智通财经APP获悉，周二，Shopify(SHOP.US)下跌超8%，为2月份以来最大跌幅，现报117.62美元。消息面上，SHOP公布的第一季度营收增长了34%，达到31.7亿美元，超过了预计的31%增长率，并且高于公司预期的低30%增长率，这主要得益于商户解决方案收入飙升39%，达到24.2亿美元。商品交易总额(GMV)首次突破1,000亿美元，达到1,007亿(同比增长35%)，这一重要的里程碑标志着平台采用率及商户参与度持续提升。
对于第二季度，SHOP预计营收增长将放缓至高二十几的百分比，较第一季度的34%增速有所下降，但接近市场普遍预期的27%。随着公司继续投资于平台功能和AI基础设施，预计自由现金流利润率仍将保持在中等十几的水平。SHOP在第一季度末持有57亿的现金，且无债务，为增长计划提供了灵活性。分析认为，更加严峻的同比基数使得增长放缓并不令人意外。
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