Shopify周二公布的季度营收超出市场预期，得益于其电商服务需求强劲，尽管零售企业正面临关税压力及中东冲突带来的挑战。
中东冲突推高了汽油价格，预计将打压消费者信心，但万事达卡、Visa等支付处理巨头近期公布的业绩显示，第一季度消费者支出整体保持稳健。
美国消费者信心在一月份下滑后，于整个季度逐步企稳，二月份有所反弹，三月份更因劳动力市场预期改善而意外录得上升。尽管如此，伊朗战争仍是市场的一大隐忧。
对于从消费品巨头、航空公司到中小型零售商等各类企业而言——后者构成Shopify客户群的重要组成部分——中东战争已导致运营成本大幅攀升，迫使企业收缩支出。
在公布第二季度业绩指引与市场预期基本持平后，这家总部位于加拿大安大略省的公司美国上市股票在波动的盘前交易中下跌8%。
Shopify公布，第一季度（一月至三月）总营收增长34%至31.7亿美元。据LSEG数据，分析师平均预期为30.8亿美元。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.