$IBM(IBM)$_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？

OpenAI未能完成内部业绩目标的报道，重燃市场对人工智能投资回报的疑虑，甲骨文跌4.1%，CoreWeave跌5.8%，两家公司均与OpenAI的云计算布局绑定。随后OpenAI表示其业务“运转良好”，企业业务和广告业务正在增长，但并未打消市场对AI增速的疑虑，【大家觉得CRWV和甲骨文等股是否被“错杀”？你会担心AI前景吗？】

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