11月7日,ARM Holdings Ltd.(ARM)股价大涨6.61%,引发市场广泛关注。公司最新财报数据显示,这主要源于手机芯片市场需求的复苏,尤其是旗舰手机型号的热销推动了公司旗舰产品ARM V9架构的版税收入大涨。
财报显示,ARM目前主推的V9架构产品在第二财季的版税收入占比达到25%,同比大涨40%,成为公司营收增长的主要驱动力。值得一提的是,中国主流手机品牌如小米、OPPO、vivo等旗舰机型均采用了V9架构,在一定程度上推动了ARM在该领域的业绩攀升。
虽然整体手机出货量增长预期不高,但ARM管理层透露,公司将努力将V9架构推广到中端市场,同时加大对AI芯片等新兴领域的布局,以期实现更大的版税收入增长。业内人士认为,随着手机芯片市场持续回暖,ARM的业绩有望进一步改善,未来股价表现或将延续较为乐观的态势。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.