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美股異動 | Shopify盤前跌2% 遭大行下調目標價
格隆匯 04-20 16:47
格隆匯4月20日丨Shopify(SHOP.US)盤前跌2.19%,報592.38美元。Piper Sandler維持Shopify“增持”評級,但將目標價從900美元下調至800美元。分析師Brent Bracelin認為,在通脹壓力加劇的情況下,消費者會更傾向於把錢花在服務性行業中,而非消費品。因此,與一年前整體環境處於刺激性貨幣政策時相比,該公司目前的執行風險更大。同時,經濟模型顯示,商品交易總額(GMV)大小是該公司營收的決定性因素。分析師估計,與上一季度相比,Shopify在2022年第一季度的GMV可能會下降至454億美元,環比跌幅達16%。同時,他預計該公司2022年的GMV增長率將放緩至25%,而在2021年和2020年時,該公司的GMV增長率分別為47%和96%。

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