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轻舞飞扬AC
2021-11-15
富豪挣钱就是一句话![捂脸]
抱歉,原内容已删除
轻舞飞扬AC
2021-11-12
这篇文章不错,转发给大家看
@Buy_Sell:🚀【11月5日】科技股闻鸽起舞,中概股大多下滑,今天买点啥
轻舞飞扬AC
2021-11-12
这篇文章不错,转发给大家看
@美股投资网:今天将给大家介绍在元宇宙底层技术和市场发展前景,到底是炒作还是真的能让我们在现实生活中提高生产效率、降低生产成本?以及在这个板块里面,几家不为人知的美股上市潜力公司。上周我们的房地产视频已经为大家推荐过Matterport(代号:MTTR),它是一家专门为房屋内饰做成3D立体图的公司。视频过后股价连续三天暴涨30%.$Matterport, Inc.(MTTR)$ 暴涨背后的其中一个动力就是元宇宙概念。 用户可以通过MTTR的手机应用程序,就能把室内房间通过3D立体的方式捕捉下来,构建成一个电子虚拟空间。这技术已经被广泛应用在房地产行业,目前该公司一半的客户都在房地产领域,包括两大巨头RedFin 和 Zillow。MTTR与总部位于迪拜的创新技术公司ShaikhTech合作,提供3D VR技术和4K质量的沉浸式虚拟现实旅游。在2019年前后,MTTR的战略发生了巨大的变化,他们认为建筑的数字化是一个巨大的市场,开始将自己定义为一家创造空间数据的技术公司,而不是一家3DVR公司。值得注意的是,MTTR 将于 11 月 3 日收盘后发布 2021 年第三季度业绩。收入估计为 2900 万美元,环比下降 3.3%。订阅和年度经常性收入的可能会抵消部分不利因素。大量订户、行业合作伙伴关系和服务产品可能会成为其他有利因素。不断上升的开支可能会拖累公司的利润,所以,如果你之前错过低位进场,最好就等财报公布后,再考虑建仓。元宇宙热潮部分朋友可能不是很理解元宇宙,“元宇宙”其实讲的是未来人们在全面信息化生活中的一个状态:“元宇宙从远景来看,基本上是下一代互联网的状态。也就是现在虽然肉身在线下,但是一般的工作时间和生活娱乐时间可能有一半以上都是在互联网上。元宇宙的构建是一个庞大而复杂的系统化工程,需要六大必备元素。硬件入口,内容,基础设施,底层技术,合作方以及
轻舞飞扬AC
2021-11-12
这篇文章不错,转发给大家看
@OptionPlus:干货!复盘TFAAMG超级科技股的财报季操作!
轻舞飞扬AC
2021-11-12
$百事可乐(PEP)$
王者
轻舞飞扬AC
2021-11-11
$拼多多(PDD)$
不太明白这家公司的挣钱逻辑!运作带有欺负性质,平台产品质量不太好!还是能这么吸引人!不明白![笑哭]
轻舞飞扬AC
2021-11-06
$唯品会(VIPS)$
还没有从这个平台买过东西!
轻舞飞扬AC
2021-11-03
是超发的原因吧!
抱歉,原内容已删除
轻舞飞扬AC
2021-10-29
$西部数据(WDC)$
说实在的,除了硬盘,对这公司,其它都不了解!
轻舞飞扬AC
2021-10-28
$蔚来(NIO)$
特斯拉的竟争对手,新势力!
轻舞飞扬AC
2021-10-27
$拼多多(PDD)$
我不认同它这种误导人的推广方式,但是偏偏又这么多人参与其中!很大争议!
轻舞飞扬AC
2021-10-26
强,带强中国产业链!
抱歉,原内容已删除
轻舞飞扬AC
2021-10-26
还是通涨!
抱歉,原内容已删除
轻舞飞扬AC
2021-10-26
$京东(JD)$
好公司!好产品,好服务!
轻舞飞扬AC
2021-10-25
印大量货币的后果!
抱歉,原内容已删除
轻舞飞扬AC
2021-10-24
$京东(JD)$
好公司,服务好!有发展前途!
轻舞飞扬AC
2021-10-22
$汽车之家(ATHM)$
很想知道它的盈利点在哪里?
