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    • LanlanCCLanlanCC
      ·00:09
      $淮北綠金股份(02450)$  
      49Comment
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    • LanlanCCLanlanCC
      ·00:08
      $香港交易所(00388)$  
      14Comment
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    • LanlanCCLanlanCC
      ·07-16
      ASML Q2 system equipment sales reached 6.56 billion euros, with a total of 91 photolithography machines sold (86 new products, 5 second-hand). By application end, logic chips account for 51% and memory account for 49%, indicating that the demand for HBM on AI servers is crazily devouring production capacity
      4031
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    • LanlanCCLanlanCC
      ·07-16
      ASML CEO Christophe Fouquet's comments at the performance meeting were highly offensive: "Memory customers are stepping up their bookmaking production, and there is an extreme shortage of DDR and HBM, driving up 75% of memory revenue this year."
      430Comment
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    • LanlanCCLanlanCC
      ·07-15
      IBM's loss of a quarter of its market capitalization margin of safety, which is a potential opportunity for a very deep reverse investment.
      674Comment
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    • LanlanCCLanlanCC
      ·07-15
      Starbucks announced that it would use AI-developed internal software to replace IBM's device maintenance management system, cutting its technical budget by about $30 million annually. Although Starbucks tried to build its own AI software, it recently was forced to cancel the project and resume manual inventory due to inaccurate inventory tracking system. This fully proves that non-tech companies have very little fault tolerance for trying to "full self-developed AI replacement", and that the enterprise-level services of traditional IT giants are not as fragile as the market expects.
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    • LanlanCCLanlanCC
      ·07-15
      IBM is actually the "macroscopic barometer" under the AI hardware frenzy. After companies buy servers and memory, they eventually need to integrate AI into their core business. The pre-front of hardware expenditure will eventually translate into deferred requirements for future software and service upgrades.

      【🎁有獎話題】 IBM業績暴雷大跌25%，SK海力士暴漲27%，存儲全面回暖？

      @虎港通：
      小虎們，此前暴跌的 $SK海力士(SKHY)$ 與週二暴漲27%，一舉收復前一交易日進10%的跌幅！[Cool] 然而在存儲版塊情緒全面回暖之時，美股傳統軟體老登股 $IBM(IBM)$ 的業績卻暴雷，盤前一度暴跌25%！[Put] 事實上其財報預示了“SaaS末日”衝擊。客戶預算紛紛轉向硬件採購與存儲芯片，導致軟件和主機業務承壓！[Allin] 這是不是說明瞭存儲芯片的需求正強勁，全球資金正在重新搶籌存儲龍頭，還是短期泡沫。當下你還會入手存儲芯片股嗎？[YoYo] SK海力士昨日反彈進30% 一、IBM為何暴跌25%？客戶預算正從軟件「搬家」到硬件 美東時間7月14日， $IBM(IBM)$ 股價開盤即暴跌超25%，市值單日蒸發690億美元。這份創紀錄的跌幅，源於IBM盤前發布的一份「罕見」的初步業績預警。 業績到底有多糟？ IBM第二季度初步營收僅172億美元，遠低於華爾街分析師平均預期的178.6億美元。其中： 軟件收入同比增長5%（勉強及格） 諮詢業務基本持平 基礎設施收入同比下降7%，遠弱於此前預期的全年低個位數下滑 客戶的錢去了哪裡？ IBM董事長兼CEO阿爾溫德·克里希納在致投資者的公開信中，罕見地承認公司「失手了」。他給出的核心解釋是： 「在6月份的最後幾周，客戶將季度資本支出急劇轉向了服務器、存儲設備和內存的採購，以便在預期價格上漲之前鎖定供應受限的基礎設施。」 簡單說：客戶正在把原本打算買軟件的錢，拿去搶購AI服務器和存儲芯片了。 更具體地，z17大型主機及其配套軟件（尤其是交易處理軟件）的銷售疲軟，是此
      【🎁有獎話題】 IBM業績暴雷大跌25%，SK海力士暴漲27%，存儲全面回暖？
      132Comment
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    • LanlanCCLanlanCC
      ·07-15
      The moat is being rewritten by the underlying code. In February Anthropic claimed that Claude Code could modernize the ancient COBOL language, which directly threatened the survival foundation of IBM mainframes. Banks and insurers around the world rely heavily on hosts for mega-transactions, and if AI can easily refactor code, the cost of conversion for companies getting out of IBM systems will be dramatically reduced. The budget exclusion faced by AI hardware will persist long as the arms race does not end. $IBM(IBM)$

