软件巨头Adobe（ADBE）今日盘中股价大跌5.05%，引起了市场广泛关注。
消息面上，此次下跌主要源于市场对人工智能（AI）可能颠覆传统软件商业模式的深层忧虑。此前，IBM和ServiceNow公布的季度财报显示增长放缓，再次引发了投资者对整个软件行业可能被AI技术重塑的担忧，这种悲观情绪在软件板块中蔓延。
尽管Adobe此前公布了超预期的第一财季业绩并宣布了大规模股票回购计划，但市场焦点仍集中在AI带来的长期挑战上。投资者担心，AI工具的普及可能降低创意软件的专业技能溢价和单位工作价值，从而对Adobe的核心业务构成压力。在此背景下，软件股普遍承压，Adobe股价随之走低。
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