积极的业绩可能提振Arm Holdings股价

如果第一季度的业绩带来提振,半导体公司Arm Holdings (NAS100:ARM)的股价可能会反弹至此前的高点。

ARM – Weekly Chart
ARM -周线图

ARM股价在86美元找到强劲支撑,在163.50美元上方几乎没有阻力。积极的业绩电话会议可能会使股价反弹至这一水平。

美国分析师吉姆·克莱默对ARM持乐观态度,称该公司参与了“所有事情”。

“还有什么?没有强劲的手机销售,Arm能否东山再起?我认为这是我们意识到的一年,这是我们意识到Arm无处不在的一年。它理应获得更高的市盈率。”

Arm Holdings从事创建和许可CPU设计和相关技术。克莱默告诉一位来电者:

“哦,不……我要你留在里面。”雷内·哈斯做得很好。我认为整个半导体板块都被超卖了。它会反弹,当它反弹时,你想要修剪,因为它很贵。这很好。不要在这里卖。”

在第三季度,该公司实现了9.83亿美元的收入,同比增长19%,超出了管理层的预期。此外,版税收入也达到了5.8亿美元的历史新高。管理层指出,这一增长是由公司最新Armv9架构的广泛采用和Arm计算子系统的不断增长的部署推动的。这两种技术都是人工智能和高性能计算应用的基础。

Arm也是对冲基金界的首选股,因其能够避开关税和贸易动荡的影响。

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