异动解读|Adobe盘前下跌3.12%,Q4业绩指引不及预期叠加外部竞争承压

行情直击
Sep 11

9月11日,Adobe盘前下跌3.12%,报241.31美元/股,成交额1172.08万美元。

消息面上,Adobe此前公布第三财季业绩,营收67.6亿美元、调整后每股收益6.13美元,均超市场预期,AI驱动月活用户首次突破10亿。但第四财季营收指引为68.0亿至68.5亿美元,略低于分析师预期的68.4亿美元,全年指引虽小幅上调但未能提供足够惊喜,市场反应偏冷。此外,OpenAI更新ChatGPT广告政策,禁止Adobe等企业投放竞争性AI产品广告,其Firefly等独立AI创意产品的重要获客渠道受限,加剧了市场对Adobe长期竞争力的担忧。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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