IBM有显著上行空间；股价较52周高点低30%，加之125亿美元的AI订单储备，可能带来盈利超预期。
逐段跳播
如你所知，我今天提到过，在我看来有两笔看起来会赢的交易，也就是 IBM 和 Home Depot。
As you know, I mentioned today that there are two that look like winning deals to me, namely IBM and Home Depot.
这显然属于这里的人工智能交易的一部分，但它仍远低于52周高点。是的，我一直在关注并推荐 IBM，由于量子计算领域正在发生的事情，这只股票一直非常波动，但他们在人工智能方面有125亿美元的可观订单储备。
It is clearly part of the AI trading here, but it is still well below its 52-week high. Yes, I have been watching and recommending IBM, and the stock has been very volatile because of what is happening in quantum computing, but they have a strong order book in artificial intelligence worth $12.5 billion.
他们目前的股价比52周高点低30%。几周后我们将迎来财报发布。他们正更加专注于盈利的业务领域，帮助传统公司安全地适应基于 AI 的企业软件。
They are currently trading 30% below their 52-week high. We have earnings announcements coming in a few weeks. They are focusing more on profitable business areas, helping traditional companies to safely adapt to AI-based enterprise software.
我认为他们上季度的财报反响不太好，但我认为他们可能会让市场意外，我们可能会看到股价大幅上涨。
I think their earnings last quarter were not very well received, but I think they may surprise the markets, and we may see a significant increase in the share price.
IBM 还派发股息，收益率超过3%。我确实看到了这里显著的上行潜力，但别忘了，IBM 在过去31年里一直在提高股息。
IBM also offers dividends with a yield exceeding 3%. Well, I do see significant upside potential here, but don't forget that IBM has increased its dividends over the past 31 years.
观察点
这个频道对 $IBM 的历次判断
Schwab Network 在这只股票上只有这一条判断。