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芯片巨头Arm登陆纳斯达克!
备受瞩目的Arm IPO美东时间周四终于正式登场!上市首日大涨近25%,市值超650亿美元。
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650亿美元全球最大IPO,Arm准备“收割”全球半导体巨头
2023-09-15
孙正义收获今年全球最大IPO,但困于垄断地位不保和“内斗”
2023-09-15
孙正义,昨夜一战4700亿
2023-09-15
Arm上市首日暴涨两位数,科技股IPO的春天要回来了?
2023-09-15
Arm上市首日孙正义大谈AI:自称坚定信徒,AI将大幅超越人类智力
2023-09-15
ARM上市,高盛的“颜面之战”
2023-09-14
芯片巨无霸Arm今晚亮相!该不该买?
2023-09-14
Arm IPO定了!发行价为区间顶部51美元,估值545亿美元,周四交易
2023-09-14
一图读懂 | 软银旗下ARM冲刺纳斯达克!预计9月14日上市
2023-09-13
Arm据悉预计将IPO价格定在区间上限或更高
2023-09-13
消息称ARM或提高IPO定价区间,目标估值将超过545亿美元
2023-09-11
估值不及预期,ARM仍获超额认购,9月13日定价
2023-09-09
即将上市的Arm竭尽全力蹭AI热度:料AI刺激明年营收增20%
2023-09-08
不是英伟达、却贵比英伟达!Arm值520亿美元吗?
2023-09-07
Arm即将登陆纳斯达克,与苹果签署近20年芯片合作协议
2023-09-07
ARM与苹果鲜为人知的30年互相救赎史
2023-09-06
规模高达520亿美元!关于年内全球最大IPO你需要知道的一切
2023-09-06
Arm IPO回报仅为70%!还不如投资大盘赚的多!
2023-09-06
抢着投资!苹果、英伟达等公司有意扫购Arm股票
2023-09-06
今年最大IPO更多细节曝光:Arm能成为下一个英伟达吗?
2023-09-06
参与Arm首次公开募股的投资银行,或将赚取1亿美元回报
2023-09-05
ARM提交IPO申请:每股ADS定价在47-51美元之间
2023-09-05
Arm上市前夕估值不及预期,孙正义算盘落空!仍是今年全球最大IPO
2023-09-05
Arm上市前夕估值恐下调,孙正义的豪赌能成功吗?
2023-09-05
巨头苹果、英伟达、三星加持Arm,年内最大IPO来了!
2023-09-04
传Arm在美IPO定价47-51美元/股,估值约为500-540亿美元
2023-09-04
苹果和英伟达将成为Arm美国IPO的战略投资者
2023-09-02
Arm上市计划浮出水面,美国劳动节后开始路演 IPO定价或于9月13日公布
2023-09-01
Arm再上市:七年时间,5800亿美元的芯片行业如何剧变
2023-08-30
Arm上市,孙正义赚多少?
2023-08-25
英伟达乘着AI东风疯狂吸金,即将上市的Arm能蹭多少热度?
2023-08-25
Arm能否掀起美股IPO热潮?华尔街泼冷水:早着呢!
2023-08-24
一文读懂美股今年最大IPO:Arm已提交招股书,中国收入占25%
2023-08-23
Arm正式递交IPO申请!最大客户来自中国
2023-08-22
蹄子的野望
蹄子的野望
·
2023-09-15
$Arm Holdings(ARM)$
光刻厂出来,这货上来融个资就废了
非常抱歉,此主贴已删除
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简简单单守护
简简单单守护
·
2023-09-13
应该不错吧
非常抱歉,此主贴已删除
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小虎周报
小虎周报
·
2023-09-11
一周IPO观察:宜明昂科港股上市,第四范式过讯,美股年内最大IPO Arm招股!
