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ARM Holdings(ARM)
盘后
103.97
-0.58
-0.55%
19:59 EST
104.55
-2.38
-2.23%
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小虎老师
·
02-02 14:33
周报：金属走弱、原油飙升，1 月美股涨势持稳，聚焦科技医疗超级财报周
上周回顾 1.美股市场——上周五迎来走势反转，1 月份整体仍维持上涨态势 ： 市场表现：
$标普500(.SPX)$
小幅走高，
$纳斯达克100指数(NDX)$
与
$道琼斯指数主连 2603(YMmain)$
则连续第三周小幅收跌。 美联储人事提名：上周五，特朗普总统提名美国联邦储备委员会前理事凯文・沃什接任杰罗姆・鲍威尔的美联储主席职务，鲍威尔任期将于 5 月中旬届满，目前沃什的提名正待参议院审核确认。 贵金属价格回落：上周四，黄金、白银价格攀升至历史新高，却再周五大幅下挫，最终以周线收跌收官。 1 月整体涨势：美国股市 1 月份保持温和上涨，三大股指均录得 1% 至 2% 左右的月度涨幅。 盈利预期上修：据 FactSet 数据，截至上周五，分析师对标准普尔 500 指数成分股公司第四季度盈利的同比增长预期升至 11.9%，高于前一周 8.2% 的预测值。 比特币价格走弱：交易活跃度最高的加密货币比特币，本周价格累计下跌约 4%。 原油价格回升：截至上周五午后，美国原油价格本周累计上涨近 7%，报每桶约 66 美元。 关键就业数据将公布：本月即将发布的美国月度就业报告，将揭示 1 月份劳动力市场是否延续此前的疲软态势。 2.美国板块及个股—— 盈利前景明朗 人工智能基础设施与能源板块表现亮眼 板块方面：上周，
$标普500(.SPX)$
微涨0.34%。指数涨势初段表现强劲，后续上行动能逐步衰减，日内波幅区间为 - 0.01% 至 - 0.45%
周报：金属走弱、原油飙升，1 月美股涨势持稳，聚焦科技医疗超级财报周
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李泽铭
·
01-28
$ARM Holdings(ARM)$
真没懂 预期好 框框砸 那就是实际不行的意思咯
$ARM Holdings(ARM)$ 真没懂 预期好 框框砸 那就是实际不行的意思咯
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李泽铭
·
01-28
$ARM Holdings(ARM)$
如果盘前老是砸，没有上升通道的话，还是很有可能直接被一波带走的
$ARM Holdings(ARM)$ 如果盘前老是砸，没有上升通道的话，还是很有可能直接被一波带走的
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猛兽财经网
·
01-26
去年就预见到了，没想到过了一年了才放出消息[白眼] [吃瓜] 英伟达计划推出基于Arm架构的SoC芯片， 外界认为此举意在打破x86架构在该领域的长期垄断，并重塑PC处理器的竞争格局。
$ARM Holdings(ARM)$
$英伟达(NVDA)$
英伟达计划进军Arm PC芯片，联想、戴尔或率先采用
英伟达计划推出基于Arm架构的SoC芯片，布局Windows消费级笔记本市场，被外界视为对x86架构主导地位的挑战。其N1和N1X两款芯片采用CPU与GPU集成设计，其中联想相关产品已进入内部测试和部署准备阶段，戴尔等厂商亦在推进产品规划，或将加剧PC处理器市场的多架构竞争。
英伟达计划进军Arm PC芯片，联想、戴尔或率先采用
去年就预见到了，没想到过了一年了才放出消息[白眼] [吃瓜] 英伟达计划推出基于Arm架构的SoC芯片， 外界认为此举意在打破x86架构在该领域的长期垄断...
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爱吃苹果的小李
·
01-22
这半导体需求这么强，业绩怎么可能差？很多人在业绩前就买升了，估计是知道了内幕。AI内存需求大增，供不应求，内存控制器这部分的营收肯定能大幅提升
$ARM Holdings(ARM)$
这半导体需求这么强，业绩怎么可能差？很多人在业绩前就买升了，估计是知道了内幕。AI内存需求大增，供不应求，内存控制器这部分的营收肯定能大幅提升 $ARM ...
