芯片设计巨头ARM Holdings Ltd(ARM.US)今日股价在盘中出现大幅波动,一度暴跌5.82%,引发市场广泛关注。公司今日公布的2025财年第二财季业绩数据显示,营收同比增长5%,毛利率与上一季度基本持平。
从业绩指引来看,ARM公司对未来主要市场前景的展望相对谨慎。公司承认,其最新一代V9手机芯片在中国安卓手机市场的渗透率暂时没有出现大幅提升。在PC市场,虽然保持了对Windows ARM芯片长期增长的信心,但短期内难以大幅增加订单。
相较之下,ARM在云计算市场的进展较为顺利。公司表示,已有云计算客户开始使用其相关产品,云市场的市场份额及向用户收取的费率将成为ARM未来估值的重要变量。但整体来看,公司仍缺乏足够的信心推动股价短期内走强。
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