<p>Arm Holdings（纳斯达克代码：ARM）上周股价下跌了 18%。这一负面走势可能受到关税紧张引发的更广泛市场动荡的影响，因为以科技股为主的纳斯达克指数跌入了熊市区域。尽管该公司最近探索收购 Alphawave IP Group，但 Arm 最终决定不继续进行，这突显了在如此动荡时期并购环境的挑战。整体市场下跌了 9%，受到对潜在贸易战经济影响的广泛担忧的影响，进一步加重了半导体行业的情绪。</p>
<p>买入、持有还是卖出 Arm Holdings？查看我们的完整分析和公允价值估计，然后由你来决定。</p>
<p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/f359a8f5-684b-4f4d-bb33-f655632655be/chart/revenue-and-expenses-breakdown?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/f359a8f5-684b-4f4d-bb33-f655632655be/chart/revenue-and-expenses-breakdown"/></p>
<p>截至 2025 年 4 月的纳斯达克代码：ARM 收入与支出明细</p>
<p>最新的 GPU 需要一种叫做镝的稀土金属，而全球只有 19 家公司在探索或生产这种金属。免费获取名单。</p>
<p>Arm Holdings 股价下跌 18% 的最新消息，在更广泛的市场对关税紧张和潜在贸易战的担忧中，引入了对公司增长叙事的不确定性。这种外部市场干扰对半导体行业产生了重大影响，可能会对 Arm 雄心勃勃的扩张计划和来自其 AI 及数据中心部门的预期收入增长造成压力。在这些市场条件下，Arm 决定停止收购 Alphawave IP Group 的决定，可能反映了在动荡时期并购领域的普遍犹豫。</p>
<p>在过去一年中，Arm 的总股东回报，包括股价变动和股息，下降了 29.73%。与同期科技股重挫和美国半导体行业 10.7% 的下降相比，Arm 的表现不佳，突显了公司特有的挑战以及行业整体压力。此外，与美国市场整体 3.4% 的下跌相比，Arm 的表现显著低于市场。</p>
<p>最近的市场发展可能会显著影响分析师的收入和盈利预测，使得实现未来几年年均 22.5% 的预期收入增长率充满疑问。Arm 当前的股价为 106.98 美元，相较于分析师共识目标价 157.68 美元，折价 32.2%。然而，不确定的经济背景可能会影响投资者信心以及到 2028 年 4 月实现 23 亿美元预期盈利的可能性。</p>
<p>根据我们最近的估值报告，Arm Holdings 似乎交易价格超出了其估计价值。</p>
<p><em>这篇文章由 Simply Wall St 撰写，性质为一般性。<strong>我们仅基于历史数据和分析师预测提供评论，采用无偏见的方法，我们的文章并不构成财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也未考虑您的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
<p>如果您想交易 Arm Holdings，请在专业人士信赖的最低成本平台 Interactive Brokers 开设账户。</p>
<p>IBKR 在 200 多个国家和地区拥有客户，并可访问 160 个市场，让您可以通过一个集成账户交易股票、期权、期货、外汇、债券和基金。</p>
<p>享受无隐藏费用、无账户最低限额，外汇转换率低至 0.03%，远低于大多数经纪商提供的费用。</p>
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<p>Arm Holdings（纳斯达克代码：ARM）上周股价下跌了 18%，受到关税紧张局势和更广泛的 9% 市场下跌的影响。该公司决定不收购 Alphawave IP Group，反映出并购环境中的挑战。在过去一年中，Arm 的总股东回报下降了 29.73%，表现不及科技指数。目前股价为 106.98 美元，低于分析师目标价 157.68 美元的 32.2%，在经济不确定性中引发了对未来收入增长的担忧</p>

