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Shopify Inc

150.29

-3.5900-2.33%

盘后：150.510.2200+0.15%19:59 EDT

成交量：571.37万

成交额：8.64亿

市值：1,933.70亿

市盈率：101.44

高：153.80

开：152.40

低：150.15

收：153.88

52周最高：182.19

52周最低：94.00

股本：12.87亿

流通股本：12.06亿

量比：0.99

换手率：0.47%

股息：- -

股息率：- -

每股收益(TTM):1.48

每股收益(LYR):0.9400

净资产收益率：15.54%

总资产收益率：10.19%

市净率：15.25

市盈率(LYR):159.88

数据加载中...

总览公司新闻资讯公告

异动解读｜Shopify盘中上涨3.05%，Rosenblatt首予买入评级看高至175美元

【券商聚焦】Rosenblatt首予Shopify（SHOP）买入评级指B2B&海外业务潜力被低估

Shopify Inc(SHOP)股票8月17日盘中下跌3.13%：原因全解读

TradingKey中文

异动解读｜Shopify盘中下跌3.06%，菲利普证券下调评级至增持

Shopify Inc(SHOP)股票8月14日盘中下跌3.07%：原因全解读

TradingKey中文

异动解读｜Shopify盘中下跌3.08%，报153.655美元

异动解读｜Shopify盘中上涨3.02%，Q2业绩全面超预期叠加多家机构上调目标价

拐点已至！高盛：AI开始改写SaaS业绩，赢家与输家名单浮现

华尔街见闻

Shopify Inc(SHOP)股票8月7日盘中上涨3.43%：背后推手曝光

TradingKey中文

异动解读｜Shopify盘中上涨3.11%，Q2财报超预期后多家机构集中上调目标价

Shopify（SHOP）盘中拉升17.14% 二季度净利润超预期增至15.02亿美元

异动解读｜Shopify盘中上涨20.93%，Q2营收及盈利全线超预期叠加Q3指引强劲

AI赋能电商！Shopify(SHOP.US)Q2营收同比大增34% Q3业绩指引超预期推动股价跳涨

Shopify(SHOP.US)：第二季度国际总交易额增长37%。

Shopify 2026年第三季度展望：预计营收同比增长超30%

Shopify（SHOP）二季度营收35.8亿美元同比大增33.7%

Shopify(SHOP.US)股价在美股盘前交易中上涨了33.8%，此前其第三季度营收展望超出市场预期。Shopify

异动解读 | Shopify盘前大涨27.58%，Q2营收及GMV双双超预期

Shopify(SHOP.US)盘前涨幅扩大至逾30%，第二季度收入超出预期。

Shopify Q2营收35.8亿美元，超市场预期

老虎资讯综合

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，给予其“买入”初始评级，并设定175美元的目标价。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。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。","market":"sh","thumbnail":"https://static.szfiu.com/news/20250107/ZDBhOTg3YTMxNzM2MjM3OTI3ODI2.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZDBhOTg3YTMxNzM2MjM3OTI3ODI2.png"],"rights":null,"property":["rate"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"304056","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP","KCE"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2660843187","title":"Shopify Inc(SHOP)股票8月17日盘中下跌3.13%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2660843187","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2660843187?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 01:16","pubTimestamp":1786987011,"startTime":"0","endTime":"0","summary":"• 在分析师下调评级和获利回吐的拖累下，Shopify 股价走弱。\n• 第二季度业绩虽超出预期，但此前股价快速上涨拉高了其估值倍数。\n• 收入结构变化以及 AI 投资导致短期利润率略有承压。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240311/b598f45012d99fad798993cd136ebee3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240311/b598f45012d99fad798993cd136ebee3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262112804-market-movers-shop-20260817","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1720051108.HKD","BK4566","BK4548","LU2357305700.SGD","SHPD","LU2326559502.SGD","BK4551","BK4524","LU0823421333.USD","LU2265009873.SGD","BK4585","LU0823421416.USD","LU1861559042.SGD","BK4588","LU1712237335.SGD","BK4532","LU1720051017.SGD","LU1623119135.USD","BK4528","SHOP","LU1435385759.SGD","LU0390134368.USD","LU2063271972.USD","LU1804176565.USD","LU0081259029.USD","LU1861558580.USD","LU1429558221.USD","LU1691799644.USD","BK4116","BK4613","LU1548497426.USD","SHPU"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1171660254","title":"异动解读｜Shopify盘中下跌3.06%，菲利普证券下调评级至增持","url":"https://stock-news.laohu8.com/highlight/detail?id=1171660254","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1171660254?lang=zh_cn&edition=fundamental","pubTime":"2026-08-18 00:09","pubTimestamp":1786982941,"startTime":"0","endTime":"0","summary":"8月18日，Shopify盘中下跌3.06%，报149.6美元/股，成交额3.84亿美元。