Anthropic在一篇博客文章中写道："过去，对Cobol系统进行现代化改造需要大量顾问花费数年时间绘制 工作流程图。而像Claude Code这样的工具可以自动完成Cobol现代化改造中耗费精力最多的探索和分析 阶段。" IBM为公司的前景辩护，称其核心大型计算机业务提供了一个平台，该平台可为各种编程语言提供相同 的性能和安全性。 IBM高级副总裁Rob Thomas周一在一篇博客文章中写道："IBM大型机的价值与COBOL语言无关。无论 应用程序是用COBOL、Java还是任何其他语言编写的，平台都能提供相同的保障。价值的来源不是语 言，而是平台。" 查看最新行情 周一，IBM的股价遭遇了25年来最糟糕的一天，此前人工智能初创公司Anthropic PBC表示，其Claude Code工具可以帮助实现Cobol的现代化。 该股暴跌13%，创下自2000年10月以来最大的单日跌幅。机构数据显示，受此影响，IBM股价在2月份 已下跌27%，有望创下至少自1968年以来最大的单月跌幅。 运行Cobol的大多数大型计算机都是IBM制造的，此次抛售使该公司成为最新一家因担心人工智能将对 传统公司的增长前景造成负面 ...

来源：环球市场播报 IBM的很大一部分营收仍与其大型主机业务挂钩。这些由客户自主持有的巨型服务器运行着部分基于 COBOL语言的应用，这门编程语言比如今科技行业其他领域普遍使用的语言都要古老。金融、政府等 对可靠性要求极高的客户仍在采购大型主机。 上周五，Anthropic为其Claude AI模型推出了一项新的安全功能，引发网络安全股遭到广泛抛售。今年 以来，由于市场担忧AI带来的行业冲击，软件股整体表现疲软；一只大型软件ETF今年已下跌27%，有 望创下2008年金融危机以来最大单季度跌幅。 本轮抛售很大程度上是由Anthropic、OpenAI以及Alphabet等公司推出的全新AI工具所引发。投资者担 心，利用AI编写软件代码的"随性编码"能力，会让用户自行开发应用，进而削弱对传统产品的需求，拖 累相关企业的增长、利润率与定价权。 Evercore ISI分析师Amit Daryanani表示："尽管我们理解为何大型主机迁移可能被视为对IBM不利，但需 要指出的是，IBM早已为客户提供了多种现代化改造方案。我们认为，客户此前就已可选择迁移出大型 周一，IBM股价创下25多年来最差单日表现。此前，人工智 ...

His broader point was clear: fear-driven storytelling around AI has crossed reasonable limits.— connectgurmeet (@connectgurmeet) A fresh wave of selling hit Indian software services stocks today after a report by Citrini Research warned that companies exposed to traditional IT outsourcing models could face accelerating contract cancellations through 2027. The report flagged major players such as The NSE Nifty IT Index dropped as much as 3.6% in a single session while many frontline The sector has slid roug ...

Jefferies maintains a "Buy" rating for IBM (NYSE:IBM), priced at $223.35, highlighting confidence in its software growth independent of its mainframe business.IBM experiences its worst month in 34 years with a 13% drop in stock value, amidst concerns over new AI features by competitors like Anthropic.The company's market capitalization has decreased by approximately $31 billion, indicating significant market challenges and investor uncertainty.IBM (NYSE:IBM) is a global technology company known for its soft ...

IBM shares sank 13.2% to close at $223.35, marking their biggest single-day drop since October 18, 2000.What is COBOL?COBOL is a programming language widely used on IBM mainframes across banking, insurance and government systems. According to Anthropic, COBOL handles around 95% of ATM transactions in the US. However, it added that the number of people who understand the language keeps shrinking every year."Modernising a COBOL system once required armies of consultants spending ⁠years mapping ‌workflows. To ...

Binance (CRYPTO: BNB) co-founder Changpeng “CZ” Zhao said that Wall Street should worry more about artificial intelligence than cryptocurrency after shares of International Business Machines Corp (NYSE:IBM) plunged Monday on Anthropic’s claims about its AI advancements.CZ’s Jibe At TradFiCZ wrote in a sarcastic X post,, “Wall Street was worried about crypto… when they should be worried about AI.”The cryptocurrency billionaire poked fun at some traditional finance companies that have long feared or criticize ...

IBM share price crash (AI image)In a blog post, Anthropic said that updating COBOL systems traditionally required large teams of consultants working for years to map complex workflows. However, it noted that “tools like Claude Code can automate the exploration and analysis phases that consume most of the effort in COBOL modernization.”IBM Shares CrashSince the majority of mainframe computers running COBOL are produced by IBM, the development triggered heavy selling in the company’s stock. The decline reflec ...

