Adobe 财报剖析：为什么股价会被市场解读为利好

人生舵手__小琳

事实依据：Adobe 刚发布季度业绩并提高全年指引（公司称 AI 产品 Firefly 与订阅模式推动 ARR 与收入增长）。
路透 / Barron 报道公司上调 2025 财年营收与每股收益指引，市场因“指引上修 + AI 商业化进展”给予正面反馈，股价盘后小幅上扬。
1. Adobe 的 AI 工具（文本→图像/视频的 Firefly）正被作为变现路径，企业端/订阅端 ARR 提升是关键。
2. 提升指引意味着未来盈利预期改善，短期内能吸引估值修复的资金流入（尤其是在利率预期走低时）。
投资提示：若看好长期 AI 商业化，可继续持有或逢低布局；若短线套利，注意财报后情绪驱动的回调风险与竞争者（如Canva、OpenAI）带来的不确定性

二线成长股掘金：Adobe绩后大涨，你上车了吗？

2025个股异动掘金！有哪些投资机会可以埋伏？ ——Applovin与Robinhood均将被纳入标普500指数成分股，9月下旬生效。周一两只股票均涨超10%；Adobe三季度业绩超预期，AI业务年化收入突破50亿美元，绩后股价大涨。【二线成长股，大家有关注哪些？Adobe后市你看好吗？】

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

上山抓牛股
09-13
上山抓牛股
因AI吞噬软件的叙事影响，ADBE、CRM等老牌软件一路下行。接下来三年或许不是AI吞噬软件，而是软件吸收AI，尤其是复杂性任务软件。
水到渠成180
09-13
水到渠成180
动态市盈率大约16倍，今年跌了20%。公司的主要收入来源来自订阅服务，收入相当稳定，享受较高的估值水平，比如30～40倍的估值。但是市场担心公司的业务受到AI的冲击，市场估值持续下降
暮烟风雨
09-12
暮烟风雨
今年以来一路往下加仓ADBE，现在水下十几个点，但是毫不担心。如果再跌那就再加。
上山抓牛股
09-12
上山抓牛股
因AI吞噬软件的叙事影响，ADBE、CRM等老牌软件一路下行。接下来三年或许不是AI吞噬软件，而是软件吸收AI，尤其是复杂性任务软件。
Mr老白干
09-12
Mr老白干
周三忘了买call赌财报 [捂脸]
- 目光之后:
  幸亏你没买call 这次是多空双杀。
龙年炒龙
09-12
龙年炒龙
短期套利得谨慎，竞争对手威胁可大

发表看法

9

8

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这次是多空双杀。","text":"幸亏你没买call 这次是多空双杀。","html":"幸亏你没买call 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