AI应用“龙头”浮现：Adobe！

华尔街见闻2023-10-14

强大的视频AI技术能让用户“节省数小时的重复性琐碎工作”，Adobe预计将迎来业绩兑现且利润率可能保持在45%以上。强大AI功能重振增长前景，Adobe或将迎来业绩兑现！本周，软件科技巨头Adobe召开年度创意大会Adobe MAX，在会议上宣布了一系列新的AI工具和服务，同时在与分析师的探讨中表示，第四财季将是一个非常强劲的季度。具体来看，Adobe展示了AI视频编辑技术Project Fast...

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海熊宝
2023-10-15
海熊宝
看好，什么时候买入呢

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Moerdler则指出，<strong>Adobe的AI工具能让用户“节省数小时的重复性琐碎工作”。</strong></p><p>Adobe推出的Photoshop、Lightroom等多款软件，一直是许多创意人员日常工作必备工具。自从生成式AI兴起以来，Adobe持续开发优化软件的AI功能，在落实AI商业模式方面走到了前列。Adobe股价今年年初以来累计涨超62%，超过<a href=\"https://laohu8.com/S/MSFT\">微软</a>等AI领头羊。</p><p></p><p class=\"t-img-caption\"><img src=\"https://static.tigerbbs.com/e5e9360b1096275ce11e1908ad27fcb5\" tg-width=\"560\" tg-height=\"240\"/></p><h2 id=\"id_1711795375\">Adobe将迎业绩兑现时刻？</h2><p>与其他所有科技公司提出的更具投机性的人工智能愿景不同，Adobe受益于一些最清晰的用例，这些用例可能会受其用户群的欢迎。现在的关键是让足够多的客户为其买单同时也不要侵蚀 Adobe 的利润率，因为Adobe 的利润率在软件行业中是最高的。</p><p>尽管今年对科技股的炒作起到了推波助澜的作用，但生成式人工智能在很大程度上仍然是一个未经证实的商业概念。除了<a href=\"https://laohu8.com/S/NVDA\">英伟达</a>等芯片制造商为这些服务提供必要的组件外，AI本身尚未产生重大的财务影响。微软在上一次财报电话会议上告诉投资者，Copilot 聊天<a href=\"https://laohu8.com/S/300024\">机器人</a>等人工智能服务的业绩贡献将是“渐进式”，其影响主要集中在本财年下半年。</p><p><strong>Adobe表示，其将于 12 月公布的第四财季业绩将包括对下一财年的预测，这应该能在一定程度上反映出新AI服务的预期表现。</strong>华尔街目前预计收入增长约为12%，较今年的预测高出 2 个百分点。</p><p>分析师还预计，尽管人工智能服务的成本很高，Adobe 调整后的营业利润率仍将保持在 45% 以上，Adobe首席财务官Daniel Durn周二表示，预计将在本投资周期内实现稳定、持续的营业利润率。</p></body></html>","source":"wallstreetcn_api","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>AI应用“龙头”浮现：Adobe！</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; 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*/\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nAI应用“龙头”浮现：Adobe！\n</h2>\n\n<h4 class=\"meta\">\n\n\n2023-10-14 19:45 北京时间&nbsp;&nbsp;&nbsp;<a href=https://wallstreetcn.com/articles/3699616><strong>华尔街见闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>强大的视频AI技术能让用户“节省数小时的重复性琐碎工作”，Adobe预计将迎来业绩兑现且利润率可能保持在45%以上。强大AI功能重振增长前景，Adobe或将迎来业绩兑现！本周，软件科技巨头Adobe召开年度创意大会Adobe MAX，在会议上宣布了一系列新的AI工具和服务，同时在与分析师的探讨中表示，第四财季将是一个非常强劲的季度。具体来看，Adobe展示了AI视频编辑技术Project Fast...</p>\n\n<a href=\"https://wallstreetcn.com/articles/3699616\">Web Link</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"https://static.tigerbbs.com/7b719a633b0bdfa463fd24901ce96c26","relate_stocks":{"LU0082616367.USD":"摩根大通美国科技A（dist）","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","BK4566":"资本集团","LU1803068979.SGD":"FTIF - Franklin Technology A (acc) SGD-H1","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A 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VALUE EQUITY  \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4567":"ESG概念","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","BK4534":"瑞士信贷持仓","IE00B19Z9505.USD":"美盛-美国大盘成长股A Acc","LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","BK4585":"ETF&股票定投概念","BK4533":"AQR资本管理(全球第二大对冲基金)"},"source_url":"https://wallstreetcn.com/articles/3699616","is_english":false,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2375703429","content_text":"强大的视频AI技术能让用户“节省数小时的重复性琐碎工作”，Adobe预计将迎来业绩兑现且利润率可能保持在45%以上。强大AI功能重振增长前景，Adobe或将迎来业绩兑现！本周，软件科技巨头Adobe召开年度创意大会Adobe MAX，在会议上宣布了一系列新的AI工具和服务，同时在与分析师的探讨中表示，第四财季将是一个非常强劲的季度。具体来看，Adobe展示了AI视频编辑技术Project Fast Fill，用户只需输入文字提示，就能在几秒钟内删除、添加对象或更改背景元素，减少了大量的琐碎工作。此外，Adobe推出了三个新的生成式人工智能模型，图片编辑功能获得全面升级。新发布的Firefly Vector汇集了Adobe的矢量图形和生成人工智能专业知识，是全球首个用于矢量图形的生成人工智能模型。分析师们对这些功能欢呼雀跃，Jefferies分析师Brent Thill称赞“这是20年来我们看到的最快创新步伐”；Wolfe Research分析师Alex Zukin在给客户的报告中表示，Adobe正在把整个产品系列改造成AI原生产品；伯恩斯坦的Mark Moerdler则指出，Adobe的AI工具能让用户“节省数小时的重复性琐碎工作”。Adobe推出的Photoshop、Lightroom等多款软件，一直是许多创意人员日常工作必备工具。自从生成式AI兴起以来，Adobe持续开发优化软件的AI功能，在落实AI商业模式方面走到了前列。Adobe股价今年年初以来累计涨超62%，超过微软等AI领头羊。Adobe将迎业绩兑现时刻？与其他所有科技公司提出的更具投机性的人工智能愿景不同，Adobe受益于一些最清晰的用例，这些用例可能会受其用户群的欢迎。现在的关键是让足够多的客户为其买单同时也不要侵蚀 Adobe 的利润率，因为Adobe 的利润率在软件行业中是最高的。尽管今年对科技股的炒作起到了推波助澜的作用，但生成式人工智能在很大程度上仍然是一个未经证实的商业概念。除了英伟达等芯片制造商为这些服务提供必要的组件外，AI本身尚未产生重大的财务影响。微软在上一次财报电话会议上告诉投资者，Copilot 聊天机器人等人工智能服务的业绩贡献将是“渐进式”，其影响主要集中在本财年下半年。Adobe表示，其将于 12 月公布的第四财季业绩将包括对下一财年的预测，这应该能在一定程度上反映出新AI服务的预期表现。华尔街目前预计收入增长约为12%，较今年的预测高出 2 个百分点。分析师还预计，尽管人工智能服务的成本很高，Adobe 调整后的营业利润率仍将保持在 45% 以上，Adobe首席财务官Daniel Durn周二表示，预计将在本投资周期内实现稳定、持续的营业利润率。","news_type":1},"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":5,"commentSize":1,"repostSize":2,"favoriteSize":8,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2375703429"}