$IBM(IBM)$_老虎社区_美港股上老虎

蚍蜉先撼小树

04-23

$IBM(IBM)$ 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？

存储转向软件？IGV有上车机会吗？

半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

不做暴富的梦
05-07
不做暴富的梦
软件公不是应该受益于ai么，毕竟可以减少很多研发成本，我也觉得有点过度悲观了

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