冬天的月亮
01-06
美委内瑞拉战争只要没有陷入泥潭没有形成拉锯战那么对股市来讲就是利好， 因为委的原油，黄金等资源对于美股中的资源板块儿来讲是重大利好，对美国能源安全来讲是重大利好因此不会对美股造成冲击反而会起到好的作用
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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DebbyLily
01-06
DebbyLily
资源板块起飞了，大利好支持！
什么也没有了～
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