저자: 미상 · 외국인
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결론: 켄 그리핀과 골드만삭스가 함께 선호하는 AI 관련주 인튜이트와 어도비를 기술적 차트 관점에서 분석하며, 두 종목 모두 특정 가격대에서 단기 매매 셋업을 제시한다. AI 테마 배경: 생성형 AI 관련해 향후 10년간 전 세계 경제성장 약 7조 달러 효과가 기대된다는 골드만삭스 견해가 인용됨. 인튜이트: QuickBooks 제조사로 시장점유율 약 82%. 가상 전문가 플랫폼에 AI를 대규모 적용 중이며, 작년 매출은 약 14% 증가해 30.4억 달러 수준. 5억 달러 규모 자사주 매입 프로그램 진행 중이며, 자연어 처리와 챗봇 서비스 투자도 언급됨. 인튜이트 차트 분석: 월봉·주봉에서 현재 가격이 뚜렷한 지지·저항 매력이 없다고 판단. 일봉상 580 부근 하락 출발점과 베이스 구간 이후 하락 leg가 있었고, 이 영역에서 숏 가능성을 언급. 갭 메움 가능성도 언급. 가격이 324 부근까지 내려오면 매수 고려 구간으로 제시. 어도비: Photoshop, Acrobat(PDF), Firefly 등 생성형 AI 도구 제공사. 최근 매출 46.6억 달러로 전년 대비 거의 10% 성장 기록(10년 대비 표현 원문 기준). Sensei GenAI와 Firefly 출시가 성장 동력으로 언급되며 직접 소비자 판매 모델의 강점 강조. 어도비 차트 분석: 팬데믹 저점 이후 상승 편향의 횡보 구간. 400 돌파 후 눌림, 460 부근 저항 확인 등 시나리오 제시. 400 상향 돌파 후 풀백 또는 300달러 라운드 넘버 부근 하락 시 롱 진입 셋업 제시. 거래량은 다소 부족하다고 평가. 리스크/조건: 두 종목 모두 고가 주식이라 개인 투자자에게는 옵션 활용을 고려할 수 있으나, 성장성에 대한 확신이 낮고 리스크 대비 보상이 더 좋은 다른 기회가 있다는 입장. 출연자 전망: 두 종목에 대해 명확한 장기 낙관보다는 기술적 조건부 시나리오 위주 접근이며, 구체적 목표가는 차트상 레벨(324, 580, 400, 460, 300) 중심.
다듬은 글
this article comes from tip ranks billionaire Ken Griffin and Goldman Sachs have one thing in common they both love these two AI stocks so again Ken Griffin the hedge fund owner of Citadel they raked in 16 billion in profits last year and then you have one of the prominent banking institutions on Wall Street Goldman Sachs and both love these two stocks that we're going to get into around the theme of generative AI common sack says over the next 10 years you can expect roughly seven trillion dollars in global economic growth to due to AI so the first stock that they love is Intuit they are the maker of QuickBooks and they have roughly 82 percent market share and they have been incorporating AI uh yeah on a large scale in its virtual expert platform pretty much where you get a bit more personalization of the tax experience Revenue Rose 14 last year to 3.4 3.04 billion companies also repurchasing their their stock um current program is to repurchase 500 million dollars worth of stock companies language natural language processing Ai and chatbot services are additional examples of into its investment in such technology so let's go to Intuit stock chart and this is the monthly chart I like to like to denote the the recent tops and bottoms just so I kind of know what my playing field is um in the playing field being like a football field right it's one end zone that's another end zone 50-yard line let's go to the weekly and you can say right now price is at the I don't know 30 yard line and I don't really see any levels that excite me so let's continue to go down to the daily and so this might be an area shorting however the origin of this Lake down was started at 580.
this level where you had some basing and then a leg down to break these pivot lows volume was okay so this area might work out for short on the downside looks like we have a gap fill will denote it I show if price got that low nope so that might be an area worth buying if and when price gets back down to the levels of 324.
all right let's go back to the article the next stock they both love is Adobe maker of Photoshop Adobe Flash PDF Fire firefly family of generative AI tools aim at creators uh Revenue reached a record 4.66 billion almost a 10 year-over-year increase the release of Sensei gen AI and Firefly further situate Adobe to help shape the role generative AI will play and driving productivity boosts expected to be a byproduct of Greater adoption Adobe strong direct to consumer to Market motion along with its product lead growth will likely allow Adobe to drive that new growth the first benefactors of these Investments so let's go to the stock of Adobe we're going to start at the monthly chart like we usually do I think I had to mark this prior because previous resistance is now support all right we're going to go down this might be an area of interest to short the weekly chart this was the pandemic lows prices somewhat sideways with a in uptrend bias so maybe we can look for logs to the 460 area and delete what I would like to see a break or and a close pivot high at 400.
before considering going along this might be an area to go along if price pulls back volume is not great but it is at the round hole number of 300 dollars those are the place setups on Adobe again if I zoom out at least to be weekly chart you can see the opportunities a break of 400 pull back let's take it to 460.
collapse in price to roughly 300 potentially you can take that long so these are two stocks that Ken Griffin and Goldman Sachs likes you know the way I trade I like to follow the smart money and hop on the elephant just be a little bird and enjoy the ride these two stocks out of my price range you could do options which is what I would consider but I'm not sure if there's really much growth I think there's other opportunities that offer a better reward to risk ratio
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