智通财经APP获悉，周四，Adobe(ADBE.US)跌超13%，报478.21美元。Adobe公布的业绩显示，该公司Q4营收、利润均好于市场预期，不过，该公司发布了令人失望的2025财年营收指引，加剧投资者对这家创意软件巨头可能会被新兴的人工智能初创公司颠覆的担忧。
Adobe预计，在截至2025年11月的财年中，营收将达到约234亿美元，不计部分项目的每股收益将在20.20美元至20.50美元之间。相比之下，分析师平均预计营收为238亿美元，调整后每股收益为20.52美元。
汇丰银行分析师Stephen Bersey、Abhishek Shukla、Govinder Kumar发布报告称Adobe难以有效地将其AI功能货币化，并将其目标价从536美元下调至510美元，维持“持有”评级。汇丰认为，Adobe创意产品领域的激烈竞争可能会迅速将其产品商品化，并削弱其竞争优势。
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