Meta、IBM 股价因盈利和收购困境而在盘前暴跌

财报发布后，Meta Platforms Inc. (META) 和国际商业机器公司 (IBM) 的股票周四在盘前交易中暴跌。 Meta 报告收入增长 27%，而 IBM 宣布以 64 亿美元收购 HashiCorp。由于对该交易的财务影响持怀疑态度，IBM 股价下跌 8.35%，而 Meta 股价下跌 13.21%，原因是对其 2024 年预计 AI 支出将达到 35-400 亿美元（高于最初预期）的担忧。

Meta and IBM Stocks Tumble in Premarket Trading After Earnings Reports and Acquisitions

财报发布和收购后，Meta 和 IBM 股票在盘前交易中暴跌

Shares of Meta Platforms Inc. (NASDAQ: META) and International Business Machines Corp. (NYSE: IBM) plummeted in premarket trading on Thursday, April 27th, following the release of their respective earnings reports and strategic announcements.

Meta Platforms Inc.（纳斯达克股票代码：META）和国际商业机器公司（NYSE：IBM）在发布各自的收益报告和战略公告后，4 月 27 日星期四的盘前交易中股价暴跌。

IBM: Acquisition of HashiCorp Weighs on Stock Price

IBM：收购 HashiCorp 打压股价

IBM's stock price sank by 8.35% to $168.73 in early trading after the company announced its $6.4 billion acquisition of HashiCorp. This strategic move, valued at $35 per share in cash, is intended to bolster IBM's presence in the hybrid cloud market by leveraging HashiCorp's expertise in infrastructure automation. While IBM expressed optimism that the transaction will generate synergies in key growth areas such as Red Hat, IT automation, and consulting, investors remained skeptical of its financial implications. IBM projects the deal to contribute positively to adjusted EBITDA within the first full year after closing and to free cash flow in the second year.

IBM宣布以64亿美元收购HashiCorp后，该公司股价早盘下跌8.35%至168.73美元。这一战略举措的价值为每股 35 美元现金，旨在通过利用 HashiCorp 在基础设施自动化方面的专业知识来增强 IBM 在混合云市场的地位。尽管 IBM 对此次交易将在红帽、IT 自动化和咨询等关键增长领域产生协同效应表示乐观，但投资者仍对其财务影响持怀疑态度。 IBM 预计该交易将在交易结束后的第一个全年内对调整后的 EBITDA 做出积极贡献，并在第二年对自由现金流做出积极贡献。

Meta: Strong Earnings Overshadowed by AI Spending Concerns

元数据：强劲的盈利被人工智能支出的担忧所掩盖

Meta's shares plunged by 13.21% to $428.33 in premarket trading despite reporting a robust 27% year-over-year revenue increase for the first quarter, amounting to $36.46 billion. The social media behemoth's solid earnings were overshadowed by concerns over its projected spending on artificial intelligence (AI) technologies. Meta's guidance for 2024 AI expenditures, ranging from $35 billion to $40 billion, marked a significant increase from its previous estimate of $30 billion to $37 billion. This revision triggered a sharp decline in the company's stock price as investors grappled with the potential benefits of increased AI investments against their impact on profitability and cash flow in the near term.

尽管 Meta 的第一季度营收同比强劲增长 27%，达到 364.6 亿美元，但其股价在盘前交易中暴跌 13.21% 至 428.33 美元。这家社交媒体巨头的稳健盈利被对其人工智能（AI）技术预计支出的担忧所掩盖。 Meta 对 2024 年人工智能支出的指导范围为 350 亿美元至 400 亿美元，较之前估计的 300 亿美元至 370 亿美元大幅增加。这一修正引发了该公司股价的大幅下跌，因为投资者正在努力应对增加人工智能投资的潜在好处及其对短期盈利能力和现金流的影响。

Analysts' Perspectives Divide

分析师观点分歧

Analysts remain divided on the outlook for Meta and IBM stocks following these developments. Some believe that Meta's investment in AI will drive long-term growth, while others caution that it could weigh on profitability in the short term. Regarding IBM, analysts generally view the HashiCorp acquisition as a positive move, but they express skepticism about the integration challenges and the potential impact on IBM's overall financial performance.

在这些事态发展之后，分析师对 Meta 和 IBM 股票的前景仍然存在分歧。一些人认为 Meta 对人工智能的投资将推动长期增长，而另一些人则警告称，这可能会在短期内影响盈利能力。对于 IBM，分析师普遍认为收购 HashiCorp 是一项积极举措，但他们对整合挑战以及对 IBM 整体财务业绩的潜在影响表示怀疑。

市场反应

市场反应

The market reaction to these developments was swift and negative. Meta's stock has lost over 15% of its value since the earnings report, while IBM's stock has dropped by approximately 10%. This sell-off highlights the challenges that both companies face in navigating the current market environment, which is characterized by rising interest rates, geopolitical uncertainty, and ongoing concerns about the tech sector's profitability.

市场对这些事态发展的反应迅速而消极。自财报发布以来，Meta 的股价已下跌超过 15%，而 IBM 的股价也下跌了约 10%。这次抛售凸显了两家公司在应对当前市场环境时所面临的挑战，当前市场环境的特点是利率上升、地缘政治不确定性以及对科技行业盈利能力的持续担忧。

Conclusion

结论

The premarket declines in Meta and IBM shares underscore the uncertainties facing the tech sector in the current economic climate. Investors are grappling with the potential benefits of strategic acquisitions and investments in emerging technologies against their impact on financial performance. While Meta's AI investments and IBM's acquisition of HashiCorp may ultimately prove to be wise moves, the market's initial reaction suggests that investors remain cautious about the near-term prospects for both companies.

Meta 和 IBM 股价盘前下跌凸显了科技行业在当前经济环境下面临的不确定性。投资者正在努力应对战略收购和新兴技术投资的潜在好处及其对财务业绩的影响。虽然 Meta 的人工智能投资和 IBM 收购 HashiCorp 最终可能被证明是明智之举，但市场的初步反应表明投资者对两家公司的近期前景仍持谨慎态度。