异动解读｜Adobe盘前上涨3.07%，SaaS板块资金轮动延续反弹势头

行情直击08-03

8月3日，Adobe盘前上涨3.07%，报258.25美元/股，成交额364.35万美元。

消息面上，近期市场资金从芯片股向SaaS概念持续轮动，Adobe受益于板块联动走强。此前HSBC将Adobe评级上调至买入并给出308美元目标价，CLSA亦以300美元目标价首次覆盖并给予跑赢大市评级，多家机构看好其AI货币化前景。公司此前公布的第二财季业绩创纪录营收66.2亿美元，AI优先ARR同比增长超三倍突破5亿美元，为估值修复提供基本面支撑。当前股价在摩根士丹利此前下调评级后的低位区间震荡反弹，市场对其超卖后的估值重新定价仍在持续。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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