美股詳情

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Shopify Inc

117.97

-1.4150-1.19%

成交量：456.55萬

成交額：5.25億

市值：1,535.72億

市盈率：125.49

高：118.44

開：115.28

低：112.45

收：119.38

52周最高：182.19

52周最低：69.84

股本：13.02億

流通股本：12.18億

量比：0.91

換手率：0.37%

股息：- -

股息率：- -

每股收益(TTM):0.9400

每股收益(LYR):0.9400

淨資產收益率：9.84%

總資產收益率：8.15%

市淨率：11.40

市盈率(LYR):125.49

資料載入中...

總覽公司新聞資訊公告

異動解讀 | 軟件股拋售潮持續疊加地緣政治緊張，Shopify盤中大跌5.03%

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異動解讀 | AI應用軟件股普漲，Shopify Inc盤中大漲5.76%

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老虎资讯综合

Stripe 聯合創始人預測穩定幣將推動 AI Agent 商業大量湧現

亞馬遜與Shopify佔美電商近半市場

蓝海亿观网

AI衝擊未現緩解跡象，交易員爭相拋售軟件業債務敞口

华尔街见闻

就在今晚22:30！Anthropic將直播展示Claude最新功能，軟件股或再遭打擊？

华尔街见闻

5大分析師AI動向：Nvidia股票"可能在2026年下半年跑贏大盤"

