AMD肯定预期不行，_老虎社区_美港股上老虎 - 老虎社区

AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者

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

抱西瓜捡芝麻
05-05
抱西瓜捡芝麻
数据中心一直不是英特尔对手。。。你是来搞笑的么

发表看法

1

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":560820765796040,"tweetId":"560820765796040","gmtCreate":1777950895569,"gmtModify":1777950898466,"author":{"id":3439498180568292,"idStr":"3439498180568292","authorId":3439498180568292,"authorIdStr":"3439498180568292","name":"源自","avatar":"https://static.tigerbbs.com/adf8535711666c83bb51b225d892a9b9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"hat":"https://static.tigerbbs.com/2dbc245fdbd9b115beaa630c8980fb6f","crmLevel":9,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":20,"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>AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者</body></html>","htmlText":"<html><head></head><body>AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者</body></html>","text":"AMD肯定预期不行，为什么呢！因为GPU投入太大了，GPU需求开始下降了，数据中心一直不是英特尔对手，内存价格上涨，装机减少！怎么看英特尔都是CPU需求增长最大受益者","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":1,"favoriteSize":0,"link":"https://laohu8.com/post/560820765796040","repostId":0,"isVote":1,"tweetType":1,"viewCount":6211,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC","GFS","AMD"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":147,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":560892401346272,"commentId":"560892401346272","gmtCreate":1777968386629,"gmtModify":1777968392128,"authorId":4123883148833520,"author":{"id":4123883148833520,"idStr":"4123883148833520","authorId":4123883148833520,"name":"抱西瓜捡芝麻","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":6,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":560820765796040,"objectIdStr":"560820765796040","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"数据中心一直不是英特尔对手。。。你是来搞笑的么","text":"数据中心一直不是英特尔对手。。。你是来搞笑的么","html":"数据中心一直不是英特尔对手。。。你是来搞笑的么","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/560820765796040"}