--- title: "Arm 的股票结束了连续七天的上涨，因为它失去了一些人工智能的光环" type: "News" locale: "zh-CN" url: "https://longbridge.com/zh-CN/news/284275928.md" description: "Arm Holdings 的股价在周一下跌了 8%，结束了连续七天的上涨趋势，原因是市场对其在潜在的高通-OpenAI 芯片合作中的角色表示担忧。这一下跌反映了对与人工智能相关的股票的更广泛压力，博通和 AMD 等其他公司也遭遇了损失。分析师对 Arm 的未来看法不一，有些人对其在 CPU 开发方面的多元化表示乐观，而另一些人则对内存芯片短缺可能带来的影响表示担忧。该股近期的激增是由于对其新商业策略的兴奋所推动的" datetime: "2026-04-27T22:20:09.000Z" locales: - [zh-CN](https://longbridge.com/zh-CN/news/284275928.md) - [en](https://longbridge.com/en/news/284275928.md) - [zh-HK](https://longbridge.com/zh-HK/news/284275928.md) --- # Arm 的股票结束了连续七天的上涨，因为它失去了一些人工智能的光环 By Hannah Pedone Arm shares led Nadsaq-100 decliners on Monday, reflecting more general pressure on AI names and specific concerns about whether Arm will play a role in a potential Qualcomm-OpenAI chip Shares of Arm fell 8% on Monday. Arm Holdings shares had been riding a wave of enthusiasm over the company's budding semiconductor efforts, but now investors are getting worried that Arm may not play a role in a rival's potentially major chip venture. Shares of Arm Holdings (ARM) closed down 8% on Monday, snapping a seven-day winning streak and posting their largest decline since October, according to Dow Jones Market Data. The stock also paced Nasdaq-100 decliners on the day. Benchmark analyst Cody Acree told MarketWatch that the decline is "definitely" related to a report on X from TF International Securities analyst Ming-Chi Kuo, who said that Qualcomm (QCOM) is working with OpenAI to develop smartphone chips. Read more: Qualcomm's stock soars as an AI opportunity emerges While the report isn't confirmed, investors seem nervous about the unknowns, such as whether the chip design would be Arm-based or if it won't involve the company at all. Arm and Qualcomm did not immediately respond to requests for comment. Arm's Monday selloff also dovetails with what Acree called a "broad-based correction" among "AI-levered companies." Shares of Broadcom (AVGO), Marvell Technology (MRVL), Advanced Micro Devices (AMD), Lumentum Holdings (LITE) and Coherent (COHR) all posted declines between 1% and 5% on Monday. Meanwhile, shares of Credo Technology Group Holding (CRDO) fell over 7% and MaxLinear's stock (MXL) fell over 14%. Arm's stock surged 19% in March and another 43% in April, partly reflecting excitement over the company's announcement that it would develop its own central processing unit, a move that allows the company to expand its business beyond licensing and royalties for chip designs. A number of analysts upgraded the stock in recent months. Susquehanna analyst Christopher Rolland wrote in a Friday note that Arm's move to diversify its business beyond designing processors for smartphones, in addition to its CPU opportunities, bode well for the stock. He also believes that the company could capitalize on cloud trends and the automotive market. Some analysts still have reservations over the stock. Morgan Stanley's Lee Simpson downgraded the stock earlier this month, saying that a major shortage of dynamic random-access memory chips could hurt the company's royalty business. \-Hannah Pedone This content was created by MarketWatch, which is operated by Dow Jones & Co. MarketWatch is published independently from Dow Jones Newswires and The Wall Street Journal. (END) Dow Jones Newswires 04-27-26 1809ET Copyright (c) 2026 Dow Jones & Company, Inc. ### 相关股票 - [AVGO.US](https://longbridge.com/zh-CN/quote/AVGO.US.md) - [QCOM.US](https://longbridge.com/zh-CN/quote/QCOM.US.md) - [AMD.US](https://longbridge.com/zh-CN/quote/AMD.US.md) - [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md) - [AVGW.US](https://longbridge.com/zh-CN/quote/AVGW.US.md) - [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md) - [ARMU.US](https://longbridge.com/zh-CN/quote/ARMU.US.md) - [FTXL.US](https://longbridge.com/zh-CN/quote/FTXL.US.md) - [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md) - [SOXQ.US](https://longbridge.com/zh-CN/quote/SOXQ.US.md) - [ARMW.US](https://longbridge.com/zh-CN/quote/ARMW.US.md) - [VGT.US](https://longbridge.com/zh-CN/quote/VGT.US.md) ## 相关资讯与研究 - [传高通与 OpenAI 合作研发手机 AI 芯片，股价大涨 7%](https://longbridge.com/zh-CN/news/284229116.md) - [重新被需要的英特尔](https://longbridge.com/zh-CN/news/284206955.md) - [亚马逊与 Meta 联手扩展 AI 基础设施，大规模芯片协议落地](https://longbridge.com/zh-CN/news/284223373.md) - [供不应求！算力租赁板块持续活跃，全球涨价潮开启，行业迎来黄金爆发期](https://longbridge.com/zh-CN/news/284303608.md) - [颠覆软件股的 Anthropic 杀入万亿美元俱乐部！ 估值狂飙 733% Claude 引爆 AI 智能体狂潮](https://longbridge.com/zh-CN/news/284289039.md)