轻舞飞扬AC
2021-10-18
$理想汽车(LI)$
有理想
轻舞飞扬AC
2021-10-18
一切尽在不言中!
抱歉,原内容已删除
轻舞飞扬AC
2021-10-17
希望顺利化解危机!
抱歉,原内容已删除
去老虎APP查看更多动态
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跌超2%。另一方面,光伏股走高,","images":[{"img":"https://static.tigerbbs.com/b896f066881f33efce60089cfa3863f0","width":"240","height":"240"}],"top":1,"highlighted":2,"essential":2,"paper":2,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/846640431","isVote":1,"tweetType":1,"viewCount":0,"authorTweetTopStatus":1,"verified":2,"subType":2,"comments":[],"imageCount":2,"langContent":"CN","totalScore":0},"isVote":1,"tweetType":1,"viewCount":3253,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":879978569,"gmtCreate":1636679347314,"gmtModify":1636679347314,"author":{"id":"3559446073212148","authorId":"3559446073212148","name":"轻舞飞扬AC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559446073212148","authorIdStr":"3559446073212148"},"themes":[],"htmlText":"这篇文章不错,转发给大家看","listText":"这篇文章不错,转发给大家看","text":"这篇文章不错,转发给大家看","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/879978569","repostId":"848809145","repostType":1,"repost":{"id":848809145,"gmtCreate":1635986619134,"gmtModify":1744960750164,"author":{"id":"3478213283465426","authorId":"3478213283465426","name":"美股投资网","avatar":"https://static.tigerbbs.com/a1bfd2cf1aa240d7058795c83d419510","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3478213283465426","authorIdStr":"3478213283465426"},"themes":[],"title":"美股🔥🔥 你们想要的元宇宙概念股表来了 ❗️❗️ 八只股票里❓谁才是元宇宙第一股,最具投资价值❓ 🚀🚀🚀","htmlText":"\n \n \n 今天将给大家介绍在元宇宙底层技术和市场发展前景,到底是炒作还是真的能让我们在现实生活中提高生产效率、降低生产成本?以及在这个板块里面,几家不为人知的美股上市潜力公司。上周我们的房地产视频已经为大家推荐过Matterport(代号:MTTR),它是一家专门为房屋内饰做成3D立体图的公司。视频过后股价连续三天暴涨30%.$Matterport, Inc.(MTTR)$ 暴涨背后的其中一个动力就是元宇宙概念。 用户可以通过MTTR的手机应用程序,就能把室内房间通过3D立体的方式捕捉下来,构建成一个电子虚拟空间。这技术已经被广泛应用在房地产行业,目前该公司一半的客户都在房地产领域,包括两大巨头RedFin 和 Zillow。MTTR与总部位于迪拜的创新技术公司ShaikhTech合作,提供3D VR技术和4K质量的沉浸式虚拟现实旅游。在2019年前后,MTTR的战略发生了巨大的变化,他们认为建筑的数字化是一个巨大的市场,开始将自己定义为一家创造空间数据的技术公司,而不是一家3DVR公司。