异动解读｜Adobe盘中下跌3.05%，华尔街密集唱空叠加SaaS板块持续承压

行情直击07-23 01:56

7月22日，Adobe盘中下跌3.05%，报220.22美元/股，成交额4.06亿美元。消息面上，多家投行密集发布看空报告持续压制股价，SaaS板块集体走弱进一步放大下行压力。

摩根士丹利将Adobe评级从"标配"下调至"减配"，目标价从365美元大幅下调至240美元，理由包括公司面临多项转型执行风险、生成式AI可能对其创意云业务构成颠覆性威胁以及利润率接近顶峰。美银证券予"跑输大盘"评级，目标价仅190美元，认为AI持续侵蚀增长动能。法巴银行亦指出，云巨头正利用AI原生工具"肢解"Adobe的全流程护城河。同行业中，赛富时跌4.43%，Palantir跌6.72%，AppLovin跌4.04%，行业性抛压显著。

（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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