股价三天近翻倍！Arm被炒成“英伟达第二”？_老虎社区_美港股上老虎

股价三天近翻倍！Arm被炒成“英伟达第二”？

华尔街见闻02-13

当前，Arm市盈率达到英伟达市盈率的3倍，而投资者仍在持续追高短期看涨期权。分析认为，流通盘极小是股价飙涨的重要推手，仅有约5%的Arm股票在市场上流通。周一，Arm股价再度大涨29%，盘中涨幅一度超过40%，单日交易量是过去三个月日均交易量的十倍以上，创下历史新高。自2月7日市场收盘后Arm公布财报以来，短短三个交易日内，Arm股价累计上涨超过90%。上周，该公司预计2024财年第四季度（即 ...

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和小康
·02-14
这篇文章不错，转发给大家看看
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- 和小康:
  这篇文章有价值分享给大家
  02-14
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和小康
·02-14
买进了
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和小康
·02-14
一致预期
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Mediator
·02-13
nv就算了，毕竟季报eps大幅度增长，就算股价上涨也降低了原来的高pe，但把没有实质利好的票也开始乱拉的时候，基本也就是最后的疯狂[笑哭] [笑哭] [笑哭] 1400倍的PE，最低七八倍以上的peg也敢拉盘，ARM真的就是诱骗进去杀
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战神AAAAAAAAAA
·02-13
大股东准备解封！
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}\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n股价三天近翻倍！Arm被炒成“英伟达第二”？\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-02-13 10:55 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3708326><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>当前，Arm市盈率达到英伟达市盈率的3倍，而投资者仍在持续追高短期看涨期权。分析认为，流通盘极小是股价飙涨的重要推手，仅有约5%的Arm股票在市场上流通。周一，Arm股价再度大涨29%，盘中涨幅一度超过40%，单日交易量是过去三个月日均交易量的十倍以上，创下历史新高。自2月7日市场收盘后Arm公布财报以来，短短三个交易日内，Arm股价累计上涨超过90%。上周，该公司预计2024财年第四季度（即 ...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3708326\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0642271901.SGD","symbol_name":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","start_time":0,"source_url":"https://wallstreetcn.com/articles/3708326","article_id":"2411388891","we_media_id":null,"thumbnails":["https://static.tigerbbs.com/2f51760388eb314f160157504456b155"],"rights":{"source":"wallstreetcn_hot_news","url":"https://wallstreetcn.com/articles/3708326","rn_cache_url":null,"directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2411388891","pubTimestamp":1707792902,"sourceInfo":{"source_id":"wallstreetcn_hot_news","name":"华尔街见闻"},"weMediaInfo":null,"summary":"当前，Arm市盈率达到英伟达市盈率的3倍，而投资者仍在持续追高短期看涨期权。分析认为，流通盘极小是股价飙涨的重要推手，仅有约5%的Arm股票在市场上流通。","collect":0,"end_time":0,"defaultTopTitle":"wallstreetcn.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU0642271901.SGD":"Janus Henderson Horizon Global Technology Leaders A2 SGD-H","LU0053666078.USD":"摩根大通基金-美国股票A（离岸）美元","LU0417517546.SGD":"Allianz US Equity Cl AT Acc SGD","BK4592":"伊斯兰概念","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0056508442.USD":"贝莱德世界科技基金A2","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0080751232.USD":"富达环球多元动力基金A","LU0640476718.USD":"THREADNEEDLE (LUX) US CONTRARIAN CORE EQ \"AU\" (USD) ACC","LU0061474960.USD":"天利环球焦点基金AU Acc","IE00BJJMRY28.SGD":"Janus Henderson Balanced A Inc SGD","BK4581":"高盛持仓","IE00BMPRXR70.SGD":"Neuberger Berman 5G Connectivity A Acc SGD-H","LU0234572021.USD":"高盛美国核心股票组合Acc","LU0820561818.USD":"安联收益及增长平衡基金Cl