Shopify在电子商务领域获得份额的步伐尚未停止这可能会受到智能体化商业和不断复合增长的商品交易总额的支撑。Stife

智通财经
Jul 10
Shopify在电子商务领域获得份额的步伐尚未停止这可能会受到智能体化商业和不断复合增长的商品交易总额的支撑。Stifel分析师J. Parker Lane表示Shopify“在2026年实现30%以上的收入增长并在之后维持20%中段的增长是一条现实的路径。”该股目前下跌且智能体化AI仍处于起步阶段这为“一家护城河不断拓宽、拥有多重增长杠杆可供利用的高质量复合增长公司提供了一个具有吸引力的切入点”。他认为该公司还拥有严谨的运营模式和资本配置战略这赋予了该公司在快速变化的格局中的灵活性。Stifel将该股评级从持有上调至买入目标价从110美元上调至150美元。

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