<p>根据 OVERSEA CHINESE BANKING Corp Ltd 最近向证券交易委员会（SEC）提交的 13F 表格，该公司在第四季度减少了对 Shopify Inc.（NASDAQ:SHOP - 免费报告）TSE: SHOP 的持股 96.0%。该公司在该季度出售了 45,015 股后，持有 1,871 股该软件制造商的股票。OVERSEA CHINESE BANKING Corp Ltd 在 Shopify 的持股在最近一个季度末价值 314,000 美元。</p>
<ul>
<li>Affirm：稳固的基础还是更多的波动？</li>
</ul>
<p>其他一些对冲基金最近也增加或减少了对该公司的投资。WealthCollab LLC 在第四季度将其在 Shopify 的持股增加了 26.7%。WealthCollab LLC 现在拥有 380 股该软件制造商的股票，价值 61,000 美元，此前在该期间又购买了 80 股。Evergreen Capital Management LLC 在第四季度将其在 Shopify 的持股增加了 3.8%。Evergreen Capital Management LLC 现在拥有 14,488 股该软件制造商的股票，价值 2,332,000 美元，此前又购买了 527 股。Greystone Financial Group LLC 在第四季度将其在 Shopify 的持股增加了 1.9%。Greystone Financial Group LLC 现在拥有 4,793 股该软件制造商的股票，价值 772,000 美元，此前又购买了 88 股。Legacy Advisors LLC 在第四季度将其在 Shopify 的持股增加了 15.9%。Legacy Advisors LLC 现在拥有 1,776 股该软件制造商的股票，价值 286,000 美元，此前又购买了 243 股。最后，55 North Private Wealth LLC 在第四季度获得了 Shopify 的新头寸，价值 362,000 美元。机构投资者和对冲基金持有该公司 69.27% 的股票。</p>
<h2>Shopify 新闻汇总</h2>
<p>以下是本周影响 Shopify 的主要新闻：</p>
<ul>
<li>积极情绪：合作伙伴关系与人工智能焦点——Shopify 的 Avenue Z Platinum 合作伙伴关系突显了扩展的人工智能商业产品，这可能提升商家的每用户平均收入（ARPU），并增强公司的长期增长叙事。阅读更多。</li>
<li>积极情绪：分析师/盈利乐观——RBC 和其他分析师预计第一季度业绩和第二季度指引将超出共识，如果得到确认，这可能成为盈利催化剂。阅读更多。</li>
<li>积极情绪：乐观的分析师情绪与价格目标——几家公司（例如 CIBC 重申）维持超越表现/买入评级，并设定中高目标，表明如果执行持续，可能会有上行空间。阅读更多。</li>
<li>中性情绪：产品势头——报道指出 Shopify 的工具正在重塑直销和转化率优化，支持长期商家价值，但不太可能立即推动股票上涨。阅读更多。</li>
<li>中性情绪：机构定位/对冲基金变动——报告显示大规模、混合的机构资金流入和流出 SHOP；这些头寸变化可能会放大波动性，但并不是新的基本面信号。阅读更多。</li>
<li>消极情绪：盈利前去风险化与估值压力——交易者似乎在盈利前削减高倍数、高贝塔股票的敞口，导致 SHOP 出现超出常规的一日波动。阅读更多。</li>
<li>消极情绪：看跌期权流动——在报告前，看跌活动增加和高于正常的看跌/看涨比率表明一些交易者明确押注于盈利前的下行走势。阅读更多。</li>
<li>消极情绪：更广泛市场疲软影响高贝塔股票——美国股票的普遍回调正在对像 Shopify 这样的成长股施加压力，即使没有公司特定的负面消息，也在放大下跌。阅读更多。</li>
</ul>
<h2>Shopify 股票下跌 5.9%</h2>
<ul>
<li>ARK 创新 ETF 是否找到了底部？特斯拉和 Robinhood 定下基调</li>
</ul>
<p>NASDAQ SHOP 的股票在周五开盘价为 124.23 美元。Shopify Inc.的 52 周低点为 88.14 美元，52 周高点为 182.19 美元。该公司的 50 日简单移动平均线为 121.89 美元，200 日简单移动平均线为 143.48 美元。该股票的市值为 1620.1 亿美元，市盈率为 133.58，市盈率/增长比率为 4.69，贝塔值为 2.82。</p>
<h2>分析师评级变动</h2>
<p>多位股票分析师对 SHOP 股票发表了评论。BMO 资本市场在 2 月 12 日的报告中对 Shopify 的股票设定了 160.00 美元的目标价。Truist 金融在 2 月 17 日的报告中对 Shopify 的股票设定了 150.00 美元的目标价，并给予该股票 “买入” 评级。Piper Sandler 在 3 月 12 日的报告中开始覆盖 Shopify 的股票。他们对该公司给予了 “增持” 评级，并设定了 165.00 美元的目标价。Benchmark 在 2 月 10 日的报告中将 Shopify 的股票目标价从 195.00 美元下调至 145.00 美元，并对该公司设定了 “买入” 评级。最后，Stifel Nicolaus 在 2 月 11 日的报告中对 Shopify 的股票设定了 115.00 美元的目标价，并给予该公司 “持有” 评级。三位股票研究分析师对该股票给予了强烈买入评级，三十一位给予了买入评级，十位给予了持有评级。根据 MarketBeat.com 的数据，Shopify 的平均评级为 “适度买入”，共识目标价为 162.70 美元。</p>
<ul>
<li>随着投资者逃离美国股票，这只全球 ETF 表现优于大盘</li>
</ul>
<p><strong>查看我们关于 SHOP 的最新研究报告</strong></p>
<h2>关于 Shopify</h2>
<p>（免费报告）</p>
