大冬瓜呱呱呱
05-09
AI行情明显扩散到了其他芯片股，但涨得猛回调起来也快，没上车的话别急着追高，等等调整再说比较好
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？
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大冬瓜呱呱呱
05-12
大冬瓜呱呱呱
随缘等，一点也不跌真的不敢入手
quiettt
05-10
quiettt
这波扩散挺猛，等回调真等得到吗
什么也没有了～
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