异动解读|Shopify盘中上涨3.13%,Q1业绩强劲叠加估值回调后资金持续回补

行情直击
May 27

5月27日,Shopify盘中上涨3.13%,报108.41美元/股,成交额1.91亿美元。消息面上,Shopify此前发布的Q1财报表现强劲,营收同比增长34%至31.7亿美元,超出市场一致预期;GMV突破1000亿美元,调整后每股收益0.36美元超预期12.5%。但公司Q2营收增速指引约30%,较Q1明确放缓,财报后股价一度大跌逾7%,年内累计回撤约20%。

近期巴克莱将目标价从130美元下调至126美元,花旗从163美元下调至156美元,但均维持原有评级。经过连续调整后估值压力有所释放,市场对基本面韧性重新定价,超卖后资金回补推动股价延续修复走势。

(以上内容均基于市场公开消息,由程序或算法智能生成,仅作为股价异动提醒,不作为投资建议或交易依据。)

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