Shopify股价下跌被视作更广泛AI担忧对软件板块影响的一部分——市场评论

投资观察

02/12

1432 ET - 根据William Blair在一份报告中指出，Shopify Inc的抛售行情很可能源于市场对人工智能持续低迷的情绪。分析师表示，此次8%的跌幅"并未反映本季度强劲的增长基本面"。他们强调Shopify作为成长型股票，"所有指标均显示增长态势健康"，尽管第一季度自由现金流利润率指引略低于预期。但分析师同时指出，"我们不认为第一季度的自由现金流动态足以推动股价跌至当前水平"。相反，他们认为更合理的解释是"投资者持续担忧AI技术对科技格局的影响……导致软件股与基本面脱节"。

（完）道琼斯通讯社

2026年2月11日 14:33 ET（19:33 GMT）

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