Tesla's Optimus is driving a transformation in the Industry, leading humanoid robots into a new era of mass production.

From 0 to 1, humanoid robots are about to enter mass production, and the Industry Chain will embrace investment opportunities.

Zhitong Finance58minutes ago

Analysts Offer Insights on Technology Companies: Adobe (ADBE) and NetApp (NTAP)

TipRanks18:31 · Ratings

Behind the "monthly salary over ten thousand": What are the "AI agents" that tech giants are competing to launch?

① OpenAI is open to launching a subscription service priced at "2000 dollars/month" and mentioned that in the future, it may charge enterprise users based on the value they gain from using AI; ② At the application level, "AI agents" are viewed as the products with the most straightforward commercialization logic due to their ability to "replace workers"; ③ Even though AI agents are still in the early stages, workers need to start thinking about where their future lies.

cls.cn17:04

DBS Initiates Adobe(ADBE.US) With Buy Rating, Announces Target Price $703

Futu News15:32 · Ratings

Adobe's Strategic Initiatives and AI Monetization Drive Buy Rating Amid Robust Financial Performance

TipRanks15:15 · Ratings

Major ratings丨Citi: Downgraded Adobe's Target Price to $551 with low performance visibility in the short term.

On December 16, Gelonghui reported that Citigroup released a Research Report stating that Adobe's fourth fiscal quarter performance was disappointing, with the net new annual recurring revenue (ARR) in Digital Media falling short of expectations. Management's outlook for the coming year is also relatively weak, indicating that the company is in a period of transition to a subscription model. Since the first price increase in November last year, the monetization of secondary purchases and points charging models has not appeared to translate into the same level of business growth momentum. The bank further noted that management's guidance for fiscal year 2025 reflects a weakening conversion of net new ARR in Digital Media, suggesting that the company may face resistance related to discounts, competition, and pricing factors in the future, leading to revenue streams.

Gelonghui Finance13:09 · Ratings