电商平台Shopify Inc（SHOP）今日盘中股价大幅下挫7.21%，走势与盘前及开盘时的强劲表现形成鲜明对比。
消息面上，尽管Shopify此前公布了超预期的第四季度财报，并宣布了高达20亿美元的股票回购计划，但市场对人工智能（AI）可能颠覆行业的广泛担忧笼罩了相关板块。有分析指出，华尔街当前的交易逻辑是“只要怕被AI替代，先抛了再说”，这种“AI淘汰焦虑”导致从软件公司到财富管理公司等可能被AI影响的企业股价持续遭受重挫。
在此背景下，即使Shopify自身业绩和展望积极，也未能完全抵消市场对科技行业结构性变化的忧虑情绪，股价因此在盘中出现大幅回调。
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