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Wedbush表示,IBM第一财季业绩有望表现强劲,主要得益于人工智能和混合云需求的持续增长。

-- Wedbush Securities周五发布的一份报告称,IBM(IBM)有望在下周三公布稳健的第一财季业绩,这主要得益于市场对人工智能、混合云、自动化和网络安全产品的持续需求。 报告指出,市场普遍预期IBM第一财季每股收益为1.81美元,营收为156.1亿美元,这一预期“有望超越”。 这家投资公司表示,IBM的“软件、咨询、基础设施和自动化组合构成了一个持久的业务飞轮”。该公司还成功地将软件、咨询和基础设施整合到一个统一的平台中,这是一个“重要的优势”。 报告还指出,随着市场对“智能体人工智能、关键任务型工作流程和受监管云采用”的兴趣日益浓厚,IBM在企业人工智能部署的下一阶段仍处于有利地位。 Wedbush重申了对IBM的“跑赢大盘”评级和340美元的目标价。

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