最好的模式，还是日常_老虎社区_美港股上老虎

最好的模式，还是日常一定要保持耐心，，然后，利用好每一次市场的极端行情产生的恐慌，而如果你每一次利空都割肉，每一次等“走好了”再回来，你会亏掉裤子。没办法，这就是我们的市场。调整自己的心态，去适应它，发牢骚没$美诺华(603538)$ $太极实业(600667)$ $光迅科技(002281)$

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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糖果不吃糖
07-16
糖果不吃糖
亏了8万多，割了

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