Rich Habits 对 $SHOP 的判断变化

频道资料 →本频道有 4 位标注的说话人:Andy Jassy、Deutsche Bank analyst、Wall Street、Wall Street favorites.com / 'We both'共 1 条
2026-09-25看涨
《Public Launches Prediction Markets, Meta's Muse Charm, & $2T of Debt》Deutsche Bank analyst
Meta Muse 的整合增强了 Shopify 的竞争优势并验证了其核心业务;对乐观者而言,SHOP 值得关注。

Meta本周发布了新设备,而Shopify为它们开了绿灯,让它们得以向前推进。

Meta launched new devices this week, and Shopify gave them the green light to move forward.

在Connect大会前两天,Shopify的CEO将其描述为一种使用Muse购物并完成购买的轻松有趣的方式。这告诉我,Muse将不再只是推荐产品,而是会通过Shopify平台完成整个购买流程,甚至无需接触结账页面,这有点疯狂,Robert。

Two days before the Connect conference , the CEO of Shopify described it as an easy and fun way to shop and complete purchases using Muse. This tells me that Muse will no longer just recommend a product, but will complete the purchase process through the Shopify platform without even touching the checkout page, which is kind of crazy, Robert.