港股IPO观察截止2023年的第37周,港交所1家新股上市,2家新通过聆讯,3家递交招股书。2023年,港交所新上市公司39家,共募资208亿港元。当周上市创新肿瘤免疫疗法的临床阶段生物技术公司
$宜明昂科-B(01541)$
当周招股无通过聆讯山东青岛的乐舱物流AI独角兽“第四范式”递表公司人工智能物联网(AIoT)营销解决方案提供商趣致集团国内最大的物流公司
$顺丰控股(002352)$
物流服务供应商“泛远国际”其他万达商管路演,有外资机构表示“价格合适”愿做香港上市基石投资者锅圈食汇,赴香港上市获备案通知书化妆和护肤品牌“伽蓝JALA”拟香港上市盒马上市估值恐不及预期,
$阿里巴巴(BABA)$
拟推迟盒马上市计划Apollo出行终止20亿美元收购威马汽车,香港借壳上市计划折戟阿里云
$阿里巴巴(BABA)$
拟香港上市,传拟上市前融资至少100亿,潜在投资者包括国企天图投资传启动香港上市预路演,IPO募资或达1亿美元一、第四范式通过聆讯9月7日,北京第四范式智能技术在港交所披露聆讯后的招股书。公司此前于2021年8月13日、2022年2月23日、2022年9月5日、2023年4月24日先后4次递表,中金公司为其独家保荐人。公司以估值205亿人民币位列「2023年胡润全球独角兽榜」第310位公司作为一家人工智能软件公司,是企业人工智能的领导者,专注以提供以平台为中心的人工智能软件,使企业能够开发其自有的决策类人工智能应用,让企业实现快速规模化转型
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一周IPO观察:宜明昂科港股上市,第四范式过讯,美股年内最大IPO Arm招股!
雪队长
雪队长
·
2023-09-10
买买买,前几天肯定会疯涨一波。
估值不及预期,ARM仍获超额认购,9月13日定价
“有人刻意营造出了Arm性价比很高的氛围”
估值不及预期,ARM仍获超额认购,9月13日定价
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豆哥儿
豆哥儿
·
2023-09-10
期待上市当晚股价大涨
估值不及预期,ARM仍获超额认购,9月13日定价
“有人刻意营造出了Arm性价比很高的氛围”
估值不及预期,ARM仍获超额认购,9月13日定价
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1,912
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1
编组 21备份 2
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孟浩
孟浩
·
2023-09-07
【转】即将上市,绝对不能错过的大牛股
在油管上看到一篇ARM的分析视频,讲的很不错,感兴趣的朋友可以看看。ARM 是全球硅智财龙头,是我近年来最关注的公司之一,他在 8/21 向美国证交会提出申请文件,最快将于 9 月初挂牌上市,有机会成为华尔街历年以来前三大的 IPO (首次公开募股)。
$ARM Holdings Ltd(ARM)$
$英伟达(NVDA)$
$英特尔(INTC)$
$美国超微公司(AMD)$
$苹果(AAPL)$
【视频转载自油管,作者股市隐者】
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【转】即将上市,绝对不能错过的大牛股
向往自由的阳光
向往自由的阳光
·
2023-09-06
问了客服,好像不行
ARM提交IPO申请:每股ADS定价在47-51美元之间
ARM提交IPO申请,每股ADS定价在47-51美元之间,总计发行9550万股ADS。
ARM提交IPO申请:每股ADS定价在47-51美元之间
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07:35","market":"us","language":"zh","title":"估值不及预期,ARM仍获超额认购,9月13日定价","url":"https://stock-news.laohu8.com/highlight/detail?id=2366879254","media":"华尔街见闻","summary":"“有人刻意营造出了Arm性价比很高的氛围”","content":"<html><head></head><body><p>作者:曹泽熙</p><p>9月8日周五,据媒体援引参与Arm路演的银行家称,<strong>Arm美国IPO或带来超过五倍的超额认购,</strong>这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。</p><p>有望成为今年“集资王”的Arm将于下周三(13日)定价,并将于翌日开始交易。消息人士称,Arm将在下周初决定是否提高IPO价格区间。</p><p>由于面临智能手机行业放缓等多重风险,投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资顾问表示,“投资者对价格的敏感性不大”,<strong>其中许多人由于Arm被纳入纳斯达克综合指数而被动买入该股票。</strong></p><p>Arm的智能手机芯片市场今年停滞不前,但该公司希望从人工智能和数据中心客户那里获得增长,尽管Arm在构建为ChatGPT和其他生成式AI提供大型语言模型所需的技术中只发挥了外围作用。</p><p>Arm CEO Rene Haas在一段推介视频中表示:</p><blockquote><p>人工智能将无处不在,而且一切AI都在Arm的软件上运行。我们的机会是无限的,随着人工智能时代的到来,全球的计算需求是无法满足的。