智通财经APP获悉，高盛分析师Kash Rangan重申对Adobe(ADBE.US)的“买入”评级，并将其目标价定为 570 美元。Adobe此前公布的第三财季营收、利润率和现金流表现强劲，且营收指引适度。尽管投资者一直质疑 Adobe 双位数增幅的可持续性，但分析师认为人工智能是能够提振数字媒体业务年度经常性收入的关键驱动力。
他们指出，Adobe 的AI-first年度经常性收入已提前超过其 2025 财年第四季度 2.5 亿美元的目标。如果这种增长速度得以保持，AI业务有望在 2026 年稳定并加速增长。反过来，这可能会开辟新的收入来源，使 Adobe 能够销售更高端的产品。总体而言，人工智能正成为推动 Adobe 长期发展的主要动力。
总之，高盛认为人工智能正助力 Adobe 实现整体业务的转折点，并带来更长期的复合式增长。该行还把即将举行的 Adobe MAX 大会和投资者会议(10 月 28 日)视为一个潜在的推动因素，期待借此获得有关人工智能以及公司更广泛长期框架的更清晰信息。
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