---
title: "由于英伟达的 CPU 预测以及分析师的乐观呼声，Arm 的股价上涨了 16%"
type: "News"
locale: "zh-CN"
url: "https://longbridge.com/zh-CN/news/287277496.md"
description: "Arm 的股价在英伟达预测与基于 Arm 架构的 Vera 芯片相关的 200 亿美元 CPU 销售后飙升 16%，提升了市场对 Arm 版税的预期。Jefferies 和 Bernstein 的分析师对此持乐观态度，强调 Arm 在 AI 驱动的 CPU 采用中扮演的重要角色。然而，联邦贸易委员会对 Arm 许可实践的调查对投资者构成了监管方面的担忧"
datetime: "2026-05-21T22:01:18.000Z"
locales:
  - [zh-CN](https://longbridge.com/zh-CN/news/287277496.md)
  - [en](https://longbridge.com/en/news/287277496.md)
  - [zh-HK](https://longbridge.com/zh-HK/news/287277496.md)
---

# 由于英伟达的 CPU 预测以及分析师的乐观呼声，Arm 的股价上涨了 16%

What sparked the jump?: Nvidia’s $20 billion CPU sales forecast, driven by Arm-based Vera chips, lifted expectations for Arm’s royalties. Analyst optimism grows: Jefferies and Bernstein maintained bullish ratings, citing Arm’s strong positioning in AI-driven CPU adoption. FTC probe in focus: Arm is being investigated by the FTC over licensing practices, adding a regulatory watchpoint for investors.

### 相关股票

- [NVDA.US](https://longbridge.com/zh-CN/quote/NVDA.US.md)
- [SMH.US](https://longbridge.com/zh-CN/quote/SMH.US.md)
- [IXN.US](https://longbridge.com/zh-CN/quote/IXN.US.md)
- [ARMG.US](https://longbridge.com/zh-CN/quote/ARMG.US.md)
- [ARMU.US](https://longbridge.com/zh-CN/quote/ARMU.US.md)
- [PSI.US](https://longbridge.com/zh-CN/quote/PSI.US.md)
- [SOXL.US](https://longbridge.com/zh-CN/quote/SOXL.US.md)
- [XSD.US](https://longbridge.com/zh-CN/quote/XSD.US.md)
- [SOXX.US](https://longbridge.com/zh-CN/quote/SOXX.US.md)
- [ARMW.US](https://longbridge.com/zh-CN/quote/ARMW.US.md)
- [ARM.US](https://longbridge.com/zh-CN/quote/ARM.US.md)
- [JEF.US](https://longbridge.com/zh-CN/quote/JEF.US.md)
- [AB.US](https://longbridge.com/zh-CN/quote/AB.US.md)
- [NVD.DE](https://longbridge.com/zh-CN/quote/NVD.DE.md)

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