$ADBE

Adobe 面临很大压力,因为 AI 在内容创作方面表现出色,而这正是对 Adobe 影响最大的领域;Canva 等免费竞争对手已经服务了大量用户。Adobe 仍然需要其高质量的专业业务板块,但长期来看,AI 不会为大型企业业务带来增长。

看跌
《Mulberry: WDAY Vastly Oversold; PLTR, NOW, IBM Strongholds in Software》
Schwab Network发布 2026-10-14 · 3 段内容
02:45/ —打开原视频

逐段跳播

3 段内容

那么,看看像 Workday 这样的公司,还有 Adobe,这是他们需要的软件吗?

So, looking at companies like Workday, for example, and Adobe as well, is this the software they need?

看起来,我之前查看的时候,看到“Workday”处于上升趋势,但在市场下跌的日子里,你会参与“Workday”和 Adobe 这类股票吗,还是有其他你感兴趣的软件程序?

It seems that when I looked earlier, I saw "Workday" in an upward trend, but on days when the market is declining, do you get involved with names like "Workday" and Adobe, or are there other software programs that interest you?

是的,我认为 Workday 和 Adobe 肯定因为人工智能能做到的事情而承受压力。Adobe 目前受影响更大,原因很简单,内容创作正是人工智能目前最擅长的领域。你看像“Canva”这样的东西已经存在,并且对许多用户免费开放。

Adobe 仍然需要高质量的专业细分市场,但在大公司这个层面,这会随着时间带来增长吗?不会,我认为 Adobe 承受着很大压力。

Yes, I think Workday and Adobe are definitely under pressure because of what artificial intelligence can do. Adobe is more affected at the moment, simply because content creation is the area where artificial intelligence currently excels.

You see things like "Canva" already exist and are available for free to many users. Adobe still needs a high-quality professional segment, but at the level of large corporations, will that add to growth over time? No, I think Adobe is under a lot of pressure.

这个频道对 $ADBE 的历次判断

Schwab Network 在这只股票上共 4 条判断,这里只列相邻的几条。

跨洋听风