Everything Money 对 $ADBE 的判断变化

2026-09-14看涨
《Every Stock Michael Burry Is Buying Right Now! (3 Major Moves)》
凭借自由现金流上升、基本面强劲以及每股收益预期增长,Adobe 是比 Lululemon 更优的投资选择。

他还一直在悄悄买入Adobe。

He's also been quietly buying Adobe.

他买入Adobe,而市场叙事认为AI会摧毁它。

He's buying Adobe where the narrative is AI will destroy it

下一家公司,Adobe。我持有的这家公司,提醒你们,我们从不提供股票推荐。所以,不要因为我持有就买入一家公司。但它是Photoshop背后的公司。

Next company, Adobe. The company that I own that I remind you, we're never here to give a stock tip. So, don't buy a company because I own it. But it is the company behind Photoshop.

Bur今年早些时候开始买入,然后它下跌了28%,他做了一个标志性动作。他在接近低点、每股约200美元时买了更多,而他的理由非常精彩。

Bur started buying it early this year and then it fell 28% and he did a signature move. He bought even more near the lows around $200 a share and his reasoning is fantastic.

2026-09-12看涨
《The UNTHINKABLE Is About To Happen To Stocks》
基于风险回报比,ADBE 是当前最值得关注的机会之一;在营收与自由现金流持续保持两位数增长的情况下,市场对 AI 冲击的悲观情绪似乎过度。

那么,让我给你们看一个例子,因为我在视频开头就说过会带你们看它。各位,Adobe 是一家我亲眼看着它从 700 的高点跌到 200 的公司。在 450 以下它开始让我感兴趣。我开始买了一些股票。

So, let me show you one, because I told you at the start of the video that I'd bring you to it. Guys, Adobe is a company that I've seen fall from a high of 700 down to 200. It got interesting to me under 450. I started buying some shares.

随着时间推移,人们说:“你不明白。AI 会摧毁这家公司。”而与此同时,Chat GPT 和 Claude 都在与 Adobe 合作,把它们的 AI 用到自己的系统里。

As time went on, people were saying, "You don't get it. AI is going to destroy this company." Meanwhile, Chat GPT and Claude were both partnering with Adobe to use their AI into their systems.

2026-09-05
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