| Ʒ Ư ũ(valuewalk.com) 2024 2 13 Դϴ. ֽĿ ǰ Դϴ. Ǵܿ å ο ֽϴ.
ݵü Ȧ(Arm Holdings: NASDAQ--ARM; ARM) "ؽƮ" (NVIDIA: NASDAQ--NVDA) ִ ִ. ̴ ڰ ִĿ , еǴ , Ҿ ִ.
ҿ Ÿڵ ARM ϳ "ſ ֽ" ִٴ Ը ٽø鼭 ΰ(AI) ϵ ִ. ݸ, ġ ο δ ڵ ARM AI " α" 縱 ִ.
AI ϵ dz ۿϸ, ARM ݹϱ ƴ. ұϰ, ϱ ؼ ARM ݴе Ѵ.
ARM ְ : Ÿ ã
ֽ ſ ߿ ִ. ְ Ӱ Ȯ ˸ų ־ ϴ ƴϴ.
̿ õ ʰ 2 12 ־. ׳ ȸ õ ü µ, ARM ְ 29% ߴ. ָ ARM Ư ־ ͵ ƴϴ.
2 12 ARM ְ 2 (Ұ 10 ) 2 پ, 2 ̴. ̷ ְ Ϸ ȥ ִ.
ְ ȭ ġ ְ ʷ ִ. ƮƮ " PER( ְ)" , ARM ̼ 2 ̶̻ ߴ.
ƮƮ ARM CEO Ͻ(Rene Haas) ֱ ȸ ǥ ۷ݿ AI 17̳ ߴٰ ߴ. ̰ CEO AI ް ְ ̿ 谡 ִٴ ǹϴ ɱ?
̷ ̴. ֳθƮ ARM ̼ "Ȥ "̶ , ̽ ƴϴ. 쵵 AI ø̼ ƴ϶, ø̼ ϴ ʿ ϵ Ѵٴ ַ ߴ. ̿ ϰ ARM--AI ø̼ ƴ϶--, ͼ, ο ǻͿ AI ø̼ Ű ȸθ Ѵ.
̹ ̷ ˰ , 2 12 ARM ֱ 12 PER 1,000迡 ߴ. ARM ϸ ƴ ̴.
<̹ : ARM ְ / ó : >
ARM ̼, ݴа ̴ ȭ
ARM ̷ ̼ ȭ ? 캸 Ǵ ٶ.
(2023 12 31 Ǵ) 2024 ȸ迬 3б ARM 8 2,400 14% ߴ. ̴ ֳθƮ ġ 7 6,100 ȸ ̴. 3б ִ 29Ʈ ƮƮ 䱸 25Ʈ ȸߴ.
ϹƮ ̶ ? ̱ û ̶ . ARM ̼ ȭ ϴ .
츮 ϴ ó, ARM 濵 AI ݺ Ϸ ߴ.
, ARM 濵 ȸ б ּѿ "Ŭ忡 ȿ ִ ÷ܱ ̸ Ϳ AI ִARM ʿ ϰ ֽϴ... 䰡 AI ø̼ ̹ ARM ǰ ֽϴ" ϸ鼭 AI ߴ.
AI ݺ ÿ, ARM 濵 (2024 3 31 Ǵ) 4б ؼ ſ ߰, ̴ ᱹ ְ ߰. ü ARM ƮƮ ġ 7 8,000 8 5,000-9 б ߴ. 4б ִ͵ ֳθƮ ġ 21Ʈ 28-32Ʈ ߴ.
̷ 濵 AI ް Ҿ ARM ְ ǻ ߰. , ARM "ؽƮ " ̾߱Ⱑ ̵ Ҽ ̵ .
⼭ ٽ ڸ, ARM 3б 14% Ұϴٴ ̴. ƴ, û ͵ ƴϴ.
ȸ翡 Ͱ ƴ϶ ̷ ϰ ִٴ ̴. ARM ü 뿡 ؾ ϴ Ұ Ȱ Ǿ. ̹ ְ ó ARM ְ å . ARM 4б Ϲͱ , ٽ ѹ ߽ ̴ ϸ ְ ݶ ̴.
̴ ó ƴϴ. ո̰ ġ߽ ڶ, ARM ڸ ̴. <>
* ó: ̺ Ƶ(David Moadel), ĮϽƮ, "Arm Stock Is the New AI Darling: Value Investors Should Be Careful," 2024 2 13, https://www.valuewalk.com/arm-stock-is-the-new-ai-darling/
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