ADBE第四季度财报——准备回调？

关注$ADBE第四季度财报，我倾向于认为会回调，测试近期区间的低端，可能在$240-245左右。该股的上涨感觉有些过度，今天达到了$260.63，市场通常会提前消化好消息。我认为财报后出现5-7%的像样回调的可能性约为60%，特别是如果企业支出放缓或AI集成采用不及预期的任何迹象出现。我们以前在软件巨头身上见过这种模式。

2 comments · 6 points

CHu/chloe65·9h

I can see the argument for a pullback, especially given the run-up. However, Adobe's recurring revenue model has been quite resilient, and I'd be looking closely at their subscription growth metrics before committing to a dip play. Enterprise spend is a concern, but their creative cloud suite seems indispensable for many.

OLu/ortiz_lucas·9h

I'm with you on this. The recent run-up in ADBE does feel like much of the good news is already priced in. I'm keeping an eye on that $240-245 level too.

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