</p></blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>创始人兼CEO黄仁勋也在这一视频中出现。他表示,英伟达的新型Grace Hopper AI“超级芯片”“如果没有Arm的架构、Arm CPU令人难以置信的性能和商业模式,就不可能实现”。</p><p>Arm高管在路演中预计,在2023年表现平淡之后,因为增加了智能手机制造商支付的特许权使用费,该公司的收入增长将加速。Arm表示,在截至2025年3月的下一财年,<strong>其收入可能实现至少20%的增长,这一增速超出了分析师的预期。</strong></p><p>一位基金经理表示:</p><blockquote><p>投资者希望这些数字能够以最乐观的方式呈现,事实也确实如此。</p></blockquote><p>本周早些时候,Arm将初始定价范围设定为每股47至51美元,为其母公司软银可以筹集至多49亿美元的资金,Arm的估值高达520亿美元。</p><p>软银创始人孙正义于2016年斥资320亿美元收购了Arm。据接近孙正义的人士透露,孙正义的想法是,<strong>Arm下周在美股开始交易时的估值可能不如上市本身重要。</strong></p><p>现在是投资Arm的好时机吗?</p><p>分析师表示,软银计划持有Arm的大部分股份并利用这些股份融资,从长远来看可能会限制供应量,从而抬升Arm股价。</p><p>有分析认为,由于Arm出售的股票规模不大,但参与IPO的银行家数量众多,这本身就是一个危险信号。一家全球科技基金的资产经理表示:</p><blockquote><p><strong>每个人都向我们推销Arm,但这感觉像是在一个周期结束时发生的事情,</strong>如果把这认为是人工智能周期的开始,人们可能大错特错。</p></blockquote><p>几周前,银行家们私下里把Arm的估值提高至700亿美元。 一些分析师反驳说,很难说Arm的估值能超过400亿美元。</p><p>上个月,软银出人意料地从自己的愿景基金购买了Arm 25%的股份,这笔交易对Arm的估值为640亿美元。</p><p>有分析认为,诸多投资者在最初提出600至700亿美元的估值,而如今又将其降至500亿美元左右<strong>,刻意营造出了Arm性价比很高的氛围。</strong></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>估值不及预期,ARM仍获超额认购,9月13日定价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n估值不及预期,ARM仍获超额认购,9月13日定价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-09 07:35 北京时间 <a href=https://wallstreetcn.com/articles/3697495><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:曹泽熙9月8日周五,据媒体援引参与Arm路演的银行家称,Arm美国IPO或带来超过五倍的超额认购,这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。有望成为今年“集资王”的Arm将于下周三(13日)定价,并将于翌日开始交易。消息人士称,Arm将在下周初决定是否提高IPO价格区间。由于面临智能手机行业放缓等多重风险,投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3697495\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9223749be075b9c0d0fa4834753f8570","relate_stocks":{"ARM":"ARM Holdings"},"source_url":"https://wallstreetcn.com/articles/3697495","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2366879254","content_text":"作者:曹泽熙9月8日周五,据媒体援引参与Arm路演的银行家称,Arm美国IPO或带来超过五倍的超额认购,这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。有望成为今年“集资王”的Arm将于下周三(13日)定价,并将于翌日开始交易。消息人士称,Arm将在下周初决定是否提高IPO价格区间。由于面临智能手机行业放缓等多重风险,投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资顾问表示,“投资者对价格的敏感性不大”,其中许多人由于Arm被纳入纳斯达克综合指数而被动买入该股票。Arm的智能手机芯片市场今年停滞不前,但该公司希望从人工智能和数据中心客户那里获得增长,尽管Arm在构建为ChatGPT和其他生成式AI提供大型语言模型所需的技术中只发挥了外围作用。Arm CEO Rene Haas在一段推介视频中表示:人工智能将无处不在,而且一切AI都在Arm的软件上运行。我们的机会是无限的,随着人工智能时代的到来,全球的计算需求是无法满足的。英伟达创始人兼CEO黄仁勋也在这一视频中出现。他表示,英伟达的新型Grace Hopper AI“超级芯片”“如果没有Arm的架构、Arm CPU令人难以置信的性能和商业模式,就不可能实现”。Arm高管在路演中预计,在2023年表现平淡之后,因为增加了智能手机制造商支付的特许权使用费,该公司的收入增长将加速。Arm表示,在截至2025年3月的下一财年,其收入可能实现至少20%的增长,这一增速超出了分析师的预期。