7月29日，Adobe盘中上涨3.34%，报257.91美元/股，成交额2.24亿美元。消息面上，AI应用软件板块近期持续集体走强，SAP二季度云营收达62.8亿欧元超出市场预期，带动板块情绪显著回暖，Adobe跟随板块同步上行。
此外，多家投行发布积极评级进一步提振市场信心：里昂证券给予Adobe"跑赢大盘"评级，目标价300美元，认为AI完全替代传统软件的说法不切实际，Adobe生态壁垒仍具防御价值；汇丰银行逆势上调Adobe至"买入"评级，目标价308美元，指出生成式AI对Adobe尚未构成实质性业务影响，市场过度夸大了AI竞争威胁。板块联动叠加投行背书，共同推动股价延续涨势。
（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。）
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.