$SHOP · Chip Stock Investor · 2026-10-26
Shopify 仍有很大潜力，支付、广告、电商和 AI 功能为其提供了许多持续盈利增长的杠杆；然而，说话者不确定它在软件/服务之外走向何方，希望其战略有更清晰的定义。
逐段跳播
Orpheus 问：“Shopify 是 AI 时代的新 Amazon 吗？”是的，Shopify 仍然有很大潜力。
Orpheus asks, "Is Shopify the new Amazon for the AI future?" Yeah, Shopify has a lot of potential still.
他们如何扩展到软件和服务之外？这将是一个值得问的大问题，因为他们确实做了那个现在已过去多年的尝试。我们不需要重新讨论那整段对话，但他们确实出色地把 Ry 的物流拉了回来，那个尝试当时并不太顺利。
How do they how do they expand beyond software and services? That's that'll be a big question worth asking because they they did make the fora uh which is now years old. We don't need to to rehash all of that conversation, but they did a fantastic job reeling back in the the logistics for Ry that they that they tried and wasn't working out very well.
软件和服务之后是什么？整合数字支付、整合广告服务，电商在这方面非常合适。是的。一家公司可以选择的方向太多了。
What comes after software and services, integrated digital payments, integrated advertising services, um ecom is fantastic for that. Yeah. Um there's just there's so many different directions a company can choose to take it.
Shopify 会把它带向何方？我还不确定。看起来他们现在正大力投入 AI，推出许多新功能，但我希望更清楚地了解他们打算做什么，因为这个平台非常庞大，他们有各种各样的杠杆可以拉动，以盈利的方式继续发展这项业务。也许他们干脆回去卖滑雪板。
where does Shopify take it? Um I'm I'm not sure yet. It seems like they're leaning pretty heavy into AI right now and rolling out lots of new features, but I'd like to get more clarity and definition on on what they're going to do because the platform is huge and so they have they have all sorts of levers to pull to continue to grow that business in profitable fashion.
Maybe they'll just go back to selling snowboards.