值得注意的是,MTTR 将于 11 月 3 日收盘后发布 2021 年第三季度业绩。收入估计为 2900 万美元,环比下降 3.3%。订阅和年度经常性收入的可能会抵消部分不利因素。大量订户、行业合作伙伴关系和服务产品可能会成为其他有利因素。不断上升的开支可能会拖累公司的利润,所以,如果你之前错过低位进场,最好就等财报公布后,再考虑建仓。元宇宙热潮部分朋友可能不是很理解元宇宙,“元宇宙”其实讲的是未来人们在全面信息化生活中的一个状态:“元宇宙从远景来看,基本上是下一代互联网的状态。也就是现在虽然肉身在线下,但是一般的工作时间和生活娱乐时间可能有一半以上都是在互联网上。元宇宙的构建是一个庞大而复杂的系统化工程,需要六大必备元素。硬件入口,内容,基础设施,底层技术,合作方以及\n \n","listText":"今天将给大家介绍在元宇宙底层技术和市场发展前景,到底是炒作还是真的能让我们在现实生活中提高生产效率、降低生产成本?以及在这个板块里面,几家不为人知的美股上市潜力公司。上周我们的房地产视频已经为大家推荐过Matterport(代号:MTTR),它是一家专门为房屋内饰做成3D立体图的公司。视频过后股价连续三天暴涨30%.$Matterport, Inc.(MTTR)$ 暴涨背后的其中一个动力就是元宇宙概念。 用户可以通过MTTR的手机应用程序,就能把室内房间通过3D立体的方式捕捉下来,构建成一个电子虚拟空间。这技术已经被广泛应用在房地产行业,目前该公司一半的客户都在房地产领域,包括两大巨头RedFin 和 Zillow。MTTR与总部位于迪拜的创新技术公司ShaikhTech合作,提供3D VR技术和4K质量的沉浸式虚拟现实旅游。在2019年前后,MTTR的战略发生了巨大的变化,他们认为建筑的数字化是一个巨大的市场,开始将自己定义为一家创造空间数据的技术公司,而不是一家3DVR公司。值得注意的是,MTTR 将于 11 月 3 日收盘后发布 2021 年第三季度业绩。收入估计为 2900 万美元,环比下降 3.3%。订阅和年度经常性收入的可能会抵消部分不利因素。大量订户、行业合作伙伴关系和服务产品可能会成为其他有利因素。不断上升的开支可能会拖累公司的利润,所以,如果你之前错过低位进场,最好就等财报公布后,再考虑建仓。元宇宙热潮部分朋友可能不是很理解元宇宙,“元宇宙”其实讲的是未来人们在全面信息化生活中的一个状态:“元宇宙从远景来看,基本上是下一代互联网的状态。也就是现在虽然肉身在线下,但是一般的工作时间和生活娱乐时间可能有一半以上都是在互联网上。元宇宙的构建是一个庞大而复杂的系统化工程,需要六大必备元素。硬件入口,内容,基础设施,底层技术,合作方以及","text":"今天将给大家介绍在元宇宙底层技术和市场发展前景,到底是炒作还是真的能让我们在现实生活中提高生产效率、降低生产成本?以及在这个板块里面,几家不为人知的美股上市潜力公司。上周我们的房地产视频已经为大家推荐过Matterport(代号:MTTR),它是一家专门为房屋内饰做成3D立体图的公司。视频过后股价连续三天暴涨30%.$Matterport, Inc.(MTTR)$ 暴涨背后的其中一个动力就是元宇宙概念。 用户可以通过MTTR的手机应用程序,就能把室内房间通过3D立体的方式捕捉下来,构建成一个电子虚拟空间。这技术已经被广泛应用在房地产行业,目前该公司一半的客户都在房地产领域,包括两大巨头RedFin 和 Zillow。MTTR与总部位于迪拜的创新技术公司ShaikhTech合作,提供3D VR技术和4K质量的沉浸式虚拟现实旅游。在2019年前后,MTTR的战略发生了巨大的变化,他们认为建筑的数字化是一个巨大的市场,开始将自己定义为一家创造空间数据的技术公司,而不是一家3DVR公司。值得注意的是,MTTR 将于 11 月 3 日收盘后发布 2021 年第三季度业绩。收入估计为 2900 万美元,环比下降 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<a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下,特斯拉第三季度没有受到任何影响,是一点都没有,这就已经大大超了预期,体现了特斯拉超强的上下游一体化的供应链整合能力,说白了,就统统掌控在自己手中。特斯拉的盈利能力也不断增强,财务状态处于史上最好的时期。业绩是基础,真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单,这相当于锁定特斯拉10%的年产能,订单总价高达42亿美元,写下特斯拉史上最大一笔订单,刺激特斯拉股价当天大涨12%一举破万亿。 