分析師對Shopify的黑色星期五銷售數據反應不一
Investing.com — Shopify於2024年黑色星期五和網絡星期一（BFCM）的銷售數據引起分析師的不同反應，Oppenheimer和Mizuho均指出其增長強勁，但對該公司未來表現的廣泛影響提出質疑。
Shopify（NYSE:SHOP）報告的BFCM總商品交易量（GMV）達到115億美元，同比增長24%，符合市場預期，並與2023年的增長率相當。
Oppenheimer的分析師將此結果形容為“略低於”他們預測的約25%增長，但仍預測Shopify全季度GMV可達929億美元，略高於市場預測的922億美元。
Oppenheimer強調假日購物季的強勁開局，可能會使銷售在整個季度內重新分配。該公司還指出，獨立購物者增長25%以及跨境交易上升至16%，顯示出國際市場的強勁需求。
“我們預期在艱難的比較基數下，周末的加速增長將被視為輕微的正面消息，重新將中20%的收入增長目標放回考慮範圍內，”Shopify表示。
Mizuho同樣認為BFCM數據穩健，指出與2023年相比，增長保持在24%的穩定水平。
然而，該公司表達了謹慎的態度，指出在過去兩年中，BFCM表現優於全季度GMV的平均差距為3.5個百分點，而今年的趨勢不太明顯。
他們還注意到Shop Pay的使用增長放緩，從2023年的60%降至58%，以及平均訂單價值僅小幅增加0.4%，達到108.56美元。
兩家公司都承認Shopify在BFCM期間的強勁表現，但對其能否持續這一勢頭提出疑問。
Oppenheimer認為有潛力實現中20%的收入增長目標，而Mizuho則更加謹慎，質疑這些結果是否能證明Shopify當前的估值水平合理。
在這個多變的市場環境中，Shopify的表現無疑是一個值得關注的指標。隨著消費者行為的改變、經濟環境的波動，企業需要更加靈活地應對市場挑戰。雖然目前的數據看似強勁，但長期的可持續增長仍需依賴於公司如何適應這些變化，以及如何在競爭日益激烈的環境中保持其市場份額。
以上文章由特價GPT API根據網上資料所翻譯及撰寫，過程中沒有任何人類參與 🙂
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![{
"intro": "Create an ultra realistic 8K UHD DSLR photo based on the attached image as a reference of facial features, maintaining 100% likeness.",
"subject": {
"identity": "A stylish beautiful woman portrayed as Cleopatra performing a sacred night-time royal dance, embodying divine seduction, power, and celestial authority.",
"angle": "Full-body high-fashion editorial portrait captured at a cinematic 3/4 angle, ultra-crisp clarity with no blur.",
"pose": {
"body_position": "She is captured mid-dance inside a temple courtyard at night, her body angled gracefully, hips grounded, torso lifted, creating a powerful and sensual silhouette.",
"movement": "Her arms are raised in slow ceremonial motion while one leg steps forward, fully revealing her feet and lower legs as part of the ritual stance.",
"expression": "A calm, hypnotic, commanding gaze directed toward the camera—quiet dominance wrapped in sensual mystery."
}
},
"appearance": {
"outfit": "An ultra-bongga Cleopatra couture gown with an all-crystal bodice that fits like jeweled armor. Thousands of hand-set crystals, diamonds, and glass stones in gold, champagne, clear, and iridescent tones form sacred Egyptian motifs—cobras, sun disks, lotus symbols—entirely through crystal placement. The neckline is daring yet elegant, supported by invisible illusion mesh. From the waist, the skirt opens into flowing sheer silk and organza panels in ivory and soft gold, designed with a high front opening that intentionally exposes her legs and feet during movement. Crystal chains and beaded fringe sway rhythmically with every step, enhancing sensual motion.",
"accessories": "A dramatic Egyptian ceremonial headpiece with gold and crystal detailing, an oversized layered gold collar necklace, sculpted crystal arm cuffs, finger armor rings, a crystal-and-gold waist belt, and delicate gold anklets accentuating her bare feet.",
"hair": "Her hair is sleek, glossy, and perfectly controlled, styled to balance the weight of the crystal headpiece while allowing elegant movement.",
"makeup": "Ultra-glam, colorful Egyptian night makeup—bold elongated black kohl eyeliner, intense eyeshadow layered in turquoise, emerald, sapphire blue, violet, and metallic gold. Beneath the eyes, intricate ceremonial ink drawings in fine black and gold lines inspired by ancient Egyptian markings. Skin is luminous with molten-gold highlights, brows strong and defined, lips finished in a sensual nude-bronze satin."
},
"props": {
"ritual_elements": [
"Burning incense bowls releasing thick aromatic smoke",
"Golden sistrum placed near the dance space",
"Tall ceremonial torches lining the temple floor"
]
},
"background": {
"macro_environment": "A grand ancient Egyptian temple courtyard at night, reserved for sacred royal rituals.",
"midground_details": "Towering sandstone columns, massive statues of Isis and Hathor, carved temple walls, flowing linen drapes, and ceremonial platforms illuminated by firelight.",
"micro_elements": "Torch flames reflecting off crystal surfaces, fine dust particles glowing in the night air, incense smoke wrapping around her legs and feet, detailed stone floor textures beneath her bare feet, crystal fringe in motion, and sharply defined shadows—everything rendered in extreme detail with zero blur."
},
"lighting": {
"type": "Cinematic night lighting using torches, oil lamps, and subtle moonlight.",
"effect": "Firelight ignites the crystal bodice with prismatic sparkle while moonlight softly outlines her legs and feet, creating a dramatic, sensual, and divine atmosphere."
},
"camera": {
"camera_type": "DSLR",
"resolution": "8K UHD",
"lens": "50mm prime lens",
"aperture": "f/8 for full-body and environment sharpness",
"iso": 100,
"shutter_speed": "1/200s to freeze elegant motion clearly",
"focus": "Extreme sharp focus on crystal bodice, facial features, legs, feet, and temple details, no bokeh, no blur"
},
"style": "Ultra high-fashion editorial, night temple ritual, all-crystal couture, sexy yet sacred, ancient Egyptian royalty reimagined, cinematic realism, extremely detailed, sharp, iconic"
}](https://ssfuture.shop/wp-content/uploads/ai_gen_1766006158-167x300.png)
