"代码转换是一回事，平台现代化则完全是另一码事。" 但在Rob Thomas看来，IBM大型机的真正价值其实与COBOL语言本身无关，而在于平台自身的特性： 它是一个从底层芯片到操作系统都经过专门打造的架构，无论承载的应用是用COBOL、Java还是其他 语言，该平台都能提供同样的保障。而现代化的挑战并非COBOL这门语言的问题，它关乎的是支撑应 用运行、实现系统集成所需的一切。 "仅仅转换COBOL语言，丝毫改变不了这些根本。"他强调，"真正艰巨的工作在于数据架构的重构、运 行时环境的替代、事务处理完整性的保障，以及平台自身所承载的所有非功能性需求，这是一项系统级 的工程。 为了形象地说明这一点，Rob Thomas用了一个比喻："就像iOS和iPhone——你或许能做出一个功能相似 的替代系统，但它几乎不可能取代那十亿部正在使用的iPhone。真正卓越的性能，源自于软硬件的紧密 结合、处理器级的专属加速、I/O子系统的精巧优化，以及数十载持续不断的性能调校。" Anthropic砸崩IBM股价后，IBM回击。 在IBM股价遭遇25年来最惨烈单日暴跌的三天后，该公司高级副总裁、软件主管兼首席商务官Rob T ...

Core Viewpoint - IBM's stock experienced its worst day in 25 years, dropping 13% after Anthropic PBC announced its Claude Code tool could modernize Cobol systems, raising concerns about the impact of AI on traditional companies [2][7]. Group 1: Stock Performance - IBM's stock fell 13%, marking the largest single-day decline since October 2000 [2][7]. - The stock has dropped 27% in February, potentially leading to the largest monthly decline since 1968 [2][7]. Group 2: AI Impact and Market Concerns - Anthropic's Claude Code tool automates the modernization of Cobol systems, which traditionally required extensive consulting and time [2][3]. - Concerns about AI's disruptive potential have led to a general decline in software stocks, with a major software ETF down 27% this year, potentially the largest quarterly drop since the 2008 financial crisis [3][8]. Group 3: IBM's Position and Strategy - IBM defends its core mainframe business, asserting that its platform provides consistent performance and security across various programming languages, not just Cobol [2][8]. - The majority of IBM's revenue is still tied to its mainframe business, which supports applications written in Cobol, particularly for reliability-focused clients like financial and government institutions [3][8]. - IBM has introduced AI tools to assist in Cobol modernization, including a tool launched in 2023 that updates Cobol code to more modern languages like Java [4][9]. - IBM's CEO stated that the AI coding assistant for mainframes has been widely adopted, helping clients understand their Cobol codebases and identify modernization needs [4][9].

IBM表示，自2023年中期以来，IBM人工智能(AI)业务的订单额已超过125亿美元。这一数字高于此前财 报披露的95亿美元。首席财务官Jim Kavanaugh在接受采访时表示，略高于80%的订单来自咨询部门， 其余则来自软件部门。 虽然IBM的软件部门表现繁荣，但其咨询业务已连续数个季度面临压力。第四季度，咨询业务销售额增 长3%，至53.5亿美元，略低于华尔街预期的53.8亿美元。 由于该公司去年发布的最新大型机持续热销，基础设施部门营收达51.3亿美元，超过了平均预期。 "蓝色巨人"IBM(IBM.US)公布的季度销售额超过了分析师的预期，这主要得益于其备受关注的软件部门 的强劲增长。财报显示，IBM第四季度营收同比增长12%，达197亿美元，高于预期的192亿美元；非公 认会计准则下每股收益为4.52美元，超出预期0.23美元。 IBM第四季度业绩和下一财年的业绩指引均超过了华尔街的预期，股价在盘后涨超8%，截至发稿， IBM盘后涨8.33%，报318.68美元。 营收中占比最大的部分来自IBM的软件业务，该业务增长14%至90.3亿美元，同样高于预期。 通过对Red Hat、HashiCorp和 ...