格隆汇9月25日｜IBM股价涨幅扩大至5.3%，创4月9日以来最大涨幅。 ...

We recently published Trending Analyst Calls: Top 10 Stocks. International Business Machines (NYSE:IBM) is one of the stocks analysts were recently talking about. Rich Saperstein, Treasury Partners’ founding principal and CIO, discussed why he likes IBM shares during a program on CNBC. Here is why he likes the stock:   “Roughly 35% of the revenue is recurring. They have 64 billion total in revenue. It’s an AI infrastructure software play. They do AI consulting and also they’re coming out with the nextG ...

美股开盘，三大指数集体低开，纳指跌约0.9%，标普500指数跌0.59%，道指跌0.25%。 特斯拉跌超3%，8月在欧盟的新注册量同比下降超36%至8,220辆。 英特尔涨1.5%，据报已接洽苹果寻求投资，并计划四季度 "Raptor Lake" 处理器涨价超10%。 甲骨文跌超4%，启动180亿美元债券发行，据报认购需求最高达到近880亿美元。 IBM涨超2%，与汇丰银行合作推出全球首个量子赋能算法交易系统。 (格隆汇) ...

量子计算代表了全新的计算分支，其核心优势在于利用量子力学的规律来处理信息。IBM Quantum副总 裁Jay Gambetta在一份声明中解释道： "它在一个比经典系统所能访问的更广阔、更动态的空间中表示和处理信息"。 这种能力来源于量子比特（qubits），它们是量子机器的基本构建模块，允许计算机以远超传统计算机 的速度执行复杂的计算。 目前，科技巨头正在激烈竞逐量子计算领域的领导地位。IBM正与竞争对手谷歌展开竞赛，目标是在本 个十年结束前生产出工业规模的量子计算机。除了金融领域，量子计算被认为能够在包括药物研发在内 的科学研究领域推动突破性进展。 汇丰银行与IBM合作的一项测试取得了量子计算在金融领域应用的里程碑式进展，结果显示该新兴技术 有望显著提升交易执行效率，为华尔街探索计算能力的下一片前沿阵地注入了新的动力。 欧洲最大银行汇丰周四表示，公司测试了一款由IBM开发的量子计算工具，并发现其在预测交易指令成 交可能性方面，比传统方式的效率高出34%。这一成果是基于对欧洲公司债券市场的历史数据进行的理 论分析。 "这是迄今为止我们最切实的证明，表明我们距离从量子计算中提取价值有多么近"，汇丰集团量子技 ...

格隆汇9月25日｜IBM股价盘前涨超3%。消息面上，该公司与汇丰银行合作，共同推出全球首个量子赋 能算法交易系统。 ...

Core Insights - Selecting a reliable software development company is crucial for project success in the business environment [1] - The article provides a curated list of quality software development companies based on market feedback and technical service capabilities [1] Company Summaries - **Beijing Huasheng Henghui Technology Co., Ltd.**: Specializes in custom software development with extensive experience in military, government, and enterprise projects. Core service areas include military software, industrial software, safety production, digital transformation, and applications in new energy, education, and healthcare [3] - **Beijing Wumu Hengrun Technology Co., Ltd.**: Focuses on information technology solutions for military and state-owned enterprises, offering comprehensive services in military software, education and healthcare software, and digital transformation [4] - **Moore Dimension Technology Co., Ltd.**: A high-tech company in Xi'an specializing in artificial intelligence, with expertise in deep learning, natural language processing, and computer vision. It serves various industries including military, aerospace, manufacturing, finance, e-commerce, education, and healthcare [5] - **Microsoft**: A leading global software company with a product line that includes Windows, Office, and Azure. It is recognized for its advancements in AI, machine learning, and big data analytics [5] - **Google**: Known for its search engine, Google excels in software development with products like Android, Chrome, and Gmail, and has made significant breakthroughs in AI and cloud computing [5] - **Apple**: Renowned for its design and user experience, Apple offers core software including iOS and macOS, ensuring high-quality user experiences [6] - **IBM**: A century-old technology company with deep expertise in hardware, software, cloud computing, and AI, focusing on scalable technology platforms for enterprises [6] - **Oracle**: A leading enterprise software provider known for its database, ERP, and CRM solutions, addressing data storage, big data analytics, and enterprise management needs [7] - **SAP**: A top provider of enterprise management software, particularly in the ERP sector, helping businesses automate and optimize management processes [7] - **Autodesk**: The largest design, engineering, and entertainment software company globally, with AutoCAD dominating the architectural market [8] - **ANSYS**: A leading provider of engineering simulation software, widely used in industries such as nuclear, rail, oil and gas, aerospace, and mechanical manufacturing [9] - **Siemens**: A German technology giant focusing on industrial automation, digital factories, and IoT technologies, providing comprehensive digital solutions [10] - **NVIDIA**: A well-known graphics processing company, recognized for its GPUs that are essential for deep learning and AI applications [10] Selection Summary - Companies should consider project type, budget, and technical depth when selecting a software development partner. The listed companies have distinct strengths, emphasizing the importance of choosing a reliable partner that understands business needs [12]

