异动解读｜ARM Holdings盘中下跌3.13%，前一交易日大涨逾15%后多家机构目标价下调形成估值压制引发获利回吐延续

行情直击08-05

8月5日，ARM Holdings盘中下跌3.13%，报271.77美元/股，成交额3.65亿美元。消息面上，前一交易日公司股价大涨约15%后盘后即出现获利回吐，当日跌势延续。此前多家机构密集下调目标价，美银由460美元大幅下调至260美元，加拿大皇家银行由475美元下调至340美元，瑞银由360美元下调至320美元，FactSet汇总均值目标价仅291.87美元。尽管Q1业绩超预期且Q2营收指引13.8亿美元超共识，当前股价逼近多数机构估值上限，叠加智能手机业务增长放缓隐忧，获利盘持续涌出。

（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。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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