异动解读 | IBM发布财报后夜盘大跌6.20%,红帽业务增长不及预期

异动解读
Oct 23, 2025

周三夜盘,科技巨头IBM股价大跌6.20%,主要原因是公司发布的第三季度财报显示核心业务增长放缓,引发投资者担忧。

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%,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。此外,混合云和软件业务的增长也未能达到投资者的期望。

这一结果引发了市场对IBM核心增长引擎可能失速的担忧。尽管公司首席财务官Jim Kavanaugh表示"对红帽整体的增长机会感觉非常好",但投资者似乎更相信数据所反映的趋势。值得注意的是,IBM股价今年迄今已上涨约30%,这次财报可能成为部分投资者获利了结的契机。

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10