<p>Shopify 是一家加拿大商业科技公司，提供基于云的平台，帮助企业创建、管理和扩展在线及实体零售店。其核心产品是一个软件即服务（SaaS）电子商务平台，使商家能够构建可定制的店面，管理产品目录，处理订单和管理库存。Shopify 还通过集成的销售点（POS）系统支持面对面交易的全渠道销售。</p>
<p>除了店面软件，Shopify 还提供一系列商家服务和工具，旨在简化商业运营。</p>
<h2>进一步阅读</h2>
<ul>
<li>五只我们更看好的股票超过 Shopify</li>
</ul>
<p><strong>想知道其他对冲基金持有哪些 SHOP 股票吗？</strong> 请访问 HoldingsChannel.com 获取 Shopify Inc. (NASDAQ:SHOP - 免费报告) TSE: SHOP 的最新 13F 文件和内部交易信息。</p>
<p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9U0hPUA?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://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9U0hPUA"/></p>
<p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
<h2>你现在应该投资 1,000 美元在 Shopify 吗？</h2>
<p>在考虑 Shopify 之前，你需要听听这个。</p>
<p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 Shopify 并不在名单上。</p>
<p>虽然 Shopify 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
<p>在这里查看这五只股票</p>

SHOP

线上零售 ETF - Amplify

在线零售 ETF - ProShares

零售业 ETF - VanEck Vectors

SHPU

标普零售指数 ETF - SPDR

电子商务 ETF - GlobalX

<p>海外华人银行有限公司在第四季度将其在 Shopify Inc.（NASDAQ:SHOP）的持股减少了 96%，在出售了 45,015 股后，目前持有 1,871 股。其他对冲基金，如 WealthCollab LLC 和 Evergreen Capital Management LLC，则增加了他们的股份。机构投资者持有 Shopify 69.27% 的股份。分析师对第一季度的业绩保持乐观情绪，尽管由于整体市场疲软和看跌期权流动，该股票面临波动。Shopify 的股票开盘价为 124.23 美元，市值为 1620.1 亿美元，市盈率为 133.58</p>

<p>OVERSEA CHINESE BANKING Corp Ltd lessened its holdings in Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP by 96.0% in the fourth quarter, according to the company in its most recent Form 13F filing with the Securities and Exchange Commission (SEC). The firm owned 1,871 shares of the software maker's stock after selling 45,015 shares during the quarter. OVERSEA CHINESE BANKING Corp Ltd's holdings in Shopify were worth $314,000 at the end of the most recent quarter.</p>
<div class="lb-trans"><p>根据 OVERSEA CHINESE BANKING Corp Ltd 最近向证券交易委员会（SEC）提交的 13F 表格，该公司在第四季度减少了对 Shopify Inc.（NASDAQ:SHOP - 免费报告）TSE: SHOP 的持股 96.0%。该公司在该季度出售了 45,015 股后，持有 1,871 股该软件制造商的股票。OVERSEA CHINESE BANKING Corp Ltd 在 Shopify 的持股在最近一个季度末价值 314,000 美元。</p>
</div><ul>
<li>Affirm: A Solid Footing or More Volatility Ahead?</li>
</ul>
<div class="lb-trans"><ul>
<li>Affirm：稳固的基础还是更多的波动？</li>
</ul>
</div><p>A number of other hedge funds have also recently added to or reduced their stakes in the business. WealthCollab LLC boosted its holdings in Shopify by 26.7% in the fourth quarter. WealthCollab LLC now owns 380 shares of the software maker's stock worth $61,000 after purchasing an additional 80 shares during the period. Evergreen Capital Management LLC boosted its holdings in Shopify by 3.8% in the fourth quarter. Evergreen Capital Management LLC now