{"id":423330,"date":"2022-05-08T20:25:59","date_gmt":"2022-05-09T03:25:59","guid":{"rendered":"https:\/\/nai500.com\/?p=423330"},"modified":"2022-05-08T20:25:59","modified_gmt":"2022-05-09T03:25:59","slug":"%e5%8a%a0%e6%8b%bf%e5%a4%a7%e7%ac%ac%e4%b8%80%e7%a7%91%e6%8a%80%e8%82%a1-%e9%bb%84%e9%87%91%e5%9d%91-%e7%9c%9f%e5%9d%91","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/05\/%e5%8a%a0%e6%8b%bf%e5%a4%a7%e7%ac%ac%e4%b8%80%e7%a7%91%e6%8a%80%e8%82%a1-%e9%bb%84%e9%87%91%e5%9d%91-%e7%9c%9f%e5%9d%91\/","title":{"rendered":"\u5e74\u5185\u8dcc\u8d8570%\uff01\u52a0\u62ff\u5927\u7b2c\u4e00\u79d1\u6280\u80a1\u7684\u201c\u9ec4\u91d1\u5751\u201d\u8fd8\u662f\u201c\u771f\u5751\u201d\uff1f"},"content":{"rendered":"<p>\u52a0\u62ff\u5927\u7b2c\u4e00\u79d1\u6280\u80a1\uff0c\u7535\u5546\u670d\u52a1\u516c\u53f8Shopify Inc\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SHOP%3ACA\">TSX:SHOP<\/a>\uff09\uff08<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SHOP\">NYSE.SHOP<\/a>\uff09\u7684\u80a1\u4ef7\u4e0a\u5468\u4e94\u7ee7\u7eed\u4e0b\u8dcc\u5e76\u5237\u65b0\u4e24\u5e74\u4f4e\u70b9\uff0c\u4e0a\u5468\u56db\u62ab\u9732\u4e00\u5b63\u62a5\u4ee5\u6765\u8be5\u80a1\u80a1\u4ef7\u5df2\u7ecf\u66b4\u8dcc21%\uff0c\u4eca\u5e74\u8fc4\u4eca\u66f4\u662f\u8dcc\u8d8570%\u3002\u9664\u4e86\u6700\u65b0\u7684\u8d22\u62a5\u8fdc\u4e0d\u53ca\u5206\u6790\u5e08\u9884\u671f\uff0c\u80a1\u5e02\u5c24\u5176\u662f\u79d1\u6280\u6210\u957f\u80a1\u7684\u96c6\u4f53\u5d29\u76d8\u4e5f\u662f\u62d6\u7d2fShopify\u7684\u4e00\u5927\u539f\u56e0\u3002<\/p>\n<p>\u73b0\u5728\u7684\u95ee\u9898\u662f\uff0c\u73b0\u5728Shopify\u80a1\u4ef7\u7684\u66b4\u8dcc\u7a76\u7adf\u662f\u7838\u51fa\u4e86\u4e00\u4e2a\u9ec4\u91d1\u5751\uff1f\u8fd8\u662f\u79d1\u6280\u6210\u957f\u80a1\u7684\u65f6\u4ee3\u5df2\u7ecf\u7ec8\u7ed3\uff1f<\/p>\n<p>\u4e0a\u5468\u56db\u76d8\u524d\u53d1\u5e03\u7684\u4e00\u5b63\u62a5\u663e\u793a\uff0cShopify\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f22%\u81f3$12\u4ebf\uff0c\u76f8\u8f83\u5206\u6790\u5e08\u7684\u9884\u671f\u4f4e\u4e86$4000\u4e07\uff0c\u8c03\u6574\u540e\u51c0\u5229\u6da6\u4e0b\u964d90%\u81f3$2500\u4e07\uff0c\u5408\u6bcf\u80a1$0.20\uff0c\u540c\u6837\u4e0d\u53ca\u9884\u671f\u7684$0.45\u3002\u5982\u679c\u6309\u7167\u7f8e\u56fd\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\uff08GAAP\uff09\u6838\u7b97\uff0c\u8be5\u516c\u53f8\u5f55\u5f97\u51c0\u4e8f\u635f$15\u4ebf\uff0c\u800c\u4e0a\u4e00\u5e74\u540c\u671f\u8fd8\u6709$13\u4ebf\u7