Tech stocks have consistently been in the spotlight over the past couple of years, driving the bulk of the market’s bullish rally with remarkable advancements in AI, in particular, fueling innovation and growth. As we move further into Q3, tech stocks are expected to remain highly popular, bolstered by the sector’s robust growth despite the still somewhat shaky macroeconomic environment.For this article, I have picked three tech stocks that I think investors should watch closely. These companies are growing ...

文章核心观点 - 科技股估值过高,投资者开始从科技股轮换到其他行业 [1][2][3] - 科技公司的业绩表现将成为关键,投资者将挑选赢家和输家 [2] - 对于长期投资者来说,短期波动可能带来机会,但对于想要从科技股轮换中获利的投资者来说,一些估值过高的科技股可能是考虑抛售的对象 [3] 公司分析 Palantir (PLTR) - PLTR股价在2024年上涨60%,但股价估值达到180倍预期收益 [6] - 分析师认为PLTR股价已经定价过高,难以实现 [6][8] - PLTR股价主要由散户投资者推动,机构投资者在低于10美元和20美元时错过了这只股票 [7] - PLTR面临着高期望的挑战,短期内一些预期可能无法实现 [8] Advanced Micro Devices (AMD) - 芯片行业波动剧烈,AMD受益于供需失衡 [11] - 但AMD股价在2024年仅上涨1.6%,下跌6.5%,主要是因为NVIDIA仍主导市场 [12] - AMD正处于生成式AI之旅的早期阶段,但股价估值59倍预期收益被视为过高 [12][13] Adobe (ADBE) - ADBE股价在2024年下跌10%,尽管前两个季度分析师预估较好 [14] - 投资者担心生成式AI对ADBE内容创作软件业务的影响,即使ADBE已将AI整合进产品 [15] - 机构投资者买入ADBE的热情正在降温,ADBE股价可能在一定区间内波动 [16]

The most recent trading session ended with Adobe Systems (ADBE) standing at $532.15, reflecting a +0.21% shift from the previouse trading day's closing. The stock outpaced the S&P 500's daily loss of 0.51%. Elsewhere, the Dow gained 0.2%, while the tech-heavy Nasdaq lost 0.93%.Shares of the software maker witnessed a gain of 0.45% over the previous month, beating the performance of the Computer and Technology sector with its loss of 2.41% and the S&P 500's loss of 0.26%.Investors will be eagerly watching fo ...

By clicking “Sign Up”, you accept our Terms of Service and Privacy Policy . You can opt-out at any time by visiting our Preferences page or by clicking "unsubscribe" at the bottom of the email.Access your favorite topics in a personalized feed while you're on the go. download the appSign up to get the inside scoop on today’s biggest stories in markets, tech, and business — delivered daily. Read previewAn Adobe executive allegedly likened early termination fees to heroin for the software company, according t ...

Here’s a technology stock that definitely needs to be on your watch list. Adobe (NASDAQ:ADBE) is known as a software company, though it’s also involved with cloud computing. While Adobe stock should reward patient shareholders over the long term, it’s prudent to wait until the stock is trading at a lower, better price.The good news about Adobe is that the company is getting serious about generative artificial intelligence. The bad news is that Adobe appears to be very richly valued, and the company has to c ...

“Show me the money!” The popular catchphrase shouted by Tom Cruise’s character in the movie Jerry Maguire is very relatable to investing. Show me where the smart money is going and you can probably uncover a stock worth betting on.If these billionaire investors are putting big money on the line then there is a good chance the stock will be ready to move higher. Of course, we don’t simply blindly follow the money into hedge fund stocks they like. Sometimes the smart money can be very dumb. That’s why we perf ...

Waiting for a pullback on this high-flying stock could end up costing you.Companies at the forefront of artificial intelligence innovations can see rapid swings in their share prices. Stocks can zoom higher on strong earnings, and that momentum can carry the stock for weeks or months. It's extremely tempting to wait for a pullback in the share price when that happens, but waiting could cost you.One recent example of an AI stock that's soared higher in a short period of time is Adobe (ADBE -1.05%). Shares tr ...

