个人中心 - 老虎社区

HarryQinHBS

IP属地：上海

帖子 · 3帖子 · 3
关注 · 0关注 · 0
粉丝 · 0粉丝 · 0

- HarryQinHBSHarryQinHBS
  ·07-20
  IBM的CEO是印度人，奥本海默的分析师也是印度人😄
  被挤出AI核心赛道？华尔街多头倒戈，奉劝散户切勿盲目“抄底”IBM
  IBM全新的AI工具包可能依然举足轻重就在IBM遭遇评级下调和股价下滑之际，该公司正在推出多年来最大规模的一些产品更新。这次下调评级恰逢IBM迎来另一个关键时刻。在他看来，在企业技术预算的重大转变中，IBM正处于不利的一侧，因为现在的支出更多地流向了以AI为核心的项目。
  被挤出AI核心赛道？华尔街多头倒戈，奉劝散户切勿盲目“抄底”IBM
  83 评论
  点赞
  分享
  举报
- HarryQinHBSHarryQinHBS
  ·02-03
  肯定都是假的，那你来说说什么是真的？
  寒武纪大幅跳水，公司回应：不清楚具体原因，市场很多传闻都是假的
  大家理性对待。
  寒武纪大幅跳水，公司回应：不清楚具体原因，市场很多传闻都是假的
  615 评论
  1
  分享
  举报
- HarryQinHBSHarryQinHBS
  ·2023-04-04
  瑞银有没有在一个月前预测出瑞信的市值会低于瑞幸？
  瑞银：维持唯品会(VIPS.US)买入评级
  瑞银：维持唯品会买入评级, 目标价由17.50美元调整至18.00美元。唯品会公司简介：唯品会提供网上产品销售及分销服务。它提供了女装;男装;鞋类;配件;手袋;儿童服装;运动服装及体育用品;美容产品;家居及生活用品;奢侈品;还有礼物和其他东西。与国内外品牌代理商、生产厂家合作。公司成立于2008年8月22日,总部位于中国广州。以上内容由证券之星根据公开信息整理，与本站立场无关。
  瑞银：维持唯品会(VIPS.US)买入评级
  1,368 评论
  点赞
  分享
  举报
暂无粉丝

热议股票

{"i18n":{"language":"zh_CN"},"isCurrentUser":false,"userPageInfo":{"id":"3568540003330909","uuid":"3568540003330909","gmtCreate":1605536053707,"gmtModify":1605536053707,"name":"HarryQinHBS","pinyin":"harryqinhbs","introduction":"","introductionEn":"","signature":"","avatar":"https://static.laohu8.com/default-avatar.jpg","hat":null,"hatId":null,"hatName":null,"vip":1,"status":2,"fanSize":0,"headSize":7,"tweetSize":3,"questionSize":0,"limitLevel":999,"accountStatus":4,"level":{"id":0,"name":"","nameTw":"","represent":"","factor":"","iconColor":"","bgColor":""},"themeCounts":0,"badgeCounts":0,"badges":[],"moderator":false,"superModerator":false,"manageSymbols":null,"badgeLevel":null,"boolIsFan":false,"boolIsHead":false,"favoriteSize":1,"symbols":null,"coverImage":null,"realNameVerified":"success","userBadges":[{"badgeId":"e50ce593bb40487ebfb542ca54f6a561-4","templateUuid":"e50ce593bb40487ebfb542ca54f6a561","name":"明星虎友","description":"加入老虎社区2000天","bigImgUrl":"https://static.tigerbbs.com/dddf24b906c7011de2617d4fb3f76987","smallImgUrl":"https://static.tigerbbs.com/53d58ad32c97254c6f74db8b97e6ec49","grayImgUrl":"https://static.tigerbbs.com/6304700d92ad91c7a33e2e92ec32ecc1","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.05.10","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"c16da968d58248f48262c1f464e9d0fa-1","templateUuid":"c16da968d58248f48262c1f464e9d0fa","name":"2025元宝x2","description":"2025年度投资收益达成20万美金","bigImgUrl":"https://static.tigerbbs.com/61f6a89c5fb5badafb9db45c855eff22","smallImgUrl":"https://static.tigerbbs.com/61f6a89c5fb5badafb9db45c855eff22","grayImgUrl":null,"redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2026.01.29","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":6001,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"35ec162348d5460f88c959321e554969-1","templateUuid":"35ec162348d5460f88c959321e554969","name