Adobe, Oracle Named Top Tech Picks For July: Why This Investor Expects The AI Momentum To Continue
Adobe, Oracle Named Top Tech Picks For July: Why This Investor Expects The AI Momentum To Continue
Adobe Inc (NASDAQ:ADBE) and Oracle Corp (NYSE:ORCL) were named top technology picks for July by Mizuho on Wednesday. Cerity Partners' Jim Lebenthal maintains positions in both stocks as he believes both will continue to benefit from the AI boom.
Mizuho表示，Adobe公司(NASDAQ:ADBE)和Oracle公司(NYSE:ORCL)均被列爲7月份的頂級科技股選擇。 Cerity Partners的Jim Lebenthal在對這兩隻股票持倉，因爲他認爲兩家公司都將繼續從人工智能的繁榮中獲益。
What To Know: Wednesday on CNBC's "Fast Money Halftime Report," Lebenthal made the case for buying shares of Adobe and Oracle at current levels.
週三，Lebenthal在CNBC的“擺脫快節奏的午餐時間報告”上爲購買Adobe和Oracle的股票辯護，認爲當前的水平是購買股票的理想時機。
"I like both of them. I find them reasonably attractive names that are good ways to play the AI space. Adobe has figured out a way to actually monetize AI, and I think it was held down for too long and is now marching higher as it should be on the back of recent earnings," Lebenthal said.
“我喜歡它們兩個，認爲它們都是相當有吸引力的公司，是投資人工智能領域的好方法。Adobe已經想出了一種實現人工智能的方式，我認爲它被壓制的時間太長了，現在應該隨着最近的收益而逐漸上漲，”Lebenthal表示。
Adobe shares popped last month after the company reported better-than-expected earnings for the second quarter and issued strong guidance for the third quarter. Adobe also introduced full-year 2024 guidance that was well ahead of analyst expectations.
自從Adobe公司發佈第二季度業績超預期併發布強勁的第三季度業績預期後，其股價上漲，上個月股價更是一路飄升。Adobe還公佈了2024年全年業績預期，遠超過分析師的預期。
The stock has continued to trend higher since Adobe reported earnings as several analysts have weighed in with positive revisions.
自Adobe公司發佈業績以來，該股繼續保持上漲趨勢，因爲多位分析師作出了積極的修正。
Related Link: Top Performing Industry ETFs In June: Software Leads Returns, Chipmakers Attract Most Inflows
相關鏈接: 六月表現最佳的行業ETF : 軟件領跑回報，芯片製造商吸引最多資金流入
Oracle shares have trended higher alongside Adobe on similar tailwinds. The stock jumped on the company's most recent earnings report in June. Although Oracle fell short of analyst expectations, the company highlighted "enormous" AI demand and announced a partnership with Alphabet Inc's (NASDAQ:GOOG) (NASDAQ:GOOGL) Google Cloud, which sent shares racing higher.
甲骨文股價與Adobe公司同步上漲。該公司6月份公佈的最近一季度業績報告促使股價上漲。雖然甲骨文公司未達到分析師的預期，但該公司強調了“巨大”的人工智能需求，並宣佈與Alphabet Inc.(NASDAQ:GOOG)(NASDAQ:GOOGL)的Google Cloud達成合作協議，股價隨之飆升。
"These data centers that they're building for cloud infrastructure are also being used for artificial intelligence," Lebenthal said.
Lebenthal表示:“他們正在爲雲基礎建設建造的這些數據中心也正在用於人工智能。”
Although he said the stock looks "attractively priced" at current levels, he recommended waiting for a pullback to buy into the name. Lebenthal noted that he already owns the stock and will "definitely" be holding the shares he currently has.
雖然他認爲當前股價“價值優勢”，但他建議等待一次回調再購買。Lebenthal指出，他已經持有該股票，並將“definitely”繼續持有他當前所持有的股票。
ADBE, ORCL Price Action: Adobe shares closed Wednesday up 0.43% at $570.15 and Oracle shares finished the day up 0.61% at $144.15, according to Benzinga Pro.
據Benzinga Pro報道，股票價格變化情況爲：Adobe公司股價週三上漲0.43%，報570.15美元，而Oracle公司股票收盤上漲0.61%，報144.15美元。
- S&P 500, Nasdaq 100 Climb To Record Highs As Data Fosters Rate Cut Optimism Ahead Of Fed Minutes; Gold, Bonds Rally: What's Driving Markets Wednesday?
- 隨着數據促進降息樂觀情緒，標普500指數和納斯達克100指數攀升創紀錄高點；黃金、債券回升：是什麼推動了週三的市場？
This illustration was generated using artificial intelligence via Midjourney.
此插圖是通過Midjourney使用人工智能生成的。
譯文內容由第三人軟體翻譯。