$英特尔(INTC)_老虎社区_美港股上老虎

$英特尔(INTC)$intc这50亿投资回报已经超过255%，老特早半个月，美国政府成本比达子还低，债转股，老bd栽下的树，老特把果子摘了

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？

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":558063278338072,"tweetId":"558063278338072","gmtCreate":1777278623730,"gmtModify":1777278703760,"author":{"id":10000000000010512,"idStr":"10000000000010512","authorId":10000000000010512,"authorIdStr":"10000000000010512","name":"五年一个周期","avatar":"https://static.tigerbbs.com/24939ffb5126640a7373244236d88a77","vip":8,"userType":8,"introduction":".","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":56,"starInvestorFlag":false},"themes":[{"themeId":"49a877d4c33848be98c508f35c54b35c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"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？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":49a877d4c33848be98c508f35c54b35c}&rnconfig={\"headerBarHidden\": true}","description":"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？","image":"https://static.tigerbbs.com/5a2edc590b8e582c283baa633b6fab5f"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英特尔\" target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>intc这50亿投资回报已经超过255%，老特早半个月，美国政府成本比达子还低，债转股，老bd栽下的树，老特把果子摘了</body></html>","htmlText":"<html><head></head><body><a data-mention-id=\"INTC\" rel=\"noopener noreferrer\" class=\"teditor-mention\" data-mention-name=\"英特尔\" target=\"_blank\" href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$</a>intc这50亿投资回报已经超过255%，老特早半个月，美国政府成本比达子还低，债转股，老bd栽下的树，老特把果子摘了</body></html>","text":"$英特尔(INTC)$intc这50亿投资回报已经超过255%，老特早半个月，美国政府成本比达子还低，债转股，老bd栽下的树，老特把果子摘了","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/558063278338072","repostId":0,"isVote":1,"tweetType":1,"viewCount":2836,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":115,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/558063278338072"}