$英特尔(INTC)_老虎社区_美港股上老虎

$英特尔(INTC)$看到很多人还在纠结英特尔的基本面，业绩表现，估值太贵等等。我想说，市场的情绪和叙事才是股价最大的推动力（短中期），否则你可以看看中概股了。我说英特尔半年了，我希望大家理解英特人这几个核心驱动力。1. 数据中心的CPU和GPU的配比2. 美国先进制造的代表3. 美国政府/川子主导的投资标的

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？

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

爱爱爱爱爱爱
05-01
爱爱爱爱爱爱
是的炒股就是炒作
西瓜皮叔
05-01
西瓜皮叔
所以还会涨么

发表看法

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