周三盘前，电子商务平台提供商Shopify(SHOP.US)股价大涨5.90%，投资者对即将公布的第二季度财报充满期待。
摩根士丹利在最新的前瞻分析中给予Shopify"增持"评级，目标价112美元。大摩分析师指出，Shopify第一季度表现强劲，宏观经济数据持续稳定，加之代理商务模式的灵活性增强，使得该公司表现明显优于大盘软件股。
大摩预计，Shopify第二季度的GMV（总交易额）同比增长可能达到约23%，高于市场普遍预期的21.5%。此外，分析师预计季度收入增长可能达到26%至27%，超过管理层此前给出的"20%左右"的指引。摩根士丹利的乐观预期主要基于稳定的市场需求趋势、非实体店销售额的稳定增长以及消费者信心的逐季改善。这些积极因素似乎推动了投资者在财报公布前对Shopify股票的追捧。
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