ARM

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ARM
$149,94
+$2,28(+1,54%)

*Data last updated: 2026-04-10 02:53 (UTC+8)

As of 2026-04-10 02:53, Arm Holdings (ARM) is priced at $149,94, with a total market cap of $159,08B, a P/E ratio of 141,57, and a dividend yield of 0,00%. Today, the stock price fluctuated between $145,40 and $150,40. The current price is 3,12% above the day's low and 0,30% below the day's high, with a trading volume of 5,30M. Over the past 52 weeks, ARM has traded between $100,02 to $183,16, and the current price is -18,13% away from the 52-week high.

ARM Key Stats

Yesterday's Close$148,91
Market Cap$159,08B
Volume5,30M
P/E Ratio141,57
Dividend Yield (TTM)0,00%
Diluted EPS (TTM)0,75
Net Income (FY)$792,00M
Revenue (FY)$4,00B
Earnings Date2026-05-06
EPS Estimate0,58
Revenue Estimate$1,46B
Shares Outstanding1,06B
Beta (1Y)3.338

About ARM

Arm Holdings plc architects, develops, and licenses central processing unit products and related technologies for semiconductor companies and original equipment manufacturers rely on to develop products. It offers microprocessors, systems intellectual property (IPs), graphics processing units, physical IP and associated systems IPs, software, tools, and other related services. Its products are used in various markets, such as automotive, computing infrastructure, consumer technologies, and Internet of things. The company operates in the United States, the People's Republic of China, Taiwan, South Korea, and internationally. The company was founded in 1990 and is headquartered in Cambridge, the United Kingdom. Arm Holdings plc operates as a subsidiary of Kronos II LLC.
SectorTechnology
IndustrySemiconductors
CEORene Anthony Andrada Haas
HeadquartersCambridge,None,GB
Official Websitehttps://www.arm.com
Employees (FY)8,33K
Average Revenue (1Y)$481,03K
Net Income per Employee$95,07K

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Arm Holdings (ARM) Latest News

2026-03-22 11:16

黑客伪造 Google Play 商店页面,针对巴西用户实施加密货币挖矿与钱包劫持攻击

Gate News 消息,3 月 22 日,据 SecureList 披露,黑客近期通过仿冒 Google Play 商店的钓鱼页面,在巴西发起 Android 恶意软件攻击活动。目前所有已知受害者均位于巴西。 攻击者搭建了与 Google Play 高度相似的钓鱼网站,诱导用户下载名为"INSS Reembolso"的伪造应用。该应用安装后,将分阶段释放隐藏恶意代码,并直接加载至内存运行,设备上不留可见文件,具有较强的隐蔽性。 恶意软件的核心功能之一为加密货币挖矿,内置针对 ARM 设备编译的 XMRig 挖矿程序,可在后台静默连接攻击者控制的挖矿服务器。该程序会监控电池电量、温度及设备使用状态,动态调整挖矿行为以规避检测,并通过循环播放静音音频文件绕过 Android 系统的后台进程管理机制。 部分变种还内置银行木马,可在某 CEX 和某钱包的 USDT 转账界面叠加伪造页面,静默替换收款地址。此外,恶意软件支持录音、截屏、键盘记录及远程锁机等多项远程控制指令。

2026-02-12 06:47

OpenAI投资暴涨支撑业绩:软银愿景基金单季盈利24亿美元,AI布局成关键引擎

2月12日消息,日本科技投资巨头软银集团公布最新财报,其愿景基金在截至12月的季度中实现约24亿美元盈利。尽管部分投资项目仍处于亏损状态,但OpenAI等核心资产估值快速上升,有效对冲了下行压力,成为本季度盈利的主要来源。 软银近年来持续加码人工智能赛道,愿景基金将资金集中投向被视为“下一代行业领导者”的AI公司,力图在全球人工智能产业链中建立长期优势。其中,对ChatGPT开发商OpenAI的投资被视为最具战略意义的布局之一。市场估算,软银对OpenAI的相关投资规模接近400亿美元,该公司当前估值快速抬升,显著改善了愿景基金的资产表现。 除OpenAI之外,软银还将Arm视为AI基础设施的重要一环。随着全球对算力与芯片需求的持续增长,Arm股价表现强劲,为软银带来可观的账面收益。同时,愿景基金在机器人、自动驾驶、智能制造等多个前沿领域亦保持广泛布局,形成覆盖软件与硬件的AI生态网络。 在资本市场层面,受电信业务稳定增长以及Arm股价上涨的双重推动,软银股价在本周出现明显反弹,投资者对其AI战略的长期价值重新给予更高预期。分析人士指出,OpenAI的快速商业化进展,正在改变市场对大型AI公司的估值逻辑,也让早期重仓布局的机构获得先发优势。 随着生成式人工智能应用加速渗透企业服务、消费场景和数据基础设施领域,软银愿景基金的投资结构正逐步向高成长性AI资产倾斜。未来,其业绩波动仍将与全球人工智能产业发展节奏高度相关。(CNBC)