":"精英交易员","description":"证券或期货账户累计交易次数达到30次","bigImgUrl":"https://static.tigerbbs.com/ab0f87127c854ce3191a752d57b46edc","smallImgUrl":"https://static.tigerbbs.com/c9835ce48b8c8743566d344ac7a7ba8c","grayImgUrl":"https://static.tigerbbs.com/76754b53ce7a90019f132c1d2fbc698f","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.07.25","exceedPercentage":"60.09%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.28","exceedPercentage":"93.15%","individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"976c19eed35f4cd78f17501c2e99ef37-1","templateUuid":"976c19eed35f4cd78f17501c2e99ef37","name":"博闻投资者","description":"累计交易超过10只正股","bigImgUrl":"https://static.tigerbbs.com/e74cc24115c4fbae6154ec1b1041bf47","smallImgUrl":"https://static.tigerbbs.com/d48265cbfd97c57f9048db29f22227b0","grayImgUrl":"https://static.tigerbbs.com/76c6d6898b073c77e1c537ebe9ac1c57","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1102,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0},{"badgeId":"518b5610c3e8410da5cfad115e4b0f5a-1","templateUuid":"518b5610c3e8410da5cfad115e4b0f5a","name":"实盘交易者","description":"完成一笔实盘交易","bigImgUrl":"https://static.tigerbbs.com/2e08a1cc2087a1de93402c2c290fa65b","smallImgUrl":"https://static.tigerbbs.com/4504a6397ce1137932d56e5f4ce27166","grayImgUrl":"https://static.tigerbbs.com/4b22c79415b4cd6e3d8ebc4a0fa32604","redirectLinkEnabled":0,"redirectLinkType":null,"redirectLink":null,"redirectLinkValidityFrom":null,"redirectLinkValidityTo":null,"hasAllocated":1,"isWearing":0,"stamp":null,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2021.12.21","exceedPercentage":null,"individualDisplayEnabled":0,"backgroundColor":null,"fontColor":null,"individualDisplaySort":0,"categoryType":1100,"isScarce":0,"effectConfig":null,"effectEnabled":0,"plateImgUrl":null,"plateColors":null,"validityTo":null,"validityToTimestamp":null,"wearingSort":0}],"userBadgeCount":6,"currentWearingBadge":null,"individualDisplayBadges":null,"crmLevel":5,"crmLevelSwitch":0,"location":"上海","starInvestorFollowerNum":0,"starInvestorFlag":false,"starInvestorOrderShareNum":0,"subscribeStarInvestorNum":0,"ror":null,"winRationPercentage":null,"showRor":false,"investmentPhilosophy":null,"starInvestorSubscribeFlag":false},"page":1,"watchlist":null,"tweetList":[{"id":587813400622648,"gmtCreate":1784540642914,"gmtModify":1784541805686,"author":{"id":"3568540003330909","authorId":"3568540003330909","name":"HarryQinHBS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568540003330909","authorIdStr":"3568540003330909"},"themes":[],"title":"","htmlText":"IBM的CEO是印度人，奥本海默的分析师也是印度人😄","listText":"IBM的CEO是印度人，奥本海默的分析师也是印度人😄","text":"IBM的CEO是印度人，奥本海默的分析师也是印度人😄","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/587813400622648","repostId":"2652261453","repostType":2,"repost":{"id":"2652261453","kind":"news","pubTimestamp":1784530235,"share":"https://www.laohu8.com/m/news/2652261453?lang=zh_CN&edition=full","pubTime":"2026-07-20 14:50","market":"us","language":"zh","title":"被挤出AI核心赛道？