2026年9月10日 23:30 ET 发布 · 更新于 2 个月前 · 1 个来源
Adobe bears have the structural argument, bulls only a valuation argument
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原始报道
Adobe's bear case is structural (seat-subscription decline) while the bull case is valuation-based (14x PE), and these operate on different time scales so the model question takes 2–3 years to resolve.
原文