摩根大通交易台：「先賣再問」的美股AI拋售潮即將結束，抄底軟件股的時候到了

华尔街见闻

Shopify Inc.盤中異動股價大漲3.18%

上一次「軟件要亡」論發生在10年前，後續如何了？

华尔街见闻

金融股集體下挫：AI恐慌之外另有隱情

Shopify連續第二日大跌

环球市场播报

華爾街頂級機構最新評級：Shopify獲上調，Coinbase獲下調

环球市场播报

異動解讀 | Shopify財報指引未達市場預期，股價盤中大跌5.05%

Shopify(SHOP)盤前升逾2% 上季收入增長31%至36.7億美元

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21:06","pubTimestamp":1772543207,"startTime":"0","endTime":"0","summary":"纽约，2026年3月3日——美国国家医疗房产公司今日宣布已就一项价值6400万美元的老年住房运营资产组合收购达成最终买卖协议。该资产组合涵盖八个州的13个老年生活社区，共包含592套辅助生活单元。Discovery目前负责管理这些社区，并预计在交易完成后继续担任运营管理方。计入该资产组合第四季度业绩后，NHP在2025年第四季度来自老年住房运营板块的现金净营业收入约占其总现金净营业收入的40%。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"merge","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LABU","LU0823421416.USD","LU1861559042.SGD","BK4551","SHPD","BK4532","LU2326559502.SGD","LU1712237335.SGD","BK4524","BK4116","LU1720051017.SGD","LU2265009873.SGD","XLV","LU1804176565.USD","BK4528","XBI","LU2357305700.SGD","LU1435385759.SGD","LU0390134368.USD","BK4185","NHC","LU1691799644.USD","BK4613","LU1623119135.USD","BK4566","LU1429558221.USD","SHOP","LU1861558580.USD","LU2063271972.USD","LU1720051108.HKD","BK4581","BK4585","LU1548497426.USD","BK4588","SHPU","BK4548","LU0081259029.USD","LU0823421333.USD"],"gpt_icon":0},{"id":"2616345581","title":"美股異動丨軟件股盤前普跌，摩通警告稱拋售潮或持續","url":"https://stock-news.laohu8.com/highlight/detail?id=2616345581","media":"中金财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2616345581?lang=zh_tw&edition=fundamental","pubTime":"2026-03-03 17:57","pubTimestamp":1772531823,"startTime":"0","endTime":"0","summary":"软件股盘前普跌，Datadog、Shopify跌超4%，甲骨文跌近3%，ServiceNow、SAP跌2.7%，CrowdStrike、赛富时跌超2%。\r\n\r\n　　消息面上，摩根大通商业和投资银行业务联席主管Troy Rohrbaugh警告指，软件股抛售潮可能会持续下去，且美股正处于“先卖后买”模式。他认为，软件股持续下跌并不完全理性，但并不意味着该情况不会继续下去，该种恐慌情绪更蔓延到其他产业，包括金融和财富管理类股。(格隆汇)","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://sc.stock.cnfol.com/gushizhibo/20260303/32041344.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"zhongjincaijing_highlight","symbols":["IE00BWXC8680.SGD","LU2023250843.SGD","TWM","LU1116320737.USD","LU2417539215.USD","LU0320765489.SGD","NOW","LU0215105999.USD","LU1064131342.USD","LU2746668974.SGD","IE00BJLML261.HKD","LU2211815571.USD","IE00B775SV38.USD","LU0345769631.USD","SG9999002232.USD","LU1551013425.SGD","LU0320765646.SGD","TZA","LU0943347566.SGD","LU2237443622.USD","IE00BN8TJ469.HKD","LU1244550221.USD","LU1162221912.USD","LU0106831901.USD","LU1917777945.USD","LU0820561818.USD","IE0034235295.USD","LU0211328371.USD","LU1894683348.USD","IWO","DDOG","LU2430703251.USD","LU0820562030.AUD","LU2023250504.SGD","LU1670627923.USD","LU2023250330.USD","LU2237443895.HKD","LU0868494708.USD","IE00BYXW3230.USD","BK4504","BK4550","LU2357305700.SGD","LU0964807845.USD","LU1261432733.SGD","IWN","SHOP","LU0345770308.USD","LU0417517546.SGD","LU0323591593.USD","LU0683600562.USD","LU2462157665.USD","LU1032466523.USD","LU2456880835.USD","IE00BFXG1179.USD","LU1629891620.HKD","LU0234572021.USD","LU0256863811.USD","LU2237443978.SGD","LU0211331839.USD","IE00BZ1G4Q59.USD","LU1551013342.USD","TNA","IE00BJTD4V19.USD","LU0265550946.USD","UWM","LU1280957306.USD","LU0149725797.USD","LU0170899867.USD","LU1116320901.HKD","LU0208291251.USD","LU0787776722.HKD","LU1914381329.SGD","BK4534","IE0034235188.USD","LU0496365809.HKD","LU2054465674.USD","IE00BLSP4452.SGD","LU0265550359.USD","LU1244550494.USD","BK4581","LU0640476718.USD","RWM","LU2552382058