行情直击07-14 21:47
7月14日，Adobe盘中下跌3.82%，报220.385美元/股，成交额2.3亿美元。
消息面上，IBM发布第二季度初步业绩，营收约172亿美元，低于市场预期的约180亿美元，缺口约4%。IBM首席执行官表示，6月下旬客户将资本支出方向急转向AI服务器、存储及内存等硬件，削弱了软件产品预算，导致多笔大额交易未能按期落地。受此影响，IBM盘前暴跌超20%，美股软件板块集体承压，ServiceNow、埃森哲、微软等均出现明显下挫，Adobe作为应用软件龙头同步受到拖累。
市场担忧AI基础设施建设正在阶段性"虹吸"企业IT预算，从应用层向算力底座前置迁移，对传统软件公司的短期开支形成压制。当前Adobe所在的应用软件行业中，赛富时跌3.15%，Palantir跌1.85%，Circle Internet跌5.27%。
（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）
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