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ivyteo6911
ivyteo6911
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2023-09-14
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Arm IPO定了!发行价为区间顶部51美元,估值545亿美元,周四交易
周三,Arm的IPO定价为51美元,位于发行价指导区间47至51美元的顶端,市值有望达545亿美元,这低于软银集团前段时间给出的640亿美元估值。此前有媒体报道称,Arm将把IPO股票发行价定在每股52美元,最高估值可达555亿美元。9月13日周三,Arm将IPO股票发行价定在每股51美元,Arm股票将于9月14日周四开始交易。51美元的定价,意味着Arm上市时的估值在完全稀释后将高达545亿美元。
Arm IPO定了!发行价为区间顶部51美元,估值545亿美元,周四交易
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2023-03-05
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2022-12-14
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2022-12-14
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2022-12-03
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2022-12-02
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2022-12-01
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2022-11-30
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2022-11-26
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2022-11-26
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财报前瞻 | Snowflake长期增长势头不改,但短期增速或放缓
Monness Crespi Hardt分析师Brian White表示,目前Snowflake利润率已经出现下降,加上较高的估值、竞争激烈以及全球经济持续疲软,该公司近期将不得不面对多个问题。
财报前瞻 | Snowflake长期增长势头不改,但短期增速或放缓
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justify;\">软银创始人孙正义于2016年斥资320亿美元收购了Arm。据接近孙正义的人士透露,孙正义的想法是,Arm在美股开始交易时的估值可能不如上市本身重要。</p><p style=\"text-align: justify;\">上周五,据媒体援引参与Arm路演的银行家称,Arm美国IPO或带来超过五倍的超额认购,这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。</p><p style=\"text-align: justify;\">由于面临智能手机行业放缓等多重风险,投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资顾问表示,“投资者对价格的敏感性不大”,其中许多人由于Arm被纳入纳斯达克综合指数而被动买入该股票。</p><p style=\"text-align: justify;\">Arm的智能手机芯片市场今年停滞不前,但该公司希望从人工智能和数据中心客户那里获得增长,尽管Arm在构建为ChatGPT和其他生成式AI提供大型语言模型所需的技术中只发挥了外围作用。</p><p style=\"text-align: justify;\">Arm CEO Rene Haas在一段推介视频中表示:</p><blockquote><p style=\"text-align: justify;\">人工智能将无处不在,而且一切AI都在Arm的软件上运行。我们的机会是无限的,随着人工智能时代的到来,全球的计算需求是无法满足的。</p></blockquote><p style=\"text-align: justify;\">英伟达创始人兼CEO黄仁勋也在这一视频中出现。他表示,英伟达的新型Grace Hopper AI“超级芯片”“如果没有Arm的架构、Arm CPU令人难以置信的性能和商业模式,就不可能实现”。</p><p style=\"text-align: justify;\">Arm高管在路演中预计,在2023年表现平淡之后,因为增加了智能手机制造商支付的特许权使用费,该公司的收入增长将加速。Arm表示,在截至2025年3月的下一财年,其收入可能实现至少20%的增长,这一增速超出了分析师的预期。</p></body></html>","collect":0,"html":"<!DOCTYPE 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{color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nArm IPO定了!发行价为区间顶部51美元,估值545亿美元,周四交易\n</h2>\n\n<h4 class=\"meta\">\n\n2023-09-14 06:15 北京时间 <strong>华尔街见闻</strong>\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>周三,Arm的IPO定价为51美元,位于发行价指导区间47至51美元的顶端,市值有望达545亿美元,这低于软银集团前段时间给出的640亿美元估值。此前有媒体报道称,Arm将把IPO股票发行价定在每股52美元,最高估值可达555亿美元。9月13日周三,Arm将IPO股票发行价定在每股51美元,Arm股票将于9月14日周四开始交易。本周早些时候,Arm将初始定价范围设定为每股47至51美元,为其母公司...