684\u51c0\u5229\u6da6\uff0c\u8fd9\u5f53\u4e2d\u5305\u62ec$16\u4ebf\u7684\u6295\u8d44\u4e8f\u635f\u4ee5\u53ca$1.18\u4ebf\u7684\u80a1\u6743\u6fc0\u52b1\u8d39\u7528\u3002<\/p>\n<p>\u75ab\u60c5\u7206\u53d1\u524d\uff0cShopify\u7684\u5546\u54c1\u4ea4\u6613\u603b\u989d\uff08GMV\uff09\u3001\u603b\u652f\u4ed8\u91d1\u989d\uff08GPV\uff09\u4ee5\u53ca\u6536\u5165\u589e\u901f\u90fd\u5f88\u9ad8\uff0c2020\u5e74\u7684\u75ab\u60c5\u66f4\u662f\u8d77\u5230\u4e86\u50ac\u5316\u5242\u7684\u4f5c\u7528\u3002\u4f46\u662f\uff0c\u5230\u4e862021\u5e74\u4e0b\u534a\u5e74\uff0c\u968f\u7740\u4f01\u4e1a\u7ebf\u4e0b\u91cd\u65b0\u5f00\u4e1a\uff0c\u8fd9\u4e9b\u5229\u597d\u56e0\u7d20\u9010\u6e10\u6d88\u9000\uff0cGMV\u3001GPV\u548c\u6536\u5165\u7684\u589e\u901f\u5747\u51fa\u73b0\u56de\u843d\u3002\u5982\u4e0b\u56fe\u6240\u793a\uff1a<\/p>\n<table width=\"559\">\n<tbody>\n<tr>\n<td width=\"121\">\u540c\u6bd4\u589e\u901f<\/td>\n<td width=\"104\">2019<\/td>\n<td width=\"115\">2020<\/td>\n<td width=\"113\">2021<\/td>\n<td width=\"105\">Q1 2022<\/td>\n<\/tr>\n<tr>\n<td width=\"121\">GMV<\/td>\n<td width=\"104\">49%<\/td>\n<td width=\"115\">96%<\/td>\n<td width=\"113\">47%<\/td>\n<td width=\"105\">16%<\/td>\n<\/tr>\n<tr>\n<td width=\"121\">GPV<\/td>\n<td width=\"104\">55%<\/td>\n<td width=\"115\">110%<\/td>\n<td width=\"113\">59%<\/td>\n<td width=\"105\">27%<\/td>\n<\/tr>\n<tr>\n<td width=\"121\">\u6536\u5165<\/td>\n<td width=\"104\">47%<\/td>\n<td width=\"115\">86%<\/td>\n<td width=\"113\">57%<\/td>\n<td width=\"105\">22%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u8be5\u516c\u53f82021\u5e74\u4e00\u5b63\u5ea6\u7684GMV\u548cGPV\u5206\u522b\u589e\u957f114%\u548c137%\uff0c\u56e0\u6b64\u6570\u636e\u7684\u540c\u6bd4\u538b\u529b\u5f88\u5927\u3002\u6b64\u5916\uff0c\u901a\u80c0\u73af\u5883\u4e0b\u6d88\u8d39\u8005\u7684\u8d2d\u7269\u4e00\u90e8\u5206\u4ece\u7f51\u5e97\u8f6c\u5411\u6298\u6263\u96f6\u552e\u5546\uff0c\u8fd9\u8fdb\u4e00\u6b65\u52a0\u5267\u4e86\u540c\u6bd4\u589e\u957f\u7684\u4e0b\u6ed1\u3002<\/p>\n<p>\u4e0a\u9762\u8fd9\u4e9b\u4e1a\u7ee9\u6307\u6807\u7684\u4e0b\u6ed1\u662f\u7535\u5546\u516c\u53f8\u9762\u4e34\u7684\u5171\u540c\u95ee\u9898\uff0c\u4f46Shopify\u4e00\u5b63\u5ea6\u7684\u8c03\u6574\u540e\u6bdb\u5229\u7387\u548c\u7ecf\u8425\u5229\u6da6\u7387\u4e5f\u90fd\u5927\u5e45\u840e\u7f29\u3002<\/p>\n<table width=\"558\">\n<tbody>\n<tr>\n<td width=\"231\">\u671f\u95f4<\/td>\n<td width=\"83\">2019<\/td>\n<td width=\"87\">2020<\/td>\n<td