今天早盘明显有增量，_老虎社区_美港股上老虎

今天早盘明显有增量，但居然把几乎所有板块都拉了，还都往中大阳去拉，这种情况是罕见的，对比量能虽有增量，但也经不住这种全面开花的大阳线，结果就是下午各个方向轮番回落，尤其是AI方向，最先发力，也回落最大，AI这种走势，要么在两天内大力度修复，要是两天内修复不了，那就要小心中长期的见顶风险，届时就只能无条件规避趋势类AI，只注意低的新题材机$黄河旋风(600172)$ $昆仑万维(300418)$ $视觉中国(000681)$ $圣龙股份(603178)$ $首开股份(600376)$

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

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":584279717421248,"tweetId":"584279717421248","gmtCreate":1783676514591,"gmtModify":1783676518001,"author":{"id":4181360194934562,"idStr":"4181360194934562","authorId":4181360194934562,"authorIdStr":"4181360194934562","name":"暮江天","avatar":"https://static.tigerbbs.com/e89470778b875076a078ae591f2edc7b","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":56,"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":[{"img":"https://static.tigerbbs.com/83a7a989b3a430f0112276aa9c750870","width":"758","height":"819"}],"coverImages":[{"img":"https://static.tigerbbs.com/83a7a989b3a430f0112276aa9c750870","width":"758","height":"819"}],"title":"","html":"<html><head></head><body><p>今天早盘明显有增量，但居然把几乎所有板块都拉了，还都往中大阳去拉，这种情况是罕见的，对比量能虽有增量，但也经不住这种全面开花的大阳线，结果就是下午各个方向轮番回落，尤其是AI方向，最先发力，也回落最大，AI这种走势，要么在两天内大力度修复，要是两天内修复不了，那就要小心中长期的见顶风险，届时就只能无条件规避趋势类AI，只注意低的新题材机<a href=\"https://laohu8.com/S/600172\">$黄河旋风(600172)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000681\">$视觉中国(000681)$ </a>&nbsp;<a href=\"https://laohu8.com/S/603178\">$圣龙股份(603178)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600376\">$首开股份(600376)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/83a7a989b3a430f0112276aa9c750870\" tg-width=\"758\" tg-height=\"819\"></body></html>","htmlText":"<html><head></head><body><p>今天早盘明显有增量，但居然把几乎所有板块都拉了，还都往中大阳去拉，这种情况是罕见的，对比量能虽有增量，但也经不住这种全面开花的大阳线，结果就是下午各个方向轮番回落，尤其是AI方向，最先发力，也回落最大，AI这种走势，要么在两天内大力度修复，要是两天内修复不了，那就要小心中长期的见顶风险，届时就只能无条件规避趋势类AI，只注意低的新题材机<a href=\"https://laohu8.com/S/600172\">$黄河旋风(600172)$ </a>&nbsp;<a href=\"https://laohu8.com/S/300418\">$昆仑万维(300418)$ </a>&nbsp;<a href=\"https://laohu8.com/S/000681\">$视觉中国(000681)$ </a>&nbsp;<a href=\"https://laohu8.com/S/603178\">$圣龙股份(603178)$ </a>&nbsp;<a href=\"https://laohu8.com/S/600376\">$首开股份(600376)$ </a>&nbsp;</p><img src=\"https://static.tigerbbs.com/83a7a989b3a430f0112276aa9c750870\" tg-width=\"758\" tg-height=\"819\"></body></html>","text":"今天早盘明显有增量，但居然把几乎所有板块都拉了，还都往中大阳去拉，这种情况是罕见的，对比量能虽有增量，但也经不住这种全面开花的大阳线，结果就是下午各个方向轮番回落，尤其是AI方向，最先发力，也回落最大，AI这种走势，要么在两天内大力度修复，要是两天内修复不了，那就要小心中长期的见顶风险，届时就只能无条件规避趋势类AI，只注意低的新题材机$黄河旋风(600172)$ $昆仑万维(300418)$ $视觉中国(000681)$ $圣龙股份(603178)$ $首开股份(600376)$","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/584279717421248","repostId":0,"isVote":1,"tweetType":1,"viewCount":1175,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":["603178","600376","600172","300418","000681"],"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":407,"optionInvolvedFlag":false,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/584279717421248"}