owns 14,488 shares of the software maker's stock worth $2,332,000 after purchasing an additional 527 shares during the period. Greystone Financial Group LLC boosted its holdings in Shopify by 1.9% in the fourth quarter. Greystone Financial Group LLC now owns 4,793 shares of the software maker's stock worth $772,000 after purchasing an additional 88 shares during the period. Legacy Advisors LLC boosted its holdings in Shopify by 15.9% in the fourth quarter. Legacy Advisors LLC now owns 1,776 shares of the software maker's stock worth $286,000 after purchasing an additional 243 shares during the period. Finally, 55 North Private Wealth LLC acquired a new position in Shopify in the fourth quarter worth $362,000. Institutional investors and hedge funds own 69.27% of the company's stock.</p>
<div class="lb-trans"><p>其他一些对冲基金最近也增加或减少了对该公司的投资。WealthCollab LLC 在第四季度将其在 Shopify 的持股增加了 26.7%。WealthCollab LLC 现在拥有 380 股该软件制造商的股票，价值 61,000 美元，此前在该期间又购买了 80 股。Evergreen Capital Management LLC 在第四季度将其在 Shopify 的持股增加了 3.8%。Evergreen Capital Management LLC 现在拥有 14,488 股该软件制造商的股票，价值 2,332,000 美元，此前又购买了 527 股。Greystone Financial Group LLC 在第四季度将其在 Shopify 的持股增加了 1.9%。Greystone Financial Group LLC 现在拥有 4,793 股该软件制造商的股票，价值 772,000 美元，此前又购买了 88 股。Legacy Advisors LLC 在第四季度将其在 Shopify 的持股增加了 15.9%。Legacy Advisors LLC 现在拥有 1,776 股该软件制造商的股票，价值 286,000 美元，此前又购买了 243 股。最后，55 North Private Wealth LLC 在第四季度获得了 Shopify 的新头寸，价值 362,000 美元。机构投资者和对冲基金持有该公司 69.27% 的股票。</p>
</div><h2>Shopify News Roundup</h2>
<div class="lb-trans"><h2>Shopify 新闻汇总</h2>
</div><p>Here are the key news stories impacting Shopify this week:</p>
<div class="lb-trans"><p>以下是本周影响 Shopify 的主要新闻：</p>
</div><ul>
<li>Positive Sentiment: Partnership &amp; AI focus — Shopify’s Avenue Z Platinum partnership highlights expanding AI commerce offerings that could lift merchant ARPU and strengthen the company’s long-term growth narrative. Read More.</li>
<li>Positive Sentiment: Analyst/earnings optimism — RBC and other analysts expect Q1 results and Q2 guidance to come in ahead of consensus, which could provide an earnings catalyst if confirmed. Read More.</li>
<li>Positive Sentiment: Bullish analyst sentiment &amp; price targets — Several firms (e.g., CIBC reiteration) maintain Outperform/Buy ratings with mid-to-high targets, suggesting upside if execution continues. Read More.</li>
<li>Neutral Sentiment: Product momentum — Coverage notes Shopify’s tools reshaping dropshipping and conversion-rate optimization, supporting longer-term merchant value but unlikely to move the stock immediately. Read More.</li>
