周三盘前，电商巨头Shopify Inc（SHOP）股价大涨5.06%，引发市场关注。
这一涨势很可能与高盛集团最新发布的美国电商行业研究报告有关。尽管报告指出全球关税政策升级可能对美国电商行业造成冲击，但高盛仍然看好部分电商龙头的发展前景。
高盛在报告中维持对Shopify的"买入"评级，认为其业绩和业务具有较强的增长韧性。虽然将目标股价从150美元下调至130美元，但仍远高于目前的股价水平。高盛预计Shopify将保持高于行业平均水平的增长速度，预期增长率约为20%。分析师认为，Shopify受益于其商家服务生态系统的建设，这使得公司在面对潜在的经济不确定性时具有较强的抵御能力。
值得注意的是，高盛报告同时指出，关税政策可能加速消费者向服务领域转移，使得一些具有服务业务敞口的电商平台相对受益。这一趋势可能进一步巩固了投资者对Shopify未来发展的信心。
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