Search
[InnoVEX 2021線上展 每日之星📣]
PearlPay，金融科技加持 數位轉型推手!💪
數位轉型玩真的! PearlPay誕生於2015年，有感於國家的數位基礎缺乏，他們結合科技與金融知識、致力打造解決方案! 🙌目前除了有Core Banking核心銀行、線上貸款管理與手機APP，他們也協助各單位打造數位平台架構。用科技改變產業環境的國際新創，快來認識!🌏⚡
#tech #technology #cloud #service #startup #ai #iot #business #trending #ecommerce #Data #brand #branding #work #finance #money
Lenovo IdeaPad Gaming 3i โน้ตบุ๊คจอเทพ 165Hz, sRGB 100% ขุมพลัง Core i7 + RTX 3050Ti + ไฟ RGB สวยมาก
00:00 SpondserByintel
00:02 intro
00:20 Start
00:46 Introduce and Spec
01:54 Design
02:40 Ports
03:50 Keyboard and Display Area
07.25 Upgrade
8:59 Display and Sound
9:55 Game and Temp
12:30 สรุป
Lenovo IdeaPad Gaming 3i 15IHU6
: Intel Core i7 11370H 4C/8T 4.80Ghz
: NVIDIA GeForce RTX 3050 Ti
: 15.6" 1920x1080 (FHD), IPS 300nits Anti-glare, 165Hz, 100% sRGB, DC dimmer
: 16GB (8GB x2) DDR4 3200MHz 2x Slots
: 512GB PCIe nVMe M.2 2242 SSD
: 1x M.2 PCIe SSD
: 1x 2.5" SATA HDD
Ports
: 1x HDMI 2.0
: 1x USB-C 3.2 Gen 1 (support data transfer only)
: 2x USB 3.2 Gen 1
: 3-Cell, 45Wh
: Windows 10 Home (64-bit)
: Backlit 4-Zone RGB LED backlight
: Net Weight 2.25 KG
ราคา 38,990
#LENOVO #IdeaPadGaming3I #โน้ตบุ๊คจอเทพ
_________________
ติดตามผลงานของเราได้ที่
YT : www.youtube.com/c/ADBIG
IG : www.instragram.com/eadbig
FB : www.facebook.com/ADBIGGY
Web : www.adbig.co
กลุ่มอวดของ พูดคุย : www.facebook.com/groups/ADBIG
กลุ่มถามตอบ : www.facebook.com/groups/ADBIGPCBUILD
กลุ่มซื้อขาย : https://www.facebook.com/groups/adbigmarket
ติดต่อรีวิวสินค้า กิจกรรมต่าง ๆ
adbigbusiness@gmail.com
🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.
這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html
(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).
關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.
分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".
分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.
🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.
Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.
產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.
Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."
🌻SPAC熱潮退卻，初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示，在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%，市值回落幅度上個月一度超過1,000億美元。"
"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金，以及許多對沖基金、養老金管理公司和其他一些投資者，都在SPAC的回落中遭受了衝擊，他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場，所以現在仍坐擁可觀收益。事實上，SPAC市值仍有約2,500億美元，高於一年前的約1,000億美元，反映出這期間股價上漲和新公司上市的影響。
但即便如此，今年年初令人炫目的回報還是讓許多後來者做了接盤俠，扎堆投資所謂穩賺不賠的領域，其永恆的風險可見一斑。在過去的幾個月裡，一些投資者眼睜睜看著帳面財富縮水。"
"股價下跌會在SPAC領域形成惡性循環，因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價，投資者就更有可能這樣做，而許多SPAC的股價現在正處於這樣的水平。目前，在尚未宣布併購交易的空白支票公司中，超過95%的公司股價低於發行價。
投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少，讓其更難實現業務目標，並可能加劇股價跌勢。"
https://on.wsj.com/3n6JznC
🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.
The path to profitability for many of these companies was to achieve massive scale, analysts said.
https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972
Pictures: 一葉知秋; from EarningsWhispers
公司簡介
DataYoo悠由以資料分析與AI技術為核心，結合作物產地、在地生長數據及市場情報，預測生產端到採購端間整體供應鏈之完整風險控管解決方案，並提供農企業集團、金融業者包含銀行及產險業者，發展不同產業互利共生的資料應用服務解決方案。
The core competence of Data Yoo is data analysis and AI technology. By integrating the farm of production, local growing data and market information into the analysis, we are equipped with sufficient knowledge that enables us to predict the comprehensive risk management solution for the whole supply chain, ranging from the production aspect to retailing aspect. Furthermore, we provide “Data Application Service Solution” that facilitates the development of the mutually beneficial symbiosis in different industries to agricultural enterprise groups and financial companies, including banks and property insurance companies.
