电子商务平台提供商Shopify Inc.（SHOP）今日盘中大涨5.01%，引发市场广泛关注。这一显著涨幅可能与富国银行最新的研究报告有关。
富国银行分析师安德鲁·鲍奇维持Shopify的"增持"评级，并将目标价从107美元上调至125美元。该行认为Shopify是一个被低估的人工智能公司。鲍奇表示，Shopify可以被视为金融科技领域的一个主题人工智能故事，其论点基于该公司对内部利用人工智能的坚定承诺，其差异化的人工智能商业解决方案，以及与业界重要的人工智能品牌（如OpenAI、META平台和Perplexity）日益增长的合作关系。
与人工智能浪潮可能对Shopify构成威胁的观点相反，富国银行认为，通过用例、效率和采用，Shopify存在多层机会。该行预计，到2030年代理商务的GMV机会将达到5050亿美元，年增长率约30%。他们估计Shopify约12.5%的市场份额将推动其GMV增长高于目前华尔街的预期。这一乐观展望可能是推动Shopify股价今日强劲上涨的主要因素。
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