.USD","IE00B1BXHZ80.USD","LU0868494617.USD","BK4585","LU1720051017.SGD","LU2746668461.USD","SAP","LU0211327993.USD","LU1363072403.SGD","LU0820561909.HKD","LU2237443549.SGD","LU0048584097.USD","LU0203347892.USD","LU1496350171.SGD","LU2381873111.SGD","LU2505996509.AUD","LU0006306889.USD","LU1894683264.USD","LU1366192091.USD","SG9999002224.SGD","LU2756315318.SGD","LU2236285917.USD","IE00BDCRKT87.USD","LU2552382215.SGD","LU2213496289.HKD","LU0267386448.USD","IE00BHPRN162.USD","LU0238689110.USD","ORCL","BK4207","IE00BLSP4239.USD","LU1145028129.USD","BK4533","LU2237443382.USD","BK4588","LU1720051108.HKD","LU2756315664.SGD","LU1244550577.SGD","IE00BJTD4N35.SGD","LU1548497426.USD","MNQmain","LU0310799852.SGD","LU1668664300.SGD","IE0034235303.USD","LU0976567544.SGD","BK4535","LU1974910355.USD","LU2592432038.USD","LU0882574139.USD","LU0106261372.USD","LU1267930490.SGD","LU0251132253.USD","SRTY","IE00B3S45H60.SGD","LU0203345920.USD","LU0689472784.USD","LU0211326839.USD","LU1988902786.USD","LU1084165304.USD","LU2106854487.HKD","LU1496350502.SGD","IE000M9KFDE8.USD","LU1119994496.HKD","IE00BKDWB100.SGD","LU2242649171.HKD","LU0070302665.USD","LU2552382132.HKD","JPMO","LU0942090050.USD","LU2505996681.GBP","IE00BBT3K403.USD","LU0345770993.USD","IE00BDRTCR15.USD","BK4566","LU0971096721.USD","IE00B1XK9C88.USD","LU2237443465.HKD","LU0211326755.USD","LU2264538146.SGD","BK4516","LU2430703178.SGD","LU1670628061.USD","LU2430703095.HKD","IE00BKVL7J92.USD","CRWD","LU0345769128.USD"],"gpt_icon":0},{"id":"1113445049","title":"AI應用軟件股繼續反彈，Snowflake漲近8%，Datadog、Workday升逾5%","url":"https://stock-news.laohu8.com/highlight/detail?id=1113445049","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113445049?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 22:55","pubTimestamp":1772117704,"startTime":"0","endTime":"0","summary":"ServiceNow、DocuSign、Shopify涨超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/71e5d0c69e0db835e9293b832a044d0e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/71e5d0c69e0db835e9293b832a044d0e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["DOCU","NOW","SHOP","SNOW","DDOG","WDAY"],"gpt_icon":0},{"id":"2614031565","title":"Stripe 聯創：機器間交易將爆發增長，押注 USDC 與 Tempo 作為核心佈局","url":"https://stock-news.laohu8.com/highlight/detail?id=2614031565","media":"BitPush","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614031565?lang=zh_tw&edition=fundamental","pubTime":"2026-02-26 00:13","pubTimestamp":1772035998,"startTime":"0","endTime":"0","summary":null,"market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.bitpush.news//articles/7614511","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"bit_push_live","symbols":["CRCA","SHOP","CCUP","LU1861217088.USD","LU1861220207.SGD","CRCG","ICRC","CRCO","CRCD","LU0106831901.USD","LU1668664300.SGD","IPAY","LU1791807156.HKD","BK4023","LU2360107671.USD"],"gpt_icon":0},{"id":"1121626626","title":"異動解讀 | AI應用軟件股普漲，Shopify Inc盤中大漲5.76%","url":"https://stock-news.laohu8.com/highlight/detail?id=1121626626","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1121626626?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 23:29","pubTimestamp":1772033359,"startTime":"0","endTime":"0","summary":"Shopify Inc (SHOP) 今日盘中股价大涨5.76%，引起了市场的广泛关注。消息面上，今日AI应用软件板块整体表现强劲，出现普涨行情，Shopify Inc作为该板块的成员之一，股价随之受到提振而大幅上扬。