$IBM(IBM)$_老虎社区_美港股上老虎

$IBM(IBM)$ 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？

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。

推荐
最新

不做暴富的梦
·05-07
软件公不是应该受益于ai么，毕竟可以减少很多研发成本，我也觉得有点过度悲观了
回复
点赞
举报

热议股票

{"i18n":{"language":"zh_CN"},"data":{"magic":2,"id":556641760432224,"tweetId":"556641760432224","gmtCreate":1776931653934,"gmtModify":1776931656660,"author":{"id":10000000000010340,"idStr":"10000000000010340","authorId":10000000000010340,"authorIdStr":"10000000000010340","name":"蚍蜉先撼小树","avatar":"https://static.tigerbbs.com/739f24a55a7d579972b6511dcea8afb9","vip":8,"userType":8,"introduction":"q","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":15,"starInvestorFlag":false},"themes":[{"themeId":"0e901b844e694aab8873986a884287e8","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"存储转向软件？IGV有上车机会吗？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":0e901b844e694aab8873986a884287e8}&rnconfig={\"headerBarHidden\": true}","description":"半导体板块上周五大跌，SMH创下自三月以来最糟糕单日表现，本周一存储芯片股继续拖累大盘，软件股继续走高，Salesforce涨超3%。【大家觉得半导体板块是否会继续追赶其他版块下跌趋势？软件股有机会延续涨势吗？】\n","image":"https://static.tigerbbs.com/b67f6288ba279600c2597293178c734b"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body><p><a data-mention-id=\"IBM\" class=\"teditor-mention\" data-mention-name=\"IBM\" href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？</p></body></html>","htmlText":"<html><head></head><body><p><a data-mention-id=\"IBM\" class=\"teditor-mention\" data-mention-name=\"IBM\" href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a> 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？</p></body></html>","text":"$IBM(IBM)$ 营收利润都超预期，大型机还爆了，但软件增速没达标，咨询几乎没增长，盘后直接跌了7个点。市场对传统软件巨头太苛刻了，AI颠覆的担忧压得股价起不来。估值已经跌了不少，这个位置是不是过度悲观了？","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/556641760432224","repostId":0,"isVote":1,"tweetType":1,"viewCount":2027,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["IBM"],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":true,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":186,"optionInvolvedFlag":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":561630661547848,"commentId":"561630661547848","gmtCreate":1778148634353,"gmtModify":1778148640760,"authorId":4136939755042400,"author":{"id":4136939755042400,"idStr":"4136939755042400","authorId":4136939755042400,"name":"不做暴富的梦","avatar":"https://static.tigerbbs.com/f256e67ca26e4adabc28806ea50a095e","vip":1,"currentWearingBadge":{"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,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.04.30","exceedPercentage":"93.85%","individualDisplayEnabled":0,"individualDisplaySort":0,"categoryType":1101,"isScarce":0,"effectEnabled":0,"wearingSort":0},"crmLevel":12,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}]},"repliedAuthorId":0,"objectId":556641760432224,"objectIdStr":"556641760432224","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"软件公不是应该受益于ai么，毕竟可以减少很多研发成本，我也觉得有点过度悲观了","text":"软件公不是应该受益于ai么，毕竟可以减少很多研发成本，我也觉得有点过度悲观了","html":"软件公不是应该受益于ai么，毕竟可以减少很多研发成本，我也觉得有点过度悲观了","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"hasMoreComment":true,"orderType":2}

评论（1）

热议股票