研报新知| Shopify股价持续上扬，这家国内AI应用端企业目前情况如何？

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最近，海外AI应用板块迎来股价走强，尤其AI电商及营销这类容易产生业绩反馈的分支股价表现尤为显著。美股AI营销平台AppLovin（APP.US）第三季度实现收入11.98亿美元，同比增长39%；净利润4.34亿美元，同比增长300%，大超市场预期。美股AI电商龙头企业Shopify（SHOP.US）三季度业绩同样高于市场预期，每股盈利0.35美元高于市场预期0.27美元。两家企业业绩公布后，股价...

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What is the current situation of this domestic AI application company?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"SHOP":0.9},"content_text":"最近，海外AI应用板块迎来股价走强，尤其AI电商及营销这类容易产生业绩反馈的分支股价表现尤为显著。美股AI营销平台AppLovin（APP.US）第三季度实现收入11.98亿美元，同比增长39%；净利润4.34亿美元，同比增长300%，大超市场预期。美股AI电商龙头企业Shopify（SHOP.US）三季度业绩同样高于市场预期，每股盈利0.35美元高于市场预期0.27美元。两家企业业绩公布后，股价均迎来暴力拉升。这些业绩都证明，AI能够真正的帮助企业降本增效，AI并非仅停留在概念阶段。A股方面，同类型企业也有望迎来机会，产业端AI应用落地有望迎来加速。易点天下（301171.SZ）作为A股AI营销方面AppLovin的同类型企业，股价走向已表明市场的认可。而这家Shopify的AI电商映射企业目前股价仍处于盘整期，有望迎来补涨机会。近期，开源证券传媒团队对这家企业出具研究报告，给予其维持“买入”评级，界面VIP总结研报精要如下。【研报精要】1、值得买（300785.SZ）2024Q3收入增长，亏损同比缩窄，看好业绩持续修复。2024Q3值得买营业收入为2.96亿元（同比+5.19%），归母净亏损为385.3万（同比缩窄72.68%），2024年Q1-Q3营业收入为10.12亿元（同比+5.54%）。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.3","shortVersion":"4.29.3","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2486939015"}