IBM(IBM.N)美股盘前跌5.1%，公司第二季度软件销售额未达预期。 ...

摩根大通将 IBM目标价从244美元上调至290美元。 ...

6. 雍禾医疗（02279.HK） 盘中涨13%：与美团医药健康达成战略合作，共建医疗级毛发健康服务体 系，强化O2O服务生态。 7. 美图公司（01357.HK） 涨近4%：旗下AI影像创作智能体"RoboNeo"登顶App Store分类榜，通过自 然语言交互降低视觉创作门槛。 8. 宜搜科技（02550.HK） 跌超7%：以先旧后新方式配售6578.7万股（占扩大后股本14.6%），配售价 5.26港元较前日折让14.7%，募资3.46亿港元引发股权摊薄担忧。 点击蓝字，关注我们 今日上午港股 1. 造纸板块延续上行趋势 ：玖龙纸业（02689.HK）领涨板块，单日涨幅逾9%。公司近日向多个生产 基地发布第四轮「提价函」，宣布自8月1日起上调瓦楞纸及再生牛卡纸报价30元/吨，此为继7月1 日、10日及12日后的连续提价动作，反映行业供需结构优化。 2. 券商板块集体走强 ：中资券商股再度拉升，东方证券（03958.HK）涨超6%，中原证券 （01375.HK）涨5%，国联证券（01456.HK）涨逾4%。头部券商华泰证券（06886.HK）、中国银河 （06881.HK）均涨3.5%，申万宏源（0021 ...

智通财经APP获悉，头顶人工智能与量子计算这两大最前沿科技光环的美国老牌科技巨头IBM(IBM.US)，最新公布的业绩令无疑投资者们感到失望。乘着 史无前例的AI与量子热潮的IBM自2024年以来股价暴涨，今年迄今涨幅超30%大幅跑赢标普500指数且股价屡创新高，这也意味着市场对于IBM业绩预期 在不断上调，且IBM需要交出一份比预期强劲得多的业绩才能够维系股价强劲涨势。 然而，在7月24日晨间公布的第二季度业绩显示，有着"蓝色巨人"称号IBM的核心业务——软件与咨询业务部门业绩低迷，大幅削弱市场看涨热情，公布 业绩后股价盘后一度暴跌超6%。IBM盘后遭遇抛售，也凸显出投资者们对于人工智能与量子计算、常温超导、可控核聚变等最前沿科技的狂热看涨情 绪，如果得不到业绩增长层面的回应，将导致估值面临剧烈下行压力。 有着百年历史的老牌科技巨头IBM备受关注的软件业务部门销售额意外逊于市场预期，令对于IBM业绩增长前景日益看好的投资者们倍感失望。财报数据 显示，IBM第二季度软件部门销售额同比增长10%，至73.9 亿美元，略低于华尔街分析师平均预期的74.9亿美元。该公司另一大支柱业务——咨询业务， 此前季度的增速已 ...

Market Overview - The markets experienced a strong trading session, driven by a new trade deal with the Japanese auto industry, with the Dow gaining 507 points (+1.14%) and the S&P 500 reaching a new all-time closing high of 6358 (+0.78%) [1] Existing Home Sales - Existing Home Sales fell to 3.93 million, the lowest since September of the previous year, while the average sale price rose to a record high of $435,300 for June [2] Q2 Earnings Reports - **Alphabet (GOOGL)**: Reported earnings of $2.31 per share, exceeding expectations of $2.15, with revenues of $81.7 billion, up 14% year over year [3] - **YouTube**: Ad revenue increased by nearly 13% to $9.8 billion, with a services margin above 40% [4] - **Tesla (TSLA)**: Reported earnings of 33 cents per share, missing the consensus of 39 cents, with revenues of $22.5 billion, slightly above estimates [5] - **IBM**: Earnings of $2.80 per share surpassed estimates of $2.64, with revenues of $16.98 billion, exceeding expectations of $16.58 billion [6] - **Chipotle (CMG)**: Earnings of 33 cents per share beat estimates by a penny, but revenues were flat at $3.10 billion, with comparable sales down 4% [7] - **ServiceNow (NOW)**: Achieved earnings of $4.09 per share, significantly above the projected $3.54, with revenues of $3.22 billion, up 22.5% year over year [8] Upcoming Economic Indicators - Anticipated reports include Weekly Jobless Claims, flash S&P Services and Manufacturing PMI for July, and New Home Sales for June [9]

IBM (IBM) came out with quarterly earnings of $2.8 per share, beating the Zacks Consensus Estimate of $2.64 per share. This compares to earnings of $2.43 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of +6.06%. A quarter ago, it was expected that this technology and consulting company would post earnings of $1.42 per share when it actually produced earnings of $1.6, delivering a surprise of +12.68%.Over the last four quarters, ...

IBM (IBM) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Company ParticipantsOlympia McNerney - Global Head - IRArvind Krishna - Chairman , President & CEOJames Kavanaugh - SVP & CFOAmit Daryanani - Senior MD - Equity ResearchBen Reitzes - MD & Head - Technology ResearchErik Woodring - Managing Director - Equity ResearchBrian Essex - Executive DirectorMatthew Swanson - Director - Equity ResearchConference Call ParticipantsWamsi Mohan - Senior Equity Research AnalystJim Schneider - Senior Equity AnalystOper ...

IBM (IBM) Q2 2025 Earnings Call July 23, 2025 05:00 PM ET Speaker0Welcome and thank you for standing by. At this time, all participants are in a listen only mode. Today's conference is being recorded. If you have any objections, you may disconnect at this time. Now, I will turn the meeting over to Olympia McNurney, IBM's Global Head of Investor Relations.Olympia, you may begin.Speaker1Thank you. I'd like to welcome you to IBM's second quarter twenty twenty five earnings presentation. I'm Olympia McNerney, a ...

Trade Frameworks and Tariffs - The U.S. has established significant trade frameworks with the Philippines and Japan, with the Philippines receiving a slight reduction in tariffs from 20% to 19% on U.S. exports [2] - Japan's tariffs on imports, including autos, will be capped at 15%, avoiding the previously threatened 25%+ tariffs, in exchange for a commitment of $550 billion in U.S. investment [3] - The European Union has threatened to impose 30% tariffs on over $100 billion worth of U.S. goods if no deal is reached by the August deadline [3] Neuromorphic Computing - Neuromorphic computing represents a potential leap in AI technology, mimicking biological neural networks to improve computing efficiency and energy consumption [5][6] - Intel's Loihi 2 chip can perform certain AI tasks using up to 100 times less power than traditional chips, indicating significant advancements in this field [7] - Companies like BrainChip Holdings (BRCHF) and IBM are highlighted as key players in neuromorphic computing, with BrainChip's Akida chip already in use for smart sensors and defense applications [9][10] Investment Opportunities - Advanced Micro Devices Inc. (AMD) is positioned as a major player in AI technologies, with a focus on disrupting Nvidia's market dominance through competitive pricing and performance [15][16] - AMD's data center segment has shown a 69% year-over-year growth, contributing significantly to its gross operating income [16] - The seasonality tool from TradeSmith suggests potential bearish trends in the market, indicating strategic timing for investments in stocks like Lattice Semiconductor (LSCC) [19][20]

IBM beat on the top and bottom lines. Guidance is a raise on free cash flow. I I spoke with CEO Arvin Krishna about the quarter.We'll share what he told me, but first the numbers. Revenue was 16.98% billion versus 16.59% billion expected. Non-GAAP EPS $2.80% versus 264 expected.For the guide, IBM reaffirmed constant currency revenue growth of at least 5% but said cash flow will be more than 13 and a.5 billion. ...