Shopify今日在盘中大涨5.02%,引起市场广泛关注。公司多方面动力持续推动其表现走强。
国际业务高速增长为Shopify增添了诸多市场机遇。在2024年第四季度,Shopify在欧洲、中东和非洲地区的GMV(成交总值)增长高达37%,引领国际业务GMV同比大涨33%,增速超越北美市场。公司推出本地化产品和服务,全力拓展英国、德国、法国等主要市场,并吸引了诸如巴塞罗那足球俱乐部等知名品牌加盟。
与此同时,Shopify也在大力推进人工智能(AI)的各项创新应用,旨在进一步提升服务商家的能力。公司通过与OpenAI、Perplexity等合作伙伴的深入合作,率先推出了Sidekick、媒体编辑器、语义搜索等AI赋能功能,帮助商家提高运营效率。同时,Shopify在内部也广泛运用AI,提升开发和客户支持等环节的生产力。
另一方面,Shopify企业级业务稳步发展,大卫婚纱、Hunter Douglas、华纳音乐等知名品牌也纷纷加盟。作为行业领先的商业软件解决方案,Shopify具备灵活高效的特点,吸引许多企业从传统平台迁移至此。与多家合作伙伴建立了紧密联盟,将有望进一步扩大在企业级市场的影响力。
Shopify在营销推广上亦投资不遗余力,Shop App在第四季度GMV大涨84%,而效果营销也持续发力,有助于提高品牌影响力和客户流量。财报数据则显示,公司维持了良好的利润率水平,自由现金流状况稳健。
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