Replying t_老虎社区_美港股上老虎

Replying to @源自:amd cpu比intel厉害//@源自: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？

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Yo.
05-05
Yo.
英特尔没有美国政府持股是不可能涨那么多的

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