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这是啥
·
01-31
$ARM Holdings(ARM)$
看空，
$ARM Holdings(ARM)$ 看空，
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effortless
·
01-19
看多，广告业务规模效应显现，配合内容矩阵（如《怪奇物语》最终季、NFL赛事直播），推动股价进一步上行。广告业务成用户增长核心引擎，广告支持型订阅占新增用户50%以上，覆盖区域持续扩大。 并且接入亚马逊广告系统等合作，提升广告投放效率与定价能力，2026年广告收入有望翻倍，成为新的增长曲线。 广告业务与付费会员形成互补，推动单用户收入（ARM）提升，且广告业务利润率高于流媒体订阅，持续优化整体盈利结构。
看多，广告业务规模效应显现，配合内容矩阵（如《怪奇物语》最终季、NFL赛事直播），推动股价进一步上行。广告业务成用户增长核心引擎，广告支持型订阅占新增用户...
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YorkTurner:
广告引擎真给力，股价起飞在即！
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话题虎
·
01-22
TACO刚来，重磅财报考验已至！存储、芯片…还能撑住吗？
TACO了一下。周三世界经济论坛上，特朗普表示不会部署军队控制格陵兰岛，已就格陵兰岛问题“构建了未来协议的框架”。于是乎：AI半导体领涨：
$英特尔(INTC)$
+11.7%，
$美国超微公司(AMD)$
+7.7%，
$ARM Holdings(ARM)$
+6.3%；存储板块延续强势：
$SanDisk Corp(SNDK)$
+10.6%，
$西部数据(WDC)$
+8.5%，
$美光科技(MU)$
+6.6%，
$希捷科技(STX)$
+5.6%;大科技：
$英伟达(NVDA)$
、
$特斯拉(TSLA)$
+2.9%。BTC微涨特朗普强调2/1关税只是暂停，而非取消，所以后续谈判进展仍牵引着市场动向，很有可能还会反复横跳几次。存储板块持续强势，AI数据中心驱动下，这轮上行周期被不断拉长，机构最新观点：上调Micron、Sandisk、Western Digital目标价。（等待大科技的财报，如果2026年AI投入的CapEx出现放缓迹象，或许存在回调风险。）而拉动芯片
TACO刚来，重磅财报考验已至！存储、芯片…还能撑住吗？
精彩
khikho:
存储板块延续强势： $SanDisk Corp(SNDK)$ +10.6%， $西部数据(WDC)$ +8.5%， $美光科技(MU)$ +6.6%， $希捷科技(STX)$ +5.6%;
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等也是一种策略 如何等在哪里等
·
01-12
📊 未来 3 年 FCF（自由现金流）增长预期，市场正在押注什么？ 下面这组数字不是股价预测，而是市场对这些公司在未来 3 年内把“赚到并留下的钱”放大的判断。 • Amazon $AMZN +402% • Robinhood $HOOD +323% • Alibaba $BABA +262% • Advanced Micro Devices $AMD +258% • NVIDIA $NVDA +233% • Cloudflare $NET +218% • CrowdStrike $CRWD +203% • ASML $ASML +201% • Broadcom $AVGO +187% • Palantir $PLTR +182% • Tesla $TSLA +162% • Reddit $RDDT +158% • Astera Labs $ALAB +151% • Datadog $DDOG +145% • Arm $ARM +144% • TSMC $TSM +140% 我更关注的不是“谁最高”，而是为什么市场会给出这样的区间。 第一类，是资本开支见顶型。 像 $AMZN、$TSLA、$BABA，核心逻辑不是收入暴增，而是投入强度下降后，现金开始自然释放。当基础设施完成度提高，FCF 的弹性往往远超营收增速。 第二类，是运营杠杆释放型。 $HOOD、$PLTR、$NET、$CRWD 这类公司，过去几年主要在“搭平台、铺能力”。一旦成本曲线趋稳，哪怕中速增长，也能带来高幅度的 FCF 放大。 第三类，是产业定价权型。 $NVDA、$ASML、$AVGO、$TSM 所在的位置，决定了它们更容易把需求转化为现金，而不是被价格战吞噬。这里的风险不在需求，而在周期与竞争节奏。 第四类，是仍在被验证中的新阶段玩家。 $RDDT、$ALAB、$DDOG、$ARM 的高增速预期，本质上
📊 未来 3 年 FCF（自由现金流）增长预期，市场正在押注什么？ 下面这组数字不是股价预测，而是市场对这些公司在未来 3 年内把“赚到并留下的钱”放大的...
