周五（6月13日）盘中，软件巨头Adobe（ADBE）股价大跌5.16%，尽管公司发布了超出预期的季度业绩报告和上调全年指引。
Adobe周四发布的财报显示，截至5月31日的第二财季收入达到58.7亿美元，高于分析师平均预期的57.9亿美元。公司还将2025财年的收入预期上调至235亿美元至236亿美元之间，高于此前233亿美元至235.5亿美元的预期范围。Adobe表示，这得益于市场对其人工智能驱动的图像和视频内容创作软件工具的持续强劲需求。
然而，尽管业绩亮眼，多家券商仍下调了Adobe的目标股价。瑞穗证券将目标价从575美元下调至530美元，奥本海默从530美元下调至500美元，Stifel从525美元下调至480美元，TD Cowen则从490美元下调至470美元。分析师们普遍认为，尽管Adobe的AI initiatives需求积极，但投资者可能担心其对整体收入的影响有限，同时也对GenAI领域的竞争表示担忧。这些因素可能解释了为什么在积极的财报背景下，Adobe股价仍出现大幅下跌。
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