华尔街多头倒戈，奉劝散户切勿盲目“抄底”IBM","url":"https://stock-news.laohu8.com/highlight/detail?id=2652261453","media":"智通财经","summary":"IBM全新的AI工具包可能依然举足轻重就在IBM遭遇评级下调和股价下滑之际，该公司正在推出多年来最大规模的一些产品更新。这次下调评级恰逢IBM迎来另一个关键时刻。在他看来，在企业技术预算的重大转变中，IBM正处于不利的一侧，因为现在的支出更多地流向了以AI为核心的项目。","content":"<html><head></head><body><p style=\"text-align: left;\"><a href=\"https://laohu8.com/S/IBM\">IBM</a>刚经历了一个让人不得不重新审视这只股票的交易日。该股单日重挫25.2%，蒸发<a href=\"https://laohu8.com/S/SBAY\">数百亿</a>美元市值，创下公司近年史上最惨单日跌幅。</p><p style=\"text-align: left;\">这种幅度的暴跌不仅伤害了所有在接近高点时买入的人，还迫使市场重新审视IBM的真实价值。随后，市场的基调变得更加严峻。</p><p style=\"text-align: left;\">此前一直高调唱多IBM的奥本海默随即祭出降级操作，为这种情绪的转变推波助澜。这一调级紧随财报引发的抛售潮之后而来，将糟糕的一天变成了更像是转折点的一个时刻。</p><p style=\"text-align: left;\">因此，一个令人不安的问题现在笼罩在这只股票上：在IBM财报后急剧下跌后紧随而来的奥本海默下调评级，是否是一个真正的警告，预示着公司的成长故事正开始破灭?</p><h2 style=\"text-align: left;\"><strong>大跌后的IBM</strong></h2><p style=\"text-align: left;\">IBM是一家科技与咨询公司，市值达2059亿美元，因其在混合云、企业软件和IT基础设施领域的工作而闻名。今年以来该股已下跌28.2%，在过去52周内下跌了24.6%。</p><p class=\"t-img-caption\"><img src=\"https://community-static.tradeup.com/news/e80de166d098f7200b9d4dba31d8bf52\" data-align=\"center\" tg-width=\"200\" tg-height=\"120\"/><span></span></p><p style=\"text-align: left;\">IBM支付每股6.76美元的年度远期股息，折算下来股息率为3.20%。其估值目前明显低于同行业板块，滚动市盈率为18.44倍(行业中位数为25.91倍)，市现率(价格对现金流比率)为14.71倍(行业中位数为18.79倍)。</p><p style=\"text-align: left;\">然而，更直接的焦点是7月14日发布的2026年第二季度初步业绩——这早于计划于7月22日发布的完整报告和电话会议。期内营收为172亿美元，同比仅增长1%，远不及分析师普遍预期的接近179亿美元。非公认会计准则每股收益预计为2.93美元(增长5%)，低于大约3.01美元的普遍预期。业务板块表现显示，软件营收增长5%，咨询持平(按固定汇率计算增长1%)，基础设施下降7%。</p><p style=\"text-align: left;\">首席执行官阿尔温德·克里希纳在致投资者的一封信中解释了业绩未能达标的原因：在6月的最后几周，客户大幅调整了资本支出的优先级，转向服务器、存储和内存，以便在AI需求引发预期的价格上涨之前，锁定制约供应的基础设施。IBM的资产负债表仍在增长。截至2026年3月，总资产为1562.29亿美元，增长2.86%，这给公司留下了投资空间。总负债为1231.74亿美元，增长3.39%。负债的上升表明债务和义务正在悄然增加。</p><h2 style=\"text-align: left;\"><strong>IBM全新的AI工具包可能依然举足轻重</strong></h2><p style=\"text-align: left;\">就在IBM遭遇评级下调和股价下滑之际，该公司正在推出多年来最大规模的一些产品更新。7月中旬，IBM推出了旨在处理大型企业工作负载的新Power Systems硬件和软件。</p><p style=\"text-align: left;\">其Power Autonomous Operations(Power自动化运维)软件旨在发现并修复容量问题，速度比人工检查快高达15倍。该产品阵容还包括一款面向紧凑型、支持AI的边缘计算的入门级Power S1112服务器，以及全新的Power Virtual Server(Power虚拟服务器)选项。</p><p style=\"text-align: left;\">在硬件之外，IBM一直在通过其软件开发AI平台Bob来深化其AI工具。其 Bob 高级套件为Java、IBM i和IBM Z环境增加了定向的现代化改造功能。</p><p style=\"text-align: left;\">信任与安全涵盖了近期的新闻。在5月底和7月初，IBM和<a href=\"https://laohu8.com/S/RHT\">红帽</a>(Red Hat)扩展了Project Lightwell，这是一项由2万多名工程师支持、耗资50亿美元的项目，旨在让开源软件对大型组织而言更加安全。新的Lightwell产品旨在保护软件供应链，并在企业于AI密集型系统中更多地依赖开源时，构建一个更强大的“信任基础设施”。