异动解读 | IBM第四季度业绩超预期 AI战略增长强劲 盘后大涨10%

异动解读
30 Jan

IBM公司周三盘后大涨超10%,市场对其第四季度业绩表现和AI战略表现出极大信心。

IBM在上一季度公布的财报显示,其软件业务创下五年来最大增长, 主要得力于人工智能业务的转型。通过开源AI模型"Granite"系列,与其他收费提供AI服务的科技公司形成鲜明对比,令市场看好IBM在AI领域的竞争力。

本季度公司营收175.5亿美元,超过分析师预期。调整后每股收益3.92美元,高于预期的3.75美元。IBM预计全年按恒定汇率计算的营收增长5%,也超出市场预期的4.81%。得益于人工智能发力,IBM的软件和咨询业务均表现不俗,有力支撑了公司整体业绩。

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