消息面上，菲利普证券将Shopify评级从买入下调至增持，成为近期首家下调评级的机构。尽管Shopify此前公布的Q2业绩全面超预期——营收35.8亿美元，同比增长33.7%，GAAP每股收益1.16美元大幅超出一致预期的0.30美元，GMV达1156亿美元同比增长32%——但在股价已从财报发布后大幅上涨的背景下，评级下调引发部分获利了结压力。目前市场均价目标为240.23加元，整体评级仍为增持。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2659078140","title":"Shopify Inc(SHOP)股票8月14日盘中下跌3.07%：原因全解读","url":"https://stock-news.laohu8.com/highlight/detail?id=2659078140","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2659078140?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 23:16","pubTimestamp":1786720563,"startTime":"0","endTime":"0","summary":"• 在财报发布后的上涨之后，Shopify股价因获利回吐而下跌。\n• 高企的估值倍数与潜在的利润率压力引发了盘中波动。\n• 技术指标显示买入信号，而威廉指标（Williams %R）则表明处于超买状态。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240311/b598f45012d99fad798993cd136ebee3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240311/b598f45012d99fad798993cd136ebee3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262108665-market-movers-shop-20260814","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU1861558580.USD","LU2265009873.SGD","LU2326559502.SGD","LU2063271972.USD","LU1861559042.SGD","LU1720051017.SGD","SHPD","BK4548","LU1691799644.USD","LU0823421333.USD","LU2357305700.SGD","BK4551","BK4524","SHPU","LU1804176565.USD","BK4566","LU0390134368.USD","BK4613","LU1429558221.USD","LU0823421416.USD","SHOP","LU1720051108.HKD","BK4528","LU1712237335.SGD","BK4532","LU0081259029.USD","LU1623119135.USD","BK4116","BK4585","BK4588","LU1435385759.SGD","LU1548497426.USD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1113177470","title":"异动解读｜Shopify盘中下跌3.08%，报153.655美元","url":"https://stock-news.laohu8.com/highlight/detail?id=1113177470","media":"行情直击","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1113177470?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 22:43","pubTimestamp":1786718590,"startTime":"0","endTime":"0","summary":"8月14日，Shopify盘中下跌3.08%，报153.655美元/股，成交额2.29亿美元。Shopify所在的互联网服务与基础架构行业中，个股普遍走弱，其中CoreWeave跌0.76%，Cloudflare跌3.37%，Snowflake跌2.77%，Twilio跌5.87%，MongoDB跌1.7%。Shopify是一家领先的全球商业公司，为商业提供重要的互联网基础设施，提供值得信赖的工具来启动、扩大、营销和运营任何规模的企业。（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"-1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1185240253","title":"异动解读｜Shopify盘中上涨3.02%，Q2业绩全面超预期叠加多家机构上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1185240253","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1185240253?lang=zh_cn&edition=fundamental","pubTime":"2026-08-14 02:02","pubTimestamp":1786644162,"startTime":"0","endTime":"0","summary":"8月14日，Shopify盘中上涨3.02%，报154.95美元/股，成交额5.66亿美元。消息面上，Shopify此前公布的Q2业绩全面超预期：营收35.8亿美元，同比增长33.7%，高于市场预期的34.5亿美元；GAAP每股收益1.16美元，大幅超出一致预期的0.30美元；GMV达1156亿美元，同比增长32%。分析师指出，Shopify正积极布局AI代理商务，AI驱动的流量和订单增长强劲，企业级业务及国际市场持续扩张。Shopify是一家领先的全球商业公司，提供互联网基础设施工具，帮助各规模企业启动、扩展和运营商业活动。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2658981550","title":"拐点已至！高盛：AI开始改写SaaS业绩，赢家与输家名单浮现","url":"https://stock-news.laohu8.com/highlight/detail?id=2658981550","media":"华尔街见闻","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2658981550?lang=zh_cn&edition=fundamental","pubTime":"2026-08-10 17:00","pubTimestamp":1786352400,"startTime":"0","endTime":"0","summary":"高盛预警：AI智能体正重塑软件业格局，业绩分化拐点已至！智能体流量激增，令微软、Cloudflare等平台型赢家加速收割；而企业预算重配与SEO退潮，正无情侵蚀Adobe等传统SaaS护城河。