Hi_老虎社区_美港股上老虎

免责声明：上述内容仅代表发帖人个人观点，不构成本平台的任何投资建议。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":102760364,"tweetId":"102760364","gmtCreate":1620254664258,"gmtModify":1634206719670,"author":{"id":3580596242070271,"idStr":"3580596242070271","authorId":3580596242070271,"authorIdStr":"3580596242070271","name":"Junwei0325","avatar":"https://static.tigerbbs.com/039354eca15719d0905ad7c8c47f1699","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":1,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":3,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body><p>Hi</p></body></html>","htmlText":"<html><head></head><body><p>Hi</p></body></html>","text":"Hi","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/102760364","repostId":2133521525,"repostType":4,"repost":{"id":"2133521525","kind":"highlight","weMediaInfo":{"introduction":"Stock Market Quotes, Business News, Financial News, Trading Ideas, and Stock Research by Professionals","home_visible":0,"media_name":"Benzinga","id":"1052270027","head_image":"https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa"},"pubTimestamp":1620227934,"share":"https://www.laohu8.com/m/news/2133521525?lang=zh_CN&edition=full","pubTime":"2021-05-05 23:18","market":"us","language":"en","title":"Shopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead<blockquote>Shopify再次超出预期，但大流行后的不确定性仍然存在</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=2133521525","media":"Benzinga","summary":"Last Wednesday, Shopify (NYSE: SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.","content":"<p>Last Wednesday, <b>Shopify </b>(NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.</p><p><blockquote>上周三，<b>Shopify</b>（纽约证券交易所股票代码：SHOP）第一季度的盈利、收入和商品总量超出了分析师的预期。因此，由于冠状病毒大流行期间电子商务增长依然强劲，该股股价飙升11.4%。</blockquote></p><p> <h4>Q1 Figures</h4> For the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.</p><p><blockquote><h4>第一季度数据</h4>在截至3月31日的季度中，投资者原本预计Shopify的营收为8.6548亿美元，但实际实现了9.886亿美元。这一成就得益于“商家解决方案”业务137%的增长，该业务在本季度的扩张速度甚至超过了公司110%的总增长率。该部门包括支付、航运和资本服务，带来了6.68亿美元的收入，超过了5.6亿美元的预期。此外，订阅解决方案收入增长71%至3.207亿美元，也超过预期的2.84亿美元。</blockquote></p><p> Net income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.</p><p><blockquote>与年初上市的Affirm Holdings Inc（纳斯达克股票代码：AFRM）合作带来的13亿美元未实现收益提振了净利润。自去年7月以来，Shopify拥有这家在线支付公司超过2000万股股票。调整后每股收益为2.01美元，其中包括13亿美元的投资收益。调整后的收益是华尔街预计的每股75美分的三倍多。</blockquote></p><p> <h4><b>How Sustainable Is The Pandemic Win?</b></h4> Shopify became <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.</p><p><blockquote><h4><b>疫情胜利的可持续性如何？</b></h4>Shopify成为<a href=\"https://laohu8.com/S/AONE\">一</a>疫情推动的向电子商务转变的最大赢家之一是，许多实体店被迫暂时关闭，人们选择呆在室内。在这一势头的推动下，该股去年飙升。然而，在财报看涨期权上，Shopify高管表示，即使在经济重新开放的地区，也有证据表明势头仍然强劲，因为本季度商品总量（销售商品的货币价值）增长了一倍多，达到373亿美元。</blockquote></p><p> <h4>Concerns</h4> Executives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.</p><p><blockquote><h4>关注事项</h4>高管们警告称，随着疫苗推广速度加快，以及消费者因冠状病毒限制放松而重返商店，今年的收入增长可能会放缓。高管离职也是一个令人担忧的问题，一些分析师质疑该业务是否已经达到了能够自我维持的规模，超出了几位高管的个人贡献。</blockquote></p><p> Another concern is how will investments in sales, marketing and R&amp;D impact&nbsp;the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.</p><p><blockquote>另一个担忧是，随着该公司正在建立美国分销网络，为其客户（商家）储存和运输产品，销售、营销和研发投资将如何影响营业利润率。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Keith Weiss认为，近期对履行服务的需求可能会令人失望。</blockquote></p><p> <h4>Outlook</h4> No guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.</p><p><blockquote><h4>世界观</h4>没有提供2021年的指导。尽管第一季度的井喷业绩重新点燃了投资者的热情，为这家加拿大电子商务公司IPO后的故事写下了又一个成功的篇章，但管理层警告称，随着经济重新开放和疫情的爆发，增长速度可能会放缓。最终成为历史。</blockquote></p><p></p>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Shopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead<blockquote>Shopify再次超出预期，但大流行后的不确定性仍然存在</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nShopify Smashed Expectations Again But Post-Pandemic Uncertainty Lies Ahead<blockquote>Shopify再次超出预期，但大流行后的不确定性仍然存在</blockquote>\n</h2>\n<h4 class=\"meta\">\n<div class=\"head\" \">\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/d08bf7808052c0ca9deb4e944cae32aa);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Benzinga </p>\n<p class=\"h-time smaller\">2021-05-05 23:18</p>\n</div>\n</div>\n</h4>\n</header>\n<article>\n<p>Last Wednesday, <b>Shopify </b>(NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.</p><p><blockquote>上周三，<b>Shopify</b>（纽约证券交易所股票代码：SHOP）第一季度的盈利、收入和商品总量超出了分析师的预期。因此，由于冠状病毒大流行期间电子商务增长依然强劲，该股股价飙升11.4%。</blockquote></p><p> <h4>Q1 Figures</h4> For the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.</p><p><blockquote><h4>第一季度数据</h4>在截至3月31日的季度中，投资者原本预计Shopify的营收为8.6548亿美元，但实际实现了9.886亿美元。这一成就得益于“商家解决方案”业务137%的增长，该业务在本季度的扩张速度甚至超过了公司110%的总增长率。该部门包括支付、航运和资本服务，带来了6.68亿美元的收入，超过了5.6亿美元的预期。此外，订阅解决方案收入增长71%至3.207亿美元，也超过预期的2.84亿美元。</blockquote></p><p> Net income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.