核心观点 - Adobe成为华尔街广泛讨论的标的 多头认为公司财务表现稳健 保持两位数增长 持续超越并上调业绩预期和指引 财务健康状况良好 空头则担忧人工智能技术可能带来更便宜的替代方案冲击其业务[1] 财务表现 - 公司保持两位数增长率[1] - 持续超越并上调业绩预期和指引[1] - 财务状况被多头评价为健康[1] 市场争议 - 多头强调公司财务稳健性和增长动能[1] - 空头关注人工智能技术带来的潜在威胁[1] - 特别指出可能存在更便宜的替代方案对业务构成挑战[1]

Adobe (NASDAQ: ADBE ) has become one of the most widely discussed names on Wall Street, with bulls defending its remaining solid financial performance, growing at double digits, continuously beating and raising estimates, guidance, and being financially healthy. Bears argue that AI, and specifically much cheaperHi! I'm a passionate investor who has been researching publically traded companies for over 6 years. My primary focus is on identifying great businesses at reasonable prices and holding them for the ...

Seeking Alpha's transcripts team is responsible for the development of all of our transcript-related projects. We currently publish thousands of quarterly earnings calls per quarter on our site and are continuing to grow and expand our coverage. The purpose of this profile is to allow us to share with our readers new transcript-related developments. Thanks, SA Transcripts Team ...

TD Cowen：将Adobe的目标价从470美元下调至420美元。 ...

港股市场表现及驱动因素 - 恒大物业复牌后股价上涨超过28% 清盘人拟出售股份 潜在交易处于初步阶段 [1] - 阿里巴巴和百度股价分别上涨超过5%和8% 两家公司开始采用内部自主设计芯片训练AI大模型 取代部分英伟达芯片 [1] - 中远海能股价上涨超过5% 计划通过发行A股筹资不超过80亿元人民币 用于更新船队 原油增产有望带动油运需求 [1] - 康方生物股价上涨超过4% 在WCLC发布依沃西临床优异数据 药品全球市场价值凸显 [1] - 蔚来股价上涨超过3% 拟公开发行10亿美元股份 高盛预计增发资金将支持公司执行产品战略 [1] - 万国数据股价上涨超过15% AI带动数据中心景气 公司已全面展开与云服务商合作 [1] - 药捷安康股价再涨超过32% 总市值一度突破500亿港元 替恩戈替尼乳癌II期试验获批 [1] - 美图公司股价上涨超过6% 与阿里巴巴通义实验室达成合作 通义万相系列AI模型将助力美图旗下产品 [2] - 机器人概念股多数上扬 优必选涨超3% 首程控股涨超3% 越疆涨超4% 极智嘉涨超6% 国内外产业端催化密集 机构称人形机器人商业化落地可期 [2] - 哔哩哔哩股价上涨超过2% 策略竞技卡牌新游《三国：百将牌》首曝 机构看好AI加持下公司业务成长空间 [2] 美股市场表现及驱动因素 - 阿里巴巴股价上涨8% "高德扫街榜"上线当天使用用户超过4000万人 成为国内最大美食榜 [3] - 小鹏汽车股价上涨2.39% "陆地航母"飞行器(X3-F)在阿联酋获颁特许飞行证 [3] - 携程股价上涨3.21% 与Cityline达成为期五年战略合作伙伴关系 首次与香港及澳门市场主要票务供应商合作 [3] - 蔚来股价上涨6.21% 完成10亿美元股权发行定价 约合人民币71亿元 为今年第二次公开融资计划 [3] - 金山云股价上涨5.6% 花旗研究报告指出来自小米的AI相关需求较预期强劲 目标价调升至20美元 [3] - 网易续涨2.98% 盘中股价创历史新高 推出首款《命运》IP正版科幻射击手游《Destiny: Rising》迅速引爆全球市场 [3] - Adobe股价上涨0.11% 推出首个AI智能体产品套件通用版本 旨在帮助客户缩短多种应用场景工作流程 [4] - 禾赛股价上涨0.9% 香港IPO以每股212.8港元定价 集资至少36.2亿港元 孖展超额认购近120倍 [4] - 特斯拉股价上涨6.04% Model Y L于9月19日在国内市场率先上架销售 官网显示订单排至11月 [4] - Opendoor股价飙升79.52% 委任Kaz Nejatian为新任首席执行官 联合创始人Keith Rabois将重返董事会 [4] - Robinhood股价上涨0.25% 将推出社交交易平台Robinhood Social 允许用户实时追踪知名交易员操作 [5]

股市分析师观点调整 - 摩根大通将美国联合航空目标股价从122美元上调至149美元，显示出对航空业前景的乐观评估 [2][3] - Piper Sandler将Adobe目标股价从500美元下调至470美元，反映出对该软件公司近期增长前景趋于保守 [2][3] 债券市场动态 - 日本3个月期国库券拍卖最低价格为99.8890，平均价格为99.8928，其中40.57%的投标按最低价格成交 [4] - 中国财政部计划于9月19日重新发行820亿元人民币的30年期债券，此举旨在提供长期融资 [5] 地缘政治事件 - 以色列于9月9日袭击卡塔尔首都多哈，目标是哈马斯领导人，此次袭击导致一名卡塔尔安全人员及另外五人死亡，哈马斯领导人幸存 [6] - 前美国总统特朗普曾建议以色列总理内塔尼亚胡不要袭击卡塔尔境内的目标，并对以色列行动的各个方面表示非常不满 [6] - 日本将限制向包括中国6个实体、土耳其2个实体和阿联酋1个实体在内的更多目标出口，作为对俄罗斯入侵乌克兰制裁的一部分 [6]

Adobe (NASDAQ: ADBE ) amid AI has been referred to as the Nokia in time of the iPhone, or Blockbuster in the age of Netflix. However, no weakness is showing in Adobe's business, and the latest Q3 numbers reaffirmedExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is ra ...

Adobe (NASDAQ: ADBE ) amid AI has been referred to as the Nokia in time of the iPhone, or Blockbuster in the age of Netflix. However, no weakness is showing in Adobe's business, and the latest Q3 numbers reaffirmedExcellent academic Finance background and Finance professional with over five years of cumulative experience in Consulting & Audit Firms including a professional Valuation position, FP&A and Controlling positions, and Financial writing.My approach is mostly value-oriented. However, valuation is ra ...

格隆汇9月12日｜美国投行Piper Sandler将Adobe目标价从500美元下调至470美元。 ...

Seeking Alpha's Disclaimer: The earnings call insights are compilations of earnings call transcripts and other content available on the Seeking Alpha website. The insights are generated by an AI tool and have not been curated or reviewed by editors. Due to inherent limitations in using AI-based tools, the accuracy, completeness, or timeliness of the earnings call insights cannot be guaranteed. Please see full earnings call transcripts The earnings call insights are compilations of earnings call transcripts ...