$IBM

IBM

International Business Machines Corporation

本窗口内的全部观点与内容

截至 09-26
09-14
T3 Live发布 2026-09-14
《Scott Redler’s #630club - LIVE Premarket Stock Market Update》
$IBM看涨
IBM 技术形态强劲(图表漂亮、存在大幅跳空缺口),持有前景被看好。

IBM的图表不错。你知道吗?IBM上方确实有一个大缺口。我确实认为IBM看起来相当不错。你可以在229之上做多。它确实交易得不错。周五它确实交易得不错。所以,如果你想持有一些IBM,好,IBM今天早上在做什么?

今天早上有资金流向那里吗。是的,看那个。在缺口上方涨了三块。这给了你持有它的理由。看那个缺口。它正在填补一部分。所以,如果你持有IBM,你今天早上心情其实不错。

Um, IBM's got a nice chart. Yeah, you know what? IBM does have a big gap above. I do think IBM looks pretty good. You could be long versus 229. It did trade well. It did trade well on Friday.

So, if you want to be in some IBM, okay, what's IBM doing this morning? Did money flow there this morning. Yeah, look at that. Up three in the gap. This gave you a reason to be in it.

Look at that gap. It's filling some of it. So, you know, if you're in if you're in uh IBM, you're you're actually in a good mood this morning.

09-12
The Motley Fool发布 2026-09-12
《3 AI Stocks That Could Win Big From the Sovereign AI Boom》
$IBM看涨
IBM相对于其长期增长潜力被低估,主权AI与量子计算相关布局支撑一个逆向看多论点。

是的,完全同意。我还想聊今天最后一只股票。这更像是一家传统业务公司,我觉得它是参与主权 AI 热潮的一种有趣方式。我想谈谈 IBM,对吧?我的意思是,这不是一项新业务,算是一个家喻户晓的名字,而且它很有意思。

Yeah, absolutely. Well, and I wanted to hit one final stock today. This is more of a legacy business that I find to be an interesting way to play the sovereign AI boom. And I wanted to talk about IBM, right?

I mean, this is not a new business. This is sort of a household name. And it's interesting.

他说在等
Sovereign Core 软件解决方案的采用率
回升
未来几个季度财报
若采用加速则支持看涨逻辑;若采用率持续低迷则削弱该逻辑
Ale's World of Stocks发布 2026-09-12
《Every Stock I'm Buying in September 2026 (Huge Opportunities)》
$IBM看涨
IBM 是量子计算领域可靠的潜伏标的,在企业级与混合云方面敞口强劲,当前估值与股息安全,计划继续增持。

然后我在 IBM 上投入了 20,这是一个出色的传统标的,如今在企业解决方案、混合云,尤其是量子计算方面有大量敞口。我其实觉得它像是我最喜欢的、可靠的量子计算潜力股。如果量子计算像很多人认为的那样在未来起飞,IBM 将会是一个非常大的受益者。

所以我肯定会持续买入它们。即便没有量子计算,它也已经是一个非常安全的标的。现在再加上量子计算,就更添一层。它有很好的股息,估值也不错。所以我喜欢 IBM,它是我们投资组合最新加入的成员之一。

Then I spent 20 on um, IBM, great legacy play with, uh, now a ton of exposure to, you know, enterprise solutions, hybrid cloud, especially quantum computing. I actually think it's like my favorite kind of reliable sleeper play on quantum computing.

If quantum computing takes off in the future like so many people think it will. Um IBM is going to be a very big beneficiary. So I'll definitely be collecting them. It's a very safe play already without it.

Now you add quantum computing adds even more to it. Got a great dividend, good valuation. Um so I like IBM and it's one of our newest additions to to the portfolio.

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