元器件交易网讯  4月17日消息，据外媒报道，谷歌和IBM令人失望的财报可能会让投资者为近期科技股市疯狂的抛售感到不安，增加了未来几周互联网和科技公司财报面临的挑战。

　　这两家公司，作为他们所在行业的雨晴表，在周三发布了低于华尔街预期目标的财报，其股价在盘后交易中均出现了下跌。近期科技股不断下跌，三月初以来，以科技股为主的纳斯达克指数已经下跌超过6％。

　　IBM应该为其硬件业务营收达到5年来的最低谷感到羞愧，该业务总营收在包括中国、巴西、俄罗斯和印度在内的新兴市场下滑了11%。

　　这将给那些依赖于企业支出的科技巨头带来不少麻烦，比如甲骨文、思科、EMC和惠普，它们将在本月或下个月发布财报。像IBM一样，它们也在挣扎于怎样实现业务增长，尤其是在中国。中国的经济在几年的急速增长后，现在正处于缓慢增长期。

　　普通企业都在减少对传统计算巨头的依赖，甚至政府也越来越多地转向SaaS 服务，企业不需维护自己的内部技术基础设施只用云产品即可。消费潮流正涌向大数据、云计算和网络安全等领域，许多传统公司包括IBM和Oracle 已经被它们更年轻的竞争对手超越。

　　自今年开始，本季度高科技盈利增长预计已经下降约三分之二。1月1日第一季度开始，分析师平均预测高科技盈利率将增长7％。但现在从第一季度财报分析，分析师预计仅有2.4％的增长率。

　　自谷歌报告其失利加上在线广告平均价格下跌9％后，投资者在随后的盘后交易开始打压谷歌股价。首席财务官Patrick Pichette归结盈利下降部分原因是最后一个季度花费32亿美元收购Nest。智能手机与较小显示器的广告费用比电脑低，谷歌、Facebook和Twitter都在抓住移动设备的广告商机。

　　“人们正在努力适应手机这种新的传输信息系统，”分析师Sameet Sinha表示。（元器件交易网    白玉涛译）

　　以下为外文：

　　Disappointing results from Google Inc and IBM may unnerve investors shaken by a strong recent selloff in tech stocks, underscoring the challenges the Internet and IT sectors face as corporate report cards come due in coming weeks.

　　The two companies, both barometers of their respective industries, posted March-quarter results on Wednesday that missed Wall Street's revenue targets, and their shares fell in after hours trade.

　　IBM blamed weak hardware sales for its lowest quarterly revenue in five years, worsened by an 11 percent slide in overall sales in emerging markets including China, Brazil, Russia and India.

　　That spells trouble for other tech companies reliant on enterprise-spending, such as Oracle, Cisco, EMC and Hewlett-Packard, which report results this month or next. Like IBM, they have struggled to grow their businesses, particularly in China, whose economy is down-shifting after years of hyper-growth.

　　Enterprise spending in general has been on the wane for traditional computing giants as corporations and even governments increasingly turn to software-as-a-service (SaaS) and other cloud offerings instead of maintaining their own in-house technology infrastructure. Many, including IBM and Oracle, have been left behind by smaller, younger rivals as spending goes toward emerging areas like big data, cloud and cyber security.

　　"We're seeing a lot of traditional technology vendors struggle," said FBR analyst Dan Ives.

　　"You're seeing spending go away from big-bang projects toward smaller, more modular types of deployments, which speaks to why a lot of SaaS players are doing well. Customers want to buy just the drink rather than the whole bar."

　　Google's and IBM's poor results on Wednesday may do little to change investors' sentiment following a recent drop in tech stocks. Since early March, the tech-heavy Nasdaq index has fallen over 6 percent.

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　　With the latest results factored in, including IBM and Google, tech earnings growth estimates for the quarter have fallen by roughly two-thirds since the start of the year, according to Thomson Reuters data.

　　On January 1, as the first quarter got under way, analysts on average predicted tech earnings would grow by 7 percent. But now, as first-quarter reports trickle out, analysts on average expect growth of just 2.4 percent, according to the data.

　　That also marks a deceleration in tech profit growth from the fourth quarter, when it totaled 10.3 percent, but it is an improvement from 2013's first quarter, when tech profits shrank by 1.2 percent.

　　In Google's case, investors initially pummeled the stock in after-hours trading after the world's largest Internet company reported its miss, plus a drop in margins as cost-per-click, or the average price of an online ad, slid 9 percent.

　　The shares rebounded after CFO Patrick Pichette attributed that profitability decline to a spike in expenses partly because of its $3.2 billion acquisition of home automation pioneer Nest last quarter, which tacked on a raft of payroll and research costs.

　　More broadly, the three largest Internet corporations - Google, Facebook Inc and Twitter Inc - have each grappled with advertising on mobile devices, where the growth is currently concentrated, and where smartphones with smaller displays typically command lower ad prices than on desktop PCs.

　　For investors in Google, accustomed to the company enjoying one of the highest ad margins in the business, mobile ads have translated to a steep drop in ad rates. The transition has been less jarring at Facebook, which once relied almost exclusively on low-margin display or banner ads.

　　Twitter, which had difficulty monetizing its 140-character stream-of-consciousness messaging model, is catching on with TV advertisers because of its growing position as a "second screen" to accompany TV viewing.

　　"People are trying to adapt to a new delivery system which is mobile," said B. Riley & Co analyst Sameet Sinha. "It is a challenge for most companies, and it's going to be here for the next couple of years."