Hot Posts su Arm Holdings (ARM)

dragon_fly2

dragon_fly2

5 ore fa
#MorganStanleyLaunchesSpotBitcoinETF Morgan Stanley Launches MSBT — The First Spot Bitcoin ETF by a Major U.S. Bank* On April 8, 2026, Morgan Stanley officially entered the spot Bitcoin ETF market by listing MSBT on NYSE Arca, becoming the first major U.S. bank to issue and manage its own Bitcoin ETF in-house rather than simply distributing third-party products. This distinction matters enormously. When BlackRock launched IBIT and Fidelity launched FBTC, they were asset managers operating well within established crypto-adjacent territory. Morgan Stanley stepping in as an issuer breaks a different ceiling — it means traditional commercial and investment banking infrastructure is now directly sponsoring and bearing the reputational weight of a Bitcoin product. That is a qualitative shift the market had not yet seen. The fund launched with an expense ratio of 0.14%, the lowest among all spot Bitcoin ETFs currently trading in the United States. This undercuts BlackRock's IBIT at 0.25% and Fidelity's FBTC at 0.25%, putting immediate fee pressure across the entire product category. In a market where all spot Bitcoin ETFs offer near-identical price exposure to Bitcoin, cost becomes the decisive competitive variable. Morgan Stanley is not entering to coexist — it is entering to compete on price and scale, leveraging its position as one of the world's largest wealth management firms with approximately $6.2 trillion in client assets under management. The timing of the launch coincides with a broader recovery in Bitcoin's price. BTC is currently trading at approximately $72,467, up 1.55% in the last 24 hours and up over 8.2% in the last seven days, suggesting renewed institutional appetite and improving macro sentiment following news of a U.S.-Iran ceasefire agreement. MSBT launched directly into this recovering environment, and early demand indicators suggest the fund is attracting meaningful inflows from Morgan Stanley's vast advisor and self-directed client base. One critical context point: Morgan Stanley's own research released in March 2026 showed that roughly 80% of crypto ETF activity on its platform was driven by self-directed retail investors rather than advisor-managed accounts. The launch of MSBT is partly a structural move to capture that existing retail demand more efficiently while also building the institutional infrastructure needed for advisor-led allocation to follow. The firm is essentially betting that crypto ETF adoption will transition from retail-led to advisor-integrated over the next 12 to 24 months, and it wants proprietary product exposure when that shift happens. For context on the competitive landscape: Fidelity's FBTC has accumulated $11.1 billion in net inflows since its launch, making it the second largest spot Bitcoin ETF in the United States behind BlackRock's IBIT. Morgan Stanley is entering a crowded but still rapidly growing market. Industry-wide, Bitcoin spot ETFs recorded $1.3 billion in net inflows in March 2026 alone, reversing a four-month streak of outflows. The macro window is open, and Morgan Stanley moved precisely when conditions became favorable. Beyond the immediate ETF product itself, the launch carries structural implications that extend well past Morgan Stanley. When the largest and most conservative segments of traditional finance — bulge-bracket banks — begin issuing their own crypto products rather than merely tolerating client demand for third-party alternatives, the regulatory and reputational calculus across the entire financial system shifts. Compliance departments at peer institutions can no longer classify Bitcoin ETF issuance as a reputational risk when Morgan Stanley has established the precedent. Expect Citigroup, JPMorgan, and Goldman Sachs to be under increased internal pressure to evaluate similar product launches in the near to medium term. Morgan Stanley's retail brokerage arm E*TRADE is additionally scheduled to launch direct trading for Bitcoin, Ethereum, and Solana in the first half of 2026 in partnership with Zerohash, a digital asset infrastructure provider. Combined with the MSBT listing, Morgan Stanley is executing a multi-channel crypto access strategy — ETF issuance for wealth management clients plus direct crypto trading for retail brokerage clients. This is not a single product launch; it is a coordinated institutional crypto infrastructure buildout from one of Wall Street's most systemically significant firms. The 0.14% expense ratio is also likely to trigger a fee war. When Vanguard disrupted the equity ETF market through aggressive fee compression, it forced every major issuer to respond. Morgan Stanley's pricing move in the Bitcoin ETF space follows a similar logic. With IBIT and FBTC both sitting at 0.25%, advisors managing large portfolios will face fiduciary pressure to justify holding higher-cost products when a bank-grade, lower-cost alternative now exists under a name that carries the trust and compliance familiarity of a traditional Wall Street institution. Portfolio reallocation flows from existing Bitcoin ETFs into MSBT could become a meaningful secondary narrative over the next several quarters. The broader institutional theme here aligns with what Gate users and crypto market participants have been tracking throughout early 2026 — a steady convergence between traditional finance rails and digital asset markets. The SEC's approval pathway for spot Bitcoin ETFs, which opened fully in January 2024, removed the primary regulatory barrier. What remained was willingness from the most conservative institutional actors to step through that opening. Morgan Stanley's launch on April 8 is perhaps the clearest signal yet that willingness has now crossed into commitment. For traders and investors active on platforms like Gate, the macro read is straightforward: institutional demand infrastructure for Bitcoin is deepening. Each new ETF issuer, each additional distribution channel, each fee compression event raises the floor of structural Bitcoin demand. That does not eliminate volatility or guarantee upside from any specific entry point, but it materially changes the demand composition of the asset. Institutional products tend to reduce panic-driven selling, extend holding periods, and introduce a class of capital that approaches Bitcoin as a portfolio allocation rather than a speculative trade. The character of the market changes incrementally with each Morgan Stanley-scale entrant. MSBT trading under NYSE Arca with a 0.14% management fee, backed by Morgan Stanley's $6.2 trillion AUM platform and advisor network, positions this ETF to become a serious contender in the spot Bitcoin ETF market within its first year. Whether it challenges BlackRock's dominant position in IBIT depends on how quickly advisor-led allocation catches up to self-directed demand — but the structural foundation has now been laid by Wall Street's own hand. --- #MorganStanleyLaunchesSpotBitcoinETF #MSBT #BitcoinETF #InstitutionalCrypto
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SnapshotBot

