在 IBM 于 20_老虎社区_美港股上老虎

LanlanCC
07-14 20:42

在 IBM 于 2026 年 7 月 14 日（今天）给投资人的官方公开信中，Arvind Krishna 写得很明白：

"In the last few weeks of June, we saw clients shift their quarterly capex spend toward servers, storage, and memory purchases to secure supply-constrained infrastructure ahead of expected price increases."

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