</p><p><blockquote>与年初上市的Affirm Holdings Inc（纳斯达克股票代码：AFRM）合作带来的13亿美元未实现收益提振了净利润。自去年7月以来，Shopify拥有这家在线支付公司超过2000万股股票。调整后每股收益为2.01美元，其中包括13亿美元的投资收益。调整后的收益是华尔街预计的每股75美分的三倍多。</blockquote></p><p> <h4><b>How Sustainable Is The Pandemic Win?</b></h4> Shopify became <a href=\"https://laohu8.com/S/AONE\">one</a> of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.</p><p><blockquote><h4><b>疫情胜利的可持续性如何？</b></h4>Shopify成为<a href=\"https://laohu8.com/S/AONE\">一</a>疫情推动的向电子商务转变的最大赢家之一是，许多实体店被迫暂时关闭，人们选择呆在室内。在这一势头的推动下，该股去年飙升。然而，在财报看涨期权上，Shopify高管表示，即使在经济重新开放的地区，也有证据表明势头仍然强劲，因为本季度商品总量（销售商品的货币价值）增长了一倍多，达到373亿美元。</blockquote></p><p> <h4>Concerns</h4> Executives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.</p><p><blockquote><h4>关注事项</h4>高管们警告称，随着疫苗推广速度加快，以及消费者因冠状病毒限制放松而重返商店，今年的收入增长可能会放缓。高管离职也是一个令人担忧的问题，一些分析师质疑该业务是否已经达到了能够自我维持的规模，超出了几位高管的个人贡献。</blockquote></p><p> Another concern is how will investments in sales, marketing and R&amp;D impact&nbsp;the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. <a href=\"https://laohu8.com/S/MSTLW\">Morgan Stanley</a> analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.</p><p><blockquote>另一个担忧是，随着该公司正在建立美国分销网络，为其客户（商家）储存和运输产品，销售、营销和研发投资将如何影响营业利润率。<a href=\"https://laohu8.com/S/MSTLW\">摩根士丹利</a>分析师Keith Weiss认为，近期对履行服务的需求可能会令人失望。</blockquote></p><p> <h4>Outlook</h4> No guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.</p><p><blockquote><h4>世界观</h4>没有提供2021年的指导。尽管第一季度的井喷业绩重新点燃了投资者的热情，为这家加拿大电子商务公司IPO后的故事写下了又一个成功的篇章，但管理层警告称，随着经济重新开放和疫情的爆发，增长速度可能会放缓。最终成为历史。</blockquote></p><p></p>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"SHOP":"Shopify Inc","AFRM":"Affirm Holdings, Inc."},"is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"2133521525","content_text":"Last Wednesday, Shopify (NYSE:SHOP) earnings, revenue and gross merchandise volume for the first quarter crushed analyst expectations As a result, shares of the stock soared 11.4% as e-commerce growth remained robust during the coronavirus pandemic.\nQ1 Figures\nFor the quarter that ended on March 31st, investors had expected Shopify to post $865.48 million but it delivered $988.6 million instead. This achievement was enabled by the 137% growth of the \"Merchant Solutions\" business that expanded even at an even faster pace during the quarter than the company's aggregate 110% growth rate. This segment that encompasses payments, shipping, and capital services brought $668 million to the table, exceeding estimates of $560 million. In addition, subscription solutions revenue rose 71% to $320.7 million, also exceeding estimates of $284 million.\nNet income was boosted by an unrealized gain of $1.3 billion from its partnership with Affirm Holdings Inc (NASDAQ:AFRM) which went public at the beginning of the year. Since last July, Shopify owns more than 20 million shares of the online payments company. It earned an adjusted $2.01 per share, including a $1.3 billion investment gain. Adjusted earnings were more than triple Wall Street's projected 75 cents per share.\nHow Sustainable Is The Pandemic Win?\nShopify became one of the biggest winners of the pandemic-fueled shift to e-commerce, as many brick-and-mortar stores were forced to temporarily shut down and people opted to stay indoors. The stock surged last year on the back of that momentum. However, upon the earnings call, Shopify executives said that even in areas where economies have reopened, there is proof that momentum remains strong as gross merchandise volume, the monetary-value of merchandise sold, more than doubled to $37.3 billion during the quarter.\nConcerns\nExecutives warned that revenue growth could moderate this year as the vaccine rollout speeds up and consumers return to stores due to eased coronavirus restrictions. Executive departures have also been a concern and some analysts are questioning whether the business has reached a scale where it is self-sustaining beyond the individual contributions of several executives.\nAnother concern is how will investments in sales, marketing and R&D impact the operating margin as the company is building a U.S. distribution network to store and ship products for its customers – the merchants. Morgan Stanley analyst Keith Weiss believes demand for fulfillment services may disappoint near-term.\nOutlook\nNo guidance for 2021 was provided. Although blowout results for the first quarter achieved to rekindle investor enthusiasm, writing another successful chapter in the post-IPO story of this Canadian e-commerce player, management is warning a slower growth pace is in the cards as the economy reopens and the pandemic finally becomes history.","news_type":1,"symbols_score_info":{"SHOP":0.9,"AFRM":0.9}},"isVote":1,"tweetType":1,"viewCount":1467,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":2,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/102760364"}