异动解读｜Adobe盘中下跌3.36%，财报当日AI自我蚕食担忧持续压制估值

行情直击06-11 22:17

6月11日，Adobe盘中下跌3.36%，报224.325美元/股，成交额3.88亿美元。消息面上，公司将于当日盘后公布第二财季业绩，市场对生成式AI"自我蚕食"效应的担忧持续压制估值。

尽管市场一致预期本季营收约64.5亿美元、同比增长约10%，且公司过去两年保持EPS和营收100%超预期纪录，但管理层此前承认传统Adobe Stock业务因客户转向AI生成内容出现超预期下滑。此外，近期Stifel将目标价从400美元下调至350美元，TD Cowen从310美元下调至285美元，多家投行下调目标价叠加应用软件板块系统性抛压，进一步加剧财报前观望情绪。

（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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