IBM即将发布财报，市场预期偏向积极。分析师认为，凭借其日益增长的AI业务，IBM可能交出超出预期的成绩。
数据方面，市场普遍预期调整后每股收益为1.81美元，营收为156.4亿美元，高于去年同期的1.60美元和145.4亿美元。增长预计将来自软件和基础设施领域，尤其是自动化和事务处理等板块。这具有重要意义，因为它表明即使IBM混合云业务的部分领域（如红帽）增速从上季度的12%放缓至8%，该公司仍在寻找增长途径。
真正支撑市场情绪的是AI叙事。IBM一直在稳步扩展其在该领域的影响力，从扩大政府环境中的AI和自动化工具，到进一步深入网络安全领域。RBC资本市场和Wedbush等机构的分析师仍然持建设性态度，即使在下调目标价后仍维持看涨评级。
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