美股詳情

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Shopify Inc

125.94

+5.634.68%

盤前：125.09-0.8500-0.67%08:25 EST

成交量：1,205.96萬

成交額：15.04億

市值：1,639.54億

市盈率：133.98

高：126.00

開：121.49

低：120.75

收：120.31

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：0.98

換手率：0.99%

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：12.17

市盈率(LYR):133.98

資料載入中...

總覽公司新聞資訊公告

AI應用軟件股繼續反彈，Snowflake漲近8%，Datadog、Workday升逾5%

老虎资讯综合

Stripe 聯創：機器間交易將爆發增長，押注 USDC 與 Tempo 作為核心佈局

異動解讀 | AI應用軟件股普漲，Shopify Inc盤中大漲5.76%

AI應用軟件股普漲，Figma升逾8%，AppLovin升逾6%

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

2月12日美股成交額前20：比爾蓋茨稱「從未接觸過任何受害者」

环球市场播报

Shopify被看好引領代理商務轉型浪潮——市場觀察

Shopify股價下跌被視作更廣泛AI擔憂對軟件板塊影響的一部分——市場評論

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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":["APP","FIG","PLTR","SNOW","SHOP","SOUN"],"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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10:07","pubTimestamp":1771985247,"startTime":"0","endTime":"0","summary":"亚马逊与Shopify占美电商近半市场2025年，亚马逊与Shopify合计掌控美国电商市场49.7%份额，距半数仅一步之遥。其中亚马逊占比35.7%，销售额达4400亿美元，Shopify占比14%。二者模式迥异，亚马逊为中心化电商平台，Shopify则为独立店提供技术基建。亚马逊发言人表示，该原型机的技术将融入其他机器人系统，项目员工也将调岗至新计划。此前，美国最高法院已裁定这些关税非法。","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=nesSN20260225100734a4c51b5a&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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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":["IE00BZ1G4Q59.USD","IWO","LU1917777945.USD","LU0265550359.USD","LU0215105999.USD","LU1548497426.USD","LU1629891620.HKD","LU1244550494.USD","IE00BLSP4239.USD","LU0211326839.USD","LU1363072403.SGD","LU1119994496.HKD","BK4207","LU2213496289.HKD","LU1668664300.SGD","LU0942090050.USD","LU0251132253.USD","LU2237443895.HKD","LU0320765489.SGD","LU2242649171.HKD","IE00BKVL7J92.USD","LU0070302665.USD","LU1261432733.SGD","LU0267386448.USD","LU1894683264.USD","IE00BFXG1179.USD","IE00BJTD4V19.USD","LU0345769128.USD","LU0820562030.AUD","LU0238689110.USD","LU2023250330.USD","IE00B3S45H60.SGD","BK4535","LU1116320737.USD","LU2357305700.SGD","SRTY","LU0203347892.USD","LU1084165304.USD","LU0310799852.SGD","BK4588","BK4504","LU0106831901.USD","LU2054465674.USD","LU0234572021.USD","LU1720051017.SGD","SHOP","IE00BYXW3230.USD","IE00BJTD4N35.SGD","LU2237443549.SGD","LU1366192091.USD","BK4533","LU2552382132.HKD","SG9999002232.USD","LU0640476718.USD","LU0048584097.USD","LU2505996509.AUD","LU2023250843.SGD","BK4585","LU0203345920.USD","LU2756315318.SGD","LU0208291251.USD","LU0211326755.USD","LU0149725797.USD","LU1244550221.USD","LU1280957306.USD","LU0006306889.USD","LU0820561818.USD","LU0787776722.HKD","MNDY","IE0034235303.USD","LU2456880835.USD","LU1032466523.USD","IE00B1XK9C88.USD","BK4516","IE0034235295.USD","LU0689472784.USD","LU0106261372.USD","LU2592432038.USD","TNA","LU0417517546.SGD","LU2430703095.HKD","LU2746668461.USD","IE00BKDWB100.SGD","LU1988902786.USD","LU2746668974.SGD","CRWD","BK4566","TWM","UWM","IE000M9KFDE8.USD","LU2023250504.SGD","LU1496350171.SGD","LU0496365809.HKD","LU1974910355.USD","LU0345769631.USD","IWN","LU0170899867.USD","LU0683600562.USD","LU0943347566.SGD","LU2237443622.USD","LU2552382215.SGD","BK4581","IE00BN8TJ469.HKD","LU1244550577.SGD","LU0345770993.USD","LU2552382058.USD","LU2236285917.USD","LU2417539215.USD","LU1914381329.SGD","LU1496350502.SGD","LU2237443382.USD","LU0971096721.USD","BK4534","LU2381873111.SGD","CRM","LU0345770308.USD","RWM","LU1064131342.USD","LU1551013342.USD","IE00BDRTCR15.USD","LU2430703251.USD","TZA","LU1720051108.HKD","LU2211815571.USD","WDAY","LU2237443465.HKD","LU0211331839.USD","IE00BBT3K403.USD","NOW","SNOW","LU0868494617.USD","LU2505996681.GBP","LU2430703178.SGD","LU2756315664.SGD","LU0323591593