旧模式被颠覆，AI正制造一批意料之外的新王与输家。","market":"sg","thumbnail":"https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/e68f18a297e419bae3cc0320b6d8ff4e"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://wallstreetcn.com/articles/3779070","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["ADBE","AGIX","MSFU","TWLO","ARTY","PALD","PANW","SNOW","WDAY","INTU","MSFW","SHPU","AIPO","ADBG","MSFY","MSFT","CHAT","NETG","MSFX","NET","PALU","SHPD","MSFO","MSFL","NETX","MSFD","PANG","QTOC","SHOP","SNOY","SNOU","VTHR"],"isVideo":false,"video":null,"gpt_icon":1},{"id":"2657642072","title":"Shopify Inc(SHOP)股票8月7日盘中上涨3.43%：背后推手曝光","url":"https://stock-news.laohu8.com/highlight/detail?id=2657642072","media":"TradingKey中文","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657642072?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 23:16","pubTimestamp":1786115800,"startTime":"0","endTime":"0","summary":"• 受强劲的季度财报及商品交易总额（GMV）增长推动，Shopify股价上涨。\n• AI技术的融合以及利润率更高的软件服务助力商家转化率的提升。\n• 多位分析师给予该股“买入”评级，平均目标价为166.36美元。","market":"sg","thumbnail":"https://resource.tradingkey.com/cms_uploads/img/20240311/b598f45012d99fad798993cd136ebee3.jpg","type":0,"news_type":0,"thumbnails":["https://resource.tradingkey.com/cms_uploads/img/20240311/b598f45012d99fad798993cd136ebee3.jpg"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"https://www.tradingkey.com/zh-hans/news/market-movers/262089252-market-movers-shop-20260807","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["LU2357305700.SGD","BK4566","LU1804176565.USD","LU2063271972.USD","LU1429558221.USD","BK4524","LU1712237335.SGD","BK4116","LU1720051017.SGD","SHOP","BK4585","LU0823421333.USD","SHPD","LU2326559502.SGD","LU1691799644.USD","LU0823421416.USD","BK4613","LU0390134368.USD","LU1623119135.USD","BK4532","LU1548497426.USD","LU1720051108.HKD","LU1435385759.SGD","BK4548","BK4588","LU1861558580.USD","SHPU","BK4551","LU2265009873.SGD","BK4528","LU0081259029.USD","LU1861559042.SGD"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1184122420","title":"异动解读｜Shopify盘中上涨3.11%，Q2财报超预期后多家机构集中上调目标价","url":"https://stock-news.laohu8.com/highlight/detail?id=1184122420","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1184122420?lang=zh_cn&edition=fundamental","pubTime":"2026-08-07 22:24","pubTimestamp":1786112675,"startTime":"0","endTime":"0","summary":"8月7日，Shopify盘中上涨3.11%，报151.98美元/股，成交额4.13亿美元。消息面上，公司此前发布的Q2财报全线超预期后，多家华尔街机构集中上调目标价。业绩方面，Shopify Q2营收35.8亿美元，同比增长33.7%，超市场预期；GMV达1,155.7亿美元，同比增长32%；营业利润率升至13.6%。Shopify是一家领先的全球商业公司，提供互联网基础设施工具帮助商户启动、扩大和运营各类规模的业务。","market":"hk","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Shopify盘中上涨3.11%，Q2财报超预期后多家机构集中上调目标价","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657523786","title":"Shopify（SHOP）盘中拉升17.14% 二季度净利润超预期增至15.02亿美元","url":"https://stock-news.laohu8.com/highlight/detail?id=2657523786","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657523786?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 22:30","pubTimestamp":1785940218,"startTime":"0","endTime":"0","summary":"金吾财讯 | Shopify 盘中反复拉升17.14%，暂报144.45美元，成交额19.42亿美元。该股美股盘前交易时段一度涨逾30%。消息面上，公司新近公布超出预期的第二季度业绩报告。盈利方面，毛利润为17.08亿美元，较上年同期的13.02亿美元增长32%；营业利润为4.88亿美元，较上年同期的2.91亿美元增长68%；净利润为15.02亿美元，较上年同期的9.06亿美元增长66%。展望未来，Shopify预计，第三季度营收将实现“低30%区间的增长率”，高于市场预期的27%。","market":"other","thumbnail":"https://static.szfiu.com/news/20250107/ZjY1NDI1NzQxNDM1Mw==.png","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZjY1NDI1NzQxNDM1Mw==.png"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303474","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"1183782303","title":"异动解读｜Shopify盘中上涨20.93%，Q2营收及盈利全线超预期叠加Q3指引强劲","url":"https://stock-news.laohu8.com/highlight/detail?id=1183782303","media":"行情直击","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1183782303?