异动解读｜Shopify盘中下跌3.08%，AI威胁担忧持续压制传统软件股资金加速向AI基础设施转移

行情直击06-18

6月18日，Shopify盘中下跌3.08%，报109.77美元/股，成交额5.72亿美元。消息面上，市场对AI对传统软件行业构成生存威胁的担忧持续发酵，板块内部明显分化，AI基础设施类个股CoreWeave涨1.76%、Applied Digital涨0.3%，而传统SaaS类个股Snowflake跌1.26%，资金从传统软件向AI基础设施转移的趋势继续拖累Shopify表现。尽管公司50亿美元股票回购计划已于6月8日启动并已回购14.5亿美元股票，但经过连续多个交易日的行业抛压，回购利好效应持续受限，股价延续回调态势。

（以上内容均基于市场公开消息，由程序或算法智能生成，仅作为股价异动提醒，不作为投资建议或交易依据。）

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

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