<li>Neutral Sentiment: Institutional positioning / hedge fund turnover — Reports show large, mixed institutional flows into and out of SHOP; these position shifts can amplify volatility but aren’t new fundamental signals. Read More.</li>
<li>Negative Sentiment: Pre-earnings de-risking &amp; valuation pressure — Traders appear to be trimming exposure in high-multiple, higher-beta names ahead of earnings, producing outsized one-day moves in SHOP. Read More.</li>
<li>Negative Sentiment: Bearish options flow — Elevated put activity and above-normal put/call ratios ahead of the report indicate some traders are explicitly betting on a downside move into earnings. Read More.</li>
<li>Negative Sentiment: Broader market weakness hits high-beta names — A general pullback in U.S. equities is pressuring growth stocks like Shopify, magnifying declines even without company-specific negative news. Read More.</li>
</ul>
<div class="lb-trans"><ul>
<li>积极情绪：合作伙伴关系与人工智能焦点——Shopify 的 Avenue Z Platinum 合作伙伴关系突显了扩展的人工智能商业产品，这可能提升商家的每用户平均收入（ARPU），并增强公司的长期增长叙事。阅读更多。</li>
<li>积极情绪：分析师/盈利乐观——RBC 和其他分析师预计第一季度业绩和第二季度指引将超出共识，如果得到确认，这可能成为盈利催化剂。阅读更多。</li>
<li>积极情绪：乐观的分析师情绪与价格目标——几家公司（例如 CIBC 重申）维持超越表现/买入评级，并设定中高目标，表明如果执行持续，可能会有上行空间。阅读更多。</li>
<li>中性情绪：产品势头——报道指出 Shopify 的工具正在重塑直销和转化率优化，支持长期商家价值，但不太可能立即推动股票上涨。阅读更多。</li>
<li>中性情绪：机构定位/对冲基金变动——报告显示大规模、混合的机构资金流入和流出 SHOP；这些头寸变化可能会放大波动性，但并不是新的基本面信号。阅读更多。</li>
<li>消极情绪：盈利前去风险化与估值压力——交易者似乎在盈利前削减高倍数、高贝塔股票的敞口，导致 SHOP 出现超出常规的一日波动。阅读更多。</li>
<li>消极情绪：看跌期权流动——在报告前，看跌活动增加和高于正常的看跌/看涨比率表明一些交易者明确押注于盈利前的下行走势。阅读更多。</li>
<li>消极情绪：更广泛市场疲软影响高贝塔股票——美国股票的普遍回调正在对像 Shopify 这样的成长股施加压力，即使没有公司特定的负面消息，也在放大下跌。阅读更多。</li>
</ul>
</div><h2>Shopify Stock Down 5.9%</h2>
<div class="lb-trans"><h2>Shopify 股票下跌 5.9%</h2>
</div><ul>
<li>Is the ARK Innovation ETF Finding a Floor? Tesla and Robinhood Set the Tone</li>
</ul>
<div class="lb-trans"><ul>
<li>ARK 创新 ETF 是否找到了底部？特斯拉和 Robinhood 定下基调</li>
</ul>
</div><p>Shares of NASDAQ SHOP opened at $124.23 on Friday. Shopify Inc. has a fifty-two week low of $88.14 and a fifty-two week high of $182.19. The firm's 50-day simple moving average is $121.89 and its 200 day simple moving average is $143.48. The stock has a market cap of $162.01 billion, a P/E ratio of 133.58, a P/E/G ratio of 4.69 and a beta of 2.82.</p>
<div class="lb-trans"><p>NASDAQ SHOP 的股票在周五开盘价为 124.23 美元。Shopify Inc.的 52 周低点为 88.14 美元，52 周高点为 182.19 美元。该公司的 50 日简单移动平均线为 121.89 美元，200 日简单移动平均线为 143.48 美元。该股票的市值为 1620.1 亿美元，市盈率为 133.58，市盈率/增长比率为 4.69，贝塔值为 2.82。</p>
</div><h2>Analyst Ratings Changes</h2>
<div class="lb-trans"><h2>分析师评级变动</h2>