一位基金经理表示:投资者希望这些数字能够以最乐观的方式呈现,事实也确实如此。本周早些时候,Arm将初始定价范围设定为每股47至51美元,为其母公司软银可以筹集至多49亿美元的资金,Arm的估值高达520亿美元。软银创始人孙正义于2016年斥资320亿美元收购了Arm。据接近孙正义的人士透露,孙正义的想法是,Arm下周在美股开始交易时的估值可能不如上市本身重要。现在是投资Arm的好时机吗?分析师表示,软银计划持有Arm的大部分股份并利用这些股份融资,从长远来看可能会限制供应量,从而抬升Arm股价。有分析认为,由于Arm出售的股票规模不大,但参与IPO的银行家数量众多,这本身就是一个危险信号。一家全球科技基金的资产经理表示:每个人都向我们推销Arm,但这感觉像是在一个周期结束时发生的事情,如果把这认为是人工智能周期的开始,人们可能大错特错。几周前,银行家们私下里把Arm的估值提高至700亿美元。 一些分析师反驳说,很难说Arm的估值能超过400亿美元。上个月,软银出人意料地从自己的愿景基金购买了Arm 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07:35","market":"us","language":"zh","title":"估值不及预期,ARM仍获超额认购,9月13日定价","url":"https://stock-news.laohu8.com/highlight/detail?id=2366879254","media":"华尔街见闻","summary":"“有人刻意营造出了Arm性价比很高的氛围”","content":"<html><head></head><body><p>作者:曹泽熙</p><p>9月8日周五,据媒体援引参与Arm路演的银行家称,<strong>Arm美国IPO或带来超过五倍的超额认购,</strong>这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。</p><p>有望成为今年“集资王”的Arm将于下周三(13日)定价,并将于翌日开始交易。消息人士称,Arm将在下周初决定是否提高IPO价格区间。</p><p>由于面临智能手机行业放缓等多重风险,投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资顾问表示,“投资者对价格的敏感性不大”,<strong>其中许多人由于Arm被纳入纳斯达克综合指数而被动买入该股票。</strong></p><p>Arm的智能手机芯片市场今年停滞不前,但该公司希望从人工智能和数据中心客户那里获得增长,尽管Arm在构建为ChatGPT和其他生成式AI提供大型语言模型所需的技术中只发挥了外围作用。</p><p>Arm CEO Rene Haas在一段推介视频中表示:</p><blockquote><p>人工智能将无处不在,而且一切AI都在Arm的软件上运行。我们的机会是无限的,随着人工智能时代的到来,全球的计算需求是无法满足的。</p></blockquote><p><a href=\"https://laohu8.com/S/NVDA\">英伟达</a>创始人兼CEO黄仁勋也在这一视频中出现。他表示,英伟达的新型Grace Hopper AI“超级芯片”“如果没有Arm的架构、Arm CPU令人难以置信的性能和商业模式,就不可能实现”。</p><p>Arm高管在路演中预计,在2023年表现平淡之后,因为增加了智能手机制造商支付的特许权使用费,该公司的收入增长将加速。Arm表示,在截至2025年3月的下一财年,<strong>其收入可能实现至少20%的增长,这一增速超出了分析师的预期。</strong></p><p>一位基金经理表示:</p><blockquote><p>投资者希望这些数字能够以最乐观的方式呈现,事实也确实如此。</p></blockquote><p>本周早些时候,Arm将初始定价范围设定为每股47至51美元,为其母公司软银可以筹集至多49亿美元的资金,Arm的估值高达520亿美元。</p><p>软银创始人孙正义于2016年斥资320亿美元收购了Arm。据接近孙正义的人士透露,孙正义的想法是,<strong>Arm下周在美股开始交易时的估值可能不如上市本身重要。</strong></p><p>现在是投资Arm的好时机吗?</p><p>分析师表示,软银计划持有Arm的大部分股份并利用这些股份融资,从长远来看可能会限制供应量,从而抬升Arm股价。</p><p>有分析认为,由于Arm出售的股票规模不大,但参与IPO的银行家数量众多,这本身就是一个危险信号。一家全球科技基金的资产经理表示:</p><blockquote><p><strong>每个人都向我们推销Arm,但这感觉像是在一个周期结束时发生的事情,</strong>如果把这认为是人工智能周期的开始,人们可能大错特错。</p></blockquote><p>几周前,银行家们私下里把Arm的估值提高至700亿美元。 一些分析师反驳说,很难说Arm的估值能超过400亿美元。</p><p>上个月,软银出人意料地从自己的愿景基金购买了Arm 25%的股份,这笔交易对Arm的估值为640亿美元。</p><p>有分析认为,诸多投资者在最初提出600至700亿美元的估值,而如今又将其降至500亿美元左右<strong>,刻意营造出了Arm性价比很高的氛围。