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。
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。
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