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。但分析师同时指出,"我们不认为第一季度的自由现金流动态足以推动股价跌至当前水平"。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"。
(完)道琼斯通讯社
2026年2月11日 14:33 ET(19:33 GMT)
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