ARM 股价因 AI 需求与供应问题的利好消息而上扬，目前上涨 5.5%。
逐段跳播
我们名单上的最后一只股票将是ARM Holdings。代码是ARM，周四盘前上涨2.67%，因CEA首席执行官，更确切地说是Renee Hos在接受CNBC采访时，对该公司首款自研数据中心芯片AGI CPU实现其20亿美元营收目标表达了更强的信心。
The last stock on our list is going to be ARM Holdings. The ticker is ARM, and it was 2.67% 67% higher in the pre-market on Thursday as CEA CEO rather Renee Hos expressed heightened confidence in the company's first in-house data center chip the AGI CPU achieving its $2 billion revenue target while speaking with CNBC.
接下来这条新闻实际上是关于ARM Holdings的。你猜怎么着？如果你以前听过这个说法就打断我。CEO表示需求从未如此强劲。
Now, our next story here is actually going to be on ARM Holdings. And guess what? Stop me if you've heard this before. The CEO is saying that the demand has never been stronger.
ARM Holdings，股票代码为ARM，其股价周四盘前交易中上涨近3%，因投资者正在消化CEO Renee Hos关于人工智能需求以及公司增长前景的乐观言论。
ARM Holdings, which is ticker ARM, their stock is trading nearly 3% higher Thursday in the pre-market trading as investors digest bullish comments from CEO Renee Hos on artificial intelligence demand and the company's growth outlook.
Hos表示，市场对公司技术的需求从未如此强劲。然而，他警告称，随着人工智能推动计算需求飙升，供应限制可能会持续数年。
Hos said demand for the company's technology has never been stronger. However, he warned that supply constraints could persist for years as artificial intelligence drives soaring computing needs.
Ha说：“人工智能需要大量的CPU、GPU和内存，数据中心、汽车、机器人和边缘计算领域的需求都在上升。然而，整个行业可能难以跟上步伐。”引述：“最大的制约将是供应。”引述结束。
这是Hos的话，他指出了晶圆、基板、测试设备和内存方面可能存在的瓶颈。
Ha said, "AI requires huge amounts of CPUs, GPUs, and memory, and demand is rising across data centers, automotive, robotics, and edge computing. However, the industry may struggle to keep pace."
Quote, "The big constraint is going to be supply." End quote. That is from Hos as he pointed to potential bottlenecks in wafers, substrates, testing equipment, and memory.
因此，Host预计未来几年将出现复杂的供应链问题。他还表示，ARM对旗下新兴芯片业务达到20亿的的信心持续增强。公司最早在5月讨论过达到该水平的可见度，当时表示，引述：“我今天比在那次7月财报电话会议上更有信心。”引述结束。
As a result, Host expects complex supply chain issues for the next several years. He also said ARM's confidence in reaching two billion for its emerging chip business has continued to improve.
The company first discussed visibility towards that level in May, saying, quote, "I'm more confident today than I was on that July earnings call." End quote.
Ha表示，客户要求ARM生产更多芯片并更快交付，而不是对ARM与其授权客户竞争表示担忧。他还预计，在经历多年两位数增长后，数据中心将很快成为ARM最大的业务。H指出机器人和自动驾驶汽车是另一个重大机遇。
他说，先进的机器人和汽车可能各自包含数百个CPU，并引述：“每一个AI应用都会以某种形式运行在ARM之上。”引述结束。
Ha said customers are asking ARM to produce more chips and deliver them faster rather than expressing concern about ARMs competing with its licenses. He also expects data centers to soon become ARM's largest business after years of double-digit growth.
H pointed to robotics and autonomous vehicles as another major opportunity. He said advanced robots and automobiles could each contain hundreds of CPUs, saying quote, "Every AI application is going to run through ARM in one shape or another." End quote.
老实说，CEO的这番评论相当乐观。ARM今天也在上涨，不仅仅是跟随市场反弹，看起来还因为其他一些相当不错的消息。
I got to be honest with you, that is a pretty bullish uh comment there from the CEO. ARM also trading up here today, not just in sympathy with the market bounce, but looks like on some other pretty good news here.
ARM是我们讨论过的另一只股票。CEO Renee Hos给出了非常乐观的前景。这是ARM目前的走势。这里上涨5.5%，报257。这实际上让我们——这确实让我们突破了20日线，让我们略低于50日线。100日线就在其上方不远处。
ARM was the other one that we talked about. Really bullish outlook there from CE CEO Renee Hos. Here's what ARM looks like. This is up five and a half percent here at 257. This actually takes us just this does take us above the 20-day takes us just shy of the 50. The 100 is not far above that.
关于ARM的另一件事是，如果看这张图，你会发现它现在确实有所回落。它在这里横盘震荡。如果这张图开始向上翘，我们就不会看到50日线形成死亡交叉，其余这些移动平均线也会如此。
The other thing here about ARM is that if this chart, you see it's really kind of come in now. It's kind of chopped along here. If this chart starts to curl here, we're going to have the 50 not do a death cross and we're going to have the rest of these moving averages
观察点
这个频道对 $ARM 的历次判断
Benzinga 在这只股票上共 2 条判断，这里只列相邻的几条。