复盘特斯拉的操作,我在900和1000通过备兑行权分别卖出的特斯拉的正股。如果仅看财报,比较符合我的预期,前期积累的涨幅比较大,当天表现并没有特别跳跃。但财报两天后,赫兹的订单是完全出乎预料,这个拉伸走出超级的short squeeze。因为特斯拉在财报前期涨很多,盘面上聚集了大量的空头,包括通过期权和正股做空的。卖出特斯拉没有后悔,没有办法对突然起来的利好预判,我已经开始继续卖put,等待继续接回来的机会。其实对于风险偏好高的朋友,特斯拉这种做单向买call或者买put是可以赚大钱的。但是个人属于风险偏好中性,不愿追涨杀跌的典型,所以我更愿意等待价格回归再买入,那么卖put就是最好的等待接盘方式。我觉得特斯拉从10月初750左右价格连涨近50%,各种指标都在超买区域有足够需要回调的空间,所以我愿意等待。目前选择卖11月19日780/750的put去等待接盘,因为黄金分割线0.618的位置大概在760多。由于连涨,通过期权做空或做保护","listText":"TFAAMG财报都发了,最强的无疑是宇宙神车,中年微软稳如老大哥,负面缠身的FB换名托底,今天小+来整体复盘一下财报和一些操作思路。 <a target=\"_blank\" href=\"https://laohu8.com/S/TSLA\">$特斯拉(TSLA)$</a> 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下,特斯拉第三季度没有受到任何影响,是一点都没有,这就已经大大超了预期,体现了特斯拉超强的上下游一体化的供应链整合能力,说白了,就统统掌控在自己手中。特斯拉的盈利能力也不断增强,财务状态处于史上最好的时期。业绩是基础,真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单,这相当于锁定特斯拉10%的年产能,订单总价高达42亿美元,写下特斯拉史上最大一笔订单,刺激特斯拉股价当天大涨12%一举破万亿。 复盘特斯拉的操作,我在900和1000通过备兑行权分别卖出的特斯拉的正股。如果仅看财报,比较符合我的预期,前期积累的涨幅比较大,当天表现并没有特别跳跃。但财报两天后,赫兹的订单是完全出乎预料,这个拉伸走出超级的short squeeze。因为特斯拉在财报前期涨很多,盘面上聚集了大量的空头,包括通过期权和正股做空的。卖出特斯拉没有后悔,没有办法对突然起来的利好预判,我已经开始继续卖put,等待继续接回来的机会。其实对于风险偏好高的朋友,特斯拉这种做单向买call或者买put是可以赚大钱的。但是个人属于风险偏好中性,不愿追涨杀跌的典型,所以我更愿意等待价格回归再买入,那么卖put就是最好的等待接盘方式。我觉得特斯拉从10月初750左右价格连涨近50%,各种指标都在超买区域有足够需要回调的空间,所以我愿意等待。目前选择卖11月19日780/750的put去等待接盘,因为黄金分割线0.618的位置大概在760多。由于连涨,通过期权做空或做保护","text":"TFAAMG财报都发了,最强的无疑是宇宙神车,中年微软稳如老大哥,负面缠身的FB换名托底,今天小+来整体复盘一下财报和一些操作思路。 $特斯拉(TSLA)$ 财报好到要用拿着放大镜才能找到一点点隐忧。在全球芯片荒的背景下,特斯拉第三季度没有受到任何影响,是一点都没有,这就已经大大超了预期,体现了特斯拉超强的上下游一体化的供应链整合能力,说白了,就统统掌控在自己手中。特斯拉的盈利能力也不断增强,财务状态处于史上最好的时期。业绩是基础,真正让特斯拉跻身万亿美元俱乐部的驱动因子是赫兹那张10万辆Model3的订单,这相当于锁定特斯拉10%的年产能,订单总价高达42亿美元,写下特斯拉史上最大一笔订单,刺激特斯拉股价当天大涨12%一举破万亿。 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Business Machines Corporation,曾译万国商用机器公司)是美国一家跨国科技公司及咨询公司,总部位于纽约州阿蒙克市。IBM生产并销售计算机硬件及软件,并且为系统架构和网络托管提供咨询服务。IBM在全球拥有12个研究实验室和大量的软件开发基地,拥有全球雇员 30多万人,业务遍及160多个国家和地区。</p><p>IBM虽然是一家商业公司,但在材料、化学、物理等科学领域却也有很高的成就,利用这些学术研究为基础,发明很多产品。比较有名的IBM发明的产品包括硬盘、自动柜员机、通用产品代码、SQL、关系数据库管理系统、DRAM及沃森。