异动解读｜IBM盘中下跌3.09%，摩根大通下调目标价叠加业绩暴雷余震持续

行情直击07-17

7月17日，IBM盘中下跌3.09%，报212.285美元/股，成交额9.59亿美元。

消息面上，摩根大通将IBM目标价从291美元下调至250美元，维持增持评级。此前Oppenheimer已将IBM评级从"跑赢大市"下调至"持股观望"并撤回350美元目标价，指出软件两位数增长"面临较大挑战"。本周IBM因提前披露二季度业绩预警遭遇史上最大单日暴跌25%，初步数据显示营收172亿美元，同比仅增1%，远低于市场预期的约179亿美元；基础设施收入下滑7%，软件增速回落至5%，咨询业务零增长。管理层表示客户资本开支优先转向AI硬件基础设施，导致多笔大型合同未能按计划签署，市场对传统软件板块承压的担忧仍在发酵。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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