🍎 Apple’s product launch coincides with Adobe’s earnings: This time, AI applications must deliver real results! Tonight is crucial! Apple’s product launch and Adobe’s earnings report are back-to-back, with Adobe’s after-hours earnings serving as a key window this week to assess AI commercialization. The market will focus on its AI product monetization, subscription growth, profitability, and future guidance; Adobe previously disclosed that its AI-first ARR has exceeded $500 million. 🎙️ Mr. Qiang’s live stream tonight at 21:30 will cover: · Adobe earnings preview: Which metrics will determine the valuation direction for AI applications? · Is AIGC actually generating profits? How to interpret subscriptions, ARR, and profit margins? · #PLTR #MRNA: How to distinguish between trend opportunities and narrative premiums in AI application stocks? · #SKHY #MU #SNDK: Can the momentum in storage continue to flow into the application segment? · #MRVL #LITE #COHR #VXTI: What other opportunities remain in the AI hardware supply chain rotation? 🧩 The AI competition isn’t about how flashy the models are—it’s about who turns AI into real revenue first! ⏰ September 9, 21:30 (UTC+8) 📍 Live stream on the homepage of the Websea App 🍖 Live link: https://t.co/n7qOtxjUv2