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 21:32","pubTimestamp":1785936772,"startTime":"0","endTime":"0","summary":"8月5日，Shopify盘中上涨20.93%，报148.4美元/股，成交额9.49亿美元。消息面上，公司盘前发布第二季度财报，业绩全线超预期。平台商品交易总额达1,155.7亿美元，同比增长32%，高于预期的1,121.2亿美元；营业利润率升至13.6%，较去年同期明显抬升。展望第三季度，公司预计营收将以低三十百分比的同比增速持续增长，超出市场此前预期，进一步提振投资者信心。Shopify是一家领先的全球商业公司，提供互联网基础设施工具帮助商户启动、扩大和运营业务。","market":"us","thumbnail":"https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/fd680cd945fd32917c8ece66ec685e5f"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Shopify盘中上涨20.93%，Q2营收及盈利全线超预期叠加Q3指引强劲","news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657542077","title":"AI赋能电商！Shopify(SHOP.US)Q2营收同比大增34% Q3业绩指引超预期推动股价跳涨","url":"https://stock-news.laohu8.com/highlight/detail?id=2657542077","media":"智通财经","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657542077?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 20:53","pubTimestamp":1785934432,"startTime":"0","endTime":"0","summary":"财报显示，Shopify第二季度营收为35.83亿美元，较上年同期的26.80亿美元增长34%，高于市场预期的34.45亿美元;商品交易总额为1155.67亿美元，较上年同期的878.37亿美元增长32%。如果这一目标实现，将意味着Shopify营收连续第六个季度保持超过30%的增长速度。受此消息提振，截至发稿，Shopify周三美股盘前大涨超20%。Shopify第二季度营业费用为12.20亿美元，较上年同期的10.11亿美元增长21%，略低于市场预期。","market":"sh","thumbnail":null,"type":0,"news_type":0,"thumbnails":[],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"http://www.zhitongcaijing.com/content/detail/1476472.html","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":"stock_zhitongcaijing","symbols":["VTHR","AIPO","AGIX","SHOP","CHAT","QTOC","ARTY"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657542491","title":"Shopify(SHOP.US)：第二季度国际总交易额增长37%。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657542491","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657542491?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 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2026年第三季度展望：预计营收同比增长超30%","url":"https://stock-news.laohu8.com/highlight/detail?id=1174321047","media":"投资观察","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1174321047?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 20:34","pubTimestamp":1785933261,"startTime":"0","endTime":"0","summary":"8月5日，Shopify Inc. 交出亮眼成绩单：其在GMV、营收、毛利润及自由现金流方面均实现超过30%的增长。展望2026年第三季度，Shopify预计营收将以低三十百分比的年增长率持续攀升。同时，公司预测该季度的毛利润同比增速将落在中高水平二十个百分点区间内。","market":"us","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"0","news_top_title":null,"news_tag":"","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["BK4524","LU1861559042.SGD","LU1429558221.USD","BK4566","LU2357305700.SGD","LU2265009873.SGD","LU0823421416.USD","BK4588","LU1435385759.SGD","LU1623119135.USD","LU1720051017.SGD","LU1712237335.SGD","LU2326559502.SGD","SHPD","LU0390134368.USD","BK4532","BK4528","LU0081259029.USD","LU0823421333.USD","LU1691799644.USD","SHOP","BK4585","LU1804176565.USD","BK4551","BK4548","BK4116","SHPU","LU2063271972.USD","LU1548497426.USD","LU1861558580.USD","LU1720051108.HKD","BK4613"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657544039","title":"Shopify（SHOP）二季度营收35.8亿美元 同比大增33.7%","url":"https://stock-news.laohu8.com/highlight/detail?id=2657544039","media":"金吾财讯","labels":["dataReport"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657544039?