异动解读 | Shopify股价盘中大涨19.94%，二季度业绩超预期且三季度展望强劲

异动解读

Aug 06, 2025

电子商务平台提供商Shopify Inc（SHOP）今日盘中股价大涨19.94%，引发市场广泛关注。这一显著涨幅主要源于公司发布的强劲第二季度财报以及乐观的第三季度业绩展望。

根据Shopify公布的财报，公司第二季度营收同比增长31%至26.80亿美元，远超分析师预期的25%增长。公司在所有地区的业务增长均有所加速，尤其是欧洲市场表现出色，在恒定汇率基础上，商品交易总额（GMV）增长42%。此外，第二季度总商品交易额（GMV）达到878.4亿美元，同样超出市场预期的816.5亿美元。

更令投资者振奋的是Shopify对未来的展望。公司预计第三季度营收增长率将达到25%-30%区间，高于分析师预期的22%。毛利润增长率预计为20%-25%区间，同样超过市场共识预期。这一强劲展望进一步提振了投资者信心。

值得注意的是，在财报公布前，摩根士丹利就给予Shopify"增持"评级，目标价112美元。分析师指出，稳定的市场需求趋势、非实体店销售额的稳定增长以及消费者信心的逐季改善等因素，都为Shopify的业绩增长提供了有力支撑。这些积极因素似乎已被市场充分消化，推动了Shopify股价的大幅上涨。

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