[{"data":1,"prerenderedAt":-1},["ShallowReactive",2],{"content-doc-dcio9b9e5f7d":3},{"user":4,"document":8,"mainDocument":26,"columnUrl":28,"subscription":29,"footer":41,"text":76},{"isAuthenticated":5,"isAdmin":5,"displayName":6,"avatarUrl":6,"nid":6,"groupLevel":7},false,"",-10,{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":21,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":22,"videoId":6,"liveVideoUrl":6,"duration":23,"price":23,"priceText":24,"priceBadgeText":24,"priceBadgeClass":25,"freeForMinGroupLevel":23,"redirectUrl":6,"readyToStream":5},"dcio9b9e5f7d","IBM(IBM)“审慎”指引让华尔街两极分化：Wedbush下调目标价，大摩却逆势看好","\u002Fdoc\u002Fdcio9b9e5f7d","col18178739ee","美股资讯","\u002Fcol\u002Fcol18178739ee","\u003Cp> \u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">美股投资网注意到，IBM(IBM)股价在周四盘前下跌约 8%，此前该公司“审慎”的业绩指引未能满足投资者上调预期的渴望。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">IBM重申了其全年业绩预测，其公布的第一季度业绩也高于华尔街的预期，但该公司未能消除投资者对人工智能可能对其业务造成冲击的担忧。管理层重申的2026年展望——按固定汇率计算收入增长超5%、自由现金流增加10亿美元——并未因收购提前完成而上调。这一保守姿态被部分投资者解读为，即便有了新业务的注入，管理层仍难以确信能够完全对冲AI对传统业务带来的潜在冲击。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">该公司表示，截至3月31日的季度，软件收入增长11%至70.5亿美元，略高于预期的70.2亿美元。总收入增长9%至159亿美元，高于分析师平均预期的157亿美元。调整后每股收益为1.91美元，同样高于预期。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">Wedbush 维持了其“跑赢大盘”的评级，但将该股目标价从 340 美元下调至 320 美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">以丹·艾夫斯为首的分析师表示“IBM 发布的 2026 财年第一季度财报显示营收和利润均超出预期，同时维持了 2026 财年全年营收和自由现金流的展望。尽管业绩表现强劲，且软件服务领域的人工智能(AI)普及需求日益增长，但面对宏观经济逆风，该公司仍采取了审慎的策略。我们维持‘跑赢大盘’评级，但将目标价从 340 美元下调至 320 美元，调低市盈率倍数以反映 Confluent 约 6 亿美元的稀释影响以及近期咨询业务疲软的因素。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">IBM 首席财务官詹姆斯·卡瓦诺在财报电话会议上表示“考虑到目前所处的年度阶段，我们认为即使基础业绩和执行力有了令人振奋的开端，维持现有指引仍是审慎之举。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">分析师指出，由于 IBM 计划更加专注于其软件垂直领域，该公司维持了 2026 全年按固定汇率计算增长 5% 以上的营收目标。软件业务预计在 2026 年同比增长 10%，“因为考虑到宏观环境艰难带来的连锁反应，公司对指引保持审慎。”分析师补充称，IBM 指出，宏观不确定性可能导致企业在项目支出上减少，这使得公司在提高指引方面表现得更加犹豫。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">“我们继续认为 IBM 在顺应 AI 需求浪潮方面处于有利地位，其多元化的组合和产品正获得关注，而其生产力飞轮在投资创新的同时，也提供了扩大利润率的机会，”艾夫斯及其团队表示。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">摩根士丹利维持了对 IBM 股票的“持有”评级，但将目标价从 215 美元上调至 225 美元。\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">以埃里克·伍德林为首的分析师表示“这份财报很大程度上符合我们对该季度的预期——第一季度小幅超预期，第二季度指引基本符合预期，且全年展望保持不变。从大局来看，这一结果并无不妥或糟糕之处，尤其是考虑到中东冲突演变的不确定性。但我们认为，此前投资者预期全年预估会有上行压力，而这种压力在本季度并未兑现。”\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">最专业的美股资讯,推荐美股大数据 \u003Ca href=\"https:\u002F\u002FStockwe.com\u002F\">https:\u002F\u002FStockwe.com\u002F\u003C\u002Fa>\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp>\u003Cspan style=\"font-size: large;\">如何识别美股市场异常波动？美国机构主力资金买卖情况，出货和吸筹，使用美股投资网VIP会员，2008年成立于美国硅谷，由前纽约证券交易所分析师Ken创立，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化模型，建立了一个股市数据库 \u003Ca href=\"https:\u002F\u002FStockWe.com\u002F\">https:\u002F\u002FStockWe.com\u002F\u003C\u002Fa> 每天处理千万级股票数据：捕捉期权大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准交易信号第一时间发到您手机APP！