软件巨头Adobe公司在公布2024财年第四季度业绩时,也同步发布了2025财年的业绩指引,引发市场人工智能增长战略前景的担忧,盘后股价一度重挫近7%。
尽管Adobe上季度调整后每股盈利4.81美元、营收56.1亿美元均超出市场预期,但公司预计2025财年调整后EPS仅为20.20-20.50美元、营收介于230亿至230.55亿美元,均低于华尔街预期,显示其将人工智能整合进软件应用程序的战略性投资,在短期内难以完全体现收益。
分析师认为,Adobe进军人工智能设计及图像生成等新兴领域,虽可望在未来打开新的增长动能,但目前整合人工智能技术仍需要一段时间来产生实质性业绩增长,加之美元走强也将令其海外营收受到不利影响,因而对其业绩指引感到失望,在盘后市场拋售该股。与此同时,包括微软、谷歌等科技巨头也都在人工智能领域加大投入,竞争日渐激烈。
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