Adobe股价暴跌超13%：业绩指引低于预期，华尔街担忧AI公司冲击

澎湃新闻12-13

由于2025财年业绩指引逊于预期，创意软件巨头Adobe股价在财报后暴跌近14%。当地时间12月11日，Adobe（Nasdaq：ADBE)公布了截至2024年11月29日的2024财年第四季度业绩。数据显示，报告期间，该公司营收为56.1亿美元，同比增长11%，高于市场预期的55.4亿美元；非GAAP下调整后每股收益为4.81美元，高于市场预期的4.67美元。整个2024财年， Adobe营收为...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2491397768?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-12-13 12:02","share_image_url":"https://static.laohu8.com/b0d1b7e8843deea78cc308b15114de44","id":"2491397768","market":"hk","top_or_hot":-1,"title":"Adobe股价暴跌超13%：业绩指引低于预期，华尔街担忧AI公司冲击","media":"澎湃新闻","content":"<div>\n<p>由于2025财年业绩指引逊于预期，创意软件巨头Adobe股价在财报后暴跌近14%。当地时间12月11日，Adobe（Nasdaq：ADBE)公布了截至2024年11月29日的2024财年第四季度业绩。数据显示，报告期间，该公司营收为56.1亿美元，同比增长11%，高于市场预期的55.4亿美元；非GAAP下调整后每股收益为4.81美元，高于市场预期的4.67美元。整个2024财年， Adobe营收为...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-12-13/doc-inczhtrx9278753.shtml\">网页链接</a>\n\n</div>\n","source":"sina","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>Adobe股价暴跌超13%：业绩指引低于预期，华尔街担忧AI公司冲击</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; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\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\">\nAdobe股价暴跌超13%：业绩指引低于预期，华尔街担忧AI公司冲击\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-12-13 12:02 北京时间&nbsp;&nbsp;&nbsp;<a href=https://finance.sina.com.cn/jjxw/2024-12-13/doc-inczhtrx9278753.shtml><strong>澎湃新闻</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>由于2025财年业绩指引逊于预期，创意软件巨头Adobe股价在财报后暴跌近14%。当地时间12月11日，Adobe（Nasdaq：ADBE)公布了截至2024年11月29日的2024财年第四季度业绩。数据显示，报告期间，该公司营收为56.1亿美元，同比增长11%，高于市场预期的55.4亿美元；非GAAP下调整后每股收益为4.81美元，高于市场预期的4.67美元。整个2024财年， Adobe营收为...</p>\n\n<a href=\"https://finance.sina.com.cn/jjxw/2024-12-13/doc-inczhtrx9278753.shtml\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2095319765.USD","symbol_name":"Natixis Thematics Subscription Economy R/A USD","start_time":0,"source_url":"https://finance.sina.com.cn/jjxw/2024-12-13/doc-inczhtrx9278753.shtml","article_id":"2491397768","we_media_id":null,"thumbnails":[],"rights":{"source":"sina","url":"https://finance.sina.com.cn/jjxw/2024-12-13/doc-inczhtrx9278753.shtml","rn_cache_url":null,"customStyle":"body{padding-top:10px;}.art_tit_h1{#titleStyle#}a{#lv2TextColor#}.art_time, .art_cite{#sourceStyle#;} .art_cite{margin-left: 3px;}","selectors":".module-article, article","filters":"header, .voice2, .tags, #norm_qrcode_link_auto, .unfold-box, .action","directOrigin":true},"url":"https://stock-news.laohu8.com/highlight/detail?id=2491397768","pubTimestamp":1734062520,"columns":[],"sourceInfo":{"source_id":"sina","name":"sina"},"weMediaInfo":null,"summary":"由于2025财年业绩指引逊于预期，创意软件巨头Adobe股价在财报后暴跌近14%。