Adobe 从每股 660 美元大幅下跌。现在已跌至 255 美元。因此，该股仍较历史高点下跌约 60% 至 70%。
Adobe is down massively from $660 per share. Now it's down to 255. So the stock is still down around 60 to 70% from its all-time highs.
让我们逐一分析，先从 Adobe 开始。我相信 Adobe 具有很高的扭转潜力，原因是这是基本面与故事不匹配的最明显案例之一。存在巨大的脱节。通常，当你听到一家公司的故事时，基本面应该在某种程度上跟随它。
它们应该随着故事上涨或下跌。但在这种情况下，基本面在说一件事，故事在说完全不同的另一件事。
So let's look at each of these and start off with Adobe. I believe Adobe has a high potential for a turnaround and the reason why is because this is one of the clearest cases of the fundamentals not matching the story.
There is a massive massive disconnect. Typically, when you hear a story of a company, the fundamentals should follow it to some degree. They they should go up with the story or they should go down with the story.
But in this case, the fundamentals are saying one thing, the story is saying an entirely different thing.