软件巨头Adobe（ADBE）今日盘中股价大跌5.02%，引发了市场关注。
消息面上，知名投行杰富瑞（Jefferies）发布报告，将Adobe的目标价从400美元大幅下调至290美元。同时，杰富瑞下调了多只软件股的评级或目标价，并指出应用软件行业仍面临压力，主要原因是人工智能（特别是像Anthropic的Claude这样的大型语言模型工具）可能带来的市场颠覆性影响，引发了行业广泛的担忧情绪。
除了Adobe，报告提及的Workday、DocuSign、Salesforce等多只软件股也受到波及。杰富瑞在报告中表示，人工智能的潜在干扰是导致其对软件板块持谨慎态度的重要原因，尽管其同时看好部分在人工智能采用方面有优势的公司。
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