芯片设计公司ARM美股周三盘后大跌超5%,引发市场对其高估值能否合理化的广泛质疑和担忧。
尽管ARM公布了优于预期的第二季度业绩,但其第三季度营收指引令人失望,中位数低于分析师预期。这让投资者进一步对该公司未来增长前景缺乏信心。
据报道,ARM股价今年以来涨幅近90%,使其成为纳斯达克指数上最昂贵的股票之一。其目前的市盈率高达76倍,仅次于另外两只个股,远高于同行业英伟达公司的37倍。分析人士认为,ARM难以通过未来几年的业绩增长来证明此高估值合理。数据显示,未来两年其营收和利润增速都将放缓。
与此同时,ARM正与长期合作伙伴高通公司发生知识产权纠纷,也引发了市场对其未来业务前景的疑虑。虽然人工智能产业的快速发展为ARM等芯片设计公司带来了新的增长机遇,但分析师指出,只是ARM能否赶上估值增长的节奏,仍需时间观察和验证。
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