热门话题-受竞争担忧影响,瑞穗证券将Adobe评级下调至“中性”,其股价应声下跌

路透中文
Apr 27
热门话题-受竞争担忧影响,瑞穗证券将<a href="https://laohu8.com/S/ADBE">Adobe</a>评级下调至“中性”,其股价应声下跌

4月27日 - ** Photoshop开发商Adobe(ADBE.O)股价盘前下跌1.3%,报242.30美元

** 瑞穗证券将该股评级从“跑赢大盘”下调至“中性”;目标价从315美元下调至270美元,仍较该股上一交易日收盘价有10%的上行空间

** 该券商指出“专业消费者/中小企业(Prosumer/SMB)领域”竞争激烈,该领域包含Canva等工具,可能威胁到ADBE的长期终值

** 报告指出,尽管Adobe的生成式AI套件Firefly的变现工作正在推进,但以AI为核心的年度经常性收入仅占约260亿美元总ARR的不到2%;“短期内可能不足以扭转增长曲线”

** 40位分析师的平均评级为“买入”;目标价中位数为310美元——数据由LSEG汇编

** 截至上一交易日收盘,该股年内累计跌幅达29.9%

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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