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]

Key TakeawaysJPMorgan Chase & Co. (JPM) has significantly raised its target price for United Airlines (UAL) to $149 from $122, signaling increased confidence in the airline sector.Piper Sandler has lowered its target price for Adobe Inc. (ADBE) to $470 from $500, reflecting a more cautious outlook on the software giant.Japan's 3-month treasury bill auction cleared at a lowest price of 99.8890, with an average of 99.8928, indicating continued demand for safe-haven assets.China's Finance Ministry plans to reo ...

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。 ...

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Adobe Inc. (NASDAQ:ADBE) reported an EPS of $5.31, beating the estimated $5.17, and revenue of $5.99 billion, surpassing forecasts.The company's stock price increased by 6% following the announcement of its third-quarter results, driven by strong financial performance and growth in demand for its design software and AI tools.Adobe raises its fiscal 2025 revenue and profit forecasts, with an optimistic outlook for its digital media business, projecting an 11.3% growth for the fiscal year.Adobe Inc. (NASDAQ:A ...

Adobe第三财季营收59.9亿美元，同比增长11%，超预期59.1亿美元。净利润从去年同期的16.8亿美元增至 17.7亿美元，每股收益从3.76美元提升至4.18美元。市场反应相对谨慎，盘后股价一度上涨8%后涨幅显著回 落至2.77%。 尽管Adobe交出了一份超预期的财报，但一个季度的好消息可能还不足以驱散笼罩在公司上空的疑云。 9月11日，Adobe发布财报，第三财季营收59.9亿美元，同比增长11%，超预期。 调整后每股收益5.31美 元，同样高于预期的5.18美元。首席执行官Shantanu Narayen在声明中表示： 受 AI 影响的产品的年度经常性收入已超过50亿美元。Adobe是AI创意应用领域的领导者。 具体财报要点如下： 财务表现 ：第三财季实现营收59.9亿美元，同比增长11%，超出分析师预期的59.1亿美元。调整后每股收益5.31美 元，高于预期的5.18美元。 净利润从去年同期的16.8亿美元增至17.7亿美元，每股收益从3.76美元提升至 4.18美元 。 核心业务进展 ：公司第二次上调全年业绩指引，预计全年营收236.5亿至237亿美元，调整后EPS为20.80至20.85美 ...

公司上调全年数字媒体ARR增长预期至11.3%。上调全年营收指引至236.5亿—237.0亿美元。 净利润从去年同期的16.8亿美元增至17.7亿美元。AI相关产品年度经常性收入(ARR)已超过50亿美元。 数字媒体业务同比增长12%至44.6亿美元。 Adobe第三财季营收59.9亿美元，同比增长11%，超出分析师预期的59.1亿美元。调整后每股收益5.31美 元，高于预期的5.18美元。 ...