</p>\n\n<a href=\"\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/2546ea61a53e62d0a141198ce0ee25c5","relate_stocks":{"ARM":"ARM Holdings"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1115345699","content_text":"周三,Arm的IPO定价为51美元,位于发行价指导区间47至51美元的顶端,市值有望达545亿美元,这低于软银集团前段时间给出的640亿美元估值。此前有媒体报道称,Arm将把IPO股票发行价定在每股52美元,最高估值可达555亿美元。9月13日周三,Arm将IPO股票发行价定在每股51美元,Arm股票将于9月14日周四开始交易。本周早些时候,Arm将初始定价范围设定为每股47至51美元,为其母公司软银可以筹集至多49亿美元的资金。51美元的定价,意味着Arm上市时的估值在完全稀释后将高达545亿美元。这低于软银集团前段时间给出的640亿美元估值,当时该公司按照这一估值收购了其愿景基金持有的Arm股份。周三早些时候,另有媒体称,Arm的IPO定价为52美元,高于指导区间。按照每股52美元的价格计算,Arm完全稀释后的估值为555亿美元。 之后,该媒体将Arm的IPO定价修正为51美元。软银创始人孙正义于2016年斥资320亿美元收购了Arm。据接近孙正义的人士透露,孙正义的想法是,Arm在美股开始交易时的估值可能不如上市本身重要。上周五,据媒体援引参与Arm路演的银行家称,Arm美国IPO或带来超过五倍的超额认购,这家英国芯片设计公司预计人工智能热潮将推动公司收入在未来加速增长。由于面临智能手机行业放缓等多重风险,投资者担心Arm最近一个季度的业绩会有所下降。但Arm的投资顾问表示,“投资者对价格的敏感性不大”,其中许多人由于Arm被纳入纳斯达克综合指数而被动买入该股票。Arm的智能手机芯片市场今年停滞不前,但该公司希望从人工智能和数据中心客户那里获得增长,尽管Arm在构建为ChatGPT和其他生成式AI提供大型语言模型所需的技术中只发挥了外围作用。Arm CEO Rene Haas在一段推介视频中表示:人工智能将无处不在,而且一切AI都在Arm的软件上运行。我们的机会是无限的,随着人工智能时代的到来,全球的计算需求是无法满足的。英伟达创始人兼CEO黄仁勋也在这一视频中出现。他表示,英伟达的新型Grace Hopper AI“超级芯片”“如果没有Arm的架构、Arm CPU令人难以置信的性能和商业模式,就不可能实现”。Arm高管在路演中预计,在2023年表现平淡之后,因为增加了智能手机制造商支付的特许权使用费,该公司的收入增长将加速。Arm表示,在截至2025年3月的下一财年,其收入可能实现至少20%的增长,这一增速超出了分析师的预期。","news_type":1,"symbols_score_info":{"ARM":1.1}},"isVote":1,"tweetType":1,"viewCount":2680,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9940594311,"gmtCreate":1678013076134,"gmtModify":1678013080150,"author":{"id":"3577362879194763","authorId":"3577362879194763","name":"ivyteo6911","avatar":"https://static.tigerbbs.com/b70214e6e148476bcc23102cef4a8dc3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577362879194763","idStr":"3577362879194763"},"themes":[],"htmlText":"👍👍👍","listText":"👍👍👍","text":"👍👍👍","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":8,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/9940594311","repostId":"2316139645","repostType":4,"isVote":1,"tweetType":1,"viewCount":1819,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0},{"id":9921103738,"gmtCreate":1670986396724,"gmtModify":1676538471747,"author":{"id":"3577362879194763","authorId":"3577362879194763","name":"ivyteo6911","avatar":"https://static.tigerbbs.com/b70214e6e148476bcc23102cef4a8dc3","crmLevel":11,"crmLevelSwitch":0,"followedFlag":false,"authorIdStr":"3577362879194763","idStr":"3577362879194763"},"themes":[],"htmlText":"<a 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08:50","market":"us","language":"zh","title":"财报前瞻 | Snowflake长期增长势头不改,但短期增速或放缓","url":"https://stock-news.laohu8.com/highlight/detail?id=2286349537","media":"智通财经网","summary":"Monness Crespi Hardt分析师Brian White表示,目前Snowflake利润率已经出现下降,加上较高的估值、竞争激烈以及全球经济持续疲软,该公司近期将不得不面对多个问题。","content":"<html><head></head><body><p><a href=\"https://laohu8.com/S/SNOW\">Snowflake</a>将于美东时间11月30日美股盘后(北京时间12月1日早间)公布第三季度业绩。