.USD","LU1670627923.USD","LU2264538146.SGD","LU2106854487.HKD","LU1162221912.USD","LU0256863811.USD","LU0320765646.SGD","IE00BHPRN162.USD","SG9999002224.SGD","LU0964807845.USD","LU0868494708.USD","IE00BDCRKT87.USD","LU0820561909.HKD","LU1551013425.SGD","IE00BLSP4452.SGD","LU1894683348.USD","LU1670628061.USD","LU0265550946.USD","IE00BJLML261.HKD","LU2462157665.USD","LU0976567544.SGD","IE00B775SV38.USD","LU0211328371.USD","BK4550","IE0034235188.USD","LU1145028129.USD","IE00BWXC8680.SGD","IE00B1BXHZ80.USD","LU0882574139.USD","LU2237443978.SGD","LU1116320901.HKD","LU1267930490.SGD","LU0211327993.USD","MNQmain"],"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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.wx-sou","directOrigin":true},"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN2026021722381997a666ee&s=b","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":"tencent","symbols":["LU2326559502.SGD","SHOP","BK4613","LU1435385759.SGD","LU1691799644.USD","BK4566","BK4524","BK4532","LU1712237335.SGD","BK4548","LU2063271972.USD","BK4528","LU1861558580.USD","LU1429558221.USD","LU0390134368.USD","LU1720051108.HKD","SHPU","LU2357305700.SGD","LU1548497426.USD","BK4551","BK4585","LU1804176565.USD","BK4116","LU2265009873.SGD","LU1623119135.USD","LU0823421416.USD","LU1861559042.SGD","LU0823421333.USD","LU0081259029.USD","BK4588","LU1720051017.SGD"],"gpt_icon":1},{"id":"2611112543","title":"上一次「軟件要亡」論發生在10年前，後續如何了？","url":"https://stock-news.laohu8.com/highlight/detail?id=2611112543","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2611112543?lang=zh_tw&edition=fundamental","pubTime":"2026-02-16 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":"us","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":["CRWD","SNOW","SHOP","CRM","WDAY","BK4585","BK4588","NOW","VGT","MNDY"],"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":"hk","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":["BK4532","LU1712237335.SGD","BK4116","BK4598","LU0081259029.USD","LU1548497426.USD","IE0002270589.USD","BK4543","LU1668664300.SGD","LU1861559042.SGD","BK4528","LU0106831901.USD","BK4535","LU2063271972.USD","IE00BHPRN162.USD","SHOP","XYZ","BK4566","LU2265009873.SGD","LU1623119135.USD","LU2211817866.USD","BK4551","IE00B19Z3581.USD","LU1791807156.HKD","LU2211815571.USD","LU1429558221.USD","LU2326559502.SGD","LU2357305700.SGD","BK4587","BK4023","LU1861217088.USD","LU1861220207.SGD","BK4106","LU1435385759.SGD","BK4613","LU0823421333.USD","BK4585","AI","LU1691799644.USD","AFRM","IE00B19Z3B42.SGD","LU1804176565.USD","LU1720051017.SGD","BK4524","BK4548","BK4588","LU0823421416.USD","SHPU","LU0390134368.USD","LU2360107671.USD","LU1861558580.USD","LU1720051108.HKD","BK4227"],"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":["LU1712237335.SGD","BK4566","BK4528","LU1548497426.USD","BK4588","SINA","LU2357305700.SGD","LU1720051017.SGD","LU1623119135.USD","LU1720051108.HKD","BK4548","SHPU","LU2326559502.SGD","BK4524","LU0390134368.USD","LU1804176565.USD","LU0081259029.USD","LU1691799644.USD","BK4613","BK4585","BK4551","LU1429558221.USD","LU1435385759.SGD","LU1861559042.SGD","BK4532","SHOP","LU0823421416.USD","LU0823421333.USD","LU2265009873.SGD","BK4116","LU2063271972.USD","LU1861558580.USD"],"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":"fut","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":["BK4551","BWA","BK4554","BK4535","BK4516","BK4588","BK4600","CONY","CONX","MELI","COIO","BK4585","LU2360107671.USD","FSLY","BK4596","MCHP","CONI","COIN","INSP","LU1861220207.SGD","COIA","STRL","ICLR","BK4539","COYY","BK4595","LU1861559042.SGD","ON","LU1861217088.USD","COIW","ADI","FIAT","HUM","IMNM","SHOP","LU1861558580.USD","BK4112","COIG","KHC"],"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