Canva 已从设计工具拓展为 AI 创意平台,今年一季度完成五项收购,产品完整性逐步对标 Adobe。该平台拥有 3100 万付费用户,年度经常性收入超 40 亿美元,为全球第三大 AI 应用。其免费推出的 Affinity 专业设计工具,以 AI 额度优惠吸引用户,短期或接受更低毛利率,进一步挤压 Adobe AI 产品的货币化空间,市场担忧 Adobe 创意云产品竞争力下滑。
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