--- title: "Arm 的股票結束了連續七天的上漲，因為它失去了一些人工智能的光環" type: "News" locale: "zh-HK" url: "https://longbridge.com/zh-HK/news/284275928.md" description: "Arm Holdings 的股價在週一下跌了 8%，結束了連續七天的上漲趨勢，原因是市場對其在潛在的高通-OpenAI 芯片合作中的角色表示擔憂。這一下跌反映了對與人工智能相關的股票的更廣泛壓力，博通和 AMD 等其他公司也遭遇了損失。分析師對 Arm 的未來看法不一，有些人對其在 CPU 開發方面的多元化表示樂觀，而另一些人則對內存芯片短缺可能帶來的影響表示擔憂。該股近期的激增是由於對其新商業策略的興奮所推動的" 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 的股票結束了連續七天的上漲，因為它失去了一些人工智能的光環 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. ### 相關股票 - [AVGO.US](https://longbridge.com/zh-HK/quote/AVGO.US.md) - [QCOM.US](https://longbridge.com/zh-HK/quote/QCOM.US.md) - [AMD.US](https://longbridge.com/zh-HK/quote/AMD.US.md) - [SMH.US](https://longbridge.com/zh-HK/quote/SMH.US.md) - [AVGW.US](https://longbridge.com/zh-HK/quote/AVGW.US.md) - [SOXX.US](https://longbridge.com/zh-HK/quote/SOXX.US.md) - [ARMU.US](https://longbridge.com/zh-HK/quote/ARMU.US.md) - [FTXL.US](https://longbridge.com/zh-HK/quote/FTXL.US.md) - [XSD.US](https://longbridge.com/zh-HK/quote/XSD.US.md) - [SOXQ.US](https://longbridge.com/zh-HK/quote/SOXQ.US.md) - [ARMW.US](https://longbridge.com/zh-HK/quote/ARMW.US.md) - [VGT.US](https://longbridge.com/zh-HK/quote/VGT.US.md) ## 相關資訊與研究 - [隨著代理式 AI 提升 CPU 需求強度，這兩檔股票將受益](https://longbridge.com/zh-HK/news/284242706.md) - [廣達高階 AI 伺服器產能全速運轉 成為 AI 基建浪潮中的「世界建構者」](https://longbridge.com/zh-HK/news/284294717.md) - [英業達 AI 伺服器動能強勁 預期今年伺服器業務營收獲利將顯著成長](https://longbridge.com/zh-HK/news/284203188.md) - [CPU 翻身成 AI 關鍵！從馬斯克到 Google 都在搶，英特爾卡位「代理人時代」能否終結瓶頸危機](https://longbridge.com/zh-HK/news/284127486.md) - [AI Agent 翻轉手機定義，OpenAI 聯手聯發科、高通開發手機處理器](https://longbridge.com/zh-HK/news/284153258.md)