<p><strong>Shopify</strong>(SHOP 4.11%) 的股票今天上涨，与多只成长股一起在市场普遍上涨的日子里表现良好。</p>
<p>这家电子商务软件公司似乎受益于美联储主席杰罗姆·鲍威尔关于降低利率的积极评论。此外，因伊朗与以色列达成停火的消息，股票也上涨，尽管这对 Shopify 的直接影响似乎较小。</p>
<p>截至东部时间下午 3:21，该股票上涨了 4.6%。与此同时，<strong>纳斯达克综合指数</strong> 上涨了 1.6%。</p>
<p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3OTgvamV3ZWxyeS1zaG9wcGluZy1vbmxpbmUuanBnJnc9NzAw?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" original-src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3OTgvamV3ZWxyeS1zaG9wcGluZy1vbmxpbmUuanBnJnc9NzAw"/></p>
<p>图片来源：Getty Images。</p>
<h2>Shopify 获得提振</h2>
<p>虽然没有关于 Shopify 的公司特定消息，但作为一家高估值的电子商务软件公司，Shopify 对宏观经济周期，包括利率变化非常敏感。</p>
<p>周二，美联储主席杰罗姆·鲍威尔在国会前的讲话中表示，降息可能会 “比预期更早”，尽管他强调美联储可能会等待关税的影响。</p>
<p>在上周的 “点阵图” 预测中，美联储维持了其预测，即在今年剩余时间内将联邦基金利率下调 50 个基点，这与今年早些时候的预测相同，这意味着投资者应预计在剩下的四次会议中将有两次各下调 25 个基点。</p>
<p>这对 Shopify 来说是个好消息，因为降息应该会降低投资者用来评估像 Shopify 这样的股票的折现现金流估值中的折现率。降低折现率会提高 Shopify 的估值。</p>
<h2>Shopify 的下一步是什么</h2>
<p>由于拥有大量的小型企业卖家，Shopify 面临更高关税的风险，但该公司在第一季度财报中提供了强劲的指引，预计收入增长率在 20% 中段，自由现金流利润率在中间十几的水平。</p>
<p>如果能够维持这些数字，股票在长期内应该会继续上涨。</p>

SHOP

<p>Shopify 的股价今天上涨了 4.6%，与整体市场的上涨趋势一致，这受到美联储主席杰罗姆·鲍威尔关于潜在降息的积极评论的影响。尽管没有针对 Shopify 的具体新闻，但其高估值使其对宏观经济因素非常敏感。鲍威尔表示，降息可能很快会发生，这将对 Shopify 的估值产生积极影响。该公司还提供了强劲的收入增长和自由现金流指引，暗示长期内股价有持续上涨的潜力</p>

<p>Shares of <strong>Shopify</strong>(SHOP 4.11%) were moving higher today in line with a number of growth stocks in a day with broad gains across the market.</p>
<div class="lb-trans"><p><strong>Shopify</strong>(SHOP 4.11%) 的股票今天上涨，与多只成长股一起在市场普遍上涨的日子里表现良好。</p>
</div><p>The e-commerce software company seemed to benefit from favorable comments from Fed Chair Jerome Powell about lowering interest rates. Additionally, stocks rose on news of a ceasefire between Iran and Israel, though that seemed to have less of a direct effect on Shopify.</p>
<div class="lb-trans"><p>这家电子商务软件公司似乎受益于美联储主席杰罗姆·鲍威尔关于降低利率的积极评论。此外，因伊朗与以色列达成停火的消息，股票也上涨，尽管这对 Shopify 的直接影响似乎较小。</p>
</div><p>As of 3:21 p.m. ET, the stock was up 4.6%. At the same time, the <strong>Nasdaq Composite</strong> was up 1.6%.</p>
<div class="lb-trans"><p>截至东部时间下午 3:21，该股票上涨了 4.6%。与此同时，<strong>纳斯达克综合指数</strong> 上涨了 1.6%。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://g.foolcdn.com/image//query-b3A9cmVzaXplJnVybD1odHRwczovL2cuZm9vbGNkbi5jb20vZWRpdG9yaWFsL2ltYWdlcy84MjI3OTgvamV3ZWxyeS1zaG9wcGluZy1vbmxpbmUuanBnJnc9NzAw" alt="" original-src="https://g.foolcdn.com/image/?url=https%3A%2F%2Fg.foolcdn.com%2Feditorial%2Fimages%2F822798%2Fjewelry-shopping-online.jpg&amp;op=resize&amp;w=700"/></p>
<p>Image source: Getty Images.</p>
<div class="lb-trans"><p>图片来源：Getty Images。</p>
</div><h2>Shopify gets a boost</h2>
<div class="lb-trans"><h2>Shopify 获得提振</h2>
</div><p>There was no company-specific news out on Shopify, but as an e-commerce software company with a high valuation, Shopify is sensitive to the macroeconomic cycle, including interest rates.</p>
<div class="lb-trans"><p>虽然没有关于 Shopify 的公司特定消息，但作为一家高估值的电子商务软件公司，Shopify 对宏观经济周期，包括利率变化非常敏感。</p>
</div><p>On Tuesday, Fed Chair Jerome Powell said in remarks before Congress that rate cuts could come &#34;sooner rather than later,&#34; though he stressed that the central bank could wait to see how tariffs play out.</p>
<div class="lb-trans"><p>周二，美联储主席杰罗姆·鲍威尔在国会前的讲话中表示，降息可能会 “比预期更早”，尽管他强调美联储可能会等待关税的影响。</p>
</div><p>In its &#34;dot plot&#34; forecast last week, the Fed maintained its prediction that it would cut the Fed funds rate by 50 basis points over the remainder of the year, the same forecast it made earlier this year, meaning investors should expect two 25 basis-point cuts in the remaining four meetings.</p>
<div class="lb-trans"><p>在上周的 “点阵图” 预测中，美联储维持了其预测，即在今年剩余时间内将联邦基金利率下调 50 个基点，这与今年早些时候的预测相同，这意味着投资者应预计在剩下的四次会议中将有两次各下调 25 个基点。</p>
</div><p>That's good news for Shopify as rate cuts should lower the discount rate in the discounted cash-flow valuation investors use to value stocks like Shopify. Lowering the discount rate increases Shopify's valuation.</p>
<div class="lb-trans"><p>这对 Shopify 来说是个好消息，因为降息应该会降低投资者用来评估像 Shopify 这样的股票的折现现金流估值中的折现率。降低折现率会提高 Shopify 的估值。</p>
</div><h2>What's next for Shopify</h2>
<div class="lb-trans"><h2>Shopify 的下一步是什么</h2>
</div><p>With its legions of small-business sellers, Shopify is at risk from higher tariffs, but the company offered strong guidance in its first-quarter earnings report, calling for mid-20s revenue growth rate and a free-cash-flow margin in the mid-teens.</p>
<div class="lb-trans"><p>由于拥有大量的小型企业卖家，Shopify 面临更高关税的风险，但该公司在第一季度财报中提供了强劲的指引，预计收入增长率在 20% 中段，自由现金流利润率在中间十几的水平。</p>
</div><p>If it can maintain those numbers, the stock should continue to rise over the long term.</p>
<div class="lb-trans"><p>如果能够维持这些数字，股票在长期内应该会继续上涨。</p>
</div>

Why Shopify Stock Was Climbing Today

- Shopify 股价因市场普遍上涨而上涨 4.6%。
- 美联储主席鲍威尔表示可能会降息，利好 Shopify 估值。
- 尽管面临关税风险，Shopify 预计将实现中 20% 的收入增长。

为什么 Shopify 的股票今天在上涨