</p><p style=\"text-align: left;\">综合来看，这些产品举措表明IBM正试图向人工智能、现代化和安全领域转型，而不是仅仅依赖旧的基础设施。</p><h2 style=\"text-align: left;\"><strong>华尔街对IBM的分歧</strong></h2><p style=\"text-align: left;\">奥本海默在IBM上的态度轨迹，很大程度上说明了其成长故事发生了怎样的变化。该机构此前对该股评级为“跑赢大盘”，不过，这一观点现在已经发生了反转。</p><p style=\"text-align: left;\">奥本海默的分析师已将评级下调至“与大盘持平”，并完全取消了350美元的目标价。这一举措背后的分析师帕拉姆·辛格强调，IBM最新的业绩在每一个板块都低于奥本海默以及更广泛的市场普遍预期。</p><p style=\"text-align: left;\">这次下调评级恰逢IBM迎来另一个关键时刻。主要的财报将于7月22日美股盘后发布，华尔街正寻找2026年6月季度每股收益3.02美元的迹象。相比之下，去年同期为2.80美元，意味着预期增长7.86%。</p><p style=\"text-align: left;\">并非只有奥本海默在奉劝谨慎。知名分析师的吉姆·克莱默已经明确表示，他不赞成散户投资者仅仅因为走势图看起来更便宜而试图对IBM进行“逢低买入”。在他看来，在企业技术预算的重大转变中，IBM正处于不利的一侧，因为现在的支出更多地流向了以AI为核心的项目。</p><p style=\"text-align: left;\">即便如此，更广泛的分析师群体并未放弃该公司。在目前对IBM股票进行评级的22位分析师中，共识落在了对IBM的“温和买入”评级上。平均目标价约为293.95美元，这意味着存在38.2%的上涨空间。</p></body></html>","source":"stock_zhitongcaijing","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>被挤出AI核心赛道？华尔街多头倒戈，奉劝散户切勿盲目“抄底”IBM</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n被挤出AI核心赛道？华尔街多头倒戈，奉劝散户切勿盲目“抄底”IBM\n</h2>\n\n<h4 class=\"meta\">\n\n\n2026-07-20 14:50 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1469604.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>IBM刚经历了一个让人不得不重新审视这只股票的交易日。该股单日重挫25.2%，蒸发数百亿美元市值，创下公司近年史上最惨单日跌幅。这种幅度的暴跌不仅伤害了所有在接近高点时买入的人，还迫使市场重新审视IBM的真实价值。随后，市场的基调变得更加严峻。此前一直高调唱多IBM的奥本海默随即祭出降级操作，为这种情绪的转变推波助澜。这一调级紧随财报引发的抛售潮之后而来，将糟糕的一天变成了更像是转折点的一个时刻。...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1469604.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/bdc7472c280ee4af2ee0f797310d6b13","relate_stocks":{"BK4533":"AQR资本管理(全球第二大对冲基金)","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","FAZ":"三倍做空金融ETF-Direxion","BK4602":"量子计算概念","BK4575":"芯片概念","LU1674673428.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AC\" (USD) ACC","LU1883839398.USD":"AMUNDI FUNDS INCOME OPPORTUNITIES \"A2\" (USD) ACC","SKYY":"First Trust Cloud Computing ETF","BK4612":"AI芯片","BK4538":"云计算","BK4579":"人工智能","BK4588":"碎股","AIPO":"Defiance AI and Power Infrastructure ETF","BK4134":"信息科技咨询与其它服务","LU0868494617.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD) ACC","LU1880398471.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) ACC","LU0321505868.SGD":"Schroder ISF Global Dividend Maximiser A Dis SGD","LU0321505439.SGD":"Schroder ISF Global Dividend Maximiser A Acc SGD","LU1880398554.USD":"AMUNDI FUNDS GLOBAL EQUITY \"A2\" (USD) INC","TDIV":"第一信托纳斯达克科技股利指数基金","LU1778281490.HKD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (HKD) INC","VTHR":"Vanguard Russell 3000 ETF","CHAT":"ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF","LU1894683264.