$英特尔(INTC)_老虎社区_美港股上老虎 - 老虎社区

$英特尔(INTC)$ 坚定持有，继续坐等翻倍再翻倍[笑哭] [笑哭] [笑哭]

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。

精彩评论

ColinThorndike
05-03
ColinThorndike
一样在等

发表看法

1

2

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":560212445582496,"tweetId":"560212445582496","gmtCreate":1777802401455,"gmtModify":1777802403606,"author":{"id":4203031834472792,"idStr":"4203031834472792","authorId":4203031834472792,"authorIdStr":"4203031834472792","name":"梦醒时分67","avatar":"https://community-static.tradeup.com/news/default-avatar.jpg","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":6,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","templateUuid":"228c86a078844d74991fff2b7ab2428d","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","grayImgUrl":"https://static.tigerbbs.com/506a259a7b456f037592c3b23c779599","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2025.10.18","exceedPercentage":"93.52%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"228c86a078844d74991fff2b7ab2428d-3","name":"投资合伙人虎","description":"证券账户累计交易金额达到100万美元","smallImgUrl":"https://static.tigerbbs.com/436cdf80292b99f0a992e78750ac4e3a","bigImgUrl":"https://static.tigerbbs.com/fbeac6bb240db7da8b972e5183d050ba","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":3,"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><p><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 坚定持有，继续坐等翻倍再翻倍<span>[笑哭]&nbsp;</span>&nbsp;<span>[笑哭]&nbsp;</span>&nbsp;<span>[笑哭]&nbsp;</span>&nbsp;</p></body></html>","htmlText":"<html><head></head><body><p><a href=\"https://laohu8.com/S/INTC\">$英特尔(INTC)$&nbsp;</a><v-v data-views=\"1\"></v-v> 坚定持有，继续坐等翻倍再翻倍<span>[笑哭]&nbsp;</span>&nbsp;<span>[笑哭]&nbsp;</span>&nbsp;<span>[笑哭]&nbsp;</span>&nbsp;</p></body></html>","text":"$英特尔(INTC)$ 坚定持有，继续坐等翻倍再翻倍[笑哭] [笑哭] [笑哭]","highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/560212445582496","repostId":0,"isVote":1,"tweetType":1,"viewCount":2001,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["INTC"],"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":59,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":560223111509616,"commentId":"560223111509616","gmtCreate":1777804945100,"gmtModify":1777885217289,"authorId":9000000000000648,"author":{"id":9000000000000648,"idStr":"9000000000000648","authorId":9000000000000648,"name":"ColinThorndike","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":560212445582496,"objectIdStr":"560212445582496","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"一样在等","text":"一样在等","html":"一样在等","likeSize":0,"commentSize":0,"subComments":[],"verified":10,"allocateAmount":0,"commentType":"invalid","coins":0,"score":0,"disclaimerType":0}],"isCommentEnd":false,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/560212445582496"}