现在 $英特尔(IN_老虎社区_美港股上老虎

现在 $英特尔(INTC)$ 最大的问题不是没订单，是做不出来。产能从消费级往服务器端挪，自去年10月起优先保障数据中心，消费级被持续压缩。3月以来服务器CPU已涨10%到20%，下半年还要涨。供不应求的局面一时半会缓解不了。

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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