金吾财讯 | 知名投资机构Rosenblatt发布最新研报，首次覆盖电商软件巨头Shopify（SHOP），给予其“买入”初始评级，并设定175美元的目标价。这一目标价相比该股当前价格拥有约19%的潜在上涨空间。该机构分析师斯科特·德维特领衔的研究团队指出，市场此前对人工智能可能导致去中介化并削弱平台价值的担忧过于夸大。相反，Shopify作为长尾商家与知名企业品牌的核心电商生态，正深度的融入智能代理工作流程中。研报强调，大语言模型（LLM）的发现与交易过程仍需通过现有基础设施实现。Shopify已与谷歌合作开发“通用商务协议”，使其产品目录能够无缝接入AI智能购物场景，并成功将Shop Pay打造成兼容该流程的底层支付层。Rosenblatt指出，Shopify目前的B2B业务以及国际市场拓展是其最被市场低估、且极具发展潜力的两大增长板块。该机构表示，从估值角度来看，Shopify展现出的自由现金流生成能力以及显著的经营杠杆效应对多头极具吸引力。此外，公司预计第三季度营收增长将达到30%左右，持续印证其SaaS盈利飞轮的加速运转。
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