2026年AMD仍具_老虎社区_美港股上老虎 - 老虎社区

梦想快实现

2026年AMD仍具高景气与超额收益潜力，英特尔具备重回主赛道的条件但需时间验证，策略上可高配AMD+低配英特尔，动态调整。

IBM今日盘后财报，上季暴雷带崩软件，这次软件业务能否止血？

IBM将于今日盘后发布Q2财报。上一季它营收不及预期、股价暴跌逾20%并带崩整个软件板块，还点出"客户把资本开支转向硬件"的风格切换信号，令市场记忆犹新。本次焦点：软件与咨询业务能否企稳、混合云与AI订单（watsonx）的兑现，以及现金流与全年指引。最大争议是企业IT预算是否仍在"从软件流向硬件"。当上一季的暴雷阴影未散，IBM这次是止血反弹，还是二次证伪软件需求？

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精彩评论

清爽起飞
01-15
清爽起飞
最气人的是唯一打到的涂鸦科技跌成了垃圾
TabLucy
01-15
TabLucy
策略靠谱，AMD稳赚，英特尔再等等！

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