</strong></p></body></html>","source":"live_wallstreetcn","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>估值不及预期,ARM仍获超额认购,9月13日定价</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; 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color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n估值不及预期,ARM仍获超额认购,9月13日定价\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-09-09 07:35 北京时间 <a href=https://wallstreetcn.com/articles/3697495><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>作者:曹泽熙9月8日周五,据媒体援引参与Arm路演的银行家称,Arm美国IPO或带来超过五倍的超额认购,这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。有望成为今年“集资王”的Arm将于下周三(13日)定价,并将于翌日开始交易。消息人士称,Arm将在下周初决定是否提高IPO价格区间。由于面临智能手机行业放缓等多重风险,投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3697495\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/9223749be075b9c0d0fa4834753f8570","relate_stocks":{"ARM":"ARM Holdings"},"source_url":"https://wallstreetcn.com/articles/3697495","is_english":false,"share_image_url":"https://static.laohu8.com/cc96873d3d23ee6ac10685520df9c100","article_id":"2366879254","content_text":"作者:曹泽熙9月8日周五,据媒体援引参与Arm路演的银行家称,Arm美国IPO或带来超过五倍的超额认购,这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。有望成为今年“集资王”的Arm将于下周三(13日)定价,并将于翌日开始交易。消息人士称,Arm将在下周初决定是否提高IPO价格区间。由于面临智能手机行业放缓等多重风险,投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资顾问表示,“投资者对价格的敏感性不大”,其中许多人由于Arm被纳入纳斯达克综合指数而被动买入该股票。Arm的智能手机芯片市场今年停滞不前,但该公司希望从人工智能和数据中心客户那里获得增长,尽管Arm在构建为ChatGPT和其他生成式AI提供大型语言模型所需的技术中只发挥了外围作用。Arm CEO Rene Haas在一段推介视频中表示:人工智能将无处不在,而且一切AI都在Arm的软件上运行。我们的机会是无限的,随着人工智能时代的到来,全球的计算需求是无法满足的。英伟达创始人兼CEO黄仁勋也在这一视频中出现。他表示,英伟达的新型Grace Hopper AI“超级芯片”“如果没有Arm的架构、Arm CPU令人难以置信的性能和商业模式,就不可能实现”。Arm高管在路演中预计,在2023年表现平淡之后,因为增加了智能手机制造商支付的特许权使用费,该公司的收入增长将加速。Arm表示,在截至2025年3月的下一财年,其收入可能实现至少20%的增长,这一增速超出了分析师的预期。一位基金经理表示:投资者希望这些数字能够以最乐观的方式呈现,事实也确实如此。本周早些时候,Arm将初始定价范围设定为每股47至51美元,为其母公司软银可以筹集至多49亿美元的资金,Arm的估值高达520亿美元。软银创始人孙正义于2016年斥资320亿美元收购了Arm。据接近孙正义的人士透露,孙正义的想法是,Arm下周在美股开始交易时的估值可能不如上市本身重要。现在是投资Arm的好时机吗?分析师表示,软银计划持有Arm的大部分股份并利用这些股份融资,从长远来看可能会限制供应量,从而抬升Arm股价。有分析认为,由于Arm出售的股票规模不大,但参与IPO的银行家数量众多,这本身就是一个危险信号。一家全球科技基金的资产经理表示:每个人都向我们推销Arm,但这感觉像是在一个周期结束时发生的事情,如果把这认为是人工智能周期的开始,人们可能大错特错。几周前,银行家们私下里把Arm的估值提高至700亿美元。 一些分析师反驳说,很难说Arm的估值能超过400亿美元。上个月,软银出人意料地从自己的愿景基金购买了Arm 25%的股份,这笔交易对Arm的估值为640亿美元。有分析认为,诸多投资者在最初提出600至700亿美元的估值,而如今又将其降至500亿美元左右,刻意营造出了Arm性价比很高的氛围。","news_type":1,"symbols_score_info":{"ARM":1}},"isVote":1,"tweetType":1,"viewCount":1912,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":217279453069400,"gmtCreate":1694069814944,"gmtModify":1694069856038,"author":{"id":"58341441844653","authorId":"58341441844653","name":"孟浩","avatar":"https://static.tigerbbs.com/d3af5b59c3e4676ee72cb6e0fea0279b","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"58341441844653","authorIdStr":"58341441844653"},"themes":[],"title":"【转】即将上市,绝对不能错过的大牛股","htmlText":"\n \n \n 在油管上看到一篇ARM的分析视频,讲的很不错,感兴趣的朋友可以看看。