Shopify Inc（SHOP）今日盘中大涨5.43%，引起了市场的广泛关注。
消息面上，美股AI应用软件板块普遍走强，其中Spotify（SPOT）和Datadog（DDOG）在发布财报后股价大涨超过10%，带动了包括Shopify在内的整个板块的乐观情绪。市场分析认为，同行公司的强劲财报表现增强了投资者对AI应用软件行业增长前景的信心，从而推动了Shopify的上涨。
此外，摩根大通策略师表示，随着市场对人工智能（AI）颠覆软件行业的预期调整，软件股有望从近期下跌中反弹，这进一步支撑了板块情绪。
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