$Shopify Inc.(SHOP)$ 除了市场偏好 业绩降速 看来投资物流 使自己慢慢变重也是导致暴跌的一个要素   底下的文章摘自 Shopify's FQ4'21 earnings call

We are shifting the network model really to larger capacity hubs, and we want to operate more of them ourselves to things like better control quality, but also on cost here. As part of this, we're also unifying the network across -- with the warehouse management system. And so we think that will also continue to optimize things. But the goal here is clear. We expect to enable 2-day delivery coverage to more than 90% of the U.S. population. And at the same time, we want to obviously minimize inventory investment for us if needed. We talked about the additional spending. We expect spending to be about $2B through 2024, including $1.4 billion in CapEx.

原本一个轻资产的平台公司来追赶亚马逊 做投递2日达  能弯道超车吗  

感觉是痴人说梦