06/11/2025, 04:44 AM UTC
不要对Arm股票孤注一掷（技术分析）Don't Bet Your Arm On Arm Stock (Technical Analysis)
1. 尽管Arm股价自3月以来反弹12%，作者仍维持卖出评级，认为基本面问题超过短期技术面利好；2. 第四季度业绩强劲但第一季度指引疲软，显示增长大幅放缓及每股收益负增长；3. Arm市销率远高于行业水平，结合增长前景黯淡，估值溢价被认为不合理。1. The author maintains a sell rating on Arm Holdings despite a 12% rebound, citing fundamental weaknesses overshadowing short-term technical bullish signals; 2. Strong Q4 earnings with revenue growth and margin expansion were offset by weak Q1 guidance indicating a sharp slowdown and negative EPS growth; 3. ARM's elevated P/S ratio is deemed unsustainable given its growth outlook, reinforcing the bearish stance.---
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