冬天的月亮
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。
分享至
微信
复制链接
精彩评论
StewardTout
05-02
StewardTout
确实，现在选股更看重预期差
什么也没有了～
APP内打开
发表看法
1
{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":559731680310864,"tweetId":"559731680310864","gmtCreate":1777684965046,"gmtModify":1777684967586,"author":{"id":4105098796277020,"idStr":"4105098796277020","authorId":4105098796277020,"authorIdStr":"4105098796277020","name":"冬天的月亮","avatar":"https://static.tigerbbs.com/bd5a46c667881e644840c7c1a5b49ad9","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":18,"starInvestorFlag":false},"themes":[{"themeId":"49a877d4c33848be98c508f35c54b35c","categoryId":"d316d8bd4a714fab9ea15fd7157c45e7","name":"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？","type":0,"rnLink":"https://laohu8.com/RN?name=RNTheme&page=/theme/detail&rndata={\"themeId\":49a877d4c33848be98c508f35c54b35c}&rnconfig={\"headerBarHidden\": true}","description":"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？","image":"https://static.tigerbbs.com/5a2edc590b8e582c283baa633b6fab5f"}],"images":[],"coverImages":[],"title":"","html":"<html><head></head><body>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。\n<br>\n<br></body></html>","htmlText":"<html><head></head><body>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。\n<br>\n<br></body></html>","text":"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。","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/559731680310864","repostId":0,"isVote":1,"tweetType":1,"viewCount":2377,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":161,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":559758358665312,"commentId":"559758358665312","gmtCreate":1777691535367,"gmtModify":1777885215521,"authorId":9000000000000382,"author":{"id":9000000000000382,"idStr":"9000000000000382","authorId":9000000000000382,"name":"StewardTout","avatar":"https://static.tigerbbs.com/9833086a2eb5862f61e00a211a246a76","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":559731680310864,"objectIdStr":"559731680310864","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"确实，现在选股更看重预期差","text":"确实，现在选股更看重预期差","html":"确实，现在选股更看重预期差","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"valid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/559731680310864"}
精彩评论