$ARM

ARM

Arm Holdings plc ADR

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截至 09-26
09-21
Meet Kevin发布 2026-09-21
《Agentic AI Stocks to Buy! HOLY ROCKETSHIP》
$ARM看涨
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
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Meet Kevin发布 2026-09-21
《SKYROCKETING STOCK MARKET: Meta, AMD, Agentic Compute & IRAN ?!?!?!》
$ARM看涨
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
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Verified Investing发布 2026-09-21
《Tech Surges as Oil Drops 4%: Key Levels Revealed》
$ARM看涨
ARM 突破得到确认；若日线收于当前水平之上，311.89 将成为买入区，有望进一步上行。

接下来看看当天的一些大赢家。ARM、Intel 和 Meta 都在上涨，因为 Meta Muse 的变现能力，以及投资者对溢出效应传导到这类公司感到非常兴奋，比如 ARM 上涨，我在之前的节目中也提到过它以及 Intel，稍后我会在这里重点讲。

但注意这次突破最初失败了，随后价格回落，在这条下降趋势线下方盘整了三天，然后自周四起收出一根漂亮的突破阳线。周五确认了这次突破，但今天我们没有看到回踩。有时候这些突破回踩的走势就是这样。

它们不回踩，而是直接点火起飞，就像 ARM 那样。天哪。当天大涨 17%，重新回到这条自 2024 年 12 月以来一直压制价格的上升平行通道的上半部分。下一个关键阻力位在 33604。

我们看看 ARM 能否收在今天这根K线之上。如果能，那么 311.89 这个 50% 区域就成为一个买入机会，以延续该图表上的上行动能。ARM 这次突破很漂亮。

Next up, guys, into some big winners on the day. ARM, Intel, and Meta all pushing up because of Meta Muse's monetization and investors getting very excited about the spillover effects into companies like this like ARM pushing up and I touched on this as well as Intel in previous shows, which I'll highlight here in a moment.

But notice how this breakout failed initially and then we had price come back down, put in three days underneath this declining trend line and then since on uh Thursday put in a nice breakout candle.

Friday confirmed that breakout, but today we did not get a retrace, guys. Sometimes that happens on these breakout retrace plays. They don't retrace. They instead hit the ignition and blast off like ARM did.

Goodness gracious. Big push 17% up on the day, getting itself back into the top 50% of this inclining parallel channel that has contained price back since December of 2024. Now, next key resistance up here at 33604.

We'll see if ARM can put in a daily close above today's candle. If so, that leaves this 50% area at 311.89 as a buying opportunity for continued upward momentum on that chart. Great breakout there on ARM.

他说在等
日线收盘价高于今日K线高点
收盘价高于今日K线
下一交易时段日线图收盘价
确认突破，并验证 311.89 为买入区
看原视频12:09
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09-17
Benzinga发布 2026-09-17
《Stocks Shrug Off A Hawkish Fed? | PreMarket Playbook + All Access | September 17, 2026》
$ARM看涨
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%。

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.

他说在等
图表向上弯曲，避免形成死亡交叉
如果图表在此处开始向上弯曲
近期技术图表
若避免死亡交叉，则支撑看涨论点
看原视频14:23
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09-15
Benzinga发布 2026-09-15
《10-Year Hits 5% as Fed Meeting Kicks Off | PreMarket Playbook + T3 Live | September 15, 2026》
$ARM看涨
ARM 的技术结构显示，在成交量放大和异常看涨期权买盘推动下出现看涨推动式突破。

顺便说一下，ARM 这里其实也有不错的走势。从开盘回落中走出的推动性上涨，然后在放量下突破该结构。这其实相当不错。我还注意到异常期权扫描器上 ARM 出现看涨期权买入。

Uh ARM, by the way, this is actually having a nice move too here. Um, nice break from this is an impulse move out of the open pullback and then a break of that structure on expanding volume.

That's actually pretty good. I'm also noticing call buying from the unusual option scanner here on ARM.

看原视频1:58:41
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09-12
Ticker Symbol: YOU发布 2026-09-12
《AGI Has Arrived. Here's How I'm Investing In It.》
$ARM看涨
ARM 是一项关于 AI 基础设施的看多论点，动力来自版税增长与新的芯片需求，但被垂直整合带来的利润率压力所抵消。

ARM 的股票在这里应该是另一个大赢家。Nvidia 当前的 Grace CPU 每颗拥有 144 个 ARM 核心，且已有近 250 万颗出货。每一颗都要向 ARM 支付版税。

ARM 的数据中心版税同比增长超过一倍，其自家的服务器芯片——名字恰如其分的 AGI CPU——已经拥有超过 20 亿美元的客户需求，其中 Meta Platforms 是其牵头合作伙伴。

ARM stock should be another big winner here. Nvidia's current Grace CPUs have 144 ARM cores each and almost 2.5 million of them have already shipped. Each one pays ARM royalties.

ARM's data center royalties more than doubled year-over-year and their own server chip, the aptly named AGI CPU, already has over $2 billion in customer demand with Meta Platforms as their lead partner.

看原视频13:40
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