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SHOP"],"gpt_icon":0},{"id":"1189357194","title":"AI應用軟件股普漲，Figma升逾8%，AppLovin升逾6%","url":"https://stock-news.laohu8.com/highlight/detail?id=1189357194","media":"老虎资讯综合","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1189357194?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 23:10","pubTimestamp":1772032217,"startTime":"0","endTime":"0","summary":"Shopify、SoundHound AI涨超4%。","market":"us","thumbnail":"https://static.tigerbbs.com/93741ff603e1a47fdf9d391f6cfb9dc5","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/93741ff603e1a47fdf9d391f6cfb9dc5"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["FIG","SOUN","APP","SHOP","PLTR","SNOW"],"gpt_icon":0},{"id":"2614403585","title":"Stripe 聯合創始人預測穩定幣將推動 AI Agent 商業大量湧現","url":"https://stock-news.laohu8.com/highlight/detail?id=2614403585","media":"链捕手","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2614403585?lang=zh_tw&edition=fundamental","pubTime":"2026-02-25 22:31","pubTimestamp":1772029877,"startTime":"0","endTime":"0","summary":" ChainCatcher 消息，据 The Block 报道，Stripe 联合创始人兼总裁约翰・科利森（John Collison）预测未来几年将出现大量由 AI Agent 驱动的商业活动，并认为稳定币和高吞吐量区块链将成为其主要动力。\n\n在近期的播客中，科利森表示，自主软件代理将不再仅限于实验，预计将越来越多地处理实际经济活动，包括支付和资本配置。他指出，“将看到大量的 Agent 商业”，同时强调加密原生基础设施在结构上非常适合支持这一趋势。\n\n今年早些时候，Stripe 集成了 x402 标准，使 AI 代理能够通过 Coinbase 的以太坊第二层网络 Base 以 USDC 进行交易，实现了机器间商业活动，无需人类结账流程。 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06:47","pubTimestamp":1771973273,"startTime":"0","endTime":"0","summary":"市场对AI的担忧正在信贷市场中蔓延。媒体援引参与交易但因价格并未公开而要求匿名的知情人士称，包括Avalara Inc.、Citrix、Dayforce和Proofpoint等软件公司的银团贷款，在二级市场上自上周五至本周二下跌了1至3个点。这些贷款在去年12月31日时的报价均接近面值。","market":"other","thumbnail":"https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/8563c55eda230bf12ce63dc5314b95d0"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3766094","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3766094","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["NOW","02013","DAY","02158","WDAY","MNDY","00268","SNOW","01860","00909","CRM","08083","SHOP","03888","02131","PFPT","01753","02101","09923","06988","CRWD","09600","AVLR","00354"],"gpt_icon":1},{"id":"1192315210","title":"就在今晚22:30！Anthropic將直播展示Claude最新功能，軟件股或再遭打擊？","url":"https://stock-news.laohu8.com/highlight/detail?id=1192315210","media":"华尔街见闻","labels":["event"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1192315210?lang=zh_tw&edition=fundamental","pubTime":"2026-02-24 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00:02","pubTimestamp":1771776146,"startTime":"0","endTime":"0","summary":"花旗称应在下半年表现强劲前买入Nvidia股票花旗敦促投资者在Nvidia 股价预期将在2026年下半年跑赢大盘之前增持该股,理由是强劲的产品势头以及2027年需求能见度的改善。Malik预计B300和Rubin平台的持续推进将推动2026年下半年销售环比加速增长34%,而上半年为27%。花旗维持买入评级和$270的目标价,总结称该股\"看起来很有吸引力,随着需求能见度延伸至2027年,该股可能在2026年下半年跑赢大盘\"。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260223000936a71372cd&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, body","filters":".relate-stock, .hot-list, .recom-box, 