HankeHo
05-04
$英特尔(INTC)$
本周依旧看涨Intel，如果低于100就继续慢慢加仓。
Intel目前是芯片自研、芯片代工、参与XAI&特斯拉芯片大厂建造，以及自身品牌65%市场占比。本月看到120美金。年底到200美金。
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。
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梦醒时分67
05-04
梦醒时分67
借你吉言 [看涨] [看涨] [强] [强] [抱拳] [抱拳]
HankeHo
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一起盯盘，低于98就加仓。
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