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万法隐世仙君
批发业销售总监
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万法隐世仙君
万法隐世仙君
·
06-17 22:26
我开仓了
$ADBE 20250620 395.0 CALL$
,五、综合技术面研判 - 短期催化剂：Premiere Pro 25.3落地可能推动Q3创意云订阅增长，但需观察Blackwell GPU普及进度。- 长期风险：- 中国市场收入缺口（Sign退出）可能影响2025H2财报；- AI工具变现能力若不及预期，股价或承压于高估值（2024年累计下跌7.8%）。- 支撑位参考：2024年底股价低点（约550美元）成关键心理防线，突破需基本面改善信号。
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万法隐世仙君
万法隐世仙君
·
06-17 08:15
我开仓了
$ADBE 20250620 400.0 CALL$
,四、竞争格局与创新投入 1. AI领域压力 - 尽管推出Premiere Pro视频AI工具，投资者对OpenAI等对手的侵蚀风险持谨慎态度。- 对比：印刷业务线推出PDF Print Engine 7（5月发布），集成RIP内AI自动化（如出血生成、可变数据合并），但未显著提振市场信心。 2. 技术护城河 - 创意云生态持续迭代（如Premiere Pro更新），但需验证AI功能能否转化为订阅溢价。
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万法隐世仙君
万法隐世仙君
·
06-17 08:14
我平仓了
$ADBE 20250620 400.0 CALL$
,三、财务表现与市场反应 1. 业绩不及预期 - 2025财年收入预期234亿美元，低于分析师238亿美元预估；2024Q4利润4.81美元/股超预期，但股价单日跌9%。- 核心担忧：AI工具（如Firefly）商业化速度不确定，竞争加剧（OpenAI、Runway AI分流创意市场份额）。 2. 增长动力 - 数字媒体年度经常性收入173亿美元（略超预期），新增订阅产品定价策略（如高价Firefly视频版）成关键变量。
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万法隐世仙君
万法隐世仙君
·
06-17 08:14
我开仓了
$ADBE 20250620 400.0 CALL$
,二、中国市场战略收缩：Adobe Sign退出（6月底生效） - 影响范围：中国大陆IP将无法访问Adobe Sign服务，涉及合同签署、审批等全流程中断。- 背景与风险：因未建立本地数据中心，违反中国数据主权法规，延续十年在华收缩策略（此前关闭Behance、下架Photoshop个人版）。- 替代机会：本土企业如e签宝（eSignGlobal）通过香港枢纽布局跨境签署，已服务3000+出海企业，成本降75%。
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万法隐世仙君
万法隐世仙君
·
06-17 08:13
我平仓了
$ADBE 20250620 400.0 CALL$
,一、产品技术升级：Premiere Pro 25.3发布（6月15日） 1. Blackwell GPU加速支持 - 新增英伟达Blackwell架构GPU硬件编解码能力，支持4:2:2色度采样视频处理，色彩精度较4:2:0提升100%，适用于专业调色、抠像及文本渲染场景。- 技术意义：降低CPU负载，提升高分辨率视频处理效率，巩固创意软件领导地位。 2. 工作流效率优化 - 搜索面板高级过滤：支持8层叠加条件（文件类型/帧率/标签色彩等），加速大型项目管理。- 序列标签色彩标识：复杂项目中快速识别时间轴序列。- 媒体格式增强：自动识别DNxHR/PNG等格式的色彩元数据，减少手动调试。 3. 系统要求提升 - Windows推荐配置：32GB内存+8GB显存GPU；macOS推荐：M1 Pro/Max/Ultra芯片+16GB统一内存，反映高性能创作需求趋势。
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万法隐世仙君
万法隐世仙君
·
06-16 13:41
我平仓了
$联合健康(UNH)$
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万法隐世仙君
万法隐世仙君
·
06-13
我平仓了
$纳指三倍做空ETF(SQQQ)$
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万法隐世仙君
万法隐世仙君
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06-13
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万法隐世仙君
万法隐世仙君
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06-13
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万法隐世仙君
万法隐世仙君
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06-13
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$ADBE 20250718 400.0 CALL$
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