-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：SHOP第一季度营收增长34%至31.7亿美元，超出我们此前31%的预期，也高于公司此前给出的30%左右的增长率预期。其中，商户解决方案营收飙升39%至24.2亿美元。商品交易总额（GMV）首次突破1000亿美元大关，达到1007亿美元（增长35%），这是一个重要的里程碑，凸显了平台持续普及和商户参与度的提升。SHOP展现了强劲的运营杠杆效应，尽管持续投资于人工智能和平台扩张，其营业收入仍增长88%至3.82亿美元，这体现了公司严格的成本控制。SHOP预计第二季度营收增长率将接近50%，较第一季度的34%有所放缓，但与市场普遍预期的27%基本持平。由于公司持续投资于平台能力和人工智能基础设施，预计自由现金流利润率将保持在15%左右。SHOP第一季度末持有57亿美元现金且无负债，这为其增长计划提供了灵活性。我们注意到，由于去年同期基数较高，增长放缓并不令人意外。
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