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) ACC","ARTY":"ISHARES FUTURE AI & TECH ETF","AGIX":"通用人工智能 ETF-AGIX","BK4543":"AI","QTOC":"Innovator Growth Accelerated Plus ETF - October","LU1585245621.USD":"EASTSPRING INV GLOBAL LOW VOLATILITY EQUITY FUND \"A\" (USD) ACC B","BK4585":"ETF&股票定投概念","LU1430594728.SGD":"Eastspring Investments - Global Low Volatility Equity AS SGD","LU1894683348.USD":"AMUNDI FUNDS US EQUITY RESEARCH VALUE \"A2\" (USD) INC","BK4534":"瑞士信贷持仓","IBM":"IBM"},"source_url":"http://www.zhitongcaijing.com/content/detail/1469604.html","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2652261453","content_text":"IBM刚经历了一个让人不得不重新审视这只股票的交易日。该股单日重挫25.2%，蒸发数百亿美元市值，创下公司近年史上最惨单日跌幅。这种幅度的暴跌不仅伤害了所有在接近高点时买入的人，还迫使市场重新审视IBM的真实价值。随后，市场的基调变得更加严峻。此前一直高调唱多IBM的奥本海默随即祭出降级操作，为这种情绪的转变推波助澜。这一调级紧随财报引发的抛售潮之后而来，将糟糕的一天变成了更像是转折点的一个时刻。因此，一个令人不安的问题现在笼罩在这只股票上：在IBM财报后急剧下跌后紧随而来的奥本海默下调评级，是否是一个真正的警告，预示着公司的成长故事正开始破灭?大跌后的IBMIBM是一家科技与咨询公司，市值达2059亿美元，因其在混合云、企业软件和IT基础设施领域的工作而闻名。今年以来该股已下跌28.2%，在过去52周内下跌了24.6%。IBM支付每股6.76美元的年度远期股息，折算下来股息率为3.20%。其估值目前明显低于同行业板块，滚动市盈率为18.44倍(行业中位数为25.91倍)，市现率(价格对现金流比率)为14.71倍(行业中位数为18.79倍)。然而，更直接的焦点是7月14日发布的2026年第二季度初步业绩——这早于计划于7月22日发布的完整报告和电话会议。期内营收为172亿美元，同比仅增长1%，远不及分析师普遍预期的接近179亿美元。非公认会计准则每股收益预计为2.93美元(增长5%)，低于大约3.01美元的普遍预期。业务板块表现显示，软件营收增长5%，咨询持平(按固定汇率计算增长1%)，基础设施下降7%。首席执行官阿尔温德·克里希纳在致投资者的一封信中解释了业绩未能达标的原因：在6月的最后几周，客户大幅调整了资本支出的优先级，转向服务器、存储和内存，以便在AI需求引发预期的价格上涨之前，锁定制约供应的基础设施。IBM的资产负债表仍在增长。截至2026年3月，总资产为1562.29亿美元，增长2.86%，这给公司留下了投资空间。总负债为1231.74亿美元，增长3.39%。负债的上升表明债务和义务正在悄然增加。IBM全新的AI工具包可能依然举足轻重就在IBM遭遇评级下调和股价下滑之际，该公司正在推出多年来最大规模的一些产品更新。7月中旬，IBM推出了旨在处理大型企业工作负载的新Power Systems硬件和软件。其Power Autonomous Operations(Power自动化运维)软件旨在发现并修复容量问题，速度比人工检查快高达15倍。该产品阵容还包括一款面向紧凑型、支持AI的边缘计算的入门级Power S1112服务器，以及全新的Power Virtual Server(Power虚拟服务器)选项。在硬件之外，IBM一直在通过其软件开发AI平台Bob来深化其AI工具。其 Bob 高级套件为Java、IBM i和IBM Z环境增加了定向的现代化改造功能。信任与安全涵盖了近期的新闻。在5月底和7月初，IBM和红帽(Red Hat)扩展了Project Lightwell，这是一项由2万多名工程师支持、耗资50亿美元的项目，旨在让开源软件对大型组织而言更加安全。新的Lightwell产品旨在保护软件供应链，并在企业于AI密集型系统中更多地依赖开源时，构建一个更强大的“信任基础设施”。综合来看，这些产品举措表明IBM正试图向人工智能、现代化和安全领域转型，而不是仅仅依赖旧的基础设施。华尔街对IBM的分歧奥本海默在IBM上的态度轨迹，很大程度上说明了其成长故事发生了怎样的变化。该机构此前对该股评级为“跑赢大盘”，不过，这一观点现在已经发生了反转。奥本海默的分析师已将评级下调至“与大盘持平”，并完全取消了350美元的目标价。这一举措背后的分析师帕拉姆·辛格强调，IBM最新的业绩在每一个板块都低于奥本海默以及更广泛的市场普遍预期。这次下调评级恰逢IBM迎来另一个关键时刻。主要的财报将于7月22日美股盘后发布，华尔街正寻找2026年6月季度每股收益3.02美元的迹象。相比之下，去年同期为2.80美元，意味着预期增长7.86%。并非只有奥本海默在奉劝谨慎。知名分析师的吉姆·克莱默已经明确表示，他不赞成散户投资者仅仅因为走势图看起来更便宜而试图对IBM进行“逢低买入”。在他看来，在企业技术预算的重大转变中，IBM正处于不利的一侧，因为现在的支出更多地流向了以AI为核心的项目。即便如此，更广泛的分析师群体并未放弃该公司。在目前对IBM股票进行评级的22位分析师中，共识落在了对IBM的“温和买入”评级上。平均目标价约为293.95美元，这意味着存在38.2%的上涨空间。","news_type":1,"symbols_score_info":{"AIPO":1.5,"CHAT":1.5,"FAZ":1.5,"SKYY":0.6,"ARTY":1.5,"AGIX":1.5,"QTOC":1.5,"TDIV":0.6,"IBM":1.5,"VTHR":1.5}},"isVote":1,"tweetType":1,"viewCount":83,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":528624023339784,"gmtCreate":1770089083426,"gmtModify":1770093229994,"author":{"id":"3568540003330909","authorId":"3568540003330909","name":"HarryQinHBS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568540003330909","authorIdStr":"3568540003330909"},"themes":[],"title":"","htmlText":"肯定都是假的，那你来说说什么是真的？","listText":"肯定都是假的，那你来说说什么是真的？","text":"肯定都是假的，那你来说说什么是真的？