$ADBE

Adobe并非一家更差的公司,只是增长放缓;AI威胁核心业务,但AI收入已增至超过5亿美元,股价较峰值下跌约21%。

The $2 Trillion Software Crash Just Created a Once-in-a-Decade Opportunity
Everything Money发布 2026-09-05 · 9 段内容
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9 段内容
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想想 Salesforce、Adobe 和 Microsoft 这样的公司。

Think of companies like Salesforce, Adobe, and Microsoft.

即使是强大的 Adobe 公司也下跌了 25%。

Even the powerful Adobe company has dropped by 25%.

Adobe 的股价下跌了 73%。

Adobe's stock fell by 73% .

你应该看到我因买入 Adobe 股票并认为它们很棒而受到的批评。我记得看到 YouTube 和 Instagram 上的人发消息说:“我为什么要听这个人的?”“这就是那个喜欢 Adobe 的人。”

You should have seen the criticism I received for buying Adobe shares and thinking they were great. I remember seeing messages from people on YouTube and Instagram saying, "Why am I listening to this guy?" "This is the guy who loves Adobe."

Adobe 的收入增长了 13%,而其来自人工智能的收入增长了两倍,超过 5 亿美元。

Adobe's revenue grew by 13%, while its revenue from artificial intelligence tripled to exceed 500 million. dollar.

Adobe 和 Intuit 下跌了约 49%。

Adobe and Intuit fell by about 49%,

你选择任何一只股票,Adobe、Workforce、Salesforce,或者任何让你夜不能寐的股票。打开 Adobe 公司页面。

You choose any stock, Adobe, Workforce, Salesforce, or whatever worries you at night. Open the Adobe company page.

我的一位密友,一位伟大的投资者,确实告诉我:“Adobe 现在显然是一家更差的公司。”我记得当时心里想,不,它不是一家更差的公司,它只是增长没那么快了。

One of my close friends, a great investor, literally told me: " Adobe is now clearly a worse company." I remember thinking to myself, no , it's not a worse company , it's just not growing as fast.

Adobe 可能是最有趣的。人工智能可能对它构成威胁。你工作的一部分是创建图像和视频。然而,其人工智能收入增长了两倍,超过 5 亿美元,而股价仍比去年高点下跌约 21%。那么,是人工智能在扼杀 Adobe,还是 Adobe 已成为人工智能创新的可信专业层?

Adobe might be the most interesting. Artificial intelligence may pose a threat to it . Part of what you do is create images and videos. However, its AI revenue tripled to over 500 million, while the stock is still down about 21% from its peak last year . So, is artificial intelligence killing Adobe, or has Adobe become the trusted professional layer for AI innovation?

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2026-09-05本条
想想 Salesforce、Adobe 和 Microsoft 这样的公司。
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