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今天adobe📉太狠了吧

内容摘要

Adobe股价大跌引发热议,核心催化剂为CFO离职及市场情绪波动。

最新动态与关键事实

  • CFO离职:Adobe CFO Dan Durn将于2026年6月15日离职转投Marvell Technology担任CFO,此前他在Adobe任职期间以擅长削减成本著称(#14, #17)。尽管公司上调了年度营收和利润预期,但高管变动加剧了市场对战略稳定性的担忧。
  • 股价表现:帖子标题称ADBE当日跌幅较大,有用户指出财报后下跌约10%(#5),也有用户提到“还在跌”(#10)或“今天涨了点”(#11),显示盘中波动剧烈。

交易经验与数据点

  • 期权收益:用户 @peridot 分享上周五卖出475 Put,今年直接获得50%收益并离场(#14)。
  • 成本讨论:有用户提及ADBE软件价格昂贵,“玩不起”(#1)。

争议与不同意见

  • 跌幅定性:部分用户认为在当前市场环境下,财报后下跌10%不算多,大起大落属正常现象(#5, #6);另一派则视其为“韭菜收割”信号或建议不要急于抄底(#3, #18)。
  • 离职解读:对于CFO离职,有观点认为这是私有化的前奏(#15),也有观点指出新CFO Dan Durn是“狠角色”,擅长降本,可能带来短期阵痛但长期利好效率(#17)。

闲聊脉络

  • 帖子中包含大量无意义回复(如 #1, #2)及与主题无关的链接粘贴错误(#14前半部分误贴Marvell新闻,后半部分才关联ADBE),以及用户自嘲摸鱼导致公司股价下跌等灌水内容(#7, #8)。
原始内容
--- 第 1 楼来自 Lunasol 的回复 (2024-03-14 15:22:04 PDT) ---

rtrtrtrt如题 不过adobe太贵了我玩不起…

--- 第 2 楼来自 anon24523473 的回复 (2024-03-14 15:23:06 PDT) ---

rtrtrt

--- 第 3 楼来自 rico 的回复 (2024-03-14 15:23:59 PDT) ---

韭菜可以收了

--- 第 4 楼来自 TrashPanda 的回复 (2024-03-14 15:30:40 PDT) ---

/u/adobe 還錢

--- 第 5 楼来自 两只饺子 的回复 (2024-03-14 15:35:26 PDT) ---

财报后10%,在目前这个环境不算多吧。

--- 第 6 楼来自 css 的回复 (2024-03-14 15:49:36 PDT) ---

现在这种环境,大起大落很正常

--- 第 7 楼来自 热心网友 的回复 (2024-03-14 15:55:44 PDT) ---

心疼老娘一秒 转头看了一眼自己公司的股票 算了还是心疼自己吧

--- 第 8 楼来自 yzhang91 的回复 (2024-03-14 15:57:27 PDT) ---

老娘上班摸鱼导致公司股价大跌

--- 第 9 楼来自 gin_m 的回复 (2024-03-14 15:58:22 PDT) ---

adobe 明天就改名 aiobe

--- 第 10 楼来自 byxweige 的回复 (2024-03-15 08:41:42 PDT) ---

还在跌

--- 第 11 楼来自 Joker 的回复 (2024-03-18 10:13:10 PDT) ---

今天涨了点l

--- 第 12 楼来自 peridot 的回复 (2024-03-18 10:22:19 PDT) ---

上周五卖的475 put今年直接收益50% 关了溜了

--- 第 14 楼来自 Adobe 的回复 (2026-06-11 20:24:08 PDT) ---

https://investor.marvell.com/news-events/press-releases/detail/1025/marvell-announces-cfo-transition https://investor.marvell.com/news-events/press-releases/detail/1025/marvell-announces-cfo-transition Dan Durn Appointed Chief Financial Officer, Effective June 15, 2026 Reaffirms Second Quarter of Fiscal 2027 Financial Outlook SANTA…... SANTA CLARA, Calif.–(BUSINESS WIRE)-- Marvell Technology, Inc. (NASDAQ: MRVL), a leader in data infrastructure semiconductor solutions, today announced the appointment of Dan Durn to Chief Financial Officer, effective June 15, 2026. In connection with the appointment, Dan resigned from Marvell’s Board of Directors effective June 10, 2026. As CFO, Dan succeeds Willem Meintjes, who will remain available in an advisory capacity through April 2027 to support a seamless transition. Dan brings more than three decades of senior financial leadership across the semiconductor and enterprise technology sectors. Dan joins Marvell from Adobe Inc., where he served as Chief Financial Officer and Executive Vice President of Finance, Technology, Security and Operations from October 2021 to June 2026. Prior to Adobe, he served as Senior Vice President and Chief Financial Officer of Applied Materials , Inc. Earlier in his career, he served as Executive Vice President and Chief Financial Officer at NXP Semiconductors N.V. following its merger with Freescale Semiconductor, where he had previously held the role of Senior Vice President and Chief Financial Officer. Before Freescale, he served as Chief Financial Officer and Executive Vice President of Finance and Administration at GlobalFoundries Inc. 今天二把手跳槽了 https://finance.yahoo.com/markets/stocks/articles/adobe-raises-annual-revenue-forecast-201152502.html https://finance.yahoo.com/markets/stocks/articles/adobe-raises-annual-revenue-forecast-201152502.html Adobe on Thursday announced the exit of CFO Dan Durn, adding to concerns about the Photoshop maker's ‌strategy to navigate the crowded design industry, though the company raised ‌its annual revenue and profit forecasts. Durn's exit comes only three...

--- 第 15 楼来自 darkenbrighten 的回复 (2026-06-11 20:33:22 PDT) ---

私有化是最终章? 毕竟一直盈利,不是倒闭。

--- 第 16 楼来自 yzhang91 的回复 (2026-06-11 20:43:37 PDT) ---

和阿老师颇有些重合

--- 第 17 楼来自 Adobe 的回复 (2026-06-11 20:52:36 PDT) ---

这位领导特别擅长削减成本,具体就不展开说了 https://www.youtube.com/watch?v=etp7N033z1w 是个狠角色

--- 第 18 楼来自 HelloFox 的回复 (2026-06-11 21:18:21 PDT) ---

这种衰股确实不能急着进去抄底呀