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)均被列为7月份的顶级科技股选择。 Cerity Partners的Jim Lebenthal在对这两只股票持仓，因为他认为两家公司都将继续从人工智能的繁荣中获益。
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.
周三，Lebenthal在CNBC的“摆脱快节奏的午餐时间报告”上为购买Adobe和Oracle的股票辩护，认为当前的水平是购买股票的理想时机。
"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.
“我喜欢它们两个，认为它们都是相当有吸引力的公司，是投资人工智能领域的好方法。Adobe已经想出了一种实现人工智能的方式，我认为它被压制的时间太长了，现在应该随着最近的收益而逐渐上涨，”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.
自从Adobe公司发布第二季度业绩超预期并发布强劲的第三季度业绩预期后，其股价上涨，上个月股价更是一路飘升。Adobe还公布了2024年全年业绩预期，远超过分析师的预期。
The stock has continued to trend higher since Adobe reported earnings as several analysts have weighed in with positive revisions.
自Adobe公司发布业绩以来，该股继续保持上涨趋势，因为多位分析师作出了积极的修正。
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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.
甲骨文股价与Adobe公司同步上涨。该公司6月份公布的最近一季度业绩报告促使股价上涨。虽然甲骨文公司未达到分析师的预期，但该公司强调了“巨大”的人工智能需求，并宣布与Alphabet Inc.(NASDAQ:GOOG)(NASDAQ:GOOGL)的Google Cloud达成合作协议，股价随之飙升。
"These data centers that they're building for cloud infrastructure are also being used for artificial intelligence," Lebenthal said.
Lebenthal表示:“他们正在为云基础建设建造的这些数据中心也正在用于人工智能。”
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.
虽然他认为当前股价“价值优势”，但他建议等待一次回调再购买。Lebenthal指出，他已经持有该股票，并将“definitely”继续持有他当前所持有的股票。
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.
据Benzinga Pro报道，股票价格变化情况为：Adobe公司股价周三上涨0.43%，报570.15美元，而Oracle公司股票收盘上涨0.61%，报144.15美元。
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This illustration was generated using artificial intelligence via Midjourney.
此插图是通过Midjourney使用人工智能生成的。