公司網站
https://datayoo.com.tw/
公司簡介
智慧貼紙股份有限公司（Smart Tag Inc.）正式成立於2020年3月，由創辦人/CEO張焜傑與其他四位共同創辦人一同經營，為各行業提供工業4.0無痛升級方案– Smart Tag解決方案，包含軟硬體技術。由軟性電路板黏貼至機器表面，進行多點位資料蒐集，例如：震動、溫度以及濕度等紀錄，再串接至客戶端系統或者上傳雲端數據中心，藉由機器學習及數據模型進行分析，預測機器的運作模式，將由智慧貼紙解決工廠產能及良率的問題。
Smart Tag helps clients to upgrade their manufacturing lines, or machines immediately with minimum learning cost and high ROI. We’re providing a total solution for the manufacturing industry, which includes both hardware product and software as a service. For the hardware part, Smart Tag is our core technology- thermal thin film PCB, the most flexible PCB ever. The main purpose of this Smart Tag is monitoring, collecting and uploading data onto our cloud platform- the machine learning platform via Bluetooth gateway..
With this machine learning mechanism, when continuing monitoring the vibration, this platform can easily predict and detect the “danger zone”, which means the timing that the machine/production line needs to be maintained or be fixed. Or, companies can also forecast the quality of the products, based on these dataset.
公司網站
http://www.smarttag.tech/
止まったら画質を変更したり更新して下さい～
スパチャのご利用は計画的に！
～メンバー参加募集中～
（月額490円で、下記URLから飛んで行う形になります。）
https://gaming.youtube.com/channel/UCUFpO6w6qnO4GYlbmmuKcMg#action=sponsor
※ iOSなどは上記のURLをアプリではなく、ウェブブラウザで開く（PC推奨）
クレジット・デビットカード、PayPal、Vプリカ、Google Playカードのなどが必要
何はともあれ、来てくれてありがとう！
高評価を押してくれると中の人Aが喜びます
参加&通話ディスコード:https://discord.gg/kWRhKAc
よくある質問コーナー
Q.何歳ですか？A.1993年生まれだ。そんな気がする。
Q.中の人の由来は？A.BO2あるあるBOTの中の人だったから
Q.ニートですか？A.就業はしてないけど、確定申告はするよ 大変だよね
Q.BANしましたか？A.公序良俗に反しまくる内容や過度に政治的な内容、宣伝行為などは必要に応じて規制されるからな
中の人AのPCスペック
ケース：Cooler Master Cosmos C700P https://amzn.to/2KPOdBs
電源ユニット：Corsair HX1000i 80PLUS PLATINUM 1000W https://amzn.to/2KRrFjW
マザーボード：ASUS ROG STRIX X299-E GAMING https://amzn.to/2KN55J2
ＣＰＵ：Intel Core i9-7980XE https://amzn.to/2KMmPnZ
グラフィックカード：Geforce RTX2080Ti 11GB https://amzn.to/2QamK3m
メモリ：Crucial DDR4-2666 128GB（16GB×8枚） https://amzn.to/31dwxaS
ＨＤＤ：HDD 8TB SATA3 6Gbps https://amzn.to/2KMV9iE
SSD：SSD Samsung 970 EVO 1TB https://amzn.to/2Qa1P04
SSD：SanDisk SSDプラス 240GB https://amzn.to/2Q65VGF
CPUクーラー：Corsair H115i PRO RGB https://amzn.to/2KUCCBj
ケースファン：スリーブベアリング超静音ファン２個
グリス:AINEX ナノダイヤモンドグリス JP-DX1 https://amzn.to/2KP5U3T
サウンドカード:CREATIVE Sound Blaster Z SB-Z https://amzn.to/2Q7IZqK
中の人Aのデバイスは
MOUSE: Logicool G (Logitech) G403 HERO https://amzn.to/2pGn1z0
MAIN KEYBOARD: K70 RGB MK.2 LOW PROFILE https://amzn.to/2KRYM7a
GAMING KEYBOARD: Razer Orbweaver Chroma https://amzn.to/2Q7hjlG
HEADSET for PC: SENNHEISER GSP 500 https://amzn.to/2ricGq8
HEADSET for PS4: SENNHEISER GAME ONE https://amzn.to/2Q7lzkZ
Main Monitor:I-O DATA GigaCrysta EX-LDGC251UTB https://amzn.to/2FVf4gE
Sab Monitor:BenQ XL2411 https://amzn.to/2FSL30X
Support the stream: https://streamlabs.com/nakanohitogaming
CoreStore gets around a restriction with other Core Data wrappers where the entity name should be the same as the NSManagedObject subclass name. CoreStore loads ... ... <看更多>
core data 在 Core Data · GitBook 的推薦與評價
在稍前建立專案時如果有打勾 Use Core Data ，建立完成後會在 AppDelegate.swift 中為你自動生成相關的程式碼。 一開始先在 ViewController.swift 中引入CoreData 函式庫： ... <看更多>