ARM Holdings股价表现 - ARM Holdings自2023年9月14日上市以来，股价上涨了50%[2] ARM的业务模式 - ARM是一家设计和许可知识产权的工程公司，而不是制造任何产品，这可能导致失去竞争优势[3] ARM的挑战 - ARM的中央处理单元设计依赖于大量需求来有效推动许可收入，因此公司受到AI采用热潮的影响，可能会减缓并损害股东价值[4]

AI领域股票价格波动 - AI领域的股票价格出现波动，但市场观察者对未来持乐观态度[2] - BigBear.ai、Super Micro Computer、Arm Holdings、C3.ai和Micron Technology等公司股价上涨[3] - AI技术的广泛应用对AI领域的公司都是好消息，尤其对Super Micro Computer、Arm Holdings和Micron Technology有直接利益[9] Nvidia与FPT战略合作 - Nvidia与越南科技公司FPT达成战略合作，投资2亿美元建设AI工厂和云设施[5] - FPT计划重点发展汽车、制造和银行金融保险等行业，提供端到端的生成式AI服务[7] - Nvidia计划扩大在越南的业务，FPT的客户采用AI技术将为Nvidia提供更多销售机会[8] 公司盈利和估值考量 - BigBear.ai和C3.ai目前尚未盈利，公司在AI领域的地位和估值也是投资考量的重要因素[14] - Super Micro Computer在AI领域中风险最低，具有最具吸引力的估值，同时也取得了强劲的财务业绩[16]

Rome wasn't built in a day, and the AI revolution will take years to come to fruition.Market watchers were beginning to think that nothing could stop the bull market rally, driven by excitement about the possibilities of artificial intelligence (AI). The past couple of weeks has been a stark reminder of the market's tendency for occasional declines before heading higher.For example, after reaching new heights earlier this month, the Nasdaq Composite has fallen about 7% from its peak (as of market close on F ...

Last Friday saw an absolute bloodbath for some of the market’s hottest AI stocks. Market darling Nvidia (NASDAQ:NVDA) nosedived 10% in a single session. Super Micro Computer (NASDAQ:SMCI) tanked more than 23% as the firm stayed quiet on its earnings pre-announcement. Indeed, the reaction seems just a tad overdone. A missed pre-announcement seems to have been taken for a major quarterly disappointment. That’s how high expectations were for a red-hot AI data center stock that has run up triple-digit percentag ...

Arm Holdings - Arm Holdings是一家芯片设计公司，其股价在IPO后飙升，但最近已经下跌了30%[1] - Arm拥有现代半导体的基础设计，全球约一半的芯片使用Arm设计，随着数字化世界的发展，对芯片的需求增加，Arm的版税也会增加[2] - Arm的市场份额动态显示其具有竞争优势，通过基于Arm设计的芯片，公司可以获得小额费用或版税，这是一个高毛利润的商业模式[3] - 公司预计今年业务将产生约31亿美元的收入并实现盈利，分析师估计公司今年每股收益约为1.20美元，将股价定价为其预期2024财年收益的约69倍[4]

A scare from Super Micro Computer sent the AI sector spiraling.Shares of Arm Holdings (ARM -17.95%) were taking a dive today, getting hit for the third day in a row on disappointing news on the artificial intelligence (AI) front.After ASML and Taiwan Semiconductor Manufacturing both fell on their earnings reports on Wednesday and Thursday, dragging down Arm and other AI stocks, today Super Micro Computer (SMCI -23.31%) shares plunged after one analyst observed that the company failed to pre-report revenue, ...

ASML财报表现 - ASML的财报表现不佳导致人工智能股票普遍下跌[1] - Arm Holdings的股价在ASML财报发布后受到重创，下跌幅度比ASML还要大[1] ASML财务状况 - ASML报告显示营收大幅下降，第二季度销售继续下滑，未达到分析师预期[3] - ASML预计下半年营收增长将改善，并在2025年加速增长，但需求可能不如预期，对Arm构成警告[4] Arm股票与前景 - Arm股票的前瞻市盈率超过100，营收增长不如Nvidia那么惊人，但在人工智能领域有光明未来[5] - Arm的CPU架构受到Nvidia等公司青睐，因为相比其他方案，其功耗更低[6] Arm未来展望 - 下个月Arm将发布第四季度财报，投资者需关注其估值与未来人工智能增长的权衡[7]

人工智能股票市场 - 人工智能（AI）股票市场仍有长期增长潜力[1] - 台积电（TSMC）是目前AI硬件股票中的赢家之一，拥有全球最大的第三方芯片制造市场份额[4] - 台积电（TSMC）的营收增长加速，报告显示其营收同比增长34.3%，是自2022年以来最快的季度增长速度[8] Arm Holdings商业模式 - Arm Holdings（ARM）是另一家在AI领域长期获利的公司，其设计的处理器被广泛应用于智能手机和人工智能硬件中[9] - Arm Holdings（ARM）的商业模式以许可设计和收取专利费为主，预计其营收增长将在未来几个季度加速[13]

Proactive团队 - Oliver Haill自2000年代初开始撰写有关公司和市场的文章[1] - Proactive的新闻团队遍布全球主要的金融和投资中心[2] 专业见解 - Proactive团队提供关于中小市值市场的专业见解，同时也关注蓝筹公司、大宗商品和更广泛的投资故事[3] 市场新闻和独特见解 - Proactive团队提供关于生物技术和制药、矿业和自然资源、电池金属、石油和天然气、加密货币以及新兴数字和电动汽车技术等市场的新闻和独特见解[4]

Serhii Shleihel/iStock via Getty Images Semiconductor stocks are standout performers so far in 2024, with investor appetite for AI stocks remaining elevated as AI chip leader Nvidia continues its streak of high growth. Numerous chipmaking equipment and chip stocks outperform the broader indices on a YTD basis - sixteen have YTD gains above 20%. For years, the Tech Insider Network has published on semiconductors being the leaders in tech as the building blocks and common denominators for the decade's largest ...