美银：IBM(IBM.US)收购Confluent(CFLT.US)深度契合AI与云战略布局软件业务增速或提2%

智通财经2025-12-09

智通财经APP获悉，美国银行周一表示，IBM(IBM.US)拟以每股31美元的价格收购Confluent(CFLT.US)的交易，与这家科技巨头现有的云及人工智能(AI)战略高度契合。美银分析师Wamsi Mohan在一份客户报告中指出：“我们认为此项收购与IBM的AI战略方向一致。Confluent作为一款基于Apache Kafka构建的实时数据流平台，对于布局生成式AI、实时应用及现代化工作...

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美银：IBM(IBM.US)收购Confluent(CFLT.US)深度契合AI与云战略布局 软件业务增速或提2%

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美银：IBM(IBM.US)收购Confluent(CFLT.US)深度契合AI与云战略布局软件业务增速或提2%