半导体行业趋势 - 半导体股票近期出现强劲上涨，主要受人工智能需求增长的推动[3] - 股票估值并不过分，市场正在逐步反映出未来的增长潜力[5] - 分析显示，半导体股票可能继续上涨，具有投资潜力[7] 行业领军企业建议 - 专家建议关注行业领军企业，如Nvidia、Super Micro Computer和ARM Holdings[11]

In today's video, I discuss recent updates affecting Arm Holdings (ARM -4.76%). Check out the short video to learn more, consider subscribing, and click the special offer link below.*Stock prices used were the after-market prices of Feb. 8, 2024. The video was published on Feb. 8, 2024. ...

Arm Holdings PLC (NASDAQ:ARM)’s record quarterly revenues of $824 million (£652 million) caught the attention of Citi Bank analysts today, who said there were multiple drivers for the result, but “AI acceleration stands out”. In a research note with a heavily shoehorned-in pun titled ‘rAIse your Arm agAIn’, Citi analysts wrote: “Arm delivered a very impressive beat and raise, even by already high semiconductor industry standards. “Strength in both royalties and licensing drove the upside, with the former up ...

Arm Holdings财报分析 - Arm Holdings最近发布的季度财报引发了股价飙升，股价一度上涨近60%[1] - Arm的收入主要来自两个业务模式，授权业务和版税业务，其中版税业务收入增长11%[2] - Arm的版税收入中，智能手机芯片的占比从2016年的70%下降到本季度的35%，展示了公司在服务器、汽车和消费类笔记本等领域的多元化扩张[5] - Armv9架构的版税率是前一代Armv8架构的两倍，随着更多产品采用Armv9架构，公司的版税收入有望以更高的速度增长[7] - Armv9架构被广泛应用于新的服务器芯片、汽车领域以及即将推出的高性能PC笔记本等领域，为公司带来更多增长机会[8] - Arm伙伴和客户每个季度共发货超过70亿个芯片，但每个芯片的平均版税只有几美分，转向更多采用Armv9架构的产品是推动收入增长的关键[10] - 公司需要不断改进产品能力，如推出“Blackhawk”项目，以保持或进一步提高版税率，强烈鼓励研发投资[12] - Arm的股价飙升对整个科技行业有着重要影响，尤其是在定制芯片市场，许多公司正在开发定制AI加速器，推动Arm版税业务的增长[13]

Cloud computing stocks represent companies affecting a revolutionary development for the software industry. Being able to host many services through a central hub has brought down costs and made it far easier to deliver service at scale. Cloud has transformed the industry and made investors, in aggregate, a ton of money.But not all cloud computing stocks are created equal. In fact, some are still struggling to achieve strong profitability and face significant competitive challenges. These are three of the l ...

Not so long ago, things were looking bleak for SoftBank, the investment holding company headed by eclectic — and controversial — tech mogul Masayoshi Son. The Vision Fund, SoftBank’s venture arm, posted a $6.2 billion loss in Q2 2023, tied to WeWork and other unfortunate bets.But — thanks in no small part to chip design house Arm — SoftBank’s fortunes appear to be turning around. While consensus remains mixed on the Vision Fund’s long-term prospects, it’s on the upswing for now — and what an upswing it is.S ...

Arm Holdings CEO Rene Haas took a victory lap Thursday as the chip design firm's stock saw its biggest single-day gain ever after beating Wall Street earnings and revenue estimates and offering a sunny forecast driven by demand for their services thanks to artificial intelligence. In an interview on FOX Business' "The Claman Countdown" ahead of the closing bell, Haas attributed his company's success to plans it had put in place years ago to move beyond the smartphone market and into data centers and the aut ...

Arm Holdings PLC’s stock easily had its best day on record Thursday, and its 48% daily surge scorched short sellers in the process.Shorts racked up $445 million in paper losses as Arm’s stock ARM, +47.89% exploded higher in the wake of earnings, according to S3 Partners. The action highlighted how shorting semiconductor stocks “has not been a profitable trade” this year, S3’s Ihor Dusaniwsky said in a report. Those who’ve made bearish bets against the sector are down more than $7 billion in mark-to-market l ...

In this articleThe logo of semiconductor design firm Arm on a chip.Jakub Porzycki | Nurphoto | Getty ImagesExactly two years ago, Nvidia's attempt to purchase chip designer Arm from SoftBank came to an end due to "significant regulatory challenges."Masayoshi Son, SoftBank's billionaire founder, has never been so lucky. That agreement would have involved selling Arm for $40 billion, or just $8 billion more than SoftBank paid in 2016. Instead, Arm went public last year, and the company is now worth over $116 ...

Arm Holdings第三季度财报 - Arm Holdings股价在第三季度财报公布后大涨，公司轻松超过市场预期[1][2] - Arm在半导体行业整体放缓的情况下，报告了14%的营收增长，表现强劲[3] - 专利费收入增长11%，许可费收入也超出预期，受益于合作伙伴对先进Arm CPU的需求增加[4] - 调整后的运营利润增长17%，每股调整后收益从0.22美元上升至0.29美元，超过市场预期[5] Arm的人工智能（AI）战略 - 公司表示将从人工智能（AI）热潮中受益，将AI引入数十亿台基于Arm架构的设备[2] - Arm成为AI热潮中的最新赢家，考虑到AI推广仍处于早期阶段，Arm股价有望进一步上涨[10] Arm第四季度展望 - 公司CEO Rene Haas表示，Arm实现了又一个创纪录的季度营收，受益于全球最普及的计算平台[6] - Arm对第四季度的财务指导也好于预期，预计营收为8.5亿至9亿美元，增长38%，调整后每股收益为0.28至0.32美元[8][9]