海熊宝
2023-10-15
看好,什么时候买入呢
AI应用“龙头”浮现:Adobe!
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19:45","market":"us","language":"zh","title":"AI应用“龙头”浮现:Adobe!","url":"https://stock-news.laohu8.com/highlight/detail?id=2375703429","media":"华尔街见闻","summary":"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。","content":"<html><head></head><body><blockquote><p><strong>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。</strong></p></blockquote><p>强大AI功能重振增长前景,<a href=\"https://laohu8.com/S/ADBE\">Adobe</a>或将迎来业绩兑现!</p><p>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。</p><p><strong>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。</strong>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。</p><p>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,<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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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 <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":{"LU2237438978.USD":"Amundi Funds US Pioneer A2 (C) USD","BK4581":"高盛持仓","LU2236285917.USD":"ALLIANZ GLOBAL INCOME \"AMG\" (USD) INC","LU0158827948.USD":"ALLIANZ GLOBAL SUSTAINABILITY \"A\" (USD) INC","LU0320765059.SGD":"FTIF - Franklin US Opportunities A Acc SGD","LU0511384066.AUD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (AUDHDG) 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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 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