<div id="readability-page-1">Forecast sparks rally: BofA’s $170B CPU market projection by 2030 drove Arm shares up over 8% and lifted the semiconductor sector. Agentic AI boost: Analysts see AI agents’ decision-making needs as better suited to CPUs, benefiting both x86 and Arm-based designs. Price targets climb: BofA, Mizuho, and Barclays all raised Arm’s price target, with BofA’s new $335 estimate implying further upside.</div>

ARMW

2 倍做多 ARM ETF - Leverage Shares

2 倍做多 ARM ETF - T-Rex

<p>Arm 的股价上涨超过 8%，原因是美国银行将其 CPU 市场预测上调至 2030 年 1700 亿美元，称这是由于代理 AI 的强劲需求。这一乐观的前景也推动了更广泛的半导体行业。此外，包括美国银行、瑞穗银行和巴克莱在内的主要银行提高了对 Arm 的目标股价，其中美国银行设定了 335 美元的新估计</p>

Arm surges as BofA lifts CPU market forecast to $170B

- BofA 提出的 2030 年 1,700 亿美元的 CPU 市场预测，推动了 Arm 股票上涨 8% 以上。  
- 分析师认为 AI 代理的决策需求更适合 CPU，有利于 x86 和 Arm 设计。  
- BofA 和其他机构提高了 Arm 的目标价，BofA 新的 335 美元预估暗示进一步上涨空间。

Roundhill ARM WeeklyPay ETF

美国银行

瑞穗金融集团

Mizuho Financial Group, Inc.

巴克莱银行

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH INT NON CUM PFD QQ

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '5'

BANK OF AMERICA CORPORATION 7.25% NON-CUM PERP CONV PFD SER L

BANK OF AMERICA CORPORATION 5.875%NON CUM DEP SHS REP1/1000TH SER HH

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200TH PRF SERIES '2'

BANK OF AMERICA CORPORATION 5% DEP SHS REPR 1/1000TH NON CUM PFD LL

BANK OF AMERICA CORPORATION DEP SHARES REP 1/1000TH PERP PFD SER 'E'

BANK OF AMERICA CORPORATION INCOME CAPITAL OBLIG NTS DUE 15/12/2066

BANK OF AMERICA CORPORATION 4.375% DP SH RP 1/1000TH IN NON CU PF NN

BANK OF AMERICA CORPORATION DEP SH REP 1/1200TH PRF SER 1 USD25

BANK OF AMERICA CORPORATION 5.375%DEP SHS REP 1/1000TH NON CUM SR KK

BANK OF AMERICA CORPORATION 6%NON CUM DEP SHS EACH REP 1/1000 SER GG

BANK OF AMERICA CORPORATION DEP SHS REP 1/1200 PFD SER 4 USD25

BANK OF AMERICA CORPORATION DEP SHS REP 1/1000TH NON CUM PFD SER SS

BANK OF AMERICA CORPORATION 4.125%DEP SH REP 1/1000 PFD SER PP USD25

Bank of America Corp

由于美国银行将 CPU 市场预测上调至 1700 亿美元，Arm 股价飙升