      【🎁有獎話題】 IBM業績暴雷大跌25%，SK海力士暴漲27%，存儲全面回暖？

      @虎港通：
      小虎們，此前暴跌的 $SK海力士(SKHY)$ 與週二暴漲27%，一舉收復前一交易日進10%的跌幅！[Cool] 然而在存儲版塊情緒全面回暖之時，美股傳統軟體老登股 $IBM(IBM)$ 的業績卻暴雷，盤前一度暴跌25%！[Put] 事實上其財報預示了“SaaS末日”衝擊。客戶預算紛紛轉向硬件採購與存儲芯片，導致軟件和主機業務承壓！[Allin] 這是不是說明瞭存儲芯片的需求正強勁，全球資金正在重新搶籌存儲龍頭，還是短期泡沫。當下你還會入手存儲芯片股嗎？[YoYo] SK海力士昨日反彈進30% 一、IBM為何暴跌25%？客戶預算正從軟件「搬家」到硬件 美東時間7月14日， $IBM(IBM)$ 股價開盤即暴跌超25%，市值單日蒸發690億美元。這份創紀錄的跌幅，源於IBM盤前發布的一份「罕見」的初步業績預警。 業績到底有多糟？ IBM第二季度初步營收僅172億美元，遠低於華爾街分析師平均預期的178.6億美元。其中： 軟件收入同比增長5%（勉強及格） 諮詢業務基本持平 基礎設施收入同比下降7%，遠弱於此前預期的全年低個位數下滑 客戶的錢去了哪裡？ IBM董事長兼CEO阿爾溫德·克里希納在致投資者的公開信中，罕見地承認公司「失手了」。他給出的核心解釋是： 「在6月份的最後幾周，客戶將季度資本支出急劇轉向了服務器、存儲設備和內存的採購，以便在預期價格上漲之前鎖定供應受限的基礎設施。」 簡單說：客戶正在把原本打算買軟件的錢，拿去搶購AI服務器和存儲芯片了。 更具體地，z17大型主機及其配套軟件（尤其是交易處理軟件）的銷售疲軟，是此
      【🎁有獎話題】 IBM業績暴雷大跌25%，SK海力士暴漲27%，存儲全面回暖？
      197Comment
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    • LanlanCCLanlanCC
      ·07-15
      The current trend: Companies rush to buy hardware instead of software upgrade AI is a winner take all race with no prize for second place. OpenAI lost its lead to Anthropic within six months, Chinese open source models already sit near 46 percent of US enterprise usage, and the top 10 names account for a record 41 percent of the S&P 500

      【🎁有獎話題】 IBM業績暴雷大跌25%，SK海力士暴漲27%，存儲全面回暖？

      @虎港通：
      小虎們，此前暴跌的 $SK海力士(SKHY)$ 與週二暴漲27%，一舉收復前一交易日進10%的跌幅！[Cool] 然而在存儲版塊情緒全面回暖之時，美股傳統軟體老登股 $IBM(IBM)$ 的業績卻暴雷，盤前一度暴跌25%！[Put] 事實上其財報預示了“SaaS末日”衝擊。客戶預算紛紛轉向硬件採購與存儲芯片，導致軟件和主機業務承壓！[Allin] 這是不是說明瞭存儲芯片的需求正強勁，全球資金正在重新搶籌存儲龍頭，還是短期泡沫。當下你還會入手存儲芯片股嗎？[YoYo] SK海力士昨日反彈進30% 一、IBM為何暴跌25%？客戶預算正從軟件「搬家」到硬件 美東時間7月14日， $IBM(IBM)$ 股價開盤即暴跌超25%，市值單日蒸發690億美元。這份創紀錄的跌幅，源於IBM盤前發布的一份「罕見」的初步業績預警。 業績到底有多糟？ IBM第二季度初步營收僅172億美元，遠低於華爾街分析師平均預期的178.6億美元。其中： 軟件收入同比增長5%（勉強及格） 諮詢業務基本持平 基礎設施收入同比下降7%，遠弱於此前預期的全年低個位數下滑 客戶的錢去了哪裡？ IBM董事長兼CEO阿爾溫德·克里希納在致投資者的公開信中，罕見地承認公司「失手了」。他給出的核心解釋是： 「在6月份的最後幾周，客戶將季度資本支出急劇轉向了服務器、存儲設備和內存的採購，以便在預期價格上漲之前鎖定供應受限的基礎設施。」 簡單說：客戶正在把原本打算買軟件的錢，拿去搶購AI服務器和存儲芯片了。 更具體地，z17大型主機及其配套軟件（尤其是交易處理軟件）的銷售疲軟，是此
      【🎁有獎話題】 IBM業績暴雷大跌25%，SK海力士暴漲27%，存儲全面回暖？
      140Comment
      Report
    • LanlanCCLanlanCC
      ·07-15
      Financial Times reveal a structural twist that was undervalued by Wall Street: DoorDash, Siemens, Airbnb and other European and American leaders are introducing Chinese open source models such as DeepSeek and 2513.hk on a large scale. The drive is extremely pure: survival and cost reduction. The call cost of the Chinese model is only 1/10 to 1/60 of the closed model in the US, significantly lowering the operating costs of generative AI. 
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