</div><p>A number of equities analysts have commented on SHOP shares. BMO Capital Markets set a $160.00 price objective on shares of Shopify in a report on Thursday, February 12th. Truist Financial set a $150.00 price objective on shares of Shopify and gave the stock a &#34;buy&#34; rating in a report on Tuesday, February 17th. Piper Sandler assumed coverage on shares of Shopify in a report on Thursday, March 12th. They issued an &#34;overweight&#34; rating and a $165.00 price objective for the company. Benchmark reduced their price target on shares of Shopify from $195.00 to $145.00 and set a &#34;buy&#34; rating for the company in a report on Tuesday, February 10th. Finally, Stifel Nicolaus set a $115.00 price target on shares of Shopify and gave the company a &#34;hold&#34; rating in a report on Wednesday, February 11th. Three equities research analysts have rated the stock with a Strong Buy rating, thirty-one have issued a Buy rating and ten have issued a Hold rating to the stock. According to MarketBeat.com, Shopify has an average rating of &#34;Moderate Buy&#34; and a consensus price target of $162.70.</p>
<div class="lb-trans"><p>多位股票分析师对 SHOP 股票发表了评论。BMO 资本市场在 2 月 12 日的报告中对 Shopify 的股票设定了 160.00 美元的目标价。Truist 金融在 2 月 17 日的报告中对 Shopify 的股票设定了 150.00 美元的目标价，并给予该股票 “买入” 评级。Piper Sandler 在 3 月 12 日的报告中开始覆盖 Shopify 的股票。他们对该公司给予了 “增持” 评级，并设定了 165.00 美元的目标价。Benchmark 在 2 月 10 日的报告中将 Shopify 的股票目标价从 195.00 美元下调至 145.00 美元，并对该公司设定了 “买入” 评级。最后，Stifel Nicolaus 在 2 月 11 日的报告中对 Shopify 的股票设定了 115.00 美元的目标价，并给予该公司 “持有” 评级。三位股票研究分析师对该股票给予了强烈买入评级，三十一位给予了买入评级，十位给予了持有评级。根据 MarketBeat.com 的数据，Shopify 的平均评级为 “适度买入”，共识目标价为 162.70 美元。</p>
</div><ul>
<li>As Investors Flee U.S. Equities, This Global ETF Is Outperforming</li>
</ul>
<div class="lb-trans"><ul>
<li>随着投资者逃离美国股票，这只全球 ETF 表现优于大盘</li>
</ul>
</div><p><strong>View Our Latest Research Report on SHOP</strong></p>
<div class="lb-trans"><p><strong>查看我们关于 SHOP 的最新研究报告</strong></p>
</div><h2>About Shopify</h2>
<div class="lb-trans"><h2>关于 Shopify</h2>
</div><p>(Free Report)</p>
<div class="lb-trans"><p>（免费报告）</p>
</div><p>Shopify is a Canadian commerce technology company that provides a cloud-based platform for businesses to create, manage and scale online and physical retail stores. Its core offering is a software-as-a-service e-commerce platform that enables merchants to build customizable storefronts, manage product catalogs, process orders, and handle inventory. Shopify also supports omnichannel selling through integrated point-of-sale (POS) systems for in-person transactions.</p>
<div class="lb-trans"><p>Shopify 是一家加拿大商业科技公司，提供基于云的平台，帮助企业创建、管理和扩展在线及实体零售店。其核心产品是一个软件即服务（SaaS）电子商务平台，使商家能够构建可定制的店面，管理产品目录，处理订单和管理库存。Shopify 还通过集成的销售点（POS）系统支持面对面交易的全渠道销售。</p>