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三市波段笔记
·
01-05
CES的轮动预期以及黄金、白银第三波？
图片来源：原创；《CES 梯队》 各位同学们新年好，今年第一个交易相信大家都收获了开门红。特别是经常关注我公众号的同学们，对于半导体今天的大涨应该丝毫不意外。 一切的都是我们预期的，只是仓位的多少罢了。这波有色金属到科技半导体的切换，我们从12月25号的文章就开始讲了。这波丝滑的过度，你打几分？ 今天要讲的是，马上开始的CES大会有哪些轮动交易的机会，以及美国这次事件之后，黄金白银即将迎来第三波？ 1、CES 大会的轮动交易节点和机会 图片 CES大会从美国时间1月4号开始，以上表格可以看出每天的议程，根据这些议程，我们可以推算出市场中可能有哪些轮动交易的机会。 这么多的科技股，是不是都要有交易机会？哪些更受资金偏好，哪些可能表现更一般？下面是我的预判逻辑： A. CES的重点交易前排（交易优先级从前到后） 坐第一排的是（AI PC、Edge AI 新叙事）： AMD、ARM、QCOM（CES Day 0 – Day 1） 坐第二排的是（从终端 → 半上游）： MRVL、MU / SNDK、KEYS（测试设备，逻辑偏硬）（CES Day 1 – Day 2） 坐第三排的是（工业 / 自动化 / 长周期）： MBLY、ON、CAT 坐领导席的是（它们是“指数安全垫”，不是 CES alpha）： NVDA、TSM、AVGO B. 以上交易顺序的逻辑，这一段要回答2个问题： 为什么第一梯队是AMD、ARM、QCOM? 为什么是AMD不是英伟达？ 先来回答第一个问题：为什么第一梯队是AMD、ARM、QCOM? 首先，大家要知道CES的炒作逻辑，CES主要看三件事，第一，有没有“刚被讲出来的新需求”，第二，这个公司是不是“位置低，还没涨过”，第三，它是不是“终端 > 上游”的顺序里靠前的。 按照这个逻辑，AMD全中，AVGO一个不中。 这里需要明确的是，CES终端大会，不是算
CES的轮动预期以及黄金、白银第三波？
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CarolFelix:
仓位调配猛，科技股起飞！
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公司概况
公司名称
ARM Holdings
所属市场
NASDAQ
成立日期
- -
员工人数
- -
办公地址
- -
公司网址
http://www.arm.com
邮政编码
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联系电话
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联系传真
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公司概况
Arm Holdings plc于2018年4月9日根据英格兰和威尔士法律成立为Arm Limited的全资子公司，拥有名义资产和负债、或有事项和承诺。Arm Limited于1990年11月12日根据英格兰和威尔士法律成立为一家有限责任私人公司。该公司设计、开发和授权高性能、低成本和高能效的CPU产品和相关技术，许多世界领先的半导体公司和原始设备制造商都依赖这些技术来开发自己的产品。如今，Arm CPU运行着世界上绝大多数的软件，包括智能手机、平板电脑和个人电脑、数据中心和网络设备、车辆的操作系统和应用程序，以及智能手表、恒温器、无人机和工业机器人等设备中的嵌入式操作系统。
01-30
关联方拟减持公告
Form 144 | ARM Holdings高管Rene Haas拟减持6152股，总价约65万美元
Form 144 | ARM Holdings高管Rene Haas拟减持6152股，总价约65万美元
2025-12-31
关联方拟减持公告
Form 144 | ARM高管 Rene Haas 拟减持6152股，总价约678956美元
Form 144 | ARM高管 Rene Haas 拟减持6152股，总价约678956美元
2025-11-28
关联方拟减持公告