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 20:23","pubTimestamp":1785932629,"startTime":"0","endTime":"0","summary":"金吾财讯 | Shopify 公布2026年第二季度财报，营收、盈利、平台交易规模全线超出市场预期，公司同步上调全年营收增速与自由现金流利润率指引。财报数据显示，Shopify二季度GAAP口径每股收益1.16美元，超于分析师0.31美元的一致预期；营业利润率13.6%，较去年同期10.9%明显抬升。期内，实现营收35.8亿美元，同比大增33.7%，高于市场预期的34.6亿美元，超出预期幅度3.7%。平台商品交易总额达到1156亿美元，过去四个季度GMV同比平均增幅32.4%。","market":"hk","thumbnail":"https://static.szfiu.com/news/20250107/ZTU0NWNjNjJlNDMyOWFlYTQ0MTc4YmQzNzNjNjM2NzgyMTUxODUw.jpg","type":0,"news_type":0,"thumbnails":["https://static.szfiu.com/news/20250107/ZTU0NWNjNjJlNDMyOWFlYTQ0MTc4YmQzNzNjNjM2NzgyMTUxODUw.jpg"],"rights":null,"property":["earning"],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"303460","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"1","news_top_title":null,"news_tag":"dataReport","news_rank":0,"length":0,"strategy_id":0,"source":null,"symbols":["SHOP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657541396","title":"Shopify(SHOP.US)股价在美股盘前交易中上涨了33.8%，此前其第三季度营收展望超出市场预期。Shopify","url":"https://stock-news.laohu8.com/highlight/detail?id=2657541396","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657541396?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 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| Shopify盘前大涨27.58%，Q2营收及GMV双双超预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1144948847","media":"异动解读","labels":["movement"],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1144948847?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 19:11","pubTimestamp":1785928260,"startTime":"0","endTime":"0","summary":"Shopify Inc(SHOP)今日盘前股价大涨27.58%，引发市场广泛关注。消息面上，Shopify公布了第二季度财报，业绩表现亮眼。公司第二季度实现营收35.8亿美元，超出市场预期的34.5亿美元；商品交易总额(GMV)达到1,155.7亿美元，同样高于市场预期的1,121.2亿美元。营收和GMV双双超预期的强劲表现，极大地提振了投资者信心，推动股价在盘前交易时段大幅飙升。此次财报的优异表现反映出Shopify在电商平台领域的持续增长动力，以及其商业模式的强劲韧性。","market":"sg","thumbnail":"","type":0,"news_type":0,"thumbnails":[],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":false,"source_rank":0,"column":"","sentiment":"2","news_top_title":null,"news_tag":"movement","news_rank":0,"length":0,"strategy_id":0,"source":"ai_movement_cn","symbols":["SHOP"],"isVideo":false,"video":null,"gpt_icon":0},{"id":"2657546912","title":"Shopify(SHOP.US)盘前涨幅扩大至逾30%，第二季度收入超出预期。","url":"https://stock-news.laohu8.com/highlight/detail?id=2657546912","media":"智通财经","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/2657546912?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 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Q2营收35.8亿美元，超市场预期","url":"https://stock-news.laohu8.com/highlight/detail?id=1116914328","media":"老虎资讯综合","labels":[],"top":-1,"itemType":null,"share":"https://ttm.financial/m/news/1116914328?lang=zh_cn&edition=fundamental","pubTime":"2026-08-05 19:06","pubTimestamp":1785927983,"startTime":"0","endTime":"0","summary":"8月5日，Shopify盘前飙升逾20%，第二季度营收35.8亿美元，预估34.5亿美元；商品交易总额（GMV）1,155.7亿美元，预估1,121.2亿美元。","market":"us","thumbnail":"https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b","type":0,"news_type":0,"thumbnails":["https://static.tigerbbs.com/6a8642475395bb363eacb86148917e7b"],"rights":null,"property":[],"language":"zh","translate_title":"","themeId":null,"theme_name":"","theme_type":"","isJumpTheme":false,"source_url":"","is_publish_highlight":true,"source_rank":0,"column":"","sentiment":"0","news_top_title":"Shopify 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