ARM 是全球硅智财龙头,是我近年来最关注的公司之一,他在 8/21 向美国证交会提出申请文件,最快将于 9 月初挂牌上市,有机会成为华尔街历年以来前三大的 IPO (首次公开募股)。 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 【视频转载自油管,作者股市隐者】\n \n","listText":"在油管上看到一篇ARM的分析视频,讲的很不错,感兴趣的朋友可以看看。ARM 是全球硅智财龙头,是我近年来最关注的公司之一,他在 8/21 向美国证交会提出申请文件,最快将于 9 月初挂牌上市,有机会成为华尔街历年以来前三大的 IPO (首次公开募股)。 <a href=\"https://laohu8.com/S/ARM\">$ARM Holdings Ltd(ARM)$</a> <a href=\"https://laohu8.com/S/NVDA\">$英伟达(NVDA)$</a> <a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a> <a href=\"https://laohu8.com/S/AMD\">$美国超微公司(AMD)$</a> <a href=\"https://laohu8.com/S/AAPL\">$苹果(AAPL)$</a> 【视频转载自油管,作者股市隐者】","text":"在油管上看到一篇ARM的分析视频,讲的很不错,感兴趣的朋友可以看看。ARM 是全球硅智财龙头,是我近年来最关注的公司之一,他在 8/21 向美国证交会提出申请文件,最快将于 9 月初挂牌上市,有机会成为华尔街历年以来前三大的 IPO (首次公开募股)。 $ARM Holdings Ltd(ARM)$ $英伟达(NVDA)$ $英特尔(INTC)$ $美国超微公司(AMD)$ $苹果(AAPL)$ 【视频转载自油管,作者股市隐者】","images":[],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":22,"commentSize":16,"repostSize":4,"link":"https://laohu8.com/post/217279453069400","isVote":1,"tweetType":2,"object":{"id":"ca5072710def4d5daf2420a17883e5c8","tweetId":"217279453069400","videoUrl":"https://1254107296.vod2.myqcloud.com/73ba5544vodgzp1254107296/af8d3a765576678020869372646/94wTUtxRmQ0A.mp4","poster":"https://static.tigerbbs.com/b450074faff7d8eecd7e185a47d082f3"},"viewCount":25583,"authorTweetTopStatus":1,"verified":2,"comments":[{"author":{"id":"3494555516146171","authorId":"3494555516146171","name":"石龙y","avatar":"https://static.tigerbbs.com/7d0c973aa69cb914b35b4bf0b356c0e8","crmLevel":3,"crmLevelSwitch":0,"idStr":"3494555516146171","authorIdStr":"3494555516146171"},"content":"部分转投RSIC-V,Arm还能牛下去吗?","text":"部分转投RSIC-V,Arm还能牛下去吗?","html":"部分转投RSIC-V,Arm还能牛下去吗?"},{"author":{"id":"9000000000000159","authorId":"9000000000000159","name":"宝宝金水_","avatar":"https://static.tigerbbs.com/3277b62086966882a8b4e45d9f8b88bb","crmLevel":1,"crmLevelSwitch":0,"idStr":"9000000000000159","authorIdStr":"9000000000000159"},"content":"别人你可以不相信,但是孙正义的眼光绝对是可以相信的","text":"别人你可以不相信,但是孙正义的眼光绝对是可以相信的","html":"别人你可以不相信,但是孙正义的眼光绝对是可以相信的"}],"imageCount":0,"langContent":"CN","totalScore":0},{"id":216711649394792,"gmtCreate":1693941478014,"gmtModify":1693943683153,"author":{"id":"4151754895482192","authorId":"4151754895482192","name":"向往自由的阳光","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":9,"crmLevelSwitch":0,"followedFlag":false,"idStr":"4151754