Shopify 的股价下跌源于板块担忧，但其业务逻辑依然成立，得益于 Shop Pay 增长、AI 带来的盈利提升以及代理集成；它仍是一项有效的长期投资。
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是的，我认为Shopify是一个很好的例子，说明一家公司的股价出现了下跌，尤其是在今年年初。与去年相比，该股仍下跌约8%。该公司今年早些时候股价经历了大幅波动，一度跌至不到100美元的低点。
现在它的交易价格约为150美元。我是一名长期投资Shopify的投资者，我认为这次下跌很大一部分原因是人们担心电子商务和代理商务会如何影响整个电子商务行业。当然，Shopify凭借其帮助全球商家的平台，正是我们所看到的这种担忧的体现。
但正如Matt所说，你应该寻找那些仍有增长机会的公司。不能仅仅因为一家公司的股价或市值相比去年下降了就去买入它。这对长期投资者来说显然可能是一件好事。你要确保有现金流、盈利能力和持续增长。
我认为这完全适用于Shopify。他们正在做出非凡的努力，通过代理从电子商务中持续获利，并将其整合到自己的平台中。他们正通过Shop Pay经历巨大的增长。正如我所说，许多人工智能创新提升了他们的盈利能力和现金流。
所以，我认为这是一个很好的例子，说明一家公司被市场有些苛刻地对待，但在我看来，其业务前提依然成立。也许Shopify有一个许多人忽视的独特隐藏之处，那就是人工智能如何帮助小店铺，相比大型市场聚合平台而言。
Yes, I think Shopify is a great example of a company that has seen its stock price decline, especially at the beginning of this year. The stock is still down about 8% compared to last year.
The company experienced significant fluctuations in its stock price earlier in the year, reaching a low of less than $100. Now it is trading at around $150. I am a long-term Shopify investor, and I believe a large part of this decline is due to concerns about how e-commerce and agent commerce are impacting the e-commerce sector in general.
And of course, Shopify, with its platform that helps merchants around the world, embodies this fear that we are witnessing. But as Matt mentioned, you should look for companies that still have growth opportunities.
It is not about buying a company just because its stock price or market value has decreased compared to last year. This could obviously be a positive thing for long-term investors .
You want to make sure there are cash flows, profitability, and continued growth. I think this applies perfectly to Shopify. They are making an exceptional effort to continue profiting from e-commerce through agents, and integrating it into their platform.
They are experiencing tremendous growth with Shop Pay. As I mentioned, many AI innovations boost their profitability and cash flow. So, I think this is a great example of a company that has been a bit harsh on by the market , but in my opinion, the business premise still stands.
Perhaps there is a unique hidden aspect to Shopify that many have overlooked, which is how artificial intelligence helps small shops compared to large marketplace aggregation platforms.
顺便说一句，我喜欢你关于Shopify的推荐。这是我在市场贪婪时买入的一只股票，当时所有人都害怕2022年的股市崩盘，而它带来了极好的回报。
By the way, I liked your recommendation about Shopify. This is a stock I bought when I was greedy for the market, when everyone was afraid of a stock market crash in 2022, and it has paid off excellently.
这个频道对 $SHOP 的历次判断
The Motley Fool 在这只股票上共 3 条判断，这里只列相邻的几条。