Citi SELL

Citi The Point for Europe Thursday, 30 July 2026

Jul 30, 202614 pages

From the report报告摘录Arm Holdings PLC (ARM.O): Strong Q2 beat (1% sales/11% profit) with AI infrastructure demand offsetting handset weakness; FY27 guidance raised (3% sales/10% profit growth), positioning as key AI beneficiary.

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