$IBM(IBM)$_老虎社区_美港股上老虎

沙漠追光大海逐风

04-23

$IBM(IBM)$IBM老板今天的电话会议中为公司业务的辩护，AI对公司是顺风，而不是逆风。一开始还真觉得他说的颇有道理，直到最后两段，他说他们六七年前就已经为Agent时代构建产品组合了！这牛逼吹得过了吧？

NOW绩后大跌！软件板块能抄底吗？

软件股领跌大盘，大订单受中东战事影响的ServiceNow跌近18%，拖累软件股，Salesforce跌近9%、领跌道指，微软跌近4%。【大家觉得软件板块还在杀估值吗？何时能抄底？】

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