BUZZ-Intuit业绩展望不及预期,软件板块承压8月26日 - ** 因Intuit预测 (link) 年度营收将低于华尔街预期,并表示将优先推动客户增长而非短期销售,美国软件股盘前走低
** Intuit股价暴跌11.8%,市值预计将蒸发约120亿美元
** ServiceNow NOW.N 下跌2.4%,Salesforce CRM.N 下跌1.6%
** Adobe ADBE.O 下跌2.5%,Palantir PLTR.O 下跌1%,
** 微软 MSFT.O 下跌0.8%
** 巴克莱分析师表示,会计处理方式的变更——包括将Mailchimp单独列报,以及将股权激励计入非GAAP收益——可能对软件行业产生更广泛的影响
** 截至目前,INTU股价年内已下跌约46%,而纳斯达克指数 .IXIC 同期上涨12.5%,当前股价较2025年9月创下的52周高点低约49%
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