<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 的股價上漲超過 8%，原因是美國銀行將其 CPU 市場預測上調至 2030 年 1700 億美元，稱這是由於代理 AI 的強勁需求。這一樂觀的前景也推動了更廣泛的半導體行業。此外，包括美國銀行、瑞穗銀行和巴克萊在內的主要銀行提高了對 Arm 的目標股價，其中美國銀行設定了 335 美元的新估計</p>

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

- BofA 提出的 2030 年 1,700 億美元的 CPU 市場預測，推動了 Arm 股票上漲 8% 以上。  
- 分析師認為 AI 代理的決策需求更適合 CPU，有利於 x86 和 Arm 設計。  
- BofA 和其他機構提高了 Arm 的目標價，BofA 新的 335 美元預估暗示進一步上漲空間。

Roundhill ARM WeeklyPay ETF

美國銀行

瑞穗金融集團

Mizuho Financial Group, Inc.

巴克萊銀行

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

由於美國銀行將 CPU 市場預測上調至 1700 億美元，Arm 股價飆升