</p><p><img src=\"https://static.tigerbbs.com/ad82c6925e03ffc4ef456f96caa353eb\" /></p><p>2017年6月7日发布的2017年《财富》美国500强排行榜中,排名第32 。2017年6月,《2017年BrandZ最具价值全球品牌100强》公布,IBM名列第9位。</p><h4><b>发展历程</b></h4><p><b><span>1880年至1929年</span></b></p><p>IBM实际创始人托马斯·沃森的先人十九世纪中期因爱尔兰大饥荒移民美国,托马斯·沃森年轻时先后从事过卖钢琴、猪肉与证券的工作,原本计划要存钱开肉店,但却遭到证券营业员所欺骗而损失所有金钱。托马斯·沃森改去NCR(National cash register,国民收银机公司,另译安讯公司)当业务员,成绩优秀,但因销售手法触犯反托拉斯法,被判刑一年,后来案件因某专业因素被撤销。NCR老板后来与沃森不和,并要求沃森离开NCR。</p><p>托马斯·沃森改加入CTR(Computing Tabulating Recording,计算列表纪录公司,1911年创立),这家公司销售的机器可以分配数据卡并行印统计表,主要客户是美国人口普查局。沃森借了许多钱发展公司,采用将机器出租的新销售手法,沃森自己也借了很多钱买公司的股票。1924年沃森将CTR改名为IBM。</p><p><span><b>1930年至1979年</b></span></p><p>第二次世界大战期间,IBM生产了M1卡宾枪和勃朗宁自动步枪。盟军广泛使用IBM的设备,做军事计算、后勤和其他军需之用。</p><p>IBM在战争期间,还为海军建了Harvard Mark I,这是在美国的第一个大规模的自动数码电脑。</p><p>1944年IBM公司与哈佛大学开始合作,先后制成了电子管计算机MARK-1和MARK-2,随后制成了电子管继电器混合大型计算机SSEC。</p><p>1940年代末期沃森长子建议公司将机械式计算机改为美国陆军使用的真空管与电子式计算机。</p><p>1956年沃森将公司交棒给自己的长子小托马斯·沃森,而IBM亦在1957年进军大中华市场,并成立香港分公司。</p><p>1960年代初期小沃森用公司年营收三倍的巨资,花费五十亿美元开发360系列大型机,采用最新的集成电路技术,奠定IBM在大型机称霸的定位。</p><p>1970年小托马斯·沃森将公司董事长职位交棒给Vin Learson,Learson两年后交棒给Frank Cary,Cary设立密集的员工训练并以许多考核关卡谨慎挑选经理人。</p><p>1974年,IBM工程师George J. Laurer开发了通用产品代码。</p><p><span><b>1980年以后</b></span></p><p>1980年Cary交棒给John Opel,Opel与比尔·盖茨的母亲皆为美国联合劝募组织(United Way)的成员,当IBM经理担忧将个人电脑操作系统交给比尔·盖茨的小公司承包是否妥当时,Opel表示他认识盖茨的母亲,他支持比尔·盖茨的产品。</p><p>1981年,IBM和世界银行在签署了互换协议时,首次向公众开放了金融互换。IBM PC最初命名为IBM 5150,于1981年推出,很快成为行业标准。</p><p>1991年,IBM出售了打印机制造商Lexmark。</p><p>1993年艾克斯交棒给Louis V. Gerstner。除了1993年挖角来担任董事长兼首席执行官的Louis V. Gerstner,IBM历任董事长皆从业务员做起。IBM在1980年代的十年里使用了一千亿美元的研发经费,开发出许多电脑技术。</p><p>1996年IBM公司喊出“电子商务”的口号时,也许除了IBM公司自己,没人相信这个概念在其后会带动整个IT业,乃至整个社会的发展。</p><p>1999年以后,微软的总体规模才超过IBM软件集团。IBM软件集团成为世界第二大软件实体。</p><p>2001年3月9日 IBM、索尼、东芝三社达成共识,共同开发次世代游戏机的处理器。</p><p>2002年,IBM收购了普华永道咨询,并于2003年启动了一个重新定义公司价值的项目。</p><p>2005年,IBM宣布建议出售其个人电脑业务给中国电脑厂商联想集团。</p><p>2007年 1月IBM宣布创办“发明者论坛”(Inventors Forum)</p><p>2009年收购了软件公司SPSS Inc。</p><p>2011年2月17日,IBM的超级计算机“沃森”(Watson)在美国老牌知识问答电视节目——“危险边缘”(Jeopardy!)