异动解读｜Adobe盘中上涨3.34%，AI应用软件板块延续集体上行

行情直击07-29

7月29日，Adobe盘中上涨3.34%，报257.91美元/股，成交额2.24亿美元。消息面上，AI应用软件板块近期持续集体走强，SAP二季度云营收达62.8亿欧元超出市场预期，带动板块情绪显著回暖，Adobe跟随板块同步上行。

此外，多家投行发布积极评级进一步提振市场信心：里昂证券给予Adobe"跑赢大盘"评级，目标价300美元，认为AI完全替代传统软件的说法不切实际，Adobe生态壁垒仍具防御价值；汇丰银行逆势上调Adobe至"买入"评级，目标价308美元，指出生成式AI对Adobe尚未构成实质性业务影响，市场过度夸大了AI竞争威胁。板块联动叠加投行背书，共同推动股价延续涨势。

（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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