财报其实还可以，至于_老虎社区_美港股上老虎 - 老虎社区

三藏大法师

财报其实还可以，至于这么跌么？英特尔财报那么差还涨20%，离谱。不至于跌成这样吧，又没暴雷 $ARM Holdings(ARM)$

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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大小摩
05-07
大小摩
intel是亲生子,没办法对比

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