击败了两位人类冠军,被誉为21世纪计算机科学和人工智能方面的伟大突破。</p><p>2011年10月,IBM成功收购Algorithmics,使其成为IBM软件集团的重要成员。同年,股神沃伦·巴菲特在接受CNBC采访时表示,伯克希尔公司成了IBM两个最大的股东之一。</p><p>2014年,IBM宣布将其x86服务器部门出售给联想,费用为21亿美元。</p><p>2015年8月6日,IBM宣布将以10亿美元收购医学成像及临床系统供应商Merge Healthcare,并将其与旗下“沃森健康”(Watson Health)部门合并。</p><p>2016年1月21日,IBM宣布收购了网络视频直播服务商Ustream,将组建“云视频服务业务”。同年,IBM斥资26亿美元收购健康分析公司Truven。</p><h4>产品与服务</h4><p>IBM拥有丰富多样的产品和服务组合,包括<span><b>云计算、认知计算、商业、数据和分析、物联网、IT基础设施、移动和安全</b></span>。作为计算机产业长期的领导者,IBM在大型/小型机和便携机方面的成就最为瞩目。其创立的个人计算机(PC)标准,至今仍被不断的沿用和发展。</p><p>IBM还在大型机,超级计算机(主要代表有深蓝、蓝色基因和Watson),UNIX,服务器方面领先业界。</p><p>软件方面,IBM软件集团(Software Group)分为软件行业解决方案以及中间件产品,包括业务分析软件(Cognos、SPSS)、企业内容管理软件、信息管理软件(DB2、Infomix、InforSphere)、ICS协作(包括Lotus等)、Rational软件(软件生命周期管理)、Tivoli软件(整合服务管理)、WebSphere软件(业务整合与优化)、System z软件。</p><p>IBM在<span><b>材料、化学、物理</b></span>等科学领域也有很深造诣。硬盘技术、扫描隧道显微镜(STM),铜布线技术,原子蚀刻技术都是IBM研究院发明。</p><p>IBM的主要业务部门包括:全球信息科技服务部,全球企业咨询服务部,软件集团,系统与科技部,全球融资部。</p><h4><b>财务概况</b></h4><p>IBM在2016年总计录得营业收入799.19亿美元,同比下降2.23%,已经连续5年总营收下降。其中,税前利润123.3亿美元,同比下降22.637%,也是连续四年下降。</p><p><img src=\"https://static.tigerbbs.com/edbd05cbad441e44d74042331f6b8075\" /></p><p>其主营构成按照其业务分类进行,其中技术服务和云平台是其最大的营收来源。</p><p><img src=\"https://static.tigerbbs.com/289ea275bd68f692386682c6b4abdbe7\" /></p><p>按地域分,北美地区是营收最大的来源。</p><p><img src=\"https://static.tigerbbs.com/dc9d7340153d38dc0a61846a7ebb0403\" /></p><p>然而在回馈股东方面,IBM显得特别慷慨,过去17年连续增长。</p><h4><b>优势及机遇</b></h4><p><span><b>1. 客户群体相对稳定。</b></span>在100多年的历史中,IBM累积了足够的客户以及商业信誉,其主要服务的大客户也都具备强大的支付和购买能力,这一点让IBM有坚强的后盾。在IBM自己产品过硬的情况下,业务自然相对稳定。</p><p><span><b>2. 客户需求成型的服务模式。</b></span>IBM的主要客户是政府和企业,因此它对客户的各项需求有着全面的把握,并且在盈利驱动下,对应这些需求建立起了自己的研发/产品/服务能力。</p><p><span><b>3. 高利润的商业模式。</b></span>无论是在IT硬件行业,还是在服务业,IBM都因其硬件领域的技术优势、产品性能创造了高利润的商业模式。其中服务业一度贡献了超过50%的营业收入,目前的云业务也让IBM的累计优势不断扩大。</p><p><span><b>4. 强大的研发能力。</b></span>IBM在全球有着12个研究实验室和大量的软件开发基地,雇佣了全球最顶尖的研发人才,同时,IBM每年在研发上的投入超过其总营收的7%。在研发上的大量投入使得IBM在产品和服务上保持最尖端的技术。</p><p><span><b>5. 高绩效文化。</b></span>IBM目前的高管薪酬是和EPS直接挂钩的,这就使得整个公司是以业绩导向的。