周四盘前，科技巨头IBM股价大跌7.13%，主要原因是其第三季度财报显示核心业务增长放缓，引发投资者对公司长期增长前景的担忧。
虽然IBM整体财务表现超出市场预期，第三季度营收达163.3亿美元，同比增长9.1%，调整后每股收益为2.65美元，但其关键业务板块的增长速度令人失望。备受关注的红帽（Red Hat）部门销售额增长14%，低于分析师平均预期的16%，且较上一季度有所放缓。这一结果引发了市场对IBM核心增长引擎可能失速的担忧。
此外，IBM表示自2023年年中以来，其人工智能业务订单已超过95亿美元。然而，约80%的订单来自利润率较低的咨询部门，仅20%来自软件部门，这也引发了投资者对高利润业务增长的担忧。尽管如此，IBM仍上调了全年业绩预期，预计全年自由现金流将达到约140亿美元，高于此前预期。公司首席财务官Jim Kavanaugh强调，他们对红帽的整体增长机会仍然"非常有信心"，但投资者似乎更倾向于相信数据所反映的趋势。
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