SemiVoice

seekingalpha

01/30/2025, 05:28 AM UTC

安谋控股：中国DeepSeek人工智能工具刺破AI支出泡沫Arm Holdings: China Pops The AI Spending Bubble

1、安谋控股的估值因中国的DeepSeek人工智能工具而面临风险；2、安谋控股的高市盈率和膨胀的估值是不可持续的；3、在公司面临潜在的人工智能芯片需求下降的情况下，其大量的研发支出和与科技巨头的合作无法证明其当前估值的合理性。

1. Arm Holdings' valuation is at risk due to China's DeepSeek AI tool; 2. Arm's high P/E ratio and inflated valuation are unsustainable; 3. The company's heavy R&D spending and partnerships with tech giants can't justify its current valuation amid potential declines in AI chip demand.

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