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我的小后妈韩国免费播放,揭示角色背后的心理战与友情考验!
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  周四早盘,国际商业机器公司(IBM)股价一度下跌6.5%。此前这家科技巨头发布的第一季度财报显示,埃隆・马斯克颇具争议的削减成本机构“政府效率部”(DOGE)取消了一些与美国政府的合同,这一消息盖过了该公司本属积极的财报内容。

  “政府效率部”是特朗普执政期间新成立的一个政府机构,它率先采取行动,导致大量联邦工作人员被解雇,数十亿美元的政府资金被取消。该部门的这些举措也面临着法律方面的挑战。

  IBM首席财务官詹姆斯・卡瓦诺在公司发布财报后的周二晚些时候,在与分析师的电话会议中表示,“政府效率部”的削减行动导致了一些合同被取消,这些合同“在多年时间里的未完成订单价值不到1亿美元”。

  美国政府合同在IBM年度总收入中占比不到5%,在其咨询业务收入中占比不到10%。

  “咨询业务也更容易受到可自由支配支出削减以及与‘政府效率部’相关举措的影响,”IBM首席执行官阿尔温德・克里希纳在电话会议中表示。“虽然没有人能免受不确定性的影响,但我们是在相对强势和有韧性的基础上进入这种环境的。”克里希纳指出,例如,特朗普新关税政策对IBM的影响“微乎其微”。

  卡瓦诺补充道:“虽然我们在美国以外的直接业务敞口有限,但我们正在从策略上评估替代供应来源以及其他策略,以减轻关税影响。”

  “众所周知,存在一定程度的宏观经济不确定性,而且很难预测。”

  尽管IBM第一季度财报收益超出了华尔街预期,但该公司股价仍在周四下跌。

  彭博社的共识估计,IBM公布的经调整后每股收益为1.60美元,高于预期的1.42美元。其季度收入为145亿美元,高于预计的144亿美元。

  IBM表示预计第二季度收入在164亿美元至167.5亿美元之间,高于华尔街分析师预期的162.8亿美元的指导预期。

  不过,摩根士丹利的分析师周四指出,IBM的软件业务(包括其人工智能产品,是其最大的收入来源)在几个季度以来首次表现不及华尔街预期。

  摩根士丹利和EvercoreISI的分析师指出,在当前动荡的宏观经济环境下,IBM的股票是一个“避风港”。

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