895482192","authorIdStr":"4151754895482192"},"themes":[],"htmlText":"问了客服,好像不行","listText":"问了客服,好像不行","text":"问了客服,好像不行","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/216711649394792","repostId":"1192588555","repostType":2,"repost":{"id":"1192588555","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据,旨在帮助投资者理解世界,做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1693911240,"share":"https://www.laohu8.com/m/news/1192588555?lang=zh_CN&edition=full","pubTime":"2023-09-05 18:54","market":"us","language":"zh","title":"ARM提交IPO申请:每股ADS定价在47-51美元之间","url":"https://stock-news.laohu8.com/highlight/detail?id=1192588555","media":"老虎资讯综合","summary":"ARM提交IPO申请,每股ADS定价在47-51美元之间,总计发行9550万股ADS。","content":"<html><head></head><body><p>9月5日,ARM提交IPO申请,每股ADS定价在47-51美元之间,总计发行9550万股ADS。知情人士称,Arm寻求通过IPO募集50-54亿美元的资金,势将向银行支付所募集资金的2%作为费用。这笔费用包括大约1.75%的基础费和0.25%由公司斟酌决定的奖励费。因信息未公开,知情人士要求匿名。</p><p><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、卡登斯设计系统公司、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>等表示有意购买该公司ADS。</p><p>软银集团预计将拥有约90.6%的实益股权;软银集团将成为“控股公司”。</p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>ARM提交IPO申请:每股ADS定价在47-51美元之间</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ 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left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nARM提交IPO申请:每股ADS定价在47-51美元之间\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2023-09-05 18:54</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>9月5日,ARM提交IPO申请,每股ADS定价在47-51美元之间,总计发行9550万股ADS。知情人士称,Arm寻求通过IPO募集50-54亿美元的资金,势将向银行支付所募集资金的2%作为费用。这笔费用包括大约1.75%的基础费和0.25%由公司斟酌决定的奖励费。因信息未公开,知情人士要求匿名。</p><p><a href=\"https://laohu8.com/S/AMD\">美国超微公司</a>、<a href=\"https://laohu8.com/S/AAPL\">苹果</a>、卡登斯设计系统公司、<a href=\"https://laohu8.com/S/GOOG\">谷歌</a>、<a href=\"https://laohu8.com/S/INTC\">英特尔</a>等表示有意购买该公司ADS。</p><p>软银集团预计将拥有约90.6%的实益股权;软银集团将成为“控股公司”。</p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/0d4fb9669fd12538d462a731d5565e29","relate_stocks":{"ARM":"ARM Holdings"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1192588555","content_text":"9月5日,ARM提交IPO申请,每股ADS定价在47-51美元之间,总计发行9550万股ADS。知情人士称,Arm寻求通过IPO募集50-54亿美元的资金,势将向银行支付所募集资金的2%作为费用。这笔费用包括大约1.75%的基础费和0.25%由公司斟酌决定的奖励费。因信息未公开,知情人士要求匿名。美国超微公司、苹果、卡登斯设计系统公司、谷歌、英特尔等表示有意购买该公司ADS。软银集团预计将拥有约90.6%的实益股权;软银集团将成为“控股公司”。","news_type":1,"symbols_score_info":{"ARM":1}},"isVote":1,"tweetType":1,"viewCount":4332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"essenList":[],"allBottom":false,"essenBottom":true}