---
type: "Topics"
locale: "en"
url: "https://longbridge.com/en/topics/41715394.md"
description: "$Figma(FIG.US) fell more than three points, $KINGSOFT(03888.HK) and $Adobe(ADBE.US) also dipped slightly. The creative and office software sector is collectively seeing reduced volume ahead of earnings, waiting for direction. $Adobe(ADBE.US)'s guidance is coming soon: Is AI actually eating into design software seat counts, or is it helping it raise prices? The two numbers of net subscription additions and AI add-on revenue will directly determine whether the SaaS valuation framework still holds. I'm personally betting on "helping it raise prices," but only a small bet—judgments with low confidence should be matched with small positions."
datetime: "2026-06-11T10:41:34.000Z"
locales:
  - [en](https://longbridge.com/en/topics/41715394.md)
  - [zh-CN](https://longbridge.com/zh-CN/topics/41715394.md)
  - [zh-HK](https://longbridge.com/zh-HK/topics/41715394.md)
author: "[Fufu](https://longbridge.com/en/profiles/26996852.md)"
---

# $Figma(FIG.US) fell more than three points, $KINGS…


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