因Adobe处于下行趋势、面临AI颠覆风险，且存在更优的替代投资机会，故卖出Adobe。
逐段跳播
和往常一样，我提供了保留全部持仓的选项，但你们以23%的票数，实际上选择正式清仓Adobe股票，如你所见，它实际上是我们表现最差的股票，跌幅约为35%。不过，由于仓位非常小，这笔卖出大约值33美元，亏损只有17美元。
所以，如你所知，我们在这个仓位上遭受的损失不到20美元。这其实没什么大不了的，我们甚至可以借此快速减少资本利得税。此外，现在退出，我们可能实际上已经止住了亏损，因为如你所知，这只股票随着时间推移跌势越来越明显。
我仍然相信他们未来会复苏。这是我个人的看法，也是我的直觉告诉我的，但我认为也可以说，眼下有更好的股票机会，我们可以把那笔钱重新投进去。我的意思是，现在有很多很棒的股票在大幅下跌，我非常喜欢它们，其中很多在未来的潜力方面比Adobe更让我兴奋。
如你所知，Adobe长期来看还面临人工智能带来的大量颠覆，我认为这给它增加了一些风险。至少也许有一点不确定性。因此，我基本上赞成在这里卖出这个仓位。如果由我决定，我大概率会保留它，但我也同意尊重你们的投票，而这实际上省下了30多美元现金，我们现在可以把它投到我们更喜欢的其他东西上。
As always, I included the option to keep everything, but with 23% of the votes, you actually chose to officially get rid of Adobe stock, which, as you can see, was actually our worst performing stock with a decline of approximately 35% .
However, because the position was very small, the sale was worth approximately $33 with a loss of only $17 . So, as you know, the loss we incurred in that position was less than $20.
It's not really that big of a deal, and we can even take advantage of that quickly to reduce taxes on capital losses. In addition, by exiting now , we may have actually stopped the bleeding because this stock, as you know, has been trending downwards more and more over time.
I still believe they will recover in the future. This is my personal opinion, and what my intuition tells me, but I think it can also be said that there are better stock opportunities right now in which we can reinvest that money instead.
I mean, there are a lot of amazing stocks that are falling hard right now that I really like, and many of them excite me much more than Adobe in terms of future potential . As you know, Adobe also faces a lot of disruption due to artificial intelligence in the long term, which I think adds some risks to it.
At least perhaps a little uncertainty. Therefore, I am mostly in favor of selling this position here. If it were up to me, I probably would have kept it, but I also agree to respect your vote, and this actually saved over $30 in cash that we can now invest in something else we love more.
这个频道对 $ADBE 的历次判断
Ale's World of Stocks 在这只股票上共 2 条判断，这里只列相邻的几条。