瑞穗警告AI竞争加剧下Adobe(ADBE.US)增长或持续承压下调其评级及目标价_老虎社区_美港股上老虎

瑞穗警告AI竞争加剧下Adobe(ADBE.US)增长或持续承压下调其评级及目标价

智通财经04-28

受增长前景及竞争担忧拖累，Adobe(ADBE.US)周一股价走低，此前瑞穗分析师下调该股评级及目标价，并警告在人工智能竞争加剧背景下，公司增长仍可能持续承压。智通财经APP获悉，瑞穗分析师Gregg Moskowitz将Adobe评级由“跑赢大盘”下调至“中性”，并将目标价从315美元下调至270美元。受此影响，Adobe股价周一下跌2.5%，报239.31美元。年初以来，该股累计跌幅已达31%...

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Enterprise，旨在帮助企业提升销售、优化客户体验并加快耗时任务处理。消息公布后，公司股价曾上涨1.7%。不过，瑞穗认为，这类新产品短期仍不足以完全对冲核心业务面临的竞争压力。Moskowitz指出，虽然AI增强功能有望带来长期变现机会，在消费者和中小企业市场，竞争态势正变得更加复杂。市场人士认为，Adobe当前面临的核心问题，不仅在于增长放缓，更在于投资者正在重新评估传统软件企业在AI时代的护城河。若公司无法证明AI战略足以推动新的增长曲线，其估值可能继续承压。不过，也有观点认为，Adobe凭借Photoshop和Lightroom等核心产品生态，以及庞大用户基础，仍具较强竞争韧性，关键在于能否加快AI能力商业化落地。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":false,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"hasMoreComments":false,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"isCrawlerRequest":true}