以前 $ARM Ho_老虎社区_美港股上老虎 - 老虎社区

以前 $ARM Holdings(ARM)$ 只靠收专利费，现在开始自己卖芯片，赚钱模式变了。市场有点不适应，股价冲高又回落。

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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一个人发呆
05-07
一个人发呆
客户也是对手，这生意怕是不好做

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