</div><p>Beyond storefront software, Shopify offers a range of merchant services and tools designed to simplify commerce operations.</p>
<div class="lb-trans"><p>除了店面软件，Shopify 还提供一系列商家服务和工具，旨在简化商业运营。</p>
</div><h2>Further Reading</h2>
<div class="lb-trans"><h2>进一步阅读</h2>
</div><ul>
<li>Five stocks we like better than Shopify</li>
</ul>
<div class="lb-trans"><ul>
<li>五只我们更看好的股票超过 Shopify</li>
</ul>
</div><p><strong>Want to see what other hedge funds are holding SHOP?</strong> Visit HoldingsChannel.com to get the latest 13F filings and insider trades for Shopify Inc. (NASDAQ:SHOP - Free Report) TSE: SHOP.</p>
<div class="lb-trans"><p><strong>想知道其他对冲基金持有哪些 SHOP 股票吗？</strong> 请访问 HoldingsChannel.com 获取 Shopify Inc. (NASDAQ:SHOP - 免费报告) TSE: SHOP 的最新 13F 文件和内部交易信息。</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://www.marketbeat.com/scripts/SECFilingChart.ashx/query-UHJlZml4PU5BU0RBUSZTeW1ib2w9U0hPUA" alt="" original-src="https://www.marketbeat.com/scripts/SECFilingChart.ashx?Prefix=NASDAQ&amp;Symbol=SHOP"/></p>
<p><em>This instant news alert was generated by narrative science technology and financial data from MarketBeat in order to provide readers with the fastest reporting and unbiased coverage. Please send any questions or comments about this story to contact@marketbeat.com.</em></p>
<div class="lb-trans"><p><em>此即时新闻提醒由叙事科学技术和 MarketBeat 的金融数据生成，旨在为读者提供最快的报道和公正的覆盖。如对本故事有任何问题或意见，请发送邮件至 contact@marketbeat.com.</em></p>
</div><h2>Should You Invest $1,000 in Shopify Right Now?</h2>
<div class="lb-trans"><h2>你现在应该投资 1,000 美元在 Shopify 吗？</h2>
</div><p>Before you consider Shopify, you'll want to hear this.</p>
<div class="lb-trans"><p>在考虑 Shopify 之前，你需要听听这个。</p>
</div><p>MarketBeat keeps track of Wall Street's top-rated and best performing research analysts and the stocks they recommend to their clients on a daily basis. MarketBeat has identified the five stocks that top analysts are quietly whispering to their clients to buy now before the broader market catches on... and Shopify wasn't on the list.</p>
<div class="lb-trans"><p>MarketBeat 每天跟踪华尔街顶级评级和表现最佳的研究分析师及其推荐给客户的股票。MarketBeat 已识别出五只股票，顶级分析师正在悄悄地向客户推荐在更广泛的市场注意到之前立即购买……而 Shopify 并不在名单上。</p>
</div><p>While Shopify currently has a Moderate Buy rating among analysts, top-rated analysts believe these five stocks are better buys.</p>
<div class="lb-trans"><p>虽然 Shopify 目前在分析师中获得了中等买入评级，但顶级分析师认为这五只股票更值得购买。</p>
</div><p>View The Five Stocks Here</p>
<div class="lb-trans"><p>在这里查看这五只股票</p>
</div>

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华侨银行有限公司出售了 Shopify Inc. $SHOP 的股票