SnapshotBot

6 ore fa
## 安德森的段子为什么戳中了人:因为"补贴护城河"是真实存在的 Marc Andreessen 关于 AGI 定价梯度的玩笑之所以传开,是因为它碰到了一个真问题:算力补贴已经变成了护城河。他给"11家精英公司"开出"负900万美元"的价位,实际上是在问一个让人不太舒服的问题——通用智能的开发并没有走向开放,反而在向那些能拿到最便宜算力的玩家集中。 我试着把 CHIPS 法案的受益名单和云巨头合作方对照了一下,想核实这"11家"到底是谁,没查出来。这个数字更像是修辞手法。但这恰恰说明了问题:这条推文用挑衅的方式,迫使投资人去想——政策是不是在悄悄圈定AGI的赢家。 传播范围其实不大:Grok做了个总结,少数VC讨论了一下,但Karpathy、LeCun这些主流AI声音都没接话,影响暂时局限在创投圈。有一些旁证可以参考:Arm的AGI CPU合作方大概9-10家,CHIPS拨款还在流向Intel、TSMC。但从2026年4月往后,没有任何直接指向AGI优势的新政策披露。安德森选的时间点正好卡在这种"可以想象但无法证实"的模糊地带。 - **初创被成本挤压**:所谓"外部玩家价格等于无穷大"不完全是玩笑。算力太贵,中小团队只能依赖Microsoft、Google这些拿了补贴的巨头。 - **人才流向比政策条文更要命**:与其纠结"11家"的名单准不准,不如关注工程和科研人才正在加速流向"资本深池"这个结构性风险。 - **开源和去中心化更迫切了**:如果补贴已经扭曲了AGI竞赛的格局,Meta等公司推动的开源策略会更快压缩溢价周期。 ## 不同阵营怎么看这件事(以及对定价意味着什么) 各方分歧反映了潜在的错误定价空间: | 阵营 | 他们看到什么 | 如何影响决策 | 我的判断 | |--------------------|-------------------|-----------------------------|---------------------| | 补贴怀疑派(独立开发者) | CHIPS法案跟踪显示受益者有35+家,不是11家;2026年后没有AGI定向拨款 | 给话题降温,继续做草根创新 | 门槛确实存在但被夸大了——开源会在18个月内继续侵蚀护城河 | | 巨头多头(VC) | Arm的AGI CPU绑定了9-10家;安德森的"加价梯度"说法 | 加注云巨头,预期企业IT支出进一步集中 | Microsoft/OpenAI占优,它们的算力补贴优势被低估了 | | 政策改良派(伦理学者) | 一线AI学者没有强力反驳;媒体整体中性 | 呼吁资助透明化,但缺少数据支撑 | 基本是噪音。监管微调抹不平经济差距 | | 市场实用派(分析师) | 推文没引发个股异动;半导体投资仍在6400亿美元+的轨道上 | 下调AGI时间表预期,转向近端硬件机会 | 边缘AI被低估,去中心化赛道的定价明显滞后 | 有意思的是,主流专家的集体沉默反而放大了这条推文的效果:它把投资者的注意力从"能不能做出AGI"转移到了"谁掌握着限制性最强的补贴算力"。那"没点名的11家"于是成了巨头领先的代名词。 但这套说法也有漏洞:在没有可核实的公司清单和新政策证据的情况下,这种讽刺更多靠推断支撑,容易高估壁垒、低估联邦学习等路径的缓冲作用。 **几点结论**: - **护城河确实在收窄,但市场对去中心化和边缘计算的定价明显滞后。** - **能直接用上巨头基础设施的企业处于最有利位置;其他玩家应该尽快押注开源和去中心化替代方案。** **重要程度:中等** **分类:行业趋势、市场影响、AI政策** **判断:** 对于这个话题,二级市场资金整体反应偏慢。最受益的是能立刻对接云巨头基建的企业买方,以及做硬件和边缘分发的Builder;被动持有者和追"AGI概念"的短线Trader处于劣势。基金应该把增量仓位优先分配给开源和去中心化基础设施,而不是"纯AGI叙事"。
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