我也最看好ARM，因_老虎社区_美港股上老虎

我也最看好ARM，因为各家都可以在它基础上自行开发，这种开放性是没法比的。

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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TaylorNorton
05-07
TaylorNorton
我也拿着ARM 你仓位多大

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