width=\"75\">2021<\/td>\n<td width=\"82\">Q1 2022<\/td>\n<\/tr>\n<tr>\n<td width=\"231\">\u8c03\u6574\u540e\u6bdb\u5229\u6da6\u7387<\/td>\n<td width=\"83\">55.7%<\/td>\n<td width=\"87\">53.5%<\/td>\n<td width=\"75\">54.4%<\/td>\n<td width=\"82\">53.7%<\/td>\n<\/tr>\n<tr>\n<td width=\"231\">\u8c03\u6574\u540e\u7ecf\u8425\u5229\u6da6\u7387<\/td>\n<td width=\"83\">2.9%<\/td>\n<td width=\"87\">14.9%<\/td>\n<td width=\"75\">15.6%<\/td>\n<td width=\"82\">2.6%<\/td>\n<\/tr>\n<\/tbody>\n<\/table>\n<p>\u5c3d\u7ba1Shopify\u5df2\u7ecf\u56de\u5410\u4e86\u75ab\u60c5\u671f\u95f4\u65a9\u83b7\u7684\u6240\u6709\u6da8\u5e45\uff0c\u6309\u7167\u5206\u6790\u5e08\u7684\u9884\u671f\u2014\u2014\u4eca\u5e74\u6536\u5165\u589e\u957f33%\u4f46\u8c03\u6574\u540e\u76c8\u5229\u4e0b\u6ed150%\u2014\u2014\u8be5\u80a1\u7684\u52a8\u6001\u5e02\u76c8\u7387\u4f9d\u7136\u9ad8\u8fbe185\uff0c\u5e02\u9500\u73877\uff0c\u4f30\u503c\u6c34\u5e73\u4f9d\u7136\u4e0d\u4f4e\u3002\u6240\u4ee5\u8bf4\uff0c\u8be5\u80a1\u80a1\u4ef7\u89e6\u5e95\u524d\u6bd4\u5982\u8bf4\u518d\u8dcc\u53bb\u4e09\u5206\u4e4b\u4e00\uff0c\u8fd9\u4e5f\u4e0d\u662f\u4ec0\u4e48\u5947\u602a\u7684\u4e8b\u60c5\u3002<\/p>\n<h2>\u8001\u4e61\u522b\u8d70\uff1f<\/h2>\n<p>Shopify\u7684\u603b\u88c1Harley Finkelstein\u8fd1\u65e5\u63a5\u53d7\u7535\u89c6\u91c7\u8bbf\u65f6\u547c\u5401\u6295\u8d44\u8005\u7ed9\u4e88\u66f4\u591a\u7684\u8010\u5fc3\uff0c\u79f0\u6295\u8d44\u8005\u5e94\u5f53\u66f4\u591a\u5730\u5173\u6ce8\u5546\u5bb6\u6570\u91cf\u7684\u589e\u957f\u4ee5\u53ca\u957f\u671f\u7684\u589e\u957f\u673a\u4f1a\u3002\u4ed6\u5f3a\u8c03\u516c\u53f8\u7684\u8d22\u52a1\u6307\u6807\u9762\u4e34\u4e0d\u5229\u7684\u540c\u6bd4\u538b\u529b\uff0c\u800c\u4eca\u5e74\u6536\u5165\u9884\u8ba1\u4f9d\u7136\u80fd\u591f\u5b9e\u73b0\u201c\u5feb\u901f\u201d\u589e\u957f\u3002\u8be5\u516c\u53f8\u5e76\u672a\u63d0\u4f9b\u660e\u786e\u7684\u8d22\u5e74\u6536\u5165\u5c55\u671b\uff0c\u4f46\u5e02\u573a\u5206\u6790\u5e08\u9884\u8ba12022\u5e74\u7684\u9500\u552e\u989d\u5c06\u589e\u957f28%\u81f3\u63a5\u8fd160\u4ebf\u7f8e\u5143\u3002<\/p>\n<p>\u8d22\u62a5\u6570\u636e\u4e0d\u4f73\u53e0\u52a0\u79d1\u6280\u80a1\u666e\u8dcc\uff0c\u4eca\u5e74\u5305\u62ec\u4e9a\u9a6c\u900aAmazon.com\uff08NASDAQ:AMZN\uff09\u3001Wayfair Inc\uff08NYSE:W\uff09\u3001Etsy Inc\uff08NASDAQ:ETSY\uff09\u548cEBay Inc\uff08NASDAQ:EBAY\uff09\u7b49\u5728\u5185\u7684\u7535\u5546\u80a1\u7684\u80a1\u4ef7\u5747\u5927\u5e45\u4e0b\u8dcc\u3002Shopify\u53d1\u5e03\u4e00\u5b63\u62a5\u4ee5\u6765\uff0c\u5341\u591a\u4f4d\u5206\u6790\u5e08\u90fd\u4e0b\u8c03\u4e86\u8be5\u80a1\u7684\u76ee\u6807\u4ef7\uff0c\u5176\u4e2d\u5df4\u514b\u83b1\u5206\u6790\u5e08Trevor