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RBC稱ARM將受益於人工智慧驅動的CPU成長

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-- 加拿大皇家銀行資本市場（RBC Capital Markets）週四發布的研究報告指出，ARM（ARM）有望受益於智慧人工智慧（AGI）驅動的CPU成長，並且隨著供應限制的緩解，其股價仍有上漲空間。 該券商表示，ARM預計在2027財年和2028財年，其AGI CPU營收將超過20億美元，但由於晶圓和記憶體供應受限，該公司維持了先前的預期。 在第四財季，隨著各大超大規模資料中心營運商對基於ARM的伺服器晶片的需求激增，ARM的資料中心和雲端AI特許權使用費收入較上年同期成長了一倍以上。分析師指出，資料中心業務可望成為ARM最大的業務部門。 報告顯示，RBC預計ARM 2027財年和2028財年的每股盈餘（EPS）分別為2.18美元和3.12美元，高於先前預期的2.01美元和3.03美元。 AI叢集規模的成長也推動了對網路的需求，而ARM仍然是該領域的主導架構。根據報告，該公司20%的長期特許權使用費成長率可能較保守。 加拿大皇家銀行重申了對該股的「跑贏大盤」評級，並將目標股價從每股175美元上調至260美元。 ARM股價週四下跌超過9%。

Price: $215.08, Change: $-22.23, Percent Change: -9.37%

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