当地时间12月11日，Adobe公布了截至2024年11月29日的2024财年第四季度业绩。这加剧了投资者的担忧，认为Adobe的行业领导地位可能会被新兴AI初创公司取代。财报发布后的第二天，12月12日，Adobe股价大跌13.69%至每股474.63美元，总市值2089.3亿美元，市值一夜蒸发332亿美元。今年以来，Adobe股价已下跌约20%。Adobe第四财季业绩概要。","collect":0,"end_time":0,"defaultTopTitle":"sina.com.cn","property":[],"viewcount":null,"language":"zh","relate_stocks":{"LU2095319765.USD":"Natixis Thematics Subscription Economy R/A USD","BK4566":"资本集团","LU1712237335.SGD":"Natixis Mirova Global Sustainable Equity H-R-NPF/A SGD","BK4527":"明星科技股","LU2210150020.SGD":"Natixis Thematics Subscription Economy R/A SGD","LU2089284900.SGD":"Allianz Global Sustainability Cl AM Dis H2-SGD","LU2210149790.SGD":"Natixis Thematics Subscription Economy R/A SGD-H","BK4588":"碎股","LU1633808545.USD":"ALLIANZ GLOBAL EQUITY GROWTH \"AT\" (USD) ACC","LU0965509010.AUD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (AUDHDG) INC","LU1267930813.SGD":"FRANKLIN TEMPLETON SHARIAH GLOBAL EQUITY \"AS\" (SGD) ACC","LU1623119135.USD":"Natixis Mirova Global Sustainable Equity R-NPF/A USD","LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","LU0719512351.SGD":"JPMorgan Funds - US Technology A (acc) SGD","LU0006306889.USD":"SCHRODER ISF US LARGE CAP \"A\" (USD) INC AV","BK4581":"高盛持仓","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) ACC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0106261372.USD":"SCHRODER ISF US LARGE CAP \"A\" ACC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU1691799644.USD":"Amundi Funds Polen Capital Global Growth A2 (C) USD","LU0672654240.SGD":"FTIF - Franklin US Opportunities A Acc SGD-H1","LU1674673691.USD":"HSBC GIF GLOBAL LOWER CARBON EQUITY \"AD\" (USD) INC","LU0965509283.SGD":"AB LOW VOLATILITY EQUITY PORTFOLIO \"AD\" (SGDHDG) INC","LU0157215616.USD":"FIDELITY GLOBAL FOCUS \"A\" INC","LU1548497426.USD":"安联环球人工智能AT Acc","LU0198837287.USD":"UBS (LUX) EQUITY SICAV - USA GROWTH \"P\" (USD) ACC","LU0708995401.HKD":"FRANKLIN U.S. OPPORTUNITIES \"A\" (HKD) ACC","LU0069063385.USD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (USD) ACC","LU1366333091.USD":"FIDELITY GLOBAL FOCUS \"A\" (USD) ACC","IE0009356076.USD":"JANUS HENDERSON GLOBAL TECHNOLOGY AND INNOVATION \"A2\" (USD) ACC","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","BK4023":"应用软件","BK4592":"伊斯兰概念","BK4554":"元宇宙及AR概念","ADBE":"Adobe","LU2458330169.