7月28日，IBM盘中上涨3.19%，报223.57美元/股，成交额9.34亿美元。消息面上，IT咨询行业板块集体走强，同行业埃森哲涨7.45%、高知特涨6.77%，板块联动提振IBM修复性反弹。
此前IBM于7月22日发布二季度财报，营收172亿美元同比增约1%，Z系列大型机营收同比骤降42%，全年营收增速预期从"逾5%"下调至"4%至5%"。由于公司此前已发布盈利预警，利空基本消化。多家机构虽下调目标价，但高盛、杰富瑞、加拿大皇家银行等仍维持买入评级，当前均价目标约250美元，高于现价，反映市场对下半年业绩修复仍有预期。此外，公司收购HRL实验室布局量子计算，以及管理层表示推迟交易已有三分之一完成交割，亦为情绪修复提供支撑。
（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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