虽然这家数据仓库公司继续从向云计算的长期推进中获益,但投行Monness Crespi Hardt分析师Brian White表示,有人开始担心Snowflake的增长正在放缓,并予以该股“中性”评级。</p><p>White指出,目前Snowflake利润率已经出现下降,加上较高的估值、竞争激烈以及全球经济持续疲软,该公司近期将不得不面对多个问题。</p><p>White在报告中写道:“除了短期指引带来的任何上行空间之外,我们认为该公司的增长轨迹已经岌岌可危。”他补充道,大型科技公司“令人头疼”的盈利报告显示,“未来经济将迎来更具挑战性的时期”。</p><p>White还表示,Snowflake在云计算领域的最大竞争对手<a href=\"https://laohu8.com/S/AMZN\">亚马逊</a>(AMZN.US)AWS和<a href=\"https://laohu8.com/S/MSFT\">微软</a>(MSFT.US)Azure为公共云和整个软件领域描绘了一幅“黯淡的图景”,“尤其是”对Snowflake这样依赖基于使用的营收模式的公司。</p><p>因此,White预计Snowflake第三季度将达到5.735亿美元,同比增长71%。但对该公司2023财年第四季度的表现表示担忧,White指出,预计Snowflake第四季度将达到6.637亿美元,同比增长73%,相比之下,华尔街普遍预期为5.859亿美元。</p><p>White解释道:“在我们看来,华尔街对(第四季度)的预测似乎非常保守,即使是在经济环境走弱的情况下。”</p><p>截至目前,Snowflake预计其2023财年的产品营收为19.05亿美元至19.15亿美元,产品毛利率为75%,营业利润率为2%,调整后自由现金流利润率为17%。</p></body></html>","source":"highlight_zhitongcaijin","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>财报前瞻 | Snowflake长期增长势头不改,但短期增速或放缓</title>\n<style 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margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n财报前瞻 | Snowflake长期增长势头不改,但短期增速或放缓\n</h2>\n\n<h4 class=\"meta\">\n\n\n2022-11-26 08:50 北京时间 <a href=http://www.zhitongcaijing.com/content/detail/837719.html><strong>智通财经网</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>Snowflake将于美东时间11月30日美股盘后(北京时间12月1日早间)公布第三季度业绩。虽然这家数据仓库公司继续从向云计算的长期推进中获益,但投行Monness Crespi Hardt分析师Brian White表示,有人开始担心Snowflake的增长正在放缓,并予以该股“中性”评级。White指出,目前Snowflake利润率已经出现下降,加上较高的估值、竞争激烈以及全球经济持续疲软...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/837719.html\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/30f535b280c5fc57a2528c0f3477d416","relate_stocks":{"SNOW":"Snowflake"},"source_url":"http://www.zhitongcaijing.com/content/detail/837719.html","is_english":false,"share_image_url":"https://static.laohu8.com/6ca2dcdccfa2217fb20a0351f4efe814","article_id":"2286349537","content_text":"Snowflake将于美东时间11月30日美股盘后(北京时间12月1日早间)公布第三季度业绩。虽然这家数据仓库公司继续从向云计算的长期推进中获益,但投行Monness Crespi Hardt分析师Brian White表示,有人开始担心Snowflake的增长正在放缓,并予以该股“中性”评级。White指出,目前Snowflake利润率已经出现下降,加上较高的估值、竞争激烈以及全球经济持续疲软,该公司近期将不得不面对多个问题。White在报告中写道:“除了短期指引带来的任何上行空间之外,我们认为该公司的增长轨迹已经岌岌可危。”他补充道,大型科技公司“令人头疼”的盈利报告显示,“未来经济将迎来更具挑战性的时期”。White还表示,Snowflake在云计算领域的最大竞争对手亚马逊(AMZN.US)AWS和微软(MSFT.US)Azure为公共云和整个软件领域描绘了一幅“黯淡的图景”,“尤其是”对Snowflake这样依赖基于使用的营收模式的公司。因此,White预计Snowflake第三季度将达到5.735亿美元,同比增长71%。但对该公司2023财年第四季度的表现表示担忧,White指出,预计Snowflake第四季度将达到6.637亿美元,同比增长73%,相比之下,华尔街普遍预期为5.859亿美元。White解释道:“在我们看来,华尔街对(第四季度)的预测似乎非常保守,即使是在经济环境走弱的情况下。”截至目前,Snowflake预计其2023财年的产品营收为19.05亿美元至19.15亿美元,产品毛利率为75%,营业利润率为2%,调整后自由现金流利润率为17%。","news_type":1,"symbols_score_info":{"SNOW":1}},"isVote":1,"tweetType":1,"viewCount":2411,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"EN","totalScore":0}],"defaultTab":"following","isTTM":true}