To The Moon

$Adobe(ADBE)$ 盤後大跌約7%，因爲公佈了最新Q4財報。大跌的原因，除了對24財年的指引過於保守（不及預期）之外，也有正在接受美國政府對訂閱業務的調查的影響。其中，公司至12月1日的23財年Q4業績依然小超預期。收入達到50.5億美元，同比增長12%，略超市場預期的50.2億美元；其中數字媒體收入同比增長13%，達到37.2億美元，創意收入爲30億美元，文檔收入同比增長16%，達到7.21億美元。數字媒體淨新ARR爲5.69億美元，Adobe在該業務領域的淨新ARR達到151.7億美元。創意ARR增至123.7億美元，而文檔雲ARR在該期間結束時爲28.1億美元。數字體驗部門的收入同比增長10%，達到12.7億美元。利潤方面，每股調整後盈利4.27美元，而市場預期每股收益爲4.14美元。毛利率保持在89.82%，EBIT利潤率爲46.4%。對於2024財年的指引，公司顯得比較保守。預計2024財年總銷售額將在213億美元至215億美元之間，中間點低於217.4億美元的預期。每股收益預計在17.60美元至18美元之間。其中數字媒體淨新年度經常收入預計約爲19億美元。預計Q1數字體驗收入將介於12.7億美元至12.9億美元之間，數字媒體預計將介於37.7億美元至38億美元之間。公司還表示，它在11月份收到了聯邦貿易委員會關於其訂閱業務的交流函。這件事可能會涉及“重大經濟成本”。又是買入機會？首先，Adobe依然會受益於AIGC熱潮，最近幾個月的漲勢，也是其推出新版AI模型Firefly後的反饋，新模型的實用性增強，配合Adobe產品的用戶基數，會產生更大的粘性。同時，貨幣化的速度雖然沒有市場預期那麼快，但更有可能是公司的保守指引，以退爲進。Adobe一向以指引業績保守著稱。畢竟公司也提高

Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta

Hey there, spooky squad! 🎃Halloween is coming, and it's time for some fang-tastic fun with our new game - Trick Or Trade! Get ready for some fun, and earn points to win a USD 100 stock voucher and AAPL stock!*In this thrilling game, you'll have just 60 seconds to fend off a gang of mischievous Halloween spirits. It's your job to give them a fright and chase them away with a tap – the more, the merrier!Now, here's the twist: each ghostly friend will require different taps and will reward you with various points.Airy the Apparition - Just one tap, and poof, they vanish. Spooktacularly easy!Bubbles the Water Pixie - Disappears with zero taps - A true magic trick!Rocky the Earth Spirit - You'll need to tap twice to send it packing. He's grounded, you see.Flicker the Embergeist - Another one-ta