周四(7月24日)盘前，IBM股价大跌7.69%至267.10美元。尽管IBM第二季度整体业绩超出市场预期，但其关键软件业务表现令投资者失望，引发了对公司未来增长前景的担忧。
根据财报，IBM第二季度总营收为169.8亿美元，同比增长8%，超过分析师预期的165.9亿美元。调整后每股收益为2.80美元，也高于预期的2.64美元。然而，作为IBM转型核心的软件业务营收为73.9亿美元，虽同比增长10%，但低于分析师预期的74.9亿美元。软件部门毛利率为83.9%，同样略低于市场预期的84%。
Evercore ISI分析师Amit Daryanani表示，尽管IBM整体表现强劲，但投资者可能会质疑软件业务在下半年的增长可持续性。此外，IBM首席执行官Arvind Krishna在财报电话会议上指出，地缘政治紧张局势正促使一些客户采取谨慎行动，美国联邦政府支出在上半年也受到一定限制。这些因素可能会影响IBM的未来业务发展，加剧了市场的担忧情绪。
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