\u003C\u002Fspan>\u003C\u002Fp>\r\n\u003Cp> \u003C\u002Fp>","https:\u002F\u002Fwww.tradesmax.com\u002Fimages\u002Fa_Stock\u002FS\u002FSPY\u002FSPY6.jpg","2026-04-23T14:42:53","2026.04.23","2026\u002F04\u002F23",39973,[],"Article",0,"免费","success",{"id":9,"fullTitle":10,"subTitle":6,"url":11,"columnId":12,"columnName":13,"columnUrl":14,"summary":6,"contentHtml":15,"mainContentHtml":6,"posterUrl":16,"createDate":17,"displayDate":18,"displayDateSlash":19,"pageviews":20,"tags":27,"hidden":5,"isSubContent":5,"replyDocOrTargetId":6,"contentType":22,"videoId":6,"liveVideoUrl":6,"duration":23,"price":23,"priceText":24,"priceBadgeText":24,"priceBadgeClass":25,"freeForMinGroupLevel":23,"redirectUrl":6,"readyToStream":5},[],"\u002Fcol\u002Fstocknews",{"visible":5,"marketingHtml":30,"services":31,"recentDocuments":40},"\u003Cfigure class=\"image\">\u003Ca href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\" target=\"_blank\" 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href=\"https:\u002F\u002Fstockwe.com\u002Fdoc\u002Fdcio537efad5\">案例介绍：英伟达深度研究报告\u003C\u002Fa>\u003C\u002Fh2>\u003C\u002Fdiv>",[32,36],{"productId":33,"serviceName":34,"priceText":35},"prod_PPxdDdK87QaiLv","月付","$12.95美元",{"productId":37,"serviceName":38,"priceText":39},"prod_PPxeMs3bix1da5","年付","$149.00美元",[],{"links":42,"images":67,"summaryHtml":72,"aboutTitle":73,"aboutHtml":74,"copyrightHtml":75},[43,46,49,52,55,58,61,64],{"label":44,"url":45},"深度报告","\u002Fcol\u002FdepthReport",{"label":47,"url":48},"VIP会员","\u002Fplan",{"label":50,"url":51},"期权推荐","\u002FOption",{"label":53,"url":54},"低价暴涨股","\u002FPenny",{"label":56,"url":57},"常见问题","https:\u002F\u002Fstockwe.com\u002FFAQ",{"label":59,"url":60},"美股课程","\u002Fcol\u002Fvideos",{"label":62,"url":63},"免责声明","\u002Fdisclaimer",{"label":65,"url":66},"联系我们","\u002FContactUs",[68,69,70,71],"https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploaderzic2tuwsol2_2025_09_11_18_21_07.gif","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadercakzdvydksw_2025_09_03_09_00_56.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploadergtjyagwvoyk_2025_09_14_08_32_05.png","https:\u002F\u002Fstockwebsiteblob.blob.core.windows.net\u002Fweb-202509-stk\u002FUploader3u0tt4jhlqh_2025_09_23_22_30_48.png","邮箱: buy@TradesMax.com 美国电话 626-378-3637","公司介绍","\u003Cp class=\"MsoNormal\">美股大数据 StockWe.com 是一个美国领先的金融和美股信息大数据提供商，紧盯华尔街金融市场和行情，2008年成立于美国硅谷，创始人是前纽约证券交易所资深分析师Ken，联合多位摩根斯坦利分析师，谷歌 Meta工程师利用AI和大数据，配合十多年美股实战经验和业内量化交易模型，每天处理千万级股票数据：挖掘潜力大牛股，捕捉期权异动大单，实时主力资金流向、机构持仓变化、川普突发新闻，精准买卖信号第一时间发到您手机APP。\u003C\u002Fp>","专业美股投资者都在这里",{"loading":77,"search":78,"searchPlaceholder":78,"hotContent":79,"draft":80,"noData":81,"searchNoData":82,"edit":83,"editVideo":84,"courseContent":85,"more":86,"buyNow":87,"subscribeNow":88,"encoding":89,"paidContent":90},"Loading...","搜索","热门内容","草稿","目前没有任何内容公布","当前检索内容没有数据","编辑","编辑视频","课程内容","更多","立即购买后观看","- 立即订阅 -","视频编码中...","付费内容"]