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/528624023339784","repostId":"1132624133","repostType":2,"repost":{"id":"1132624133","kind":"news","weMediaInfo":{"introduction":"为用户提供金融资讯、行情、数据，旨在帮助投资者理解世界，做投资决策。","home_visible":1,"media_name":"老虎资讯综合","id":"102","head_image":"https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba"},"pubTimestamp":1770088865,"share":"https://www.laohu8.com/m/news/1132624133?lang=zh_CN&edition=full","pubTime":"2026-02-03 11:21","market":"sh","language":"zh","title":"寒武纪大幅跳水，公司回应：不清楚具体原因，市场很多传闻都是假的","url":"https://stock-news.laohu8.com/highlight/detail?id=1132624133","media":"老虎资讯综合","summary":"大家理性对待。","content":"<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/688256\">寒武纪</a> 股价盘中大幅跳水，一度跌近14%。对此情况，寒武纪董秘办接线工作人员表示：<strong>“这个（股价波动原因）我们不太清楚，首先就是市场上很多的传闻，这肯定都是假的。然后二级市场资金、情绪的波动还是比较多的，大家理性对待。”</strong>（每经网）</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb6f007988320f3b0a4ab4cbdee14017\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>寒武纪大幅跳水，公司回应：不清楚具体原因，市场很多传闻都是假的</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n寒武纪大幅跳水，公司回应：不清楚具体原因，市场很多传闻都是假的\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/102\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/8274c5b9d4c2852bfb1c4d6ce16c68ba);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">老虎资讯综合 </p>\n<p class=\"h-time\">2026-02-03 11:21</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html><head></head><body><p>周二， <a href=\"https://laohu8.com/S/688256\">寒武纪</a> 股价盘中大幅跳水，一度跌近14%。对此情况，寒武纪董秘办接线工作人员表示：<strong>“这个（股价波动原因）我们不太清楚，首先就是市场上很多的传闻，这肯定都是假的。然后二级市场资金、情绪的波动还是比较多的，大家理性对待。”</strong>（每经网）</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/bb6f007988320f3b0a4ab4cbdee14017\" title=\"\" tg-width=\"560\" tg-height=\"240\"/></p><p></p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/ef66bdca624fb5abd06b070af48e0e25","relate_stocks":{"688256":"寒武纪"},"source_url":"","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1132624133","content_text":"周二， 寒武纪 股价盘中大幅跳水，一度跌近14%。对此情况，寒武纪董秘办接线工作人员表示：“这个（股价波动原因）我们不太清楚，首先就是市场上很多的传闻，这肯定都是假的。然后二级市场资金、情绪的波动还是比较多的，大家理性对待。”