异动解读 | ARM股价大跌逾5% 高估值担忧及人工智能业绩期望落空

异动解读11-07

11月6日,芯片设计公司ARM控股(纳斯达克:ARM)在盘后公布了第二季度业绩。尽管营收和调整后每股收益均超出分析师预期,但该公司第三季度营收指引不佳且高估值的担忧加剧,引发市场担忧,ARM股价随后大跌5.04%。

数据显示,ARM第二季度营收达到8.44亿美元,高于分析师预期的8.109亿美元;调整后每股收益为0.30美元,也超过预期的0.26美元。然而,ARM预计第三季度营收将在9.2亿至9.7亿美元区间,中位数低于分析师预期的9.509亿美元。

分析人士认为,ARM目前高达76倍的预期市盈率已难以通过未来几年的业绩增长来证明合理性。根据华尔街汇总的数据,2025年和2026年ARM营收增速预计分别为23%和24%,利润增速将在本年度后逐步放缓。一些投资者对ARM在人工智能和数据中心等领域的业绩增长期望落空,也加剧了对其高估值的担忧。

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