公司股票表现 - 公司股票在过去三个月内上涨了17.7%，超过了Zacks计算机软件行业的6.8%增长和S&P 500指数的10.4%增长[1] 公司业务增长动力 - 公司受益于其强大的生成式AI能力，AI驱动的产品组合是其收入增长的关键催化剂[2] - 公司的生成式AI模型家族Firefly在数字媒体和数字体验领域推动了显著增长[2] - 公司在PDF领域的领先市场地位也是一个积极因素[2] 财务表现 - 在2024财年第二季度，数字媒体部门（包括Creative Cloud和Document Cloud）实现了11%的同比增长，主要由Firefly驱动工具和Acrobat生态系统的强劲采用推动[4] - 数字体验部门（包括Adobe Experience Cloud）实现了9%的同比增长，由生成式AI驱动的Adobe Experience Platform推动[5] 未来展望 - 公司预计2024财年数字媒体部门的收入将在158亿至158.5亿美元之间，数字体验部门的收入将在53.25亿至53.75亿美元之间[6] - 公司预计2024财年总收入将在214亿至215亿美元之间，Zacks共识估计为214.5亿美元，同比增长10.5%[22] - 管理层预计2024财年非GAAP每股收益将在18至18.20美元之间，共识估计为18.16美元，同比增长13%[23] 市场和竞争 - 生成式AI市场预计在2024年至2030年间将以36.5%的复合年增长率增长，公司凭借其增强的生成式AI解决方案组合处于有利地位[7] - 公司面临来自Alphabet、亚马逊、微软和Meta Platforms等科技巨头的竞争压力，这些公司不断增强其生成式AI能力和大型语言模型[14] 产品和技术创新 - 公司推出了Firefly Image 2模型、Firefly矢量模型和Firefly设计模型，这些模型在创意生成式AI模型家族中标志着重大进步[8] - 公司增强了Acrobat AI助手的功能，允许客户从PDF和其他文档类型中获取洞察和创建内容[9] - 公司推出了Adobe Express for Enterprise，由Firefly Image Model 3驱动，增强了公司在企业中的势头[12] - 公司推出了Generative Remove工具，帮助用户在Adobe Lightroom中一键移除照片中的不必要对象[11] 客户和合作伙伴 - 公司吸引了广泛的客户，包括IBM、三星、Comcast、Mercedes-Benz等，这些客户利用公司的生成式AI模型快速生成营销资产[16][17] - 公司与微软和Alphabet的战略合作伙伴关系通过推动客户增长塑造了公司的增长轨迹[17] - 公司将Acrobat PDF技术集成到Microsoft Edge和Google Chrome中，促进了免费到付费的转换[18] 估值 - 公司股票交易价格相对于行业平均水平有显著折扣，12个月预期市盈率（P/E）为24.04倍，而行业平均为31.85倍，为投资者提供了良好机会[3]

Believe it or not, quite a few cloud stocks out there don’t cost a small fortune to punch your ticket to. Several enterprise and consumer cloud companies haven’t yet felt the generative artificial intelligence (gen AI) tailwind all too strongly, especially versus the likes of your average semiconductor heavyweight. And it’s unclear if they will anytime soon, with infrastructure software spending markedly softer than hardware spend.As top hardware companies become fully priced, investors looking for “deals” ...

核心观点 - 亚马逊Prime Day首日，美国零售商的电子商务支出达到72亿美元，成为今年迄今为止最繁忙的在线购物日。Adobe预测整个两天的活动将推动140亿美元的消费[1][2][3] 在线购物数据 - 首日在线支出达到72亿美元，较去年首日增长近12%[2][3] - 去年Prime Day两天的在线购物总额为127亿美元，预计今年将打破这一纪录，达到140亿美元[4] 消费驱动因素 - 折扣和"先买后付"（BNPL）计划推动了消费增长。电子产品和服装等主要类别的需求增加，同时吸引了返校购物者[5] - BNPL选项的使用增长了17%，首日BNPL销售额达到5.4亿美元，预计整个活动期间BNPL销售额将达到11亿美元[6]