Form 144 | ARM HOLDINGS PLC 高管兼董事 Rene Haas 拟减持6152股，总价值约82.74万美元
Form 144 | ARM HOLDINGS PLC 高管兼董事 Rene Haas 拟减持6152股，总价值约82.74万美元
2025-11-19
关联方拟减持公告
Form 144 | ARM高管 Child Jason拟减持10640股，市值约146万美元
Form 144 | ARM高管 Child Jason拟减持10640股，市值约146万美元
2025-10-31
关联方拟减持公告
Form 144 | ARM HOLDINGS 高管 Rene A.Haas 拟减持6152股，总价约104万美元
Form 144 | ARM HOLDINGS 高管 Rene A.Haas 拟减持6152股，总价约104万美元
2025-10-14
关联方拟减持公告
Form 144 | ARM Holdings PLC 高管 Jason Child拟减持10640股，总价约191.52万美元
Form 144 | ARM Holdings PLC 高管 Jason Child拟减持10640股，总价约191.52万美元
2025-09-30
关联方拟减持公告
Form 144 | ARM Holdings高管兼董事Rene Haas拟减持6152股，总价约86万美元
Form 144 | ARM Holdings高管兼董事Rene Haas拟减持6152股，总价约86万美元
2025-09-10
关联方拟减持公告
Form 144 | ARM HOLDINGS高管 Jason Child 拟减持10640股，总价约154.28万美元
Form 144 | ARM HOLDINGS高管 Jason Child 拟减持10640股，总价约154.28万美元
2025-09-05
关联方拟减持公告
Form 144 | ARM Holdings高管 Child Jason 拟减持10640股，总价约146.8万美元
Form 144 | ARM Holdings高管 Child Jason 拟减持10640股，总价约146.8万美元
2025-06-09
关联方拟减持公告
Form 144 | ARM Holdings PLC /UK 高管 Collins Spencer 拟减持43511股，总价约606.99万美元
Form 144 | ARM Holdings PLC /UK 高管 Collins Spencer 拟减持43511股，总价约606.99万美元
2025-05-28
员工持股计划
Form S-8 - Securities to be offered to employees in employee benefit plans
Form S-8 - Securities to be offered to employees in employee benefit plans
2025-05-28
年度报告
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
Form 20-F - Annual and transition report of foreign private issuers [Sections 13 or 15(d)]
2025-05-22
关联方拟减持公告
Form 144 | ARM HOLDINGS 高管 Jason Child 拟减持20,160股，总价约261.68万美元
Form 144 | ARM HOLDINGS 高管 Jason Child 拟减持20,160股，总价约261.68万美元
2025-02-20
关联方拟减持公告
ARM HOLDINGS高管 Jason Child拟减持9220股，总价约141万美元
ARM HOLDINGS高管 Jason Child拟减持9220股，总价约141万美元
2025-01-22
关联方拟减持公告
Form 144 | ARM HOLDINGS Officer Jason Child 拟减持10080股，总价约176.4万美元
Form 144 | ARM HOLDINGS Officer Jason Child 拟减持10080股，总价约176.4万美元
分时
5日
日
周
月
数据加载中...
