243.SGD","IE00BJLML261.HKD","LU0170899867.USD","LU0820561818.USD","IE00BKDWB100.SGD","LU0234572021.USD","SG9999014880.SGD","ARM","LU0788109477.HKD","LU0353189680.USD","LU0314104364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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":["KLAC","AMAT","ARM","LABX","LRCX","LRCU","CRDU","RMBS","MUU","TERG","AMD","MULL","AMDY","AMDD","INTC","ARMG","ENTG","CRDO","TER","AMDU","INTW","MVLL","AMUU","MU","ARMU","MUD","ON","AMYY","AMDW","MRVU","LINT","AMDG","ALAB","AMDL","ARMW","DAMD","MRVL","KLAG"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2650927499","title":"ARM股价上涨近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_cn&edition=fundamental","pubTime":"2026-07-09 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