copy and paste from Morgan Stanley:
IBM has been on a nearly unprecedented run in the last 3 months, outperforming the S&P 500 by 20 points since 2Q earnings. IBM is now trading at all-time valuation highs on an absolute and relative basis. This momentum has been driven by 3 prevailing bull theses:
(1) excitement around growth accelerating in CY25 with ELA/Mainframe cycles and the HCP acquisition,
(2) the view that IBM is/will be an AI beneficiary,
and (3) an expectation that RHT will be a beneficiary of volatility at VMW.
IBM has been on a nearly unprecedented run in the last 3 months, outperforming the S&P 500 by 20 points since 2Q earnings. IBM is now trading at all-time valuation highs on an absolute and relative basis. This momentum has been driven by 3 prevailing bull theses:
(1) excitement around growth accelerating in CY25 with ELA/Mainframe cycles and the HCP acquisition,
(2) the view that IBM is/will be an AI beneficiary,
and (3) an expectation that RHT will be a beneficiary of volatility at VMW.
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免责声明
这些信息和出版物并不意味着也不构成TradingView提供或认可的金融、投资、交易或其它类型的建议或背书。请在使用条款阅读更多信息。