Shopify Inc今日盘中股价大幅拉升，涨幅达到5.04%，引发市场广泛关注。
消息面上，加拿大皇家银行（RBC）发布研报指出，Shopify并未因"Vibe编码"趋势面临被边缘化风险，其创新速度、功能广度、可靠性及可扩展性均优于免费工具，未削弱中小型及大型企业对Shopify的需求。此外，公司前一交易日因本季度财报多项关键指标超预期、AI工具在商家留存率和转化率方面显现成效而大涨逾8%，当前涨势延续了财报发布后的积极情绪。
与此同时，市场抛售芯片股之际，资金轮动至此前大幅调整的SaaS概念股。摩根士丹利研报也指出，市场近期对软件产业的悲观看法已经过头，该行维持软件产业具吸引力评价，并点名Shopify为AI时代最具信心的超配标的。多重利好因素共振，推动Shopify股价持续走强。
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