IBM基本盘还是很稳_老虎社区_美港股上老虎

大小摩

04-23

IBM基本盘还是很稳的，AI浪潮加上老旧系统现代化改造，经典大型机业务甚至迎来第二春。不过市场期待显然更高 $IBM(IBM)$

NOW绩后大跌！软件板块能抄底吗？

软件股领跌大盘，大订单受中东战事影响的ServiceNow跌近18%，拖累软件股，Salesforce跌近9%、领跌道指，微软跌近4%。【大家觉得软件板块还在杀估值吗？何时能抄底？】

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