异动解读|IBM盘中下跌22.04%,二季度初步营收不及预期引发软件板块恐慌
行情直击07-14 21:34
7月14日,IBM盘中下跌22.04%,报219.42美元/股,成交额22.63亿美元。
消息面上,IBM提前披露二季度初步业绩,营收为172亿美元,较市场预期的178.6亿美元低约4%;调整后每股收益2.93美元,亦不及FactSet预估的3.01美元。CEO Arvind Krishna表示,6月下旬客户将资本支出转向服务器、存储及内存等硬件,导致多笔大额软件及主机交易未能按期完成签约,是本季度业绩缺口的主要原因。其中基础设施收入同比下降7%,z17大型机周期表现低于预期。汇丰银行同日将IBM评级下调至"减持",目标价从231美元降至191美元。IBM业绩冲击波蔓延至整个软件板块,埃森哲、ServiceNow、微软等均盘前承压下跌。
(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)
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