Core Viewpoint - IBM's latest earnings report disappointed investors, particularly due to underperformance in its software and consulting divisions, despite the company's stock having surged over 30% year-to-date, significantly outperforming the S&P 500 index [1][2][3] Financial Performance - IBM's second-quarter software sales grew by 10% year-on-year to $7.39 billion, slightly below Wall Street's expectation of $7.49 billion [2] - The consulting division's sales increased by only 3% to $5.31 billion, indicating a slowdown in growth [2] - Overall, IBM's total sales rose by 8% year-on-year to $17 billion, surpassing analyst expectations of approximately $16.6 billion [5] - The infrastructure business saw a significant 14% increase in sales to $4.14 billion, exceeding expectations of $3.66 billion [5] Business Segments - IBM's infrastructure business has become a key driver of growth, with strong demand from large enterprises, particularly in finance and retail sectors [5][6] - The company reported that bookings related to AI have exceeded $7.5 billion since mid-2023, with about 80% coming from the consulting division [3][6] Future Outlook - IBM maintains its full-year sales growth forecast of at least 5% at constant currency rates, aligning with Wall Street expectations [6] - The company anticipates free cash flow to exceed $13.5 billion, also in line with analyst estimates [6] AI and Quantum Computing - IBM's focus on AI and quantum computing is seen as crucial for driving future growth, with significant investments in AI developer ecosystems and quantum computing capabilities [9][10] - The company has announced that its quantum business orders have surpassed $1 billion, aiming to enter the "quantum practical" era by the end of the decade [10] - IBM's AI platform, watsonx, supports a comprehensive range of AI tools and models, catering to various developer needs [9][10]

三天前一辆小米su7发生车祸，引起电池燃烧，车内三名乘客不幸遇难。这件事在今天破圈发酵，成为重大舆情事件，受此影响小米的股价午后大跌6%， 一定程度上也拖累了恒生科技板块的表现。 我把核心信息总结一下。三个乘客是去外地考公的女大学生，夜间行车，启用了NOA驾驶辅助系统，车速110km+。开到一半路上有一段维修，用路障封 闭，需要汽车转入逆行车道，辅助智驾检测到异常情况后，一边警告驾驶员一边减速，同时让驾驶员接管车辆驾驶。但随后汽车还是撞上了隔离带水泥 桩，碰撞时速97km。 别看我上面写了不少字，其实从汽车智驾检测发现异常（ 22:44:24），到让驾驶员接管车辆，再到最后撞上水泥桩（ 22:44:28），前后不过3-4秒时间。车 内驾驶员在启用了辅助驾驶后处于相对松懈的状态（22:36:48有方向盘脱手预警），突遭变故来不及反应，最终发生惨剧。 事发后其中一位遇难者的母亲在网上发帖质疑，质疑的点在于电池为什么会燃烧，车门为什么没打开，以及小米公司在事发后没有联系和慰问她。这给小 米公司带来了一定的舆情压力，尤其是公司老板雷军的个人微博，有大量用户留言质疑。 以上是客观事实部分，我就纯描述，接下来是我主观评论 ...