异动解读 | IBM股价盘中大涨10%,营收展望强劲拉动需求

异动解读
30 Jan

IBM公司股价在周四盘中大涨10.23%,引发市场广泛关注。

人工智能和软件业务表现强劲是推动IBM股价上涨的主要原因。公司本季度人工智能相关订单和销售额超过50亿美元,较上季度大幅增加20亿美元。软件部门实现五年来最大的增长,云基础设施和数据密集型人工智能应用推动了企业IT支出的增长。

同时,公司预计2025财年收入将至少增长5%,较2024年3%的增长率有所提高。IBM公司在人工智能和云战略领域继续保持信心,引导了市场对其长期增长潜力的良好预期。

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