美股异动|Arm Holdings五连跌探新低 AI芯片前景能否扭转颓势

Group 1 - Arm Holdings' stock price has declined by 3.71% on November 7, marking a total drop of 10.27% over five consecutive days, reaching a new low since October 2025 [1] - Concerns over the valuation of AI-related stocks, particularly the decline in Nvidia's holdings, have negatively impacted Arm Holdings' performance [1] - The company's financial report released on November 6 initially boosted the stock price by nearly 4%, but profit-taking by investors led to a subsequent price correction [1] Group 2 - Arm Holdings reported a 34% year-over-year revenue growth in Q2 of fiscal year 2026, reaching $1.14 billion, exceeding analyst expectations of $1.06 billion [1] - Licensing and royalty revenues increased by 56% and 21% respectively, indicating strong market demand, particularly in AI data center chip design [1] - Future revenue guidance is projected to be between $1.18 billion and $1.28 billion, surpassing market expectations [1] Group 3 - SoftBank is reportedly considering acquiring Marvell Technology and merging it with Arm to create a giant in the AI chip sector, which has generated positive market sentiment [2] - Arm is accelerating its strategic shift from IP licensing to self-developed chips, enhancing royalty income and solidifying its position in the data center market [2] - Overall, Arm Holdings' stock fluctuations reflect market sentiment towards AI valuations and concerns regarding SoftBank's financial health, while the company's strong fundamentals and strategic transformation provide confidence for long-term investors [2]