（每经网）","news_type":1,"symbols_score_info":{"688256":2}},"isVote":1,"tweetType":1,"viewCount":615,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":653313011,"gmtCreate":1680559882334,"gmtModify":1680572165655,"author":{"id":"3568540003330909","authorId":"3568540003330909","name":"HarryQinHBS","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":5,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3568540003330909","authorIdStr":"3568540003330909"},"themes":[],"title":"","htmlText":"瑞银有没有在一个月前预测出瑞信的市值会低于瑞幸？","listText":"瑞银有没有在一个月前预测出瑞信的市值会低于瑞幸？","text":"瑞银有没有在一个月前预测出瑞信的市值会低于瑞幸？","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/653313011","repostId":"2324089185","repostType":2,"repost":{"id":"2324089185","kind":"news","pubTimestamp":1680533478,"share":"https://www.laohu8.com/m/news/2324089185?lang=zh_CN&edition=full","pubTime":"2023-04-03 22:51","market":"us","language":"zh","title":"瑞银：维持唯品会(VIPS.US)买入评级","url":"https://stock-news.laohu8.com/highlight/detail?id=2324089185","media":"证券之星","summary":"瑞银：维持唯品会买入评级, 目标价由17.50美元调整至18.00美元。唯品会公司简介：唯品会提供网上产品销售及分销服务。它提供了女装;男装;鞋类;配件;手袋;儿童服装;运动服装及体育用品;美容产品;家居及生活用品;奢侈品;还有礼物和其他东西。与国内外品牌代理商、生产厂家合作。公司成立于2008年8月22日,总部位于中国广州。以上内容由证券之星根据公开信息整理，与本站立场无关。","content":"<html><body><article><p>瑞银：维持<a href=\"https://laohu8.com/S/VIPS\">唯品会</a>(VIPS.US)买入评级, 目标价由17.50美元调整至18.00美元。</p><p>唯品会（VIPS.US）公司简介：唯品会提供网上产品销售及分销服务。它提供了女装;男装;鞋类;配件;手袋;儿童服装;运动服装及体育用品;美容产品;家居及生活用品;奢侈品;还有礼物和其他东西。与国内外品牌代理商、生产厂家合作。公司成立于2008年8月22日,总部位于中国广州。</p><p>以上内容由证券之星根据公开信息整理，与本站立场无关。证券之星力求但不保证该信息（包括但不限于文字、视频、音频、数据及图表）全部或者部分内容的的准确性、完整性、有效性、及时性等，如存在问题请联系我们。本文为数据整理，不对您构成任何投资建议，投资有风险，请谨慎决策。</p></article></body></html>","source":"tencent","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>瑞银：维持唯品会(VIPS.US)买入评级</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n瑞银：维持唯品会(VIPS.US)买入评级\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-04-03 22:51 北京时间&nbsp;&nbsp;&nbsp;<a href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304032305378421ef8e&s=b><strong>证券之星</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>瑞银：维持唯品会(VIPS.US)买入评级, 目标价由17.50美元调整至18.00美元。唯品会（VIPS.US）公司简介：唯品会提供网上产品销售及分销服务。它提供了女装;男装;鞋类;配件;手袋;儿童服装;运动服装及体育用品;美容产品;家居及生活用品;奢侈品;还有礼物和其他东西。与国内外品牌代理商、生产厂家合作。公司成立于2008年8月22日,总部位于中国广州。以上内容由证券之星根据公开信息整理，...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304032305378421ef8e&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"VIPS":"唯品会"},"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN202304032305378421ef8e&s=b","is_english":false,"share_image_url":"https://static.laohu8.com/9a95c1376e76363c1401fee7d3717173","article_id":"2324089185","content_text":"瑞银：维持唯品会(VIPS.US)买入评级, 目标价由17.50美元调整至18.00美元。唯品会（VIPS.US）公司简介：唯品会提供网上产品销售及分销服务。它提供了女装;男装;鞋类;配件;手袋;儿童服装;运动服装及体育用品;美容产品;家居及生活用品;奢侈品;还有礼物和其他东西。与国内外品牌代理商、生产厂家合作。公司成立于2008年8月22日,总部位于中国广州。以上内容由证券之星根据公开信息整理，与本站立场无关。证券之星力求但不保证该信息（包括但不限于文字、视频、音频、数据及图表）全部或者部分内容的的准确性、完整性、有效性、及时性等，如存在问题请联系我们。本文为数据整理，不对您构成任何投资建议，投资有风险，请谨慎决策。","news_type":1,"symbols_score_info":{"VIPS":0.9}},"isVote":1,"tweetType":1,"viewCount":1368,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0}],"defaultTab":"followers","isTTM":false}