电商平台提供商Shopify Inc.（SHOP.US）今日盘中股价大涨5.01%，引发市场广泛关注。
推动Shopify股价上涨的主要原因是富国银行发布的最新研究报告。该行维持Shopify的"增持"评级，并将其目标价从107美元大幅上调至125美元，认为Shopify是一个被低估的人工智能公司。
富国银行分析师安德鲁·鲍奇表示，Shopify可以被视为一个主题人工智能故事。该公司对内部利用人工智能的坚定承诺，其差异化的人工智能商业解决方案，以及与OpenAI、META平台和Perplexity等重要AI品牌日益增长的合作关系，使其成为AI浪潮的明显受益者。鲍奇预计，到2030年，代理商务的GMV机会将达到5050亿美元，年增长率约30%。他估计Shopify约12.5%的市场份额将推动其GMV增长，超过目前华尔街的预期。
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