Replying t_老虎社区_美港股上老虎 - 老虎社区

如虎添翼123

Replying to @吐司:开玩笑呢。台积电最多成为美积电//@吐司:

你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样

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

JoanneSamson
05-11
JoanneSamson
台积电这事没你说得轻松吧

发表看法

1

1

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":563121648350600,"tweetId":"563121648350600","gmtCreate":1778509432131,"gmtModify":1778509517010,"author":{"id":3494300258505523,"idStr":"3494300258505523","authorId":3494300258505523,"authorIdStr":"3494300258505523","name":"如虎添翼123","avatar":"https://static.tigerbbs.com/e79239674695614dc9dee30036cab691","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"currentWearingBadge":{"badgeId":"35ec162348d5460f88c959321e554969-3","templateUuid":"35ec162348d5460f88c959321e554969","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","grayImgUrl":"https://static.tigerbbs.com/0c767e35268feb729d50d3fa9a386c5a","redirectLinkEnabled":0,"hasAllocated":1,"isWearing":1,"stampPosition":0,"hasStamp":0,"allocationCount":1,"allocatedDate":"2024.02.08","exceedPercentage":"93.06%","individualDisplayEnabled":0},"individualDisplayBadges":[],"wearingBadges":[{"badgeId":"35ec162348d5460f88c959321e554969-3","name":"传说交易员","description":"证券或期货账户累计交易次数达到300次","smallImgUrl":"https://static.tigerbbs.com/03f10910d4dd9234f9b5702a3342193a","bigImgUrl":"https://static.tigerbbs.com/656db16598a0b8f21429e10d6c1cb033","isScarce":0,"effectEnabled":0,"redirectLinkEnabled":0,"redirectLinkValidityFrom":0,"redirectLinkValidityTo":9223372036854776000}],"fanSize":1,"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>Replying to <a href=\"https://laohu8.com/U/3494439906869265\">@吐司</a>:开玩笑呢。台积电最多成为美积电//<a href=\"https://laohu8.com/U/3494439906869265\">@吐司</a>:<p>你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样</p></body></html>","htmlText":"<html><head></head><body>Replying to <a href=\"https://laohu8.com/U/3494439906869265\">@吐司</a>:开玩笑呢。台积电最多成为美积电//<a href=\"https://laohu8.com/U/3494439906869265\">@吐司</a>:<p>你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样</p></body></html>","text":"Replying to @吐司:开玩笑呢。台积电最多成为美积电//@吐司: 你太年轻了·老美要肢解台积电还看不明白·就像肢解东芝一样","highlighted":1,"essential":1,"paper":1,"likeSize":1,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/563121648350600","repostId":0,"isVote":1,"tweetType":1,"viewCount":1286,"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":107,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[{"id":563128892601088,"commentId":"563128892601088","gmtCreate":1778511194693,"gmtModify":1778592977649,"authorId":9000000000000534,"author":{"id":9000000000000534,"idStr":"9000000000000534","authorId":9000000000000534,"name":"JoanneSamson","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":8,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[]},"repliedAuthorId":0,"objectId":563121648350600,"objectIdStr":"563121648350600","type":1,"supId":0,"supIdStr":"0","prevId":0,"prevIdStr":"0","content":"台积电这事没你说得轻松吧","text":"台积电这事没你说得轻松吧","html":"台积电这事没你说得轻松吧","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/563121648350600"}