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A\" (SGD) ACC","LU0109391861.USD":"富兰克林美国机遇基金A Acc","LU0234570918.USD":"高盛全球核心股票组合Acc Close","LU0170899867.USD":"EASTSPRING INVESTMENTS WORLD VALUE EQUITY  \"A\" (USD) ACC","LU2458330243.SGD":"FRANKLIN SHARIAH TECHNOLOGY \"A-H1\" (SGDHDG) ACC","BK4585":"ETF&股票定投概念","LU0342679015.USD":"ALLIANZ GLOBAL EQUITY UNCONSTRAINED \"AT\" (USD) ACC","SGXZ99366536.SGD":"United Global Innovation A Acc SGD-H","LU0942090050.USD":"UBS (LUX) EQUITY SICAV - US TOTAL YIELD SUSTAINABLE \"P\" (USD)  INC","LU2023251221.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"AM\" (USD) INC","LU2360032135.SGD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (SGDHDG) INC","LU0082616367.USD":"摩根大通美国科技A（dist）","LU0889565833.HKD":"FRANKLIN TECHNOLOGY \"A\" (HKD) ACC","LU2125154778.USD":"ALLSPRING GLOBAL EQUITY ENHANCED INCOME \"A\" (USD) INC"},"translate_title":"Adobe stock plummets more than 13%: performance guidance is lower than expected, Wall Street worries about the impact of AI companies","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ADBE":1},"content_text":"由于2025财年业绩指引逊于预期，创意软件巨头Adobe股价在财报后暴跌近14%。当地时间12月11日，Adobe（Nasdaq：ADBE)公布了截至2024年11月29日的2024财年第四季度业绩。数据显示，报告期间，该公司营收为56.1亿美元，同比增长11%，高于市场预期的55.4亿美元；非GAAP下调整后每股收益为4.81美元，高于市场预期的4.67美元。整个2024财年， Adobe营收为215.1亿美元，同比增长11%；GAAP净利润为55.6亿美元，同比增长2.43%；非GAAP下每股收益为18.42美元。Adobe董事会主席兼CEO山塔努·纳拉延（Shantanu Narayen）表示：“Adobe在2024财年创造了创纪录的收入，充分证明了产品Creative Cloud、Document Cloud和Experience Cloud在推动AI（人工智能）经济中所扮演的关键角色以及强劲需求。”不过，Adobe发布了令人失望的2025财年营收指引，预计2025财年营收将在233亿美元至236亿美元之间，低于市场预期的238亿美元；非GAAP下每股收益在20.20美元至20.50美元之间，低于市场预期的20.52美元。这加剧了投资者的担忧，认为Adobe的行业领导地位可能会被新兴AI初创公司取代。财报发布后的第二天，12月12日，Adobe股价大跌13.69%至每股474.63美元，总市值2089.3亿美元，市值一夜蒸发332亿美元。今年以来，Adobe股价已下跌约20%。Adobe第四财季业绩概要。来源：Adobe财报分业务来看，报告期间，包括Adobe旗舰创意和文档处理软件在内的数字媒体部门的营收为41.5亿美元，同比增长12%；数字体验订阅收入为12.7亿美元，同比增长13%。而在本次财报中，Adobe还宣布停止为其数字媒体部门的新增年化经常性收入（NNARR）提供季度指引，加剧了投资者对其盈利能力的担忧。为了应对愈发激烈的竞争挑战，继在2023年3月推出生成式AI模型Firefly之后，今年10月，Adobe推出了Firefly视频生成模型。不过，此前，Stability AI、Midjourney和Runway等AI初创公司都已经发布了类似的模型。而就在本周，OpenAI刚刚正式推出了其预告已久的文生视频模型Sora。华尔街分析师认为，Adobe引发投资者担忧的另一个原因在于，尽管公司前景并没有特别令人失望，管理层未能将产品的货币化策略很好地解释给投资者。投资机构伯恩斯坦（Bernstein）的分析师Mark Moerdler将Adobe股票的目标价从644美元下调至587美元，维持其“跑赢大盘”评级。他在一份报告中写道：“在疲软的业绩和指引的影响下，投资者很难相信公司对AI的乐观评论。”摩根士丹利分析师Keith Weiss维持了对Adobe 660美元的目标价和“增持”评级：“考虑到管理层沟通不力，加上缺乏数字媒体部门的季度新增年化经常性收入指引，投资者希望Adobe在证明其从生成式AI中获益的能力之前就能改善业绩，而这可能需要更多的耐心。”投资银行William Blair的分析师Jake Roberge在报告中写道：“虽然我们预计这份指引可能会在短期内对股价造成压力，但我们对公司的长期发展前景仍保持乐观，并相信Adobe仍然具备抓住生成式AI机遇的良好条件。”\n\n\n\n海量资讯、精准解读，尽在新浪财经APP","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-2","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"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/2491397768"}