Arm(ARM.US)业绩前瞻不及预期盘后大跌9% AI芯片“信仰“面临考验？

智通财经02-05

智通财经APP获悉，芯片设计巨头Arm Holdings Plc(ARM.US)周三发布业绩展望后股价大幅下挫，其营收预测未能满足近期对人工智能相关企业愈发持怀疑态度的投资者的期望。该公司在声明中表示，第四财季营收预计约为14.7亿美元。尽管这高于分析师平均预期的14亿美元，但部分预测曾高达15亿美元以上。剔除特定项目后，预计每股收益为58美分，高于此前56美分的预估。在截至12月31日的第三财季...

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Is AI chip \"faith\" facing a test?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ARM":1.98},"content_text":"智通财经APP获悉，芯片设计巨头Arm Holdings Plc(ARM.US)周三发布业绩展望后股价大幅下挫，其营收预测未能满足近期对人工智能相关企业愈发持怀疑态度的投资者的期望。该公司在声明中表示，第四财季营收预计约为14.7亿美元。尽管这高于分析师平均预期的14亿美元，但部分预测曾高达15亿美元以上。剔除特定项目后，预计每股收益为58美分，高于此前56美分的预估。在截至12月31日的第三财季，Arm营收同比增长26%至12.4亿美元，每股收益为43美分，两项数据均略高于市场平均预期。财报发布后，Arm股价在盘后交易中大跌逾8%。今年以来，截至周三收盘，该股已累计下跌4%。市场的负面反应反映出投资者对人工智能领域公司设定的高门槛。虽然Arm在AI数据中心支出中占据的份额不断扩大，并巩固了其在智能手机技术领域的传统优势，但其从AI热潮中全面获益仍处于早期阶段。同为AI处理器制造商的AMD(AMD.US)周二公布财报后也遭遇类似命运：其整体乐观的业绩展望仍令投资者失望，导致股价遭遇多年来最严重的暴跌。Arm主要通过两种方式获得收入：一是向客户授权使用其芯片设计和标准，二是按搭载其技术的芯片出货量收取专利费。一个可能的担忧来自授权收入，这被视为客户未来使用Arm产品意愿的风向标。该季度授权收入为5.05亿美元，低于分析师平均预估的5.2亿美元。同期专利费收入达7.37亿美元，超出平均预期。Arm表示，与数据中心相关产品的授权收入较去年同期增长了一倍。Arm首席执行官Rene Haas在接受采访时表示，市场需求，尤其是数据中心市场的需求已超出预期。但他对提供公司预期增长幅度的\"模糊\"长期目标持谨慎态度，更倾向于保持保守，专注于执行具体目标。在Haas的领导下，这家总部位于英国的公司正努力转型为更全面的半导体供应商，以提升其产品的定价能力。该公司预计，数据中心客户将在约两年内成为其最大的市场。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.42.0","shortVersion":"4.42.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2609094314","isCrawlerRequest":true}