$Adobe(ADB_老虎社区_美港股上老虎

韭菜ooo

02-12

$Adobe(ADBE)$现在Adobe的建仓逻辑核心在于均值回归和估值修复，这在传统价值投资中是成立的。然而在 2026 年这个由DeepSeek范式转移和SaaS末日论主导的市场背景下，这个标肯定是不能拿这个逻辑买了

软件板块集体反弹！会是进场机会吗？

软件股延续近期反弹，北美科技软件ETF收涨2.27%。ServiceNow发布了几个AI产品。【本周软件股集体反弹，大家看好软件板块涨势吗？现在你的操作策略是？】

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