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大行評級|法巴:大幅上調Arm目標價至210美元 評級升至“跑贏大市” 看好ASIC潛力
格隆匯 07-17 10:17
法國巴黎銀行分析師將這家芯片設計公司Arm的評級從“中性”上調至“跑贏大市”,目標價從110美元上調至210美元。隨着科技巨頭持續加大AI領域的資本支出,分析師認為,Arm邁向成為特殊應用積體電路(ASIC)芯片製造商是自然的發展方向。儘管目前公司高層尚未對此策略發表任何正式聲明。分析師指出,若Arm進軍ASIC市場,即便只拿下7%的總潛在市場,其税前息前盈餘(EBIT)就可能翻倍。他們預估該市場到2030年將達到2000億美元規模,屆時Arm的ASIC業務有望在2030與2031財年創造80億至150億美元的營收。分析師表示,即便部分客户對Arm成為競爭者感到不滿,其風險與回報仍值得一搏。
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