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11:56","pubTimestamp":1771387009,"startTime":"0","endTime":"0","summary":"该团队正通过逆向布局被错杀的软件股、对“AI干扰免疫”的资产来把握即将到来的反弹机会。","market":"sh","thumbnail":"https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/ed4ee39e6b0f45214393093d70ba81a8"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765829","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765829","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2746668974.SGD","LU2552382132.HKD","LU1084165304.USD","LU0238689110.USD","LU0345770308.USD","LU1119994496.HKD","LU1162221912.USD","LU0203345920.USD","LU0265550359.USD","LU2430703251.USD","LU0211328371.USD","LU1261432733.SGD","LU2456880835.USD","LU0070302665.USD","LU0345769128.USD","MNDY","LU1629891620.HKD","LU2237443978.SGD","LU1894683264.USD","LU0787776722.HKD","IE00BKVL7J92.USD","LU2054465674.USD","UWM","IE00BYXW3230.USD","LU0208291251.USD","LU2211815571.USD","BK4534","LU1894683348.USD","BK4533","LU1267930490.SGD","LU0310799852.SGD","IE00BBT3K403.USD","LU1670628061.USD","LU0496365809.HKD","LU0265550946.USD","IE000M9KFDE8.USD","LU0345769631.USD","IE0034235303.USD","LU2237443622.USD","IE0034235295.USD","IWO","LU0215105999.USD","TWM","LU1280957306.USD","LU0106261372.USD","WDAY","IE00BLSP4239.USD","LU0868494617.USD","LU2756315318.SGD","SG9999002232.USD","LU1720051108.HKD","LU1668664300.SGD","LU1145028129.USD","LU0971096721.USD","LU0417517546.SGD","LU2462157665.USD","IE00BJLML261.HKD","LU0170899867.USD","NOW","LU0976567544.SGD","IE00BDRTCR15.USD","LU2023250843.SGD","LU0211326755.USD","LU2552382215.SGD","LU0868494708.USD","LU1548497426.USD","LU0203347892.USD","LU0683600562.USD","LU1551013425.SGD","LU0820561818.USD","LU1244550221.USD","BK4207","LU2417539215.USD","LU0048584097.USD","LU0345770993.USD","LU1064131342.USD","LU0149725797.USD","LU2023250504.SGD","LU1551013342.USD","LU2213496289.HKD","IE00BJTD4V19.USD","IE00BLSP4452.SGD","LU1116320901.HKD","LU0323591593.USD","CRM","IE00B1BXHZ80.USD","IE00BWXC8680.SGD","LU0211327993.USD","IE00B775SV38.USD","LU1244550494.USD","LU0964807845.USD","LU2023250330.USD","LU2237443549.SGD","SRTY","BK4504","IE00BHPRN162.USD","LU0943347566.SGD","LU0256863811.USD","LU2242649171.HKD","RWM","BK4566","IWN","LU2381873111.SGD","LU0006306889.USD","BK4588","IE00BFXG1179.USD","TNA","LU1496350502.SGD","IE00BN8TJ469.HKD","IE00B3S45H60.SGD","LU2237443465.HKD","LU2552382058.USD","LU0820562030.AUD","LU1116320737.USD","LU1988902786.USD","LU2237443895.HKD","SG9999002224.SGD","IE00BKDWB100.SGD","LU2505996681.GBP","BK4585","LU0267386448.USD","LU2357305700.SGD","BK4581","LU1720051017.SGD","IE00BZ1G4Q59.USD","IE00BDCRKT87.USD","LU2505996509.AUD","LU2756315664.SGD","LU0320765646.SGD","LU1917777945.USD","LU0689472784.USD","LU1974910355.USD","CRWD","LU1366192091.USD","LU0882574139.USD","LU0106831901.USD","LU0820561909.HKD","LU0942090050.USD","LU1363072403.SGD","TZA","SHOP","LU0234572021.USD","LU2430703178.SGD","LU1496350171.SGD","LU2106854487.HKD","LU1244550577.SGD","LU2430703095.HKD","BK4535","IE0034235188.USD","LU2746668461.USD","LU0211331839.USD","IE00BJTD4N35.SGD","IE00B1XK9C88.USD","LU0640476718.USD","MNQmain","BK4550","LU0211326839.USD","LU2264538146.SGD","LU1670627923.USD","LU0251132253.USD","LU2236285917.USD","SNOW","LU1914381329.SGD","LU0320765489.SGD","LU2237443382.USD","LU2592432038.USD","BK4516","LU1032466523.USD"],"gpt_icon":1},{"id":"2612468991","title":"Shopify Inc.盤中異動 股價大漲3.18%","url":"https://stock-news.laohu8.com/highlight/detail?id=2612468991","media":"市场透视","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2612468991?lang=zh_tw&edition=fundamental","pubTime":"2026-02-17 22:38","pubTimestamp":1771339099,"startTime":"0","endTime":"0","summary":"北京时间2026年02月17日22时38分，Shopify Inc.股票出现异动，股价快速拉升3.18%。截至发稿，该股报116.28美元/股，成交量110.329万股，换手率0.08%，振幅3.61%。Shopify Inc.股票所在的软件服务行业中，整体跌幅为0.41%。Shopify Inc.公司简介：Shopify主要为中小型企业提供电商平台。