因此在公司运营方面,高管将不得不不断提升营收和盈利的能力,同时控制成本。这也一定程度使得IBM继续往“高利润”方向行进。</p><h4>风险及危机</h4><p><b><span>1. 业绩下滑。</span></b>IBM的总营收已经连续5年下滑,而净利润也连续下滑4年,在最新一个季度的财报中,认知解决方案方面的营收继续出现负增长,这一部门在2018年-2019年预计会继续萎缩。</p><p><span><b>2. 大量裁员。</b></span>早在IBM公布了2013年第一季度营收与利润双下滑的财报后不久,就有媒体报道称IBM将在全球裁员6000到8000名员工。最近几年持续进行裁员,最近一次大裁员是在2017年年初。IBM对内部成本的高度压缩,确实推动了EPS的持续增长。但是,过度追求成本度量的运营效率有可能造成企业核心能力受损,这也让很多有实力的人才主动离开IBM。</p><p><b><span>3. 缺乏创新机制。</span></b>由于内部机制冗杂,再加上高管偏向华尔街的“业绩主导”的目标,公司内部更倾向于“管理”而非“创新”。这也是公司面临的最大问题之一。</p><p><span><b>4. 行业内外的竞争。</b></span>除了来自微软等传统企业在硬件、软件和服务方面的竞争,新兴的公司也对IBM带来一定的竞争压力。 “EPS主导”的目标将对公司形成战略性拖累。IBM的高价值策略也许在传统的主流市场有所成效,但是发展水平相对较低的成长市场在这方面的贡献目前还难以估摸。在服务领域,IBM的定价还是明显偏高,在实际交付价值方面也正经受考验。</p><p><span><b>5. 对产品的轻视。</b></span>在流出的1996年乔布斯接受采访的视频片段中,这位天才对IBM今天的窘境进行了精准的预言,乔布斯称,“IBM或施乐的产品开发人员可以做出更好的产品或计算机,但当你垄断了市场,能让公司更加成功的是销售和市场人员,他们最终会掌控公司,产品人员会被排挤出决策圈之外。”除了疏于对产品研发的投入外,越来越繁琐的流程也是IBM今天走向平庸的原因之一,过于繁琐的流程让IBM员工在内部戏称其为全球第三大官僚机构。</p><p><span><b>6. 政府干预。</b></span>据悉,中国多个部门,包括中国人民银行和财政部在内,正在审查商业银行是否过度依赖IBM的服务器并危害本国金融安全,在此之前,中国已经将微软的Windows 8系统列入政府采购的黑名单,并要求国有企业切断与麦肯锡、波士顿咨询集团等美国咨询公司的业务往来,原因是怀疑这些咨询公司替美国政府从事间谍活动。</p><p>#美股百科#</p>","is_hot":false,"insert_time":1535527634000,"update_time":1535527634000,"thumbnail":"https://static.tigerbbs.com/94c39a6516e8018542424e2f3a19cbae?op=imageView2&mode=1&width=120","stock_code":[{"market":"US","symbol":"IBM"}],"retrieval_id":["I"]},"isVote":1,"tweetType":1,"viewCount":1332,"authorTweetTopStatus":1,"verified":2,"comments":[],"imageCount":0,"langContent":"CN","totalScore":0},{"id":823431292,"gmtCreate":1633653317550,"gmtModify":1633653317550,"author":{"id":"3559446073212148","authorId":"3559446073212148","name":"轻舞飞扬AC","avatar":"https://static.laohu8.com/default-avatar.jpg","crmLevel":1,"crmLevelSwitch":0,"followedFlag":false,"idStr":"3559446073212148","authorIdStr":"3559446073212148"},"themes":[],"htmlText":"<a href=\"https://laohu8.com/S/IBM\">$IBM(IBM)$</a>商业系统服务的强者!","listText":"<a 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