Global GDP growth depends on various factors of productivity and efficiency. An important driver of growth is the focus on technology and innovation. As the United States shifted focus away from manufacturing, it’s the technological edge that has ensured that the country remains the leading economy in the world. Therefore, IT stocks are always likely to remain in the limelight. Further, in a dynamic world when it comes to technological advancements, it’s important to add attractive stories to the portfolio ...

技术巨头市值飙升 - M7在2023年平均上涨了68%，远高于全球其他股市的平均涨幅[4] - M7中的微软首次市值突破3万亿美元，英伟达首次突破1.5万亿美元，谷歌创下新高[6] - 人工智能是技术巨头市值飙升的主要原因，英伟达公司的表现是人工智能溢价的最佳例证[14][15] 全球资本市场影响 - 全球资本市场受到科技的影响，特别是美国的七大科技巨头（M7）对标普500指数创下历史新高[2] - M7在MSCI世界指数中所占比重超过日本、英国、中国、法国和加拿大的总和，对S&P 500指数的权重达到28%以上[5] 技术巨头市场风险 - 技术巨头集中了大量投资者资本，可能导致全球股市的健康状况被误读[8] - 技术巨头集中的资本规模类似于2007年金融业集中资本规模，存在泡沫破裂的风险[12] 技术巨头的未来展望 - 台积电预计2024年全球晶圆需求将反弹，支持技术巨头的继续上涨[21] - 技术巨头的涨势发生在周期性下行周期中，但可能即将结束[19][20] - 技术巨头的涨势可能是有基础的，但历史学者警告泡沫越大，破裂越严重[23]

CAMBRIDGE, England--(BUSINESS WIRE)--Arm Holdings plc (Nasdaq: ARM, “Arm”) today announced it will report financial results for the third quarter of fiscal year 2024 on Wednesday, February 7, 2024, after market close. The company will host a conference call via audio webcast at 14:00 Pacific Time (17:00 Eastern Time / 22:00 Greenwich Mean Time) to review its financial results and business outlook. Financial and other statistical information to be discussed on this conference call. The live audio webcast w ...

Arm Holdings上市情况 - Arm Holdings在2023年底上市后股价上涨近20%[1] - SoftBank仍然持有Arm的大部分股权，Arm在2023年底成功进行了IPO[8] Arm的业务和收入情况 - Arm是一家拥有关键芯片处理器技术知识产权的公司，主要客户包括苹果，收入主要来自许可和版税[3] - Arm的许可收入在2024财年第二季度增长，Total Access许可协议增加至22个，Flexible Access许可协议增加至212个[4] - Arm在2023年9月结束的季度实现了28%的年度收入增长，许可销售增长106%至3.88亿美元[6] - Arm预计2024年第三季度收入将在7.2亿至8亿美元之间，低于上一季度的销售额[7] Arm的财务状况和股价表现 - Arm的净亏损主要受到IPO相关的股权激励的影响，自由现金流在2024财年第二季度为正1930万美元[9] - Arm的股价已经反映了复苏的情况，投资者应关注公司的盈利能力而非收入增长[9] - 在2024年，对于Arm的股票持观望态度，认为半导体市场中还有更好的交易机会[11]

Wall Street newbie Arm Holdings PLC (NASDAQ:ARM) is trading at record highs today. Up 5.3% at $69.70 at last glance, the equity is on track for its fifth-straight daily win.In late September, the company was valued at $54.5 billion in what was the biggest initial public offering (IPO) of the year so far. ARM moved lower on the charts in the couple months to follow, but turned it around in mid November and has been climbing since. Month to date, the equity is up 26.7%. Analysts are mostly bullish on ARM, tho ...

About this content About Philip Whiterow Philip has more than 20 years' experience writing about companies, general finance and investing matters for a variety of publications. His career has involved spells at the Investors Chronicle, where he was small companies and companies editor, Investors Week and most recently as editor of online financial news wire Sharecast. He has also contributed to a wide range of financial-focused publications on a freelance basis. Read more About the publisher Proactive fi ...

ToplineBritish chip designer Arm’s stock rallied Tuesday to its highest level since it began trading in September, riding the wave of optimism surrounding generative artificial intelligence to a rare win for recent initial public offerings on the stock market. Confetti falls during Arm's Nasdaq debut in September.Getty Images Key FactsShares of Arm gained as much as 2.4% to $74 Tuesday, outpacing modest gains from the S&P 500 and tech-heavy Nasdaq during low-volume trading during the holiday week. Arm’s r ...