":"sg","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":"fut","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":["LU1691799644.USD","LU0823421333.USD","LU1861559042.SGD","LU1861558580.USD","LU0081259029.USD","LU0823421416.USD","BK4585","BK4588","SHPU","LU2326559502.SGD","BK4532","LU2265009873.SGD","LU1804176565.USD","BK4528","BK4613","LU0390134368.USD","LU1548497426.USD","LU1720051017.SGD","BK4566","LU1429558221.USD","LU1435385759.SGD","BK4116","LU2063271972.USD","LU2357305700.SGD","SHOP","BK4551","LU1712237335.SGD","BK4548","LU1720051108.HKD","LU1623119135.USD","BK4524"],"gpt_icon":0},{"id":"2610961491","title":"2月12日美股成交額前20：比爾蓋茨稱「從未接觸過任何受害者」","url":"https://stock-news.laohu8.com/highlight/detail?id=2610961491","media":"环球市场播报","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2610961491?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 05:49","pubTimestamp":1770846540,"startTime":"0","endTime":"0","summary":"周三美股成交额第1名英伟达收高0.78%，成交273.57亿美元。瑞银将英伟达公司目标股价从235美元上调至245美元。　　高盛在最新报告中上调了英伟达2026财年第四季度业绩预期，并维持250美元目标价，强调2027年营收可见性是关键催化剂。据报道，特斯拉副总裁拉吉-杰加纳坦当地时间2月9日在LinkedIn上宣布离职，结束了13年的特斯拉生涯。在此之前，特斯拉和xAI公司已有多名核心高管先后离开。","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":"https://finance.sina.com.cn/stock/usstock/c/2026-02-12/doc-inhmnxnt7177776.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":["TSLA","MU","SNDK","BK4585","IWO","BK4581","TWM","PLTR","TZA","GOOGL","SHOP","UWM","SRTY","BK4535","RWM","MNQmain","IWN","BK4550","NVDA","BK4534","BK4588","TNA","MSFT"],"gpt_icon":0},{"id":"1113450361","title":"Shopify被看好引領代理商務轉型浪潮——市場觀察","url":"https://stock-news.laohu8.com/highlight/detail?id=1113450361","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113450361?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 04:21","pubTimestamp":1770841282,"startTime":"0","endTime":"0","summary":"摩根大通在一份报告中指出，尽管投资者对人工智能存在担忧，但Shopify Inc正积极布局，力求在代理商务领域占据有利竞争地位。分析师们强调，该公司商品交易总额已连续三个季度实现超过30%的增长，且各规模商户、客户群体、地域市场及销售渠道均表现强劲。与此同时，随着支付渗透率攀升至68%，平台佣金率持续走高。\n分析师认为，这种持续增长态势表明\"Shopify核心增长战略正在奏效\"。值得注意的是，这些成果是在代理商务模式全面启动前取得的，这意味着当人工智能驱动的购物模式兴起时，该公司已具备\"引领行业变革\"的坚实基础。","market":"hk","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4116","LU2063271972.USD","LU1720051017.SGD","BK4548","LU1435385759.SGD","BK4524","LU1712237335.SGD","BK4566","LU2265009873.SGD","BK4585","LU1548497426.USD","LU2357305700.SGD","LU1691799644.USD","LU1720051108.HKD","LU1804176565.USD","LU0823421333.USD","LU1861558580.USD","SHPU","LU2326559502.SGD","LU0081259029.USD","LU0390134368.USD","BK4613","BK4532","BK4588","LU1429558221.USD","LU0823421416.USD","LU1861559042.SGD","LU1623119135.USD","SHOP","BK4551","BK4528"],"gpt_icon":0},{"id":"1120725118","title":"Shopify股價下跌被視作更廣泛AI擔憂對軟件板塊影響的一部分——市場評論","url":"https://stock-news.laohu8.com/highlight/detail?id=1120725118","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1120725118?lang=zh_tw&edition=fundamental","pubTime":"2026-02-12 03:36","pubTimestamp":1770838596,"startTime":"0","endTime":"0","summary":"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。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\"。","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":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861559042.SGD","BK4566","BK4585","LU2357305700.SGD","BK4116","SHOP","LU0390134368.USD","LU1712237335.SGD","BK4532","LU2326559502.SGD","BK4548","LU1429558221.USD","LU2265009873.SGD","LU0081259029.USD","LU0823421416.USD","BK4551","LU1720051017.SGD","LU1720051108.HKD","LU1861558580.USD","LU1435385759.SGD","SHPU","BK4524","LU1804176565.USD","LU1623119135.USD","LU1548497426.USD","LU1691799644.USD","BK4588","LU2063271972.USD","LU0823421333.USD","BK4528","BK4613"],"gpt_icon":0}],"pageSize":20,"totalPage":7,"pageCount":1,"totalSize":123,"code":"91000000","status":"200"}]}}