AM DIS","LU0109392836.USD":"富兰克林科技股A","LU0820562030.AUD":"ALLIANZ INCOME AND GROWTH \"AMH2\" (AUDHDG) H2 INC","BK4527":"明星科技股","BK4543":"AI","BK4503":"景林资产持仓","BK4141":"半导体产品","IE00BWXC8680.SGD":"PINEBRIDGE US LARGE CAP RESEARCH ENHANCED \"A5\" (SGD) ACC","LU0466842654.USD":"HSBC ISLAMIC GLOBAL EQUITY INDEX \"A\" (USD) ACC","LU0689472784.USD":"安联收益及增长基金Cl AM AT Acc","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","IE00B1BXHZ80.USD":"Legg Mason ClearBridge - US Appreciation A Acc USD","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","BK4579":"人工智能","LU0316494557.USD":"FRANKLIN GLOBAL FUNDAMENTAL STRATEGIES \"A\" ACC","BK4588":"碎股","IE00BD6J9T35.USD":"NEUBERGER BERMAN NEXT GENERATION MOBILITY \"A\" (USD) ACC","IE00BFSS8Q28.SGD":"Janus Henderson Balanced A Inc SGD-H","LU0786609619.USD":"高盛全球千禧一代股票组合Acc","BK4587":"ChatGPT概念","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","BK4549":"软银资本持仓","IE00B7KXQ091.USD":"Janus Henderson Balanced A Inc USD","LU0353189763.USD":"ALLSPRING  US ALL CAP GROWTH FUND \"I\" (USD) ACC","LU0348723411.USD":"ALLIANZ GLOBAL HI-TECH GROWTH \"A\" (USD) INC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","IE00BFSS7M15.SGD":"Janus Henderson Balanced A Acc SGD-H","BK4529":"IDC概念","BK4532":"文艺复兴科技持仓","ARM":"ARM Holdings Ltd","IE00BMPRXN33.USD":"NEUBERGER BERMAN 5G CONNECTIVITY \"A\" (USD) ACC","BK4585":"ETF&股票定投概念","LU0234570918.USD":"高盛全球核心股票组合Acc Close","NVDA":"英伟达"},"translate_title":"The stock price nearly doubled in three days! Arm was fired as \"Nvidia No.2\"?","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/ef336a3aef80dc4ca8b0b69acc59496f","symbols_score_info":{"ARM":1.1,"NVDA":1},"content_text":"当前，Arm市盈率达到英伟达市盈率的3倍，而投资者仍在持续追高短期看涨期权。分析认为，流通盘极小是股价飙涨的重要推手，仅有约5%的Arm股票在市场上流通。周一，Arm股价再度大涨29%，盘中涨幅一度超过40%，单日交易量是过去三个月日均交易量的十倍以上，创下历史新高。自2月7日市场收盘后Arm公布财报以来，短短三个交易日内，Arm股价累计上涨超过90%。上周，该公司预计2024财年第四季度（即 24Q1）公司收入将达到8.5亿至9亿美元，远超分析师平均预期的7.78亿美元。该公司首席执行官Rene Haas表示，AI带来的机遇尚处于“初级阶段”。近期，Arm股价的强劲走势与英伟达“遥相呼应”，隐隐有被投资者视作“英伟达第二”之势。那么，Arm股价能如英伟达那般持续“狂飙”吗？“英伟达第二”？AI带来机遇，但Arm不是英伟达分析认为，尽管AI的强劲需求可能会大幅提振Arm的营收及利润，但Arm不太可能实现英伟达和AMD那样的三位数收入增长，因为其大部分业务都集中在增长较慢的智能手机市场。从估值角度看，Arm似乎也比英伟达“贵的多”。根据LSEG的数据，尽管分析师上周大幅提高了盈利预期，但随着周一的上涨，Arm 的预期市盈率仍高达99倍。相比之下，去年6月，英伟达的预期市盈率一度达到84，但由于分析师上调盈利预期的速度快于该公司股价上涨的速度，该公司市盈率迅速下降。目前，英伟达预期市盈率约为34左右。两相对比，Arm市盈率约为英伟达3倍。另外，从流通盘上看，与Nvidia不同的是，只有一小部分Arm股票分可以被交易。IPO后，软银保留了Arm 90.6%的股份。根据LSEG的数据，Arm前10大股东控制着该公司近95%的股份。相比之下，英伟达的前十大股东拥有该公司约三分之一的股份。分析称，可交易的Arm股票供应量极少，亦可能是该股近期飙升的原因之一。值得一提的是，ARM之前曾有机会被英伟达收购。2020年9月，英伟达计划以400亿美元收购Arm，但最终双方放弃了这一并购计划。几乎从一开始，这项并购计划就遭到了各方的强烈反对，Arm的创始人、客户对这一计划嗤之以鼻，监管机构也宣布对这一并购计划进行严格审查。期权市场凸显AI狂热：投资者持续追高短期看涨期权自从去年9月股票首次公开募股以来，Arm的市值涨超130%，目前，该公司市值达到创纪录的1527亿美元。追踪做空卖家的S3 Partners的预测分析部门总经理Ihor Dusaniwsky表示，有1050万股Arm股票，总值约14亿美元，被看跌的交易者做空。不过，Dusaniwsky表示，没有证据显示空头回补是推动周一Arm股价的狂飙的主要原因：“尽管有一定的做空回补，但股价上涨的主要原因仍是多头在买。”另从期权市场上看，市场预期这种上涨趋势可能持续，投资者持续追高短期看涨期权。