以下文章来源于差评X.PIN ，作者托尼 差评X.PIN . Debug The World，关注科技、数码、汽车、产经、游戏，传播能改变世界的科技互联网信息。 本文来自微信公众号： 差评X.PIN （ID：chaping321） ，撰文：施昂，编辑：面线、米罗，题图来自：AI生成 一开始我还以为只是我不习惯，但没想到全人类都已经忍这东西忍了这么久！ 是这么回事，托尼这两天在找选题的时候，意外看到了一个让人看完心情舒畅的公开案例分析。 "河北广电"官方公众号公布了一起"双治理"投诉机制的典型案例，案例大致的是这么个情况： 2025年1月，河北邯郸某互联网电视用户反映，在某电视机上参加了"1元畅享7天会员，后续每月35元自动续订"优惠购买活动，购买了电视影视服务。 后面的故事大家估计都能猜到了，这位用户跟我们很多人一样，"由于疏忽，虽然收到了自动续约的短信通知，但未在会员到期前关闭自动续订功能， 被系统扣除35元续订费。" 但是跟大部分人不一样的是，这哥们一点没惯着平台，直接跟广电投诉，要求关闭续订服务并申请退费。 不得不说，这种 绝不轻易给平台送钱，被扣钱了也绝不内耗，直接重拳出击的做法简直吾辈楷模 好吧 （ ...

Core Insights - Adobe and Autodesk are leveraging AI to enhance their creative software offerings and improve workflow efficiency, with the creative software market projected to reach $10.25 billion by 2029, growing at a CAGR of 1.54% [1] - Both companies have faced stock declines due to tech sell-offs, with Adobe down 17.3% YTD and Autodesk down 8.6% [2] Adobe Insights - Adobe's growth is driven by strong demand for its Creative Cloud, Document Cloud, and Adobe Experience Cloud, with an AI business expected to double by the end of fiscal 2025 [5][8] - The company has expanded its AI portfolio with new tools like Adobe GenStudio and Firefly Services, enhancing collaboration and productivity for brands [6][7] - For fiscal 2025, Adobe anticipates total revenues between $23.30 billion and $23.55 billion, with Digital Media revenues projected at $17.25 billion to $17.40 billion [8] Autodesk Insights - Autodesk is benefiting from new business growth and strong subscription renewal rates, with a focus on cloud-based products and design suites [9] - The company has made significant progress in high-growth segments like Construction and Manufacturing, adding nearly 400 new construction customers in Q4 of fiscal 2025 [10] - Autodesk expects revenues for fiscal 2026 to be between $6.895 billion and $6.965 billion, with billings estimated at $7.06 billion to $7.21 billion [12] Earnings Estimates - Adobe's fiscal 2025 earnings estimate is $20.36 per share, reflecting a 10.53% increase from fiscal 2024 [13] - Autodesk's fiscal 2026 earnings estimate remains steady at $9.48 per share, indicating an 11.92% growth over 2024 [14] Valuation Insights - Both companies are considered overvalued, with Adobe trading at a forward Price/Sales ratio of 6.44X, lower than Autodesk's 8.09X [16] - Autodesk holds a Zacks Rank 2 (Buy), while Adobe has a Zacks Rank 3 (Hold), indicating a stronger investment case for Autodesk [18]

金十图示：2025年04月25日（周五）全球主要科技与互联网公司市值变化 | 台棋电 | 8515 | ↑ 4.04% | 164.18 | | --- | --- | --- | --- | | 特斯拉 | 8358 | 1 3.5% | 259.51 | | 腾讯 | 2581 | + -0.23% | 61.29 | | 奈飞 | 4667 | 1 4.5% | 1096.87 | | 甲骨文 | 3856 | ↑ 4.65% | 137.51 | | SAP SAP | 3224 | ↑ 0.76% | 273.55 | | 阿里巴巴 EL | 2862 | 1 0.27% | 119.29 | | ASML 阿斯麦 | 2654 | ↑ 2.59% | 675 | | 一星 | 2567 | 1 0.27% | 38.92 | | 赛富时 | 2543 | 1 5.68% | 264.7 | | Palantir | 2527 | 1 6.9% | 107.78 | | cisco 思科 | 2239 | ↑ 1.19% | 56.29 | | IEM IBM | 2126 | + -6.58% | ...

