半导体板块在顺利爆发_老虎社区_美港股上老虎

半导体板块在顺利爆发的大时代背景下2026年大放异彩，半导体板块中的个股表现也是非常亮眼，随着算力爆发性增长的继续，半导体板块，应该接下来还会有很好的表现，目前可以说估值相当贵了，有一定泡沫了，但是我们目前应该享受这个泡沫膨胀的过程，但需警惕的是一旦泡沫迸裂，我们第一时间要逃出去，因为再强的板块也有回调

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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AprilBridges
05-02
AprilBridges
泡沫当前，享受趋势但得留个心眼。

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