$英特尔(INTC)_老虎社区_美港股上老虎

$英特尔(INTC)$英特尔像当年财报后的英伟达，一柱擎天，后续接着起飞，卖飞的不少，而且既然破100都认为没有悬念，那资金还等个啥，这周直接破100。

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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天空的星星
04-27
天空的星星
amd arm 存储，在 ai 周期那个不是一冲宇宙的

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