AIPress.com.cn报道 2月24日消息，IBM周一收盘暴跌13.15%，报223.35美元，创下自2000年10月以来最大单日跌幅。 | USD | IBM International Business Machines.. | | | --- | --- | --- | | | At close: 223.55 -33.81 (-13.15%) | | | 256.00 | | | | 254.00 | | | | 252.00 | | | | 250.00 | | | | 248.00 | | | | 246.00 | | | | 244.00 | | | | 242.00 | | | | 240.00 | | | | 238.00 | | | | 236.00 | | | | 234.00 | | | | 232.00 | | | | 230.00 | | | | 228.00 | | | | 226.00 | | | | 00100 | | 223 55 | 2月份累计跌幅已达27%，若维持至月末，将成为至少自1968年以来最大单月跌幅。 触发因素来自，Anthropic宣布其Claude ...

IBM shares sank 13.2%, their biggest drop since October 18, 2000. COBOL is a programming language widely used on IBM mainframes across banking, insurance and government systems. "Modernizing a COBOL system once required armies of consultants spending ⁠years mapping ‌workflows. Tools like Claude Code can automate the exploration and analysis phases ⁠that consume most of the effort in COBOL modernization," Anthropic said in a blog post on Monday. "With AI, teams can modernize their COBOL codebase in quarters ...

Report Summary 1. Report's Industry Investment Rating No relevant information provided. 2. Core Viewpoints - Global financial markets are affected by multiple factors including geopolitical tensions, tariff policies, and corporate earnings, leading to significant fluctuations in various asset classes. For example, the US stock market declined due to Trump's tariff plan and EU's suspension of the trade - agreement approval, while the precious metals market rose due to increased risk - aversion [5][6]. - The energy market is influenced by the Iran - US nuclear negotiation, with expectations of increased Iranian oil supply putting downward pressure on oil prices [7]. 3. Summary by Directory Overnight Night - Market Trends - **Stock Markets**: US major indices (Dow, S&P 500, Nasdaq) fell, with IBM and American Express leading the decline. European indices (DAX, CAC40, FTSE 100) also closed lower. The reasons include Trump's tariff plan and EU's suspension of trade - agreement approval [5]. - **Precious Metals**: COMEX gold and silver futures rose due to increased risk - aversion from geopolitical tensions, tariff policy changes, and other factors [6]. - **Energy**: US crude oil and Brent oil futures fell as the Iran - US nuclear negotiation showed signs of progress, increasing the expectation of more Iranian oil supply [7]. - **Base Metals**: Most London base metals declined, except for LME tin which rose [7]. Important News Macro News - Shanghai Export Container Settlement Freight Index for European routes dropped 2.1%. The US will stop collecting certain illegal tariffs. There is still a risk of US military strikes against Iran. India postponed a trade delegation plan. China is assessing the impact of US tariff rulings and urges the US to cancel unilateral tariffs. The EU suspended the approval of a trade agreement with the US. The Trump administration is considering new "national security tariffs" [9][11]. Energy Futures - Saudi Aramco sold condensate oil. Methanol supply in Southeast Asia is restricted due to planned maintenance. Goldman Sachs and Morgan Stanley have different forecasts for oil prices, with Goldman Sachs raising price forecasts for Q4 2026 and 2027, and Morgan Stanley expecting a short - term increase followed by a decline [14][16][18]. Metal Futures - The US energy storage market is expected to grow 21%. Lebanon may sell part of its gold reserves. UBS is positive on gold, with a target price of $6200/ounce [20][21]. Black - Series Futures - China's iron ore arrivals decreased, but global iron ore shipments increased. Vietnam plans to build a large - scale steel plant. The blast furnace capacity utilization rate of Chinese pig - iron enterprises decreased, and inventory increased [23][25]. Agricultural Products Futures - Malaysian palm oil production and exports decreased in February. Argentina's soybean moisture conditions improved, and the production forecast remains unchanged [27][28]. Financial Markets Financial - 143 companies have submitted IPO applications in the Hong Kong stock market in 2026. Deloitte predicts a better performance in the Hong Kong IPO market this year [30]. Industry - Payment transactions on Chinese New Year's Eve increased. The real - estate market may show more stabilization signals. China's AI governance system is maturing [31]. Overseas - The US may adjust tariff application methods and continue steel - aluminum tariffs. The Fed has about 75 basis - points to reach the neutral rate. India plans to invest $200 billion in AI. The Australian central bank may tighten policy. UK unemployment reached a new high [32][34][35]. International Stock Markets - US and European stock markets rose, while the Japanese market fell. High - end companies made significant stock - position adjustments. The UK may adjust accounting rules to attract Chinese companies. Australia simplifies corporate governance rules. Some companies announced major transactions or reported good earnings [36][38][41]. Commodities - Precious metals, oil, and most base metals futures fell due to factors such as progress in the Iran - US nuclear negotiation and reduced risk - aversion [43]. Bonds - US Treasury yields had mixed changes. Japanese bonds rose, and the 2029 fiscal - year bond issuance may increase [45]. Foreign Exchange - The US dollar index rose slightly, and most non - US currencies fell [46]. Upcoming Economic Data and Events - **Economic Data**: Include Japan's trade balance, UK's inflation and housing - price index, US's new - home construction, and other data [48]. - **Events**: New Zealand's central - bank rate decision, European Central Bank officials' speeches, and the Fed's release of meeting minutes [50]. - **Market Closures**: Chinese, South Korean, and Vietnamese stock markets are closed due to the Spring Festival [52].