最高
109.36
今开
108.00
量比
1.24
最低
101.57
昨收
106.93
换手率
5.28%
热议股票
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PC芯片，联想、戴尔或率先采用","url":"https://stock-news.laohu8.com/highlight/detail?id=2606218931","media":"华尔街见闻","summary":"英伟达计划推出基于Arm架构的SoC芯片，布局Windows消费级笔记本市场，被外界视为对x86架构主导地位的挑战。其N1和N1X两款芯片采用CPU与GPU集成设计，其中联想相关产品已进入内部测试和部署准备阶段，戴尔等厂商亦在推进产品规划，或将加剧PC处理器市场的多架构竞争。","content":"<html><head></head><body><p>英伟达正计划通过推出基于<a href=\"https://laohu8.com/S/ARM\">Arm</a>架构的系统级芯片（SoC），或将进军Windows消费级笔记本电脑市场，外界认为<strong>此举意在打破x86架构在该领域的长期垄断，并重塑PC处理器的竞争格局。</strong></p>\n<p>据The Verge1月26日消息，<strong>英伟达计划推出两款SoC型号——N1和N1X。</strong>这两款芯片被认为将打破传统的“x86 CPU + 独立GPU”配置模式，转而采用将CPU和GPU集成到单一SoC中的设计方案。这一战略转变被视为英伟达尝试借鉴<a href=\"https://laohu8.com/S/AAPL\">苹果</a>在Mac生态系统中利用定制Arm芯片取得的成功，并对<a href=\"https://laohu8.com/S/INTC\">英特尔</a>和<a href=\"https://laohu8.com/S/AMD\">AMD</a>在Windows笔记本市场的地位形成潜在冲击。</p>\n<p>知情人士向媒体透露，<a href=\"https://laohu8.com/S/00992\">联想</a>和戴尔将成为首批采用该技术的厂商。联想已基于英伟达即将推出的处理器开发了六款笔记本电脑，涵盖主流轻薄本、二合一设备及高性能游戏本，且已建立了受登录保护的内部测试门户。与此同时，戴尔预计最早将于2026年推出搭载N1X芯片的Alienware游戏本及XPS高端笔记本。<strong>这些动向表明，英伟达的Arm平台已进入实质性的测试与部署准备阶段。</strong></p>\n<p>市场分析指出，随着苹果在Arm架构上的领先以及<a href=\"https://laohu8.com/S/QCOM\">高通</a>在Windows on Arm领域的推进，英伟达的加入将进一步推动Windows笔记本CPU选择的多样化。<strong>这可能标志着仅由英特尔和AMD x86处理器主导的时代走向终结，PC行业正加速迈向多架构并存的未来。</strong></p>\n<h2><strong>联想领跑早期采用，覆盖多条产品线</strong></h2>\n<p>据行业消息源透露，联想在英伟达Arm芯片的早期采用中处于领先地位。报告指出，联想已开发了六款基于N1和N1X处理器的笔记本电脑，产品阵容广泛。这包括14英寸和16英寸的IdeaPad Slim 5，15英寸Yoga Pro 7的两个变体，以及一款可转换的Yoga 9二合一设备。</p>\n<p>尤为引人注目的是一款被标记为“Legion 7 15N1X11”的15英寸游戏笔记本。TechNews指出，<strong>这表明英伟达并不局限于轻薄本市场，而是拥有将N1X推向高性能消费市场的更广泛野心。</strong>此外，联想建立的“<a href=\"https://laohu8.com/S/NVDA\">Nvidia</a> N1X Portal”进一步证实了该平台已进入内部测试阶段。</p>\n<h2><strong>性能对标高端桌面级，戴尔紧随其后</strong></h2>\n<p>尽管N1和N1X的完整规格尚未正式披露，但近期的Geekbench泄露数据提供了性能参考。数据显示，N1X可能配备多达20个CPU核心，其GPU的CUDA核心数量可与桌面级RTX 5070相媲美。虽然尚未获得官方证实，<strong>但业界普遍认为该架构与英伟达用于DGX Spark迷你AI计算机的GB10 Superchip高度相似。</strong></p>\n<p>除联想外，戴尔也是这一新生态的重要参与者。据媒体了解，戴尔正准备推出搭载英伟达N1X芯片的Alienware游戏笔记本，时间最早可能定在2026年。同时，戴尔的高端产品线XPS（原<a href=\"https://laohu8.com/S/DELL\">Dell</a> Premium）也将引入该款芯片。加上联想的产品，目前正在开发的英伟达动力笔记本数量至少达到八款。</p>\n<h2><strong>终结x86垄断，迈向多架构未来</strong></h2>\n<p>英伟达在Arm架构消费类技术方面并非新手。报告指出，每一台<a href=\"https://laohu8.com/S/NTDOY\">任天堂</a>Switch都运行在英伟达Tegra芯片上，该系列芯片还曾用于初代<a href=\"https://laohu8.com/S/MSFT\">微软</a>Surface RT，以及英伟达与联发科合作开发的Shield掌机和Shield TV盒子。