<p>Arm Holdings (NasdaqGS:ARM) experienced an 18% decline in its share price last week. This negative movement was likely influenced by the broader market turmoil caused by tariff tensions, as tech-heavy indexes such as Nasdaq plummeted into bear market territory. Despite the company's recent exploration of an acquisition of Alphawave IP Group, Arm ultimately decided not to proceed, underscoring the challenging environment for mergers and acquisitions during such volatile periods. The overall market fell by 9%, impacted by widespread concerns over the economic implications of a potential trade war, further weighing on sentiment across the semiconductor sector.</p>
<div class="lb-trans"><p>Arm Holdings（纳斯达克代码：ARM）上周股价下跌了 18%。这一负面走势可能受到关税紧张引发的更广泛市场动荡的影响，因为以科技股为主的纳斯达克指数跌入了熊市区域。尽管该公司最近探索收购 Alphawave IP Group，但 Arm 最终决定不继续进行，这突显了在如此动荡时期并购环境的挑战。整体市场下跌了 9%，受到对潜在贸易战经济影响的广泛担忧的影响，进一步加重了半导体行业的情绪。</p>
</div><p>Buy, Hold or Sell Arm Holdings? View our complete analysis and fair value estimate and you decide.</p>
<div class="lb-trans"><p>买入、持有还是卖出 Arm Holdings？查看我们的完整分析和公允价值估计，然后由你来决定。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://images.simplywall.st/company/f359a8f5-684b-4f4d-bb33-f655632655be/chart/revenue-and-expenses-breakdown" alt="" original-src="https://images.simplywall.st/company/f359a8f5-684b-4f4d-bb33-f655632655be/chart/revenue-and-expenses-breakdown"/></p>
<p>NasdaqGS:ARM Revenue &amp; Expenses Breakdown as at Apr 2025</p>
<div class="lb-trans"><p>截至 2025 年 4 月的纳斯达克代码：ARM 收入与支出明细</p>
</div><p>The latest GPUs need a type of rare earth metal called Dysprosium and there are only 19 companies in the world exploring or producing it. Find the list for free.</p>
<div class="lb-trans"><p>最新的 GPU 需要一种叫做镝的稀土金属，而全球只有 19 家公司在探索或生产这种金属。免费获取名单。</p>
</div><p>The recent news of Arm Holdings’ share price falling by 18%, amid broader market concerns over tariff tensions and potential trade wars, has introduced uncertainties into the company's growth narrative. This external market disruption, impacting the semiconductor sector substantially, could strain Arm's ambitious expansion plans and the predicted revenue upticks from its AI and data center segments. Amid these market conditions, Arm's decision to stop pursuing an acquisition of Alphawave IP Group may reflect the broader hesitation in the M&amp;A landscape during periods of volatility.</p>
<div class="lb-trans"><p>Arm Holdings 股价下跌 18% 的最新消息，在更广泛的市场对关税紧张和潜在贸易战的担忧中，引入了对公司增长叙事的不确定性。这种外部市场干扰对半导体行业产生了重大影响，可能会对 Arm 雄心勃勃的扩张计划和来自其 AI 及数据中心部门的预期收入增长造成压力。在这些市场条件下，Arm 决定停止收购 Alphawave IP Group 的决定，可能反映了在动荡时期并购领域的普遍犹豫。</p>
</div><p>Over the past year, Arm's total shareholder return, including share price movement and dividends, reached a decline of 29.73%. Compared to the dip in tech-heavy indices and the US semiconductor industry’s 10.7% decrease over the same period, Arm has underperformed, highlighting the firm-specific challenges alongside sector-wide pressures. Furthermore, in comparison to the overall US market's 3.4% drop during the year, Arm's performance remains significantly lower.</p>
<div class="lb-trans"><p>在过去一年中，Arm 的总股东回报，包括股价变动和股息，下降了 29.73%。与同期科技股重挫和美国半导体行业 10.7% 的下降相比，Arm 的表现不佳，突显了公司特有的挑战以及行业整体压力。此外，与美国市场整体 3.4% 的下跌相比，Arm 的表现显著低于市场。</p>
</div><p>The recent market developments may influence analyst revenue and earnings forecasts significantly, casting doubt on meeting the anticipated revenue growth rate of 22.5% annually over the next few years. Arm's current share price of US$106.98 illustrates a 32.2% discount compared to the consensus analyst price target of US$157.68. However, the uncertain economic backdrop could affect investor confidence and realization of the projected earnings of $2.3 billion by April 2028.</p>
<div class="lb-trans"><p>最近的市场发展可能会显著影响分析师的收入和盈利预测，使得实现未来几年年均 22.5% 的预期收入增长率充满疑问。Arm 当前的股价为 106.98 美元，相较于分析师共识目标价 157.68 美元，折价 32.2%。然而，不确定的经济背景可能会影响投资者信心以及到 2028 年 4 月实现 23 亿美元预期盈利的可能性。</p>
</div><p>In light of our recent valuation report, it seems possible that Arm Holdings is trading beyond its estimated value.</p>
<div class="lb-trans"><p>根据我们最近的估值报告，Arm Holdings 似乎交易价格超出了其估计价值。</p>
</div><p><em>This article by Simply Wall St is general in nature. <strong>We provide commentary based on historical data and analyst forecasts only using an unbiased methodology and our articles are not intended to be financial advice.</strong> It does not constitute a recommendation to buy or sell any stock, and does not take account of your objectives, or your financial situation. We aim to bring you long-term focused analysis driven by fundamental data. Note that our analysis may not factor in the latest price-sensitive company announcements or qualitative material. Simply Wall St has no position in any stocks mentioned.</em></p>
<div class="lb-trans"><p><em>这篇文章由 Simply Wall St 撰写，性质为一般性。<strong>我们仅基于历史数据和分析师预测提供评论，采用无偏见的方法，我们的文章并不构成财务建议。</strong> 它不构成买入或卖出任何股票的推荐，也未考虑您的目标或财务状况。我们旨在为您提供以基本数据驱动的长期分析。请注意，我们的分析可能未考虑最新的价格敏感公司公告或定性材料。Simply Wall St 在提到的任何股票中没有持仓。</em></p>
</div><p>If you're looking to trade Arm Holdings, open an account with the lowest-cost platform trusted by professionals, Interactive Brokers.</p>
<div class="lb-trans"><p>如果您想交易 Arm Holdings，请在专业人士信赖的最低成本平台 Interactive Brokers 开设账户。</p>
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<div class="lb-trans"><p>IBKR 在 200 多个国家和地区拥有客户，并可访问 160 个市场，让您可以通过一个集成账户交易股票、期权、期货、外汇、债券和基金。</p>
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Arm Holdings (NasdaqGS:ARM) Declines 18% Amid Acquisition Decision

- Arm Holdings 股价上周下跌 18%，受市场动荡影响。  
- 公司放弃收购 Alphawave IP Group，反映并购环境挑战。  
- Arm 过去一年股东回报下降 29.73%，低于行业平均水平。  

由于收购决定，Arm Holdings（纳斯达克股票代码：ARM）下跌了 18%