软件巨头Adobe12日盘中大跌12.06%,引发市场关注。
在11日盘后公布的2025财年业绩指引中,Adobe预计全年营收将在233亿至235.5亿美元之间,低于分析师平均预期的237.8亿美元。每股收益指引区间为20.20至20.50美元,上限也略低于预期的20.52美元。
令人失望的业绩指引加剧了市场对Adobe可能会受到新兴AI初创公司冲击的担忧。Adobe以其为创意专业人士开发的软件而闻名,最近试图在产品中添加AI功能。但有分析认为,其AI视频产品的推出速度明显落后于OpenAI等公司的相关服务。加之美元走强将影响海外营收,激烈的行业竞争等因素,都可能阻碍Adobe通过整合AI实现业绩快速增长。
汇丰银行分析师表示,Adobe难以有效地将其AI功能货币化,管理层目前更注重AI产品的推广和普及,而非货币化。"该策略可能只会推动营收的温和增长。" 其他机构也指出,Adobe的AI转型之路前景不明,今年以来股价下跌近8%,大幅落后于同行。
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