關於 global leader ，我們在網路上蒐集到這些相關的討論、資訊與評價

💥 #StarFab特報 💥 第七期 軟硬整合+AI視覺辨識 開必拓數據 創造國際商機

#開必拓數據 是台灣極少數的軟硬整合AI新創，在電子、紡織、金屬箔、電動車產業皆有佈局，更是去年第三屆 #TAIRA 投資人特別獎得主。

此期我們很榮幸邀請到 #開必拓 孫逢佑 執行長 與我們一同聚焦AI趨勢與應用，並分享其創業心法與市場進入策略！

📌 如何讓AI做到「如人一般」的智慧應用？
📌 開必拓如何運用其軟硬整合優勢？
📌 全球首見的AI鋁箔品檢技術如何幫助企業創造商業價值？

⭐️【StarFab特報】第七期：http://user132676.psee.io/3hm5vb

💥#StarFabNewsletter💥 Issue 7
AI Visual Inspection with the Integration of Software and Hardware
to Develop Business Opportunity Worldwide

As the leader in artificial intelligence industry, Kapito.Inc focuses on serving clients in the electronics, textile, smart vehicle, and metallic foil. Also, Kapito won the special prize on the TAIRA Accelerator Program Demo Day in 2020.

In this week’s issue, we were honored to invite Riccardo Sun, CEO of Kapito.Inc, to share his entrepreneurial journey and market entry strategy. Kaptio hopes to cooperate with startups and big companies interested in AI field to explore the global market together in the future.

📌 How does big data enable AI to complete tasks at a human level？
📌 How does Kapito make the integration of hardware and software as its advantage\？
📌 How does Kaptio create commercial value by the world's first AI quality inspection software for electrode aluminum foil？

【StarFab Newsletter】Issue 7：http://user132676.psee.io/3na4cm

🙏🏻💪🏻🤝今天是921大地震22 週年，我們持續為在這場令人悲痛的事件中所喪生的2,415 位罹難者哀悼。同時，我們也欽佩台灣人民展現無比的韌性和堅毅，一步一步從震災中復原。台灣持續努力發展應對各種緊急情況的能力，並已成為印太地區備災的領導者，台灣也樂於與國際社會分享其專業知識。美國很自豪能與台灣合作，協助國際夥伴應對全球挑戰。

🙏🏻💪🏻🤝Today, on the 22nd anniversary of the 9/21 earthquake, we continue to mourn the 2,415 lives lost in this devastating incident. We admire the perseverance and resilience of the people in Taiwan to recover from one of the its deadliest earthquakes. Taiwan has worked hard to develop its ability to respond to various kinds of emergencies and has become a leader of disaster preparedness in the region, sharing its expertise with the international community. The United States is proud to partner with Taiwan to help tackle global challenges.

