Shopify的代理商業模式可能提升GMV與EBIT——市場消息

投資觀察

2025/10/28

1431 ET - 德意志銀行在一份報告中指出，Shopify引入的代理商業模式可能對其毛商品交易總額（GMV）和息稅前利潤（EBIT）產生顯著貢獻。分析師預計，Shopify中期GMV的預估將出現中高個位數的增長，EBIT則有20%以上的上行空間。然而，他們也警告稱，「結果範圍相當廣泛，因為收入/EBIT指標高度依賴於Shopify的提成率。」分析師補充說，他們「預計代理商業模式將惠及大多數Shopify商戶，因為這一新渠道使消費者能夠發現大量小型商戶，正如社交媒體/網絡使商戶能夠通過廣告找到大量消費者一樣。」

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