$ARM Holdi_老虎社区_美港股上老虎

$ARM Holdings(ARM)$ 说实话，我觉得ARM这波上涨，真正原因是大家终于意识到，它其实是存储芯片领域的心脏。

博通今日大涨4.83%，苹果与其签下高达300亿美元、史上最大规模的美国芯片订单成为直接引爆点。这笔长约锁定了博通在苹果自研链中的核心地位，外媒直呼"最近的抛售正是买入英伟达与博通的良机"。在芯片股整体反弹中，AVGO的确定性订单尤为稀缺。大单落地能否重估博通的定制芯片长逻辑？

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