文章核心观点 - IBM第三季度财报业绩参差不齐 [1][2] - IBM继续专注于拓展人工智能(AI)业务,其生成式AI业务订单额已达30亿美元 [2] - IBM预计第四季度销售增长将与第三季度相似,并维持全年自由现金流120亿美元的预测 [2] 行业和公司总结 IBM相关ETF - First Trust NASDAQ Technology Dividend Index Fund (TDIV)持有IBM占比8.9%,为第三大重仓 [3] - FT Vest Technology Dividend Target Income ETF (TDVI)持有IBM占比8.9%,为最大重仓 [4] - FT Vest DJIA Dogs 10 Target Income ETF (DOGG)持有IBM占比5.7%,为第二大重仓 [5] - Invesco Dow Jones Industrial Average Dividend ETF (DJD)持有IBM占比5.7%,为第五大重仓 [6] - First Trust Morningstar Dividend Leaders Index Fund (FDL)持有IBM占比4.8%,为第六大重仓 [7]