Adobe今日盘中股价大跌5.03%，引发了市场的广泛关注。
消息面上，多家投行近期密集下调了Adobe的目标价。高盛将其目标价从220美元下调至190美元并维持“卖出”评级，摩根大通亦将目标价从420美元大幅下调至340美元，并指出其AI免费增值新策略的成效仍需时间检验。
此外，公司管理层近期发生变动，CFO Dan Durn已正式离职，叠加此前CEO纳拉延宣布卸任，市场对公司在AI转型关键期的战略连贯性持续存疑。管理层同时明确表示，免费增值策略将导致下半年新增年度经常性收入同比大幅下降，短期盈利承压的预期尚未被市场完全消化，这些因素共同导致了股价的下跌。
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