此次进军PC芯片领域早已被业界期待。</p>\n<p>TechNews强调，随着苹果凭借定制Arm芯片引领Mac生态，高通在Windows on Arm领域逐步获得市场份额，以及据传AMD也在探索Arm处理器选项，英伟达的举动凸显了Windows笔记本CPU选择的日益多元化。这一转变可能会打破英特尔和AMD x86处理器的长期主导地位，开启一个多架构竞争的<a href=\"https://laohu8.com/S/00166\">新时代</a>。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>英伟达计划进军Arm PC芯片，联想、戴尔或率先采用</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; 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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英伟达计划进军Arm PC芯片，联想、戴尔或率先采用\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-01-26 16:57 北京时间 <a href=https://wallstreetcn.com/articles/3764162><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>英伟达正计划通过推出基于Arm架构的系统级芯片（SoC），或将进军Windows消费级笔记本电脑市场，外界认为此举意在打破x86架构在该领域的长期垄断，并重塑PC处理器的竞争格局。\n据The Verge1月26日消息，英伟达计划推出两款SoC型号——N1和N1X。这两款芯片被认为将打破传统的“x86 CPU + 独立GPU”配置模式，转而采用将CPU和GPU集成到单一SoC中的设计方案。这一战略...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3764162\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/3f1c866c487eb9e101f73a62d4495ce9","relate_stocks":{"80992":"联想集团-R","LU1917777945.USD":"安联专题基金Cl AT Acc","LU1366334578.USD":"ALLSPRING EMERGING MARKETS EQUITY INCOME \"A\" (USD) INC","LU1804176565.USD":"EASTSPRING INV GLOBAL GROWTH EQUITY \"A\" (USD) ACC","NVDA":"英伟达","LU2242650005.HKD":"FIDELITY FUNDS GLOBAL MULTI ASSET DYNAMIC \"A\" (HKD) ACC","BK1607":"新IT概念","LU0057025933.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"AX\" (USD) ACC","LU0882574139.USD":"富达环球消费行业基金A 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9二合一设备。\n尤为引人注目的是一款被标记为“Legion 7 15N1X11”的15英寸游戏笔记本。TechNews指出，这表明英伟达并不局限于轻薄本市场，而是拥有将N1X推向高性能消费市场的更广泛野心。此外，联想建立的“Nvidia N1X Portal”进一步证实了该平台已进入内部测试阶段。\n性能对标高端桌面级，戴尔紧随其后\n尽管N1和N1X的完整规格尚未正式披露，但近期的Geekbench泄露数据提供了性能参考。数据显示，N1X可能配备多达20个CPU核心，其GPU的CUDA核心数量可与桌面级RTX 5070相媲美。虽然尚未获得官方证实，但业界普遍认为该架构与英伟达用于DGX Spark迷你AI计算机的GB10 Superchip高度相似。\n除联想外，戴尔也是这一新生态的重要参与者。据媒体了解，戴尔正准备推出搭载英伟达N1X芯片的Alienware游戏笔记本，时间最早可能定在2026年。同时，戴尔的高端产品线XPS（原Dell Premium）也将引入该款芯片。加上联想的产品，目前正在开发的英伟达动力笔记本数量至少达到八款。\n终结x86垄断，迈向多架构未来\n英伟达在Arm架构消费类技术方面并非新手。报告指出，每一台任天堂Switch都运行在英伟达Tegra芯片上，该系列芯片还曾用于初代微软Surface RT，以及英伟达与联发科合作开发的Shield掌机和Shield TV盒子。此次进军PC芯片领域早已被业界期待。\nTechNews强调，随着苹果凭借定制Arm芯片引领Mac生态，高通在Windows on Arm领域逐步获得市场份额，以及据传AMD也在探索Arm处理器选项，英伟达的举动凸显了Windows笔记本CPU选择的日益多元化。这一转变可能会打破英特尔和AMD 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