目前，交易最活跃的是周五到期的185美元看涨期权，成交量超过5.4万份，最后的交易价格约为每份6美元。根据Arm周一收盘价为148.97美元计算，周五收盘时，股价需要再上涨28%，这些期权才会在到期时有钱可赚。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[{"id":273718478303528,"gmtCreate":1707863613343,"gmtModify":1707863615514,"author":{"id":"3471405853090759","authorId":"3471405853090759","authorIdStr":"3471405853090759","name":"和小康","avatar":"https://static.tigerbbs.com/384782e8989fba480367af2d2171a783","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3471405853090759"},"htmlText":"这篇文章不错，转发给大家看看","listText":"这篇文章不错，转发给大家看看","text":"这篇文章不错，转发给大家看看","images":[{"img":"https://static.tigerbbs.com/5e83a40c3a4760df8294e11139ea64c2"}],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"link":"https://laohu8.com/post/273718478303528","repostId":2411388891,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"comments":[{"id":273718742855976,"gmtCreate":1707863677939,"gmtModify":1707863681641,"authorId":3471405853090759,"author":{"id":3471405853090759,"authorId":3471405853090759,"name":"和小康","avatar":"https://static.tigerbbs.com/384782e8989fba480367af2d2171a783","vip":1,"crmLevel":6,"crmLevelSwitch":1,"individualDisplayBadges":[]},"repliedAuthorId":0,"objectId":273718478303528,"type":1,"supId":0,"prevId":0,"content":"这篇文章有价值分享给大家","text":"这篇文章有价值分享给大家","html":"这篇文章有价值分享给大家"}],"langContent":"CN"},{"id":273717606715688,"gmtCreate":1707863400552,"gmtModify":1707863402051,"author":{"id":"3471405853090759","authorId":"3471405853090759","authorIdStr":"3471405853090759","name":"和小康","avatar":"https://static.tigerbbs.com/384782e8989fba480367af2d2171a783","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3471405853090759"},"htmlText":"买进了","listText":"买进了","text":"买进了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273717606715688","repostId":2411388891,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":273676096888968,"gmtCreate":1707862779468,"gmtModify":1707862780966,"author":{"id":"3471405853090759","authorId":"3471405853090759","authorIdStr":"3471405853090759","name":"和小康","avatar":"https://static.tigerbbs.com/384782e8989fba480367af2d2171a783","vip":1,"crmLevel":6,"crmLevelSwitch":1,"idStr":"3471405853090759"},"htmlText":"一致预期","listText":"一致预期","text":"一致预期","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/273676096888968","repostId":2411388891,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":273538783662224,"gmtCreate":1707819795812,"gmtModify":1707819798133,"author":{"id":"3498680662745699","authorId":"3498680662745699","authorIdStr":"3498680662745699","name":"Mediator","avatar":"https://static.tigerbbs.com/ccbee84d06c97c8ea354bff2e5c20b6d","vip":1,"hat":"https://static.tigerbbs.com/e1c01e958f63198f5d9648b59135f687","crmLevel":1,"crmLevelSwitch":1,"idStr":"3498680662745699"},"htmlText":"nv就算了，毕竟季报eps大幅度增长，就算股价上涨也降低了原来的高pe，但把没有实质利好的票也开始乱拉的时候，基本也就是最后的疯狂[笑哭]&nbsp; 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