躺平躺到地狱了
05-02
半导体板块的投资策略正经历从“追逐涨幅”向“平衡估值”的微妙转变。目前的资金流向显示，投资者虽然仍在积极交易热门股，但对“便宜”和“贵”的定义已不再单纯看股价，而是看预期差。
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？
免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。
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PeteLeacock
05-02
PeteLeacock
现在确实更看重预期差，不是只看涨跌了
什么也没有了～
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