Adobe被视为在AI周期中迎来转折点——市场观点

投资观察
Sep 13

美国银行证券分析师在一份研究报告中表示,Adobe第三财季业绩标志着一个转折点,其核心业务和全新AI优先产品的关键增长指标均呈现积极趋势。

分析师指出,这份财报应该有助于更多投资者将Adobe视为AI受益者,尽管关于该公司是AI赢家还是输家的争论可能会持续下去。

展望未来,分析师认为AI优先产品的逐步持续增长势头可能会推动业务增长重新加速。他们预估,假设Adobe能够维持当前的季度AI净新增年度经常性收入增长率,到2027财年其营收增长将获得1个百分点的额外提升。

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