🌻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

CS:GO หรือเกม Counter-Strike: Global Offensive นั้นแหละครับ เกมเดียวกัน
_________________________________________________________________________________________________
Facebook ของผมครับ ฝากเข้าไปกดไลค์กันเยอะๆด้วยนะครับ สามารถเข้าไปพูดคุยและติดต่อสอบถามได้ครับ
https://www.facebook.com/YT-593585434125784
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สำหรับใครที่อยากจะโดเนทให้ช่องของผม สามารถโดเนทได้ลิงค์ด้านล่างนี้เลยนะครับ
https://tmstreamlabs.cupco.de/YTD
ขอบคุณสำหรับการโดเนทครับ...
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ลิงค์ดาวน์โหลดเกมส์ GTA
https://www.youtube.com/watch?v=Txzke8m6bRk
https://www.youtube.com/watch?v=1wjhtLlLzTM
_________________________________________________________________________________________________
คอมพิวเตอร์ "สเปคคอมของผม" (My PC Spec)
- CPU : Intel Core I5 6400 @ 2.70 GHz
- Mainboard : ASUS B150M-A DDR4
- Ram : 16GB/Kingston (KVR21N15D8/16)
- Graphic Card : NVIDIA GeForce GTX 1050 (2GB)
- Power Supply : Corsair VS450 450W
- Hard Disk 1 : GALAX GAMER SSD 120GB
- Hard Disk 2 : HDD WD Blue 1TB , HDD Seagate 2TB , HDD WD Purple 3TB
- Sound Card : ASUS XONAR DX/XD/A/6A
- DVD Drive : ASUS DRW-24D5M
- Case : Leader Case Cubic
- Operating System : Windows 7 Ultimate 64-bit
_________________________________________________________________________________________________
อุปกรณ์คอมพิวเตอร์ (Computer Equipment)
- Mouse 1 : Neolution E-Sport Xtreme Gaming Mouse
- Mouse 2 : COUGAR 700M
- Mouse 3 : Oker Corded Mini Optical
- Keyboard 1 : MD Tech X-ergonomic Gaming Keyboard
- Keyboard 2 : COUGAR VANTAR Scissor Gaming Keyboard
- Mouse Pad 1 : Razer Goliathus Speed Cosmic Edition
- Mouse Pad 2 : Neolution E-Sport Logo Edition Control
- Headset 1 : Samsung Small Talk Head Phone
- Headset 2 : OKER SM-880
- Joy Stick : OKER Joystick USB
- Speaker : Microlab Just Listen Multimedia Speakers B55
- Microphone 1 : Condenser BM-800 Microphone
- Microphone 2 : Razer Seiren
- Microphone Accessory : Phantom Power 48v
- USB Sound Card : Elit USB Sound Adapter External USB 2.0 Virtual 7.1 Channel
- Webcam Camera : Signo WC-207
- Monitor : Samsung SyncMaster S24B150
- The Lamp : HATASHI MT-800
- External Harddisk : WD External Harddisk 1TB
- Flash Drive : Apotop 16GB
- Game Capture Card : Elgato HD60S+
- Memory Card : Kingston Memory Card Micro SD 64G
- Green Screen : Green Future Board
- Computer Desk : Plywood Computer Desk
- Computer Chair : E-Sport MAX Gaming Chair
- Joystick Mobile : Joy Dobe Ti-465
- Glasses : Kazzia & Japan KJ-2234
- Sunglasses : KT kT OPTIC P9867 C4 5318-141
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อินเทอร์เน็ต (Internet)
-- Internet : True
- Internet Speed : Download 500 Mbps
- Internet Speed : Upload 500 Mbps
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โทรศัพท์ (Phone)
- Samsung Galaxy J7 Prime
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เครื่องเกมคอนโซล (Game Console)
-- Sony :
- PlayStation 1 (PS1)
- PlayStation 2 (PS2)
- PlayStation 3 (PS3)
- PlayStation 4 (PS4)
- PlayStation 5 (PS5)
"ผมมีครบทุกเครื่อง"
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โทรทัศน์ (TV)
- Sony
- Aconatic
- Samsung
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กล้องถ่ายรูป (Camera)
- Canon
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แท็กเนื้อหา
#GTASanAndreas #GTASan #GTASA #GTA #YTD #YTDC #YYTD #Yootoodotcom #YTDCYootoodotcom #YTDGTA #YTDGTASan #YTDGTASA #YTDGTASanAndreas
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ส่วนเนื้อหา
0:00

WOODY FM Special Presented by Merz Aesthetics เพื่อสร้างความมั่นใจในตัวเองมากขึ้นแบบ “Confidence to be” ความมั่นใจบนคาแรคเตอร์และความสวยงามของตัวเอง เมื่อมีความมั่นใจแล้ว ก็จะรู้สึกดี และดูดีกว่าที่เคยเป็น

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ฝากติดตาม WOODY FM Special Presented by Merz Aesthetics ได้ในทุกช่องทาง รวมถึง instagram @woodyfm_official ด้วยครับ

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