异动解读｜ARM Holdings盘前上涨3.4%，瑞银大幅上调目标价叠加云计算市占率利好提振

行情直击06-29

6月29日，ARM Holdings盘前上涨3.4%，报345.6美元/股，成交额364.24万美元，延续此前夜盘涨势，从上一交易日约3.87%的跌幅中强劲反弹。

消息面上，多重利好因素持续发酵。瑞银近日将ARM目标价从260美元大幅上调至470美元，维持买入评级，认为智能体AI加速发展将推动独立CPU机架需求增长，ARM在头节点应用方面的特许权使用费预计增加。同时，ARM高管公开表示公司芯片架构已占据超大规模云计算市场50%以上份额，客户涵盖Meta、谷歌、亚马逊、微软及英伟达等巨头。此外，软银CEO孙正义预言ARM市值未来有望增长10倍。当前半导体板块整体回暖，美光科技涨2.44%，美国超微公司涨2.0%，博通涨1.53%。

（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。）

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