Group 1 - IBM's AI order book has shown significant growth, increasing from $2 billion in summer 2024 to $7.5 billion by Q2 2025, excluding other AI services [2] - The company's revenue growth is at levels not seen since 2011, with stock gains of 27% over the past year and 114% over three years, starting from a low valuation in 2022 [3] - Despite recent stock performance, IBM's shares are still considered affordable, trading at 22.7 times forward earnings and 20.7 times trailing free cash flow, compared to the S&P 500 averages of 24 and 29.9 respectively [6][7] Group 2 - The momentum in the AI market is driving IBM's stock performance, suggesting that it may still be a good time to invest despite the rising prices [4]

HSBC says it has achieved a world first breakthrough in deploying quantum computing in financial markets. The London based bank used IBM's quantum processor to attain a 34% improvement in predicting bond trade prices. Let's bring in Robert Lee right now, senior analyst at Bloomberg Intelligence, for the details on this apparent breakthrough and what it could mean for banking.So the head of quantum technologies at HSBC telling Bloomberg he sees this potentially as a Sputnik moment for quantum. Yes, I did see ...

Core Insights - HSBC has achieved a significant breakthrough in quantum computing, reporting a 34% improvement in predicting bond trade prices using IBM's quantum processor [1] - The head of quantum technologies at HSBC describes this development as a potential "Sputnik moment" for the field of quantum computing [2] Research and Development Phase - Quantum computing is still largely in the research phase, with significant technological barriers to overcome before commercial deployment can occur [3][5] - The complexity and cost of quantum computing technology are substantial, requiring advanced setups and extremely low temperatures to operate effectively [4][5] Commercial Viability - The commercial deployment of quantum computing remains many years away, with current achievements needing to be proven as repeatable, scalable, and affordable [4][5] - The timeline for practical applications of quantum computing is uncertain, with predictions ranging from one to ten years being highly speculative [8] Geopolitical Context - The race for advancements in quantum computing is seen as a competition between the US and China, with both nations investing heavily in research [10][11] - Despite China's strategic focus on quantum computing, there are currently no deployable solutions in the market, indicating that the technology is still in the research phase globally [11][12]

Core Insights - IBM's Software segment has experienced robust revenue growth driven by product innovation and increased adoption of hybrid cloud services [1][7] - The rise in cloud-native workloads and generative AI has led to complex infrastructure strategies, boosting demand for IBM's hybrid cloud services [2] - Recent acquisitions, including HashiCorp, StreamSets, and webMethods, have enhanced IBM's capabilities in managing cloud environments and integrating AI [3][7] Group 1: IBM's Software Segment Performance - IBM's Software segment includes Hybrid Cloud, Automation, Data, and Transaction Processing businesses, which have collectively improved IT spending optimization and efficiency [1] - The integration of HashiCorp's tools with IBM Red Hat's portfolio has strengthened IBM's hybrid multi-cloud approach [3] Group 2: Market Position and Competitors - Microsoft has expanded Azure's availability globally, enhancing its competitive position in the cloud market [4] - Amazon Web Services (AWS) remains a leader in the cloud computing market, offering over 200 services and catering to a diverse customer base [5] Group 3: Financial Performance and Valuation - IBM's stock has increased by 23% over the past year, slightly below the industry's growth of 25.5% [6][7] - The forward price-to-sales ratio for IBM is 3.67, which is lower than the industry average of 3.90 [8] - Earnings estimates for IBM for 2025 have seen upward revisions over the past 60 days, indicating positive momentum [9][10]