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不肯媚俗的心

02-05

$ARM Holdings(ARM)$ ARM在高端市场已经建立起技术代差来。中国手机厂商的自研芯片仍依赖ARM基础架构，地缘政治反而强化了其不可替代性，授权费议价能力持续提升。持续看多

Arm指引不佳！跌到多少价位考虑上车？

芯片设计巨头Arm公布财报，盈利和营收均超出预期，但发布了令人失望的指引。周三美股盘后，Arm股价重挫超10%。【大家看好ARM后续反弹势头吗？跌到多少价位你会考虑上车？】

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