OpenAI has already changed the tech industry in big ways. Indeed, this technology has even started to impact blue-collar sectors after ChatGPT came out. That said, it has now been more than a year and a half since ChatGPT’s release. And while there have been better and better AI chatbots being released, you’d be forgiven for thinking that the AI magic is starting to wear off. People are no longer surprised by what AI can do these days. I think that could change once OpenAI releases its Sora text-to-video AI ...

文章核心观点 - 创作者经济是一个围绕YouTube、TikTok等平台上内容创作者的生态系统,他们通过赞助、联盟营销、订阅模式、商品销售等方式实现内容变现 [1] - 这个新兴行业的兴起是由于数字媒体消费的快速增长以及近年来出现的各种变现方式 [1] - 超过50%的Z世代受访者表示想成为内容创作者,这个曾经被嘲笑的职业现在价值2500亿美元,预计5年内将达到5000亿美元 [1] 行业趋势总结 1. AI使内容创作更加便捷,消除了许多人面临的技术障碍 [2] 2. 短视频内容的快速兴起,如TikTok,增加了人们在数字媒体上的使用时间,带来更多赞助机会 [2] Alphabet (GOOG, GOOGL) 1. 由于广告收入的复苏和引入股息,Alphabet股价今年已上涨29% [4] 2. YouTube是Alphabet最有价值的品牌之一,随着创作者经济的推动,其利润将会增长得更快 [5] 3. YouTube Shorts(类似TikTok)增长超过135%,YouTube还利用AI帮助创作者更轻松地制作视频 [6] 4. YouTube的AI算法已经使70%的观看量来自推荐,增加了平台对观众的掌控力和可预测性 [6] 5. 如果TikTok被禁止进入美国市场,YouTube Shorts可能会吸引更多用户 [7] 6. 凭借短视频内容的快速增长和AI的利用,Alphabet是创作者经济的不错选择 [8] Meta Platforms (META) 1. 在美国,Facebook和Instagram的市场份额高达73%,是创作者经济的重要受益者 [11] 2. AI可以帮助Meta优化广告营销,提高广告的参与度,这对其主要业务分部(占97%收入)至关重要 [12] 3. Instagram Reels(类似TikTok)的增长有助于创作者提高参与度,已占到30%的市场份额 [13] 4. 如果TikTok被禁止,Meta可以快速获得短视频内容的市场份额 [13] 5. 凭借对现有社交媒体平台的掌控以及AI提升业务盈利能力,Meta是创作者经济的不错选择 [14] Adobe (ADBE) 1. 尽管Adobe在多媒体创作领域占据超过60%的市场份额,但其股价今年下跌超过9%,主要是由于AI创作工具的竞争 [15][16] 2. 未来AI可以替代人工完成图形设计、视频编辑等繁琐工作,Adobe必须适应这一转变 [16] 3. 但Adobe拥有训练AI模型的优质数据,如Adobe Stock图像库,避免了其他AI图像生成器的版权问题 [17]

AI helped power results in the quarter. Shares of Adobe (ADBE 2.01%) rebounded after the maker of creative software programs such as Photoshop reported solid revenue growth for its fiscal second quarter. Despite the solid post-earnings gains, the stock is still down about 12% year to date. Let's take a closer look at the company's most recent quarterly results and guidance and whether it is too late to buy the stock. Solid revenue growth Adobe solidly grew its fiscal Q2 revenue by 10% to $5.31 billion toppi ...

These AI stocks still have a lot of room to keep growing. It's not too late to start investing in artificial intelligence (AI) stocks. While fervor around new generative AI developments has sent many tech stocks zooming higher, there are still plenty of opportunities to invest in the space. Spending on generative AI hardware, software, and development will increase from $67 billion last year to $1.3 trillion in 2032, according to estimates from Bloomberg Intelligence. That leaves a lot of room for companies ...

These three growth stocks look set to ride the artificial intelligence trend to report higher revenue and net income. The era of artificial intelligence (AI) is upon us, and this new technology promises to unleash a new wave of creativity and convenience the likes of which has never been witnessed. AI offers an enticing promise to help automate tasks and achieve feats never accomplished by humans. Investors excited about AI's prospects and wish to ride on this long-term wave can seek growth stocks that util ...

Certain stocks have seen big moves higher this year. Some of those stocks have risen based on better-than- expected financial results. However, a fair number have increased based on hype surrounding hot corners of the market such as artificial intelligence (AI) and cryptocurrencies. It’s become a running joke that executives are not allowed to hold an earnings call these days without mentioning the ways in which their company benefits from AI. The challenge for investors is to determine which stock prices a ...

Alphabet and Adobe have been crushing it recently. Nvidia (NVDA -3.22%) is a great artificial intelligence (AI) stock. However, it has gotten a bit expensive from a valuation standpoint, which has some investors looking elsewhere for AI investments. I'm in that camp, but fortunately, plenty of AI companies are worth buying right now. Two that come to mind are Alphabet (GOOG 1.44%) (GOOGL 1.89%) and Adobe (ADBE 2.01%). Both companies' shares are trading at reasonable valuations, and both are always fantastic ...

Artificial intelligence is both an opportunity and a potential risk for this digital media giant. Shares of Adobe (ADBE 0.13%) rallied sharply following a better-than-expected second-quarter earnings report, sending shares to a three-month high. The update helped brush aside some market fears that the digital media software giant may be losing its step amid the emergence of competing artificial intelligence (AI) applications representing a threat to its core business. The stock is still down about 13% in 20 ...

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文章核心观点 - Adobe是一家领先的企业级内容创作和文档管理软件公司,其Creative Cloud和Document Cloud订阅服务提供稳定的经常性收入[4][5][6][7] - 公司正在利用生成式人工智能(AI)技术来吸引更多用户,提高每用户收入和续订率[9][10][11] - 公司最近一季度的业绩表现超出预期,显示新推出的AI功能正在发挥作用[12][13][14] - 公司拥有稳定的现金流,正在进行大规模的股票回购计划[15][16] - 尽管股价已有所回升,但公司估值仍处于合理水平,未来增长前景良好[17][18][19] 公司概况 - 公司是企业级内容创作和文档管理软件的市场领导者,主要产品包括Photoshop、Lightroom、Illustrator、Acrobat等[4] - 公司的软件产品具有很强的粘性,用户转换成本高,有利于公司保持市场地位[6][7][8] 新技术发展 - 公司正在将生成式AI技术注入旗下各类软件产品,以吸引新用户并提高现有用户的付费意愿[9][10][11] - 新推出的AI功能如Firefly、Acrobat AI Assistant等正在带动用户转化率、每用户收入和续订率的提升[13][14] 财务表现 - 公司最近一季度的业绩超出预期,显示新技术正在发挥积极作用[12][13] - 公司拥有稳定的现金流,正在进行大规模的股票回购计划[15][16] 投资评级 - 尽管股价已有所回升,但公司估值仍处于合理水平,未来增长前景良好[17][18][19]