Shopify ($SHOP) – 渠道调查 – 2024 年 6 月 22 日

作者： Brad Freeman25 6 月, 2024发布分类：股市洞悉

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Shopify ($SHOP) – 渠道调查 – 2024 年 6 月 22 日

Oppenheimer本周发布了一份看涨 Shopify 的报告。令人难以置信的是，这只股票在 50 美元时是多么受人憎恨，而在 65 美元时又突然变得多么时髦……但我想说的是：看涨的源头非常令人鼓舞。 它源于商家的强劲势头，导致今年和明年的销售额大幅增长。具体而言,它认为这种增长将抵消由于更多大型企业客户导致的暂时性佣金率下降的压力。总之，其渠道调查显示，第二季度的商品交易量（GMV）为 675 亿美元，而预期值为 655 亿美元。对这一具体指标而言，3% 的超越是一个很大的胜利。

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