Young\u6307\u51fa\uff0c\u6295\u8d44\u8005\u5bf9\u4e8e\u8be5\u516c\u53f8\u8d22\u52a1\u6307\u5f15\u548c\u4fe1\u62ab\u7684\u7f3a\u4e4f\u8d8a\u53d1\u611f\u5230\u5931\u671b\u3002<\/p>\n<p>\u4e0d\u8fc7Finkelstein\u8868\u793a\uff0c\u968f\u7740\u5b9e\u4f53\u5e97\u7684\u91cd\u65b0\u5f00\u4e1a\uff0c\u75ab\u60c5\u671f\u95f4\u4f9d\u8d56Shopify\u7535\u5546\u5e73\u53f0\u7684\u96f6\u552e\u5546\u589e\u6dfb\u4e86\u5e97\u5185\u7684POS\u670d\u52a1\uff0c\u5546\u5bb6\u89e3\u51b3\u65b9\u6848\u2014\u2014\u5305\u62ec\u8bf8\u5982\u652f\u4ed8\u3001\u501f\u8d37\u548c\u7269\u6d41\u914d\u9001\u5728\u5185\u7684\u670d\u52a1\u2014\u2014\u7684\u6536\u5165\u5360GMV\u7684\u6bd4\u4f8b\u8fbe\u5230\u4e86\u5386\u53f2\u6700\u9ad8\u6c34\u5e73\u7684\u5927\u7ea62%\u3002\u8fd9\u610f\u5473\u7740\u8d8a\u6765\u8d8a\u591a\u7684\u5546\u5bb6\u6b63\u5728\u52a0\u5165Shopify\u7684\u5e73\u53f0\u5e76\u672a\u4f7f\u7528\u8be5\u516c\u53f8\u66f4\u591a\u7684\u4ea7\u54c1\u3002<\/p>\n<p>\u6700\u8fd1\uff0c\u8be5\u516c\u53f8\u8fd8\u65a5\u8d4421\u4ebf\u7f8e\u5143\u6536\u8d2d\u914d\u9001\u79d1\u6280\u516c\u53f8Deliverr\u4ee5\u589e\u5f3a\u81ea\u8eab\u7684\u7269\u6d41\u914d\u9001\u80fd\u529b\uff0c\u8fd9\u5c06\u4e3a\u8be5\u516c\u53f8\u521b\u9020\u51fa\u65b0\u7684\u6536\u5165\u6765\u6e90\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u52a0\u62ff\u5927\u7b2c\u4e00\u79d1\u6280\u80a1\uff0c\u7535\u5546\u670d\u52a1\u516c\u53f8Shopify Inc\uff08TSX:SHOP\uff09\uff08NYSE.SHOP\uff09\u7684\u80a1\u4ef7\u4e0a\u5468\u4e94\u7ee7\u7eed [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":406402,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[558],"class_list":["post-423330","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-558","sectors-technology-zh-hans","locations-canada-zh-hans","locations-us-zh-hans","exchange-nyse-zh-hans","exchange-tsx-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/423330","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=423330"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/423330\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/406402"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=423330"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=423330"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=423330"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}