Adobe（奥多比）：发布最新人工智能（AI）模型Firefly Image Model 4和Firefly Image Model 4 Ultra。 公司"很快"将在iOS和安卓平台发布Firefly AI图形编辑器。 ...

Core Viewpoint - There is a prevailing perception that Adobe is in a vulnerable position among tech companies facing disruption from AI [1] Group 1: Company Overview - Adobe is best known for its software tools designed for designers [1] Group 2: Industry Context - The article highlights the challenges that tech companies, particularly Adobe, may face due to the rise of AI technologies [1]

Core Insights - The article emphasizes the importance of conducting personal in-depth research and due diligence before making investment decisions [3]. Group 1 - The analysis is intended for informational purposes and should not be considered professional investment advice [3]. - There is a clear statement that past performance does not guarantee future results, highlighting the inherent uncertainties in investment [4]. - The article expresses that the views or opinions may not reflect those of the platform as a whole, indicating a diversity of perspectives among analysts [4]. Group 2 - The author discloses having no stock, option, or similar derivative positions in any of the mentioned companies, ensuring transparency [2]. - There are no plans to initiate any positions within the next 72 hours, which may suggest a neutral stance on immediate investment opportunities [2]. - The author is not receiving compensation for the article, reinforcing the independence of the analysis [2].

作者 | Julian Lin 编译 | 华尔街大事件 Adobe（ NASDAQ： ADBE ）本季度业绩稳健，营收增长10%，达到57.1亿美元，超出56.3亿 美元至56.8亿美元的预期。非公认会计准则每股收益5.08美元，也轻松超越4.95美元至5.00美元 的预期。管理层一直在（理所当然地）努力降低投资者对增长率的预期，以便他们能够达到并超 越财务目标，而他们长期以来一直致力于实现这一目标。 | Total Revenue | $5.71 billion | 10% Y/Y growth | 11% Y/Y growth1 | | --- | --- | --- | --- | | Digital Media Ending ARR | | 12.6% Y/Y growth | | | Digital Media segment revenue | $4.23 billion | 11% Y/Y growth | 12% Y/Y growth¹ | | Digital Experience segment revenue | $1.41 billion | 10% Y/Y growth | 10% Y ...

LONDON — Adobe plans to launch a mobile version of its artificial intelligence image generation tool Firefly, stepping up a challenge to OpenAI as the Microsoft-backed startup advances its efforts on visual applications for the technology.The design software giant said Thursday at its MAX creativity conference in London that it will release Firefly on both iOS and Android "soon," without giving a specific date."Creative people think on the go," Alexandru Costin, vice president of Adobe Firefly, told CNBC in ...

Adobe (ADBE) shares are trading at a premium, as suggested by a Value Score of D.ADBE stock is trading at a premium with a forward 12-month price/sales of 6.14X compared with the broader Zacks Computer and Technology sector’s 5.06X.Adobe shares are pricier than its competitors, including digital marketing cloud provider Salesforce (CRM) and document services & e-signature provider DocuSign (DOCU) . Salesforce and DocuSign shares are trading at P/S of 5.62X and 4.73X, respectively.Price/Sales Ratio (F12M) Im ...

The recent stock market sell-off left nearly all stocks down from their all-time highs. However, some stocks were beaten down before the broader sell-off began, so they look unbelievably cheap now.This opens up a massive buying opportunity for long-term investors, as it's not often that you can scoop up shares this cheap. Three stocks that look like absolute bargains right now are Alphabet (GOOG -1.44%) (GOOGL -1.44%), Taiwan Semiconductor (TSM 0.13%), and Adobe (ADBE 1.26%). All three of these companies ar ...