Joseph Carlson After Hours 对 $ADBE 的判断变化

频道资料 →本频道有 2 位标注的说话人:Michael Burry、Wall Street Journal article共 1 条
2026-09-08看涨
Michael Burry Keeps Buying This Stock
Adobe的估值(前瞻市盈率低于10倍,自由现金流收益率8.5%)已充分反映市场对AI的担忧;若业绩超预期,则存在上行空间。

然后我们来看Adobe,和许多软件公司一样,它在过去一年里遭受了打击,但它将在本周四公布财报。它会不会像Salesforce那样出现大幅上涨?

And then we have Adobe, which like many software companies, it's been beat down for the past year, but it's reporting earnings this Thursday. Could it have a big bump like Salesforce?

现在,这里的最后一只股票是Adobe,它正处于AI颠覆争论的中心。Adobe现在跌至256美元,又下跌了3%。从今年年初至今来看,它下跌了23%。在过去5年里,Adobe下跌了惊人的61%。

Now, the last stock here is Adobe, which is in the center of the AI disruption debate. Adobe's now down to $256, down another 3%. When we look at this one year-to-date, it's down 23%. In the past 5 years, Adobe's down a staggering 61%.