Meta、IBM 股價因盈利和收購困境而在盤前暴跌

財報發布後，Meta Platforms Inc. (META) 和國際商業機器公司 (IBM) 的股票週四在盤前交易中暴跌。 Meta 報告營收成長 27%，而 IBM 宣布以 64 億美元收購 HashiCorp。由於對該交易的財務影響持懷疑態度，IBM 股價下跌 8.35%，而 Meta 股價下跌 13.21%，原因是對其 2024 年預計 AI 支出將達到 35-400 億美元（高於最初預期）的擔憂。

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

財報發布和收購後，Meta 和 IBM 股票在盤前交易中暴跌

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.（納斯達克股票代碼：META）和國際商業機器公司（NYSE：IBM）在發佈各自的收益報告和戰略公告後，4 月 27 日星期四的盤前交易中股價暴跌。

IBM: Acquisition of HashiCorp Weighs on Stock Price

IBM：收購 HashiCorp 打壓股價

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64億美元收購HashiCorp後，該公司股價早盤下跌8.35%至168.73美元。這項策略性舉措的價值為每股 35 美元現金，旨在透過利用 HashiCorp 在基礎設施自動化方面的專業知識來增強 IBM 在混合雲市場的地位。儘管 IBM 對此交易將在紅帽、IT 自動化和諮詢等關鍵成長領域產生協同效應表示樂觀，但投資者仍對其財務影響持懷疑態度。 IBM 預計該交易將在交易結束後的第一個全年內對調整後的 EBITDA 做出積極貢獻，並在第二年對自由現金流做出積極貢獻。

Meta: Strong Earnings Overshadowed by AI Spending Concerns

元數據：強勁的獲利被人工智慧支出的擔憂所掩蓋

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.

儘管 Meta 的第一季營收年增 27%，達到 364.6 億美元，但其股價在盤前交易中暴跌 13.21% 至 428.33 美元。這家社群媒體巨頭的穩健獲利被對其人工智慧（AI）技術預計支出的擔憂所掩蓋。 Meta 對 2024 年人工智慧支出的指導範圍為 350 億美元至 400 億美元，較先前估計的 300 億美元至 370 億美元大幅增加。這項修正引發了該公司股價的大幅下跌，因為投資者正在努力應對增加人工智慧投資的潛在好處及其對短期獲利能力和現金流的影響。

Analysts' Perspectives Divide

分析師觀點分歧

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.

在這些事態發展之後，分析師對 Meta 和 IBM 股票的前景仍然存在分歧。有些人認為 Meta 對人工智慧的投資將推動長期成長，而另一些人則警告稱，這可能會在短期內影響獲利能力。對於 IBM，分析師普遍認為收購 HashiCorp 是一項積極舉措，但他們對整合挑戰以及對 IBM 整體財務表現的潛在影響表示懷疑。

市场反应

市場反應

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.

市場對這些事態發展的反應迅速而消極。自財報發布以來，Meta 的股價已下跌超過 15%，而 IBM 的股價也下跌了約 10%。這次拋售凸顯了兩家公司在應對當前市場環境時所面臨的挑戰，當前市場環境的特點是利率上升、地緣政治不確定性以及對科技業盈利能力的持續擔憂。

Conclusion

結論

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 股價盤前下跌凸顯了科技業在當前經濟環境下面臨的不確定性。投資者正在努力應對策略性收購和新興技術投資的潛在好處及其對財務表現的影響。雖然 Meta 的人工智慧投資和 IBM 收購 HashiCorp 最終可能被證明是明智之舉，但市場的初步反應表明投資者對兩家公司的近期前景仍持謹慎態度。