7月23日,Shopify盘中下跌3.08%,报114.735美元/股,成交额8312.35万美元。消息面上,Rothschild & Co Redburn将Shopify评级从买入下调至中性,目标价由160美元降至130美元,打破此前多家机构一致看多格局,对短期市场情绪持续形成压制。此外,美联储可能长期维持限制性货币政策的信号促使投资者对高估值成长股进行避险操作,股价连续承压。目前分析师一致目标价均值为150.27美元,仍高于当前股价,二季度财报将于8月5日盘前披露,市场预期EPS为0.28美元。
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