Meet Kevin 对 $ARM 的判断变化

频道资料 →本频道有 4 位标注的说话人：Adam Jonas、Goldman Sachs、Mark Mahaney、Wells Fargo共 2 条

2026-09-21看涨

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得益于与大型科技公司的稳固合作，ARM的CPU市场份额将从17-18%提升至40-50%。

这就是人们如此兴奋的原因，因为它采用x86架构，意味着你无需支付ARM授权费。ARM的股价今天大幅上涨，这要归功于Apple等公司，它们也从其处理器的发展中受益。

This is why people are so excited about it, because it uses x86 architecture , meaning you don't pay ARM licensing fees. ARM's stock has risen significantly today thanks to companies like Apple, which are also benefiting from the development of its processors.

顺便说一句，请记住OpenAI购买了几万台Apple Mac Studio和Mac mini电脑来开发基因组AI。OpenAI是从Apple购买的，而ARM授权了这些处理器所编程运行的处理器架构。

By the way , remember that OpenAI bought tens of thousands of Apple Mac Studio and Mac mini computers to develop genomic AI. OpenAI bought them from Apple , and ARM licenses the processor architecture on which these processors are programmed.

看原视频10:20

2026-09-21看涨

《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》

ARM 是早期阶段的高利润率标的；随着其成为关键合作伙伴的首选架构，其 CPU 市场份额预计将从 17-18% 增长至 40-50%。

这就是为什么大家在这里如此疯狂，因为这是一款 x86 产品，意味着你不用支付 ARM 的授权费。ARM 的股价今天涨了不少，因为你有像 Apple 这样的公司，它是 CPU 浪潮的另一个受益者。

And that's why people are going nuts here because this is an x86 product, which means you're not paying the ARM licensing fees. ARM stock was up quite a bit today because you have companies like Apple, another beneficiary of the CPU movement.

顺便说一句，别忘了 OpenAI 为了生成式人工智能买下了数万台 Apple 的 Mac Studio 和 Mac mini，OpenAI 是从 Apple 那里买的，而 ARM 授权了这些 CPU 所基于的架构。所以，它们的股价今天实际上涨了 17%。

By the way, remember OpenAI bought tens of thousands of Apple and Mac Studios and Mac minis for a gentic artificial intelligence as OpenAI bought those from Apple and ARM licenses the uh architecture on which these CPUs are programmed. So, their stock was actually up 17% today.

看原视频2:05:33