异动解读｜Workday盘前下跌5.59%，IBM业绩爆雷余震持续发酵软件板块承压不止

行情直击07-21

7月21日，Workday盘前下跌5.59%，报140.0美元/股，成交额29.84万美元。软件板块持续受IBM业绩爆雷冲击，板块修复乏力、抛压未消。

消息面上，IBM此前披露二季度初步营收172亿美元，大幅低于市场预期的179亿美元，股价单日暴跌超25%。IBM CEO表示部分客户正将资本开支转向服务器、存储等硬件领域，导致软件采购受到挤压。行业分析师指出，Workday等软件厂商可能持续感受到IT预算转移压力，云积压订单和新订阅销售等指标或低于华尔街预期。尽管Workday一季度AI智能代理业务规模化落地、管理层上调全年盈利指引，但短期基本面支撑仍难抵御板块系统性卖压与"卖软件、买硬件"的风格轮动趋势。

（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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