美国科技巨头IBM周四盘前股价大跌7.55%，尽管公司一季度财报超出市场预期。投资者似乎对关税政策和美国联邦政府削减支出可能影响公司业务前景表示担忧。
根据财报，IBM第一季度营收达145亿美元，同比增长近1%，略高于市场预期。调整后每股收益为1.60美元，同样好于分析师预期。然而，公司披露由于受到美国政府效率部（DOGE）主导的联邦政府削减支出举措影响，约有15份与联邦政府的合同被取消或暂停，预计将减少约1亿美元的未来付款。
尽管IBM维持了全年至少5%营收增长的预期，但投资者对宏观经济环境的不确定性保持谨慎。分析师指出，IBM在近期市场动荡中表现相对强劲，投资者原本期待看到一份"完美"的财报。然而，政府合同取消和潜在的关税影响引发了市场对公司未来业务增长的担忧，这可能是导致股价大幅下跌的主要原因。
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