本周早些时候， IBM 股价录得25年来最大单日跌幅，暴跌13%。起因是生成式AI初创公司Anthropic宣布其 Claude Code 工具能够加速 COBOL现代化 进程——这种费时费力的遗留系统改造工作多年来一直是IBM咨询业务收入的重要支柱 ...

Investors wiped $40 billion from IBM's market cap after Anthropic released COBOL translation tools. Analysts say the market ...

IBM 并非孤例。近期，AI 新功能引发的行业恐慌已在市场上接连上演。就在上周五，Anthropic 发布了 Claude Code Security ...

本周一，IBM (IBM.US)股价大幅下跌，主要受到Anthropic旗下Claude Code产品能够翻译COBOL语言的消息影响，引发市场对这家科技巨头传统业务的担忧。然而，投资机构杰富瑞指出，这一导致IBM股价创下26年来最大单日跌幅的抛售，实际上忽略了IBM正在进行自我革新的关键事实。

IBM在COBOL领域的统治地位也是其基础设施和咨询业务增长的关键因素，为COBOL系统提供核心IT基础设施的Z大型机业务在第四季度同比猛增48%，创下20年来的最高营收纪录。IBM公布了2025年全年业绩，显示大型机销售额大幅增长，首席财务官James J. Kavanaugh表示：“我们Z系列大型机的装机优势，为集团整体带来了极具吸引力的3到4倍的产品乘数效应，驱动增长飞轮。” ...

Designed to accelerate development while maintaining the principles of trust, security, and compliance, the product leverages generative AI based on IBM's Granite foundation models for code running on ...

ARMONK, N.Y., Oct. 26, 2023 /PRNewswire/ -- Today IBM (NYSE: IBM) launched watsonx Code Assistant, a generative AI-powered assistant that helps enterprise developers and IT operators code more quickly ...

IBM stock plunged on Claude Code COBOL fears, but Jefferies says IBM’s watsonx is already modernizing mainframes with GenAI—read more now.

Investors reacted to Anthropic’s assertion that Claude Code could streamline legacy COBOL modernization, raising concerns about pressure on IBM’s high‑margin mainframe services despite longstanding ...

The AI scare trade is taking no prisoners. And I mean no prisoners. IBM stock sold off to the tune of 13.5% on Monday after ...

IBM just got hit with one of its worst single-day drops in years. Shares fell over 13.2% on Feb. 23, 2026, closing at $223.35 ...

ARMONK, N.Y., Oct. 26, 2023 — Today IBM launched watsonx Code Assistant, a generative AI-powered assistant that helps enterprise developers and IT operators code more quickly and more accurately using ...