商户解决方案部门为平台提供附加产品，促进电子商务，包括Shopify Payments、Shopify Shipping和Shopify Capital。","market":"us","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":{"source":"tencent","url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021722381997a666ee&s=b","rn_cache_url":null,"customStyle":"body{padding-top:10px;}#news_title{font-weight:bold;#titleStyle#;}#news_description span{font-size:12px;#descriptionStyle#;}.footer-note{#statement#}","selectors":".mod-LoadTzbdNews, 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07:24","pubTimestamp":1771197858,"startTime":"0","endTime":"0","summary":"巴克莱指出，当前对AI的恐慌与10年前AWS崛起时如出一辙，但历史证明没有软件巨头因此破产，微软等反而实现数倍增长。如今软件板块估值大幅压缩，无差别抛售创造了巨大的错配机会，拥有护城河的公司被错误定价。","market":"fut","thumbnail":"https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/d76e7073427a99e05e90cedef5654467"],"rights":{"source":null,"url":"https://wallstreetcn.com/articles/3765756","rn_cache_url":null,"directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3765756","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["CRM","BK4585","BK4588","WDAY","VGT","NOW","MNDY","SHOP","SNOW","CRWD"],"gpt_icon":0},{"id":"1191474054","title":"金融股集體下挫：AI恐慌之外另有隱情","url":"https://stock-news.laohu8.com/highlight/detail?id=1191474054","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1191474054?lang=zh_tw&edition=fundamental","pubTime":"2026-02-13 03:46","pubTimestamp":1770925599,"startTime":"0","endTime":"0","summary":"本周，由人工智能引发的恐慌情绪正逐步蔓延至金融业的各个细分领域。次日，财富管理经纪商遭遇抛售——金融科技公司Altruist推出的税务规划AI工具引发了市场担忧。尽管此次没有明确的AI催化剂，但市场担忧一旦某类经纪业务被取代，其他经纪领域也难以幸免。诚然，这些行业都可能受到AI冲击，但同样存在受益空间。当前市场更可能是在传递另一重经济预警：AI转型过程中可能出现的大规模失业和破产潮，将对金融业产生连锁反应。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4587","LU0823421416.USD","BK4535","BK4524","BK4548","IE0002270589.USD","LU2063271972.USD","IE00B19Z3581.USD","BK4532","LU0390134368.USD","BK4585","LU0823421333.USD","BK4598","IE00BHPRN162.USD","LU1861217088.USD","LU1861559042.SGD","LU2211815571.USD","SHPU","BK4106","LU1691799644.USD","BK4023","LU1548497426.USD","BK4566","LU1791807156.HKD","LU1435385759.SGD","LU1623119135.USD","LU1668664300.SGD","LU1861220207.SGD","LU1720051108.HKD","LU1429558221.USD","LU1720051017.SGD","SKRE","BK4543","LU0106831901.USD","AI","LU2265009873.SGD","LU2357305700.SGD","XYZ","LU2360107671.USD","SHOP","BK4528","BK4588","BK4551","LU1712237335.SGD","LU1804176565.USD","AFRM","LU1861558580.USD","IE00B19Z3B42.SGD","LU2211817866.USD","BK4613","BK4227","LU2326559502.SGD","LU0081259029.USD","BK4116"],"gpt_icon":1},{"id":"2611978790","title":"Shopify連續第二日大跌","url":"https://stock-news.laohu8.com/highlight/detail?id=2611978790","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611978790?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 23:53","pubTimestamp":1770911580,"startTime":"0","endTime":"0","summary":"Shopify （SHOP） 周四早间下跌10.2%，为连续第二个交易日大幅下跌。尽管该公司发布的季度营收指引高于预期，但第四季度盈利未达预期。该股周三收跌6.7%。\n\n\n海量资讯、精准解读，尽在新浪财经APP\n\n责任编辑：张俊 SF065","market":"fut","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-12/doc-inhmqrvx6597864.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["LU1429558221.USD","LU0390134368.USD","LU2326559502.SGD","BK4548","LU1720051108.HKD","LU1623119135.USD","LU2357305700.SGD","BK4551","LU1861559042.SGD","LU0823421333.USD","LU0081259029.USD","LU1435385759.SGD","BK4116","LU0823421416.USD","LU1804176565.USD","LU2265009873.SGD","LU1548497426.USD","SINA","BK4524","LU1712237335.SGD","BK4585","SHPU","LU1720051017.SGD","BK4588","BK4532","LU1691799644.USD","LU1861558580.USD","BK4613","BK4566","LU2063271972.USD","SHOP","BK4528"],"gpt_icon":0},{"id":"2610978898","title":"華爾街頂級機構最新評級：Shopify獲上調，Coinbase獲下調","url":"https://stock-news.laohu8.com/highlight/detail?id=2610978898","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610978898?