开盘暴跌22%！IBM警告业绩不及预期，AI基建热潮抢占企业软件支出预算

澎湃新闻07-14 22:27

科技巨头IBM坦言公司上季度未能跟上节奏，导致业绩不容乐观。　　当地时间7月14日，IBM在美股盘前公布的初步季度销售业绩显示，由于未能跟上企业支出从软件向数据中心基础设施转移的步伐，公司遭受沉重打击。IBM预计公司第二季度营收约为172亿美元，低于市场预期的180亿美元；预计调整后每股收益为2.93美元，低于市场预期的3.01美元。　　声明还显示，IBM旗下基础设施业务部门的销售额受到的冲击尤其...

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IBM warns that performance falls short of expectations, AI infrastructure boom grabs enterprise software spending budgets","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SAPH":1.5,"TDIV":1.5,"SKYY":0.6,"XSW":1.5,"IVW":1.5,"ORCS":0.6,"LRNZ":1.5,"TTEQ":1.5,"AGIX":1.5,"ORCU":0.6,"IBM":1.5,"ORCX":1.5,"AIPO":1.5,"QTOC":1.5,"IYW":1.5,"CRWL":1.5,"DAT":1.5,"IXN":1.5,"VTHR":1.5,"ARTY":1.5,"CHAT":1.5,"HFGO":1.5},"content_text":"科技巨头IBM坦言公司上季度未能跟上节奏，导致业绩不容乐观。　　当地时间7月14日，IBM在美股盘前公布的初步季度销售业绩显示，由于未能跟上企业支出从软件向数据中心基础设施转移的步伐，公司遭受沉重打击。IBM预计公司第二季度营收约为172亿美元，低于市场预期的180亿美元；预计调整后每股收益为2.93美元，低于市场预期的3.01美元。　　声明还显示，IBM旗下基础设施业务部门的销售额受到的冲击尤其严重，意外下降了约7%；软件收入增长了5%，咨询业务基本持平。公司表示，目前仍在审查账目，最终业绩可能略有不同。IBM预计将于7月22日正式公布第二季度财报。　　这一业绩警报引发IBM股价开盘暴跌22%，录得自20世纪80年代以来最大的单日盘中跌幅，并导致整个软件板块遭遇抛售，微软、ServiceNow、Salesforce、Workday和Intuit的开盘股价分别下跌了3%至7%不等。同时，道琼斯指数期货走低，而iShares科技软件板块ETF跌幅一度超过4%。　　IBM的CEO阿温德·克里希纳表示：“在6月份的最后几周，我们看到客户将季度资本支出急剧转移到了服务器、数据存储设备和内存的采购上，以便在预期价格上涨之前锁定供应受限的基础设施。”　　IBM此前预计，公司最新一代旗舰级大型主机z17将成为基础设施业务的重要增长动力，但实际表现低于预期。克里希纳表示，Z系列平台及相关软件生态，尤其是交易处理软件销售疲软，是造成本季度业绩缺口的重要原因之一。　　克里希纳补充道：“虽然我们在预期中考虑到了某些供应链相关的影响，但我们并没有预料到这种资本支出重新调整的幅度之大。”他坦言称，公司在快速适应市场方面“应对不力（faltered）”，并且“许多大型交易”未能如期完成，成为导致业绩不及预期的主要因素。　　克里希纳还指出，本季度整个行业的网络安全问题分散了客户的注意力，使他们无法专注于采购决策：“这些不是借口，而是现实。我们的职责是帮助客户应对不确定性，找到业务增长的途径，无论外部环境如何变化。”　　分析指出，这是迄今为止最明显的迹象，表明AI正在对软件行业造成日益沉重的打击。　　长期以来，软件领域的投资者一直处于焦虑之中，担心能够自动执行常规工作的AI工具可能会对该行业构成巨大威胁。而IBM的业绩则表明，在AI服务器、芯片和网络设备上日益增长的支出，也在蚕食软件预算。　　对此，英国IG集团的首席市场分析师Chris Beauchamp表示，对IBM和软件股来说，这是一个艰难的时刻：“最大的问题将是，这种向基础设施和网络安全的支出转移还会持续多久。再持续几个月或许还可以忍受，但如果时间更长，整个市场将再次对软件股的前景提出严重的质疑。”（文章来源：澎湃新闻）","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":false,"editions":null,"column":"","sentiment":"0","news_tag":"dataReport","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":1,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"isLaohu8Offline":false,"tenantId":"TBCN","deviceId":"web-server-community-laohu8-v3","version":"4.44.1","shortVersion":"4.44.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2651410400","isCrawlerRequest":true}