电商平台Shopify(SHOP.US)股价今日盘中大跌5.13%,引发市场高度关注。
主因是Shopify在发布2024年第四季度亮眼业绩的同时,对2025年第一季度盈利作出了利润预警。该公司预计第一季度毛利润增长率约为20%,低于分析师预期的24.2%;营业费用占收入比重将升至41%-42%,大幅高于上一季度。盈利预测不及预期令投资者担忧,导致股价大跌。
此外,Shopify正密切关注AI技术在电商领域的应用前景,但新技术投入也可能在短期内拖累其利润率表现。另有分析指出,关税政策的变化,可能会给Shopify平台上的中小跨境商家带来一定冲击,进而影响平台收入。
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