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 23:25","pubTimestamp":1770909900,"startTime":"0","endTime":"0","summary":"考恩集团将其评级从持有上调至买入，目标价维持 159 美元，理由是估值优势 —— 该股今年以来已下跌 30%。该行称，Shopify 季度表现强劲、增长势头持续，财报后回调为投资者提供了 “有吸引力的入场机会”。瑞穗证券也将其从中性上调至跑赢大盘，目标价维持 150 美元。巴克莱从标配上调至超配，目标价从 315 美元上调至 375 美元。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://finance.sina.com.cn/stock/usstock/c/2026-02-12/doc-inhmqrvx6591698.shtml","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":"sina","symbols":["CONY","SHOP","LU1861220207.SGD","BWA","COIW","STRL","BK4595","HUM","MCHP","COIN","LU2360107671.USD","IMNM","LU1861217088.USD","BK4585","BK4554","INSP","LU1861559042.SGD","COIA","BK4539","ICLR","BK4600","ON","BK4535","BK4516","LU1861558580.USD","BK4551","COIO","CONX","BK4596","FSLY","KHC","BK4588","CONI","BK4112","COYY","MELI","ADI","COIG","FIAT"],"gpt_icon":1},{"id":"1130707903","title":"異動解讀 | Shopify財報指引未達市場預期，股價盤中大跌5.05%","url":"https://stock-news.laohu8.com/highlight/detail?id=1130707903","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1130707903?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 23:19","pubTimestamp":1770909564,"startTime":"0","endTime":"0","summary":"电商软件平台Shopify Inc  今日盘中股价大幅下挫5.05%，市场波动显著。消息面上，Shopify此前公布了2025年第四季度财报，虽然业绩表现强劲，但公司对2026年第一季度的营收增速指引为“30%出头”，与上一季度增速基本持平。此外，分析指出，尽管Shopify在AI电商领域布局积极，但整个软件即服务板块的普遍恐慌情绪蔓延，进一步加剧了抛售压力。Shopify的股价走势反映了在宏观经济不确定性背景下，投资者对科技股未来盈利能力的重新评估。","market":"nz","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":"","theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SHOP"],"gpt_icon":0},{"id":"2610592592","title":"Shopify(SHOP)盤前升逾2% 上季收入增長31%至36.7億美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2610592592","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610592592?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 20:15","pubTimestamp":1770898547,"startTime":"0","endTime":"0","summary":"金吾财讯 | Shopify(SHOP)盘前涨超2%，截至发稿，报121.42美元。消息面上，Shopify日前公布，上季收入增长31%至36.7亿美元，高于市场预期的35.9亿美元；调整后利润为48美仙，则低于预期的51美仙，主因是行销和研发成本提升。季内平台上的商品交易总额(GMV)达到1,238.4亿美元，高于2024年同期的944.6亿美元。公司预计，截至3月底止季度收入将增约32%，而市场预期为25.2%的增幅。谂外，公司宣布一项高达20亿美元的新股票回购计划。","market":"sg","thumbnail":"https://static.szfiu.com/news/20250107/Y2FiZWYxZjczOGJiNGFjYzNlMjE4NjgxMTg3ODM4OTg=.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/Y2FiZWYxZjczOGJiNGFjYzNlMjE4NjgxMTg3ODM4OTg=.png"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"297156","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861558580.USD","LU1720051108.HKD","LU1548497426.USD","LU0081259029.USD","SHPU","LU1720051017.SGD","LU2326559502.SGD","LU2357305700.SGD","BK4585","SHOP","BK4548","BK4551","BK4528","BK4524","LU1804176565.USD","BK4532","LU2265009873.SGD","LU1623119135.USD","LU0390134368.USD","LU1712237335.SGD","LU1429558221.USD","BK4116","LU1861559042.SGD","LU2063271972.USD","LU0823421416.USD","BK4588","LU0823421333.USD","BK4566","BK4613","LU1691799644.USD","LU1435385759.SGD"],"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":1,"totalSize":124,"code":"91000000","status":"200"}]}}