Plus the first-generation Echo Show 5 is on sale for $45.
momentum plus 在 Engadget Facebook 的最佳解答
同時也有16部Youtube影片，追蹤數超過66萬的網紅buycartv，也在其Youtube影片中提到，在這個休旅車當道的市場中，大型旗艦轎車仍是各家廠牌，展現其工藝以及科技的重點。這次試駕的Volvo The New S90，在車長以及軸距皆有升級，搭配頭等艙等級的寬敞後座，以及第三代Drive -E B4引擎，究竟駕馭起來以及後座乘坐感受如何，讓我們看嘉偉哥如何評論這台車！ 在外觀部分，車頭下方...
「momentum plus」的推薦目錄：
- 關於momentum plus 在 Engadget Facebook 的最佳解答
- 關於momentum plus 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於momentum plus 在 Prof Dr Muhaya Facebook 的最佳解答
- 關於momentum plus 在 buycartv Youtube 的最讚貼文
- 關於momentum plus 在 Mamiyoshi Youtube 的最佳貼文
- 關於momentum plus 在 狂人日誌 Youtube 的最讚貼文
- 關於momentum plus 在 [分享] 狂人日誌volvo XC60 B4 Momentum Plus - 看板car 的評價
- 關於momentum plus 在 [分享] 狂人日誌volvo XC60 B4 Momentum Plus - car - PTT情感 ... 的評價
- 關於momentum plus 在 [分享] 狂人日誌volvo XC60 B4 Momentum Plus - Mo PTT 鄉公所 的評價
- 關於momentum plus 在 狂人日誌volvo XC60 B4 Momentum Plus | 記者快抄 - 任務是將 ... 的評價
- 關於momentum plus 在 [分享] 狂人日誌volvo XC60 B4 Momentum Plus - 看板car 的評價
- 關於momentum plus 在 [分享] 狂人日誌volvo XC60 B4 Momentum Plus - car | PTT職涯區 的評價
momentum plus 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻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
momentum plus 在 Prof Dr Muhaya Facebook 的最佳解答
Momentum Penguasaan Diri adalah langkah ketiga dalam kelas PMC Plus 6, bagi membantu untuk mengenalpasti apakah respon emosi apabila sesuatu perkara yang tidak diingini atau kuramg selesa berlaku kepada diri individu. Respon itu adalah sama ada marah berbalas api kemarahan, dendam berbalas kebencian dan berapa lamakah respon emosi yang akan terbit secara bawah sedar bagi mengawal respon dalaman yang turut ada kaitan secara saintifik kepada rembesan homon dopamine, oxytocin, serotonin, endorphin dan kesannya kepada tubuh badan termasuk tahap kerentanan sistem imun.
.
Nak tahu kenapa peserta-peserta Prof Muhaya Circle Plus 6 (PMC+6) sedang & sudah pun menikmati transformasi jiwa yang luarbiasa? Kerana mereka adalah insan-insan yang bersedia untuk melakukan tindakan pantas, berguru & praktik.
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Bila kita ubah dunia dalaman kita, dunia luaran kita pun akan berubah. Luarbiasa, keajaiban itu ada bagi yang percaya!
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Nak keluar dari kesengsaraan hidup??
Tekan link di Bio untuk maklumat lanjut!
momentum plus 在 buycartv Youtube 的最讚貼文
在這個休旅車當道的市場中，大型旗艦轎車仍是各家廠牌，展現其工藝以及科技的重點。這次試駕的Volvo The New S90，在車長以及軸距皆有升級，搭配頭等艙等級的寬敞後座，以及第三代Drive -E B4引擎，究竟駕馭起來以及後座乘坐感受如何，讓我們看嘉偉哥如何評論這台車！
在外觀部分，車頭下方貫穿式的鍍鉻飾條，以及家族式水箱護罩、雷神之鎚頭燈，襯托出典雅的氣質。車側搭配19吋雙色切削鋁圈，以及從車頭延伸至車側以及車尾的鍍鉻飾條。
動力部分搭配第三代Drive -E B4引擎，在48V輕油電的輔助之下，總共可以榨出197hp+14hp的馬力，最大扭力30.6kgm，油耗一公里可以跑13.3公里。
在安全部分，全車系皆搭載第二代PA高科技輔助系統，唯獨抬頭顯示器、360度環境、自動停車輔助系統在B4 Momentum需加價選配。
更多影片皆在Go車誌官網：https://www.buycartv.com/
------------------------------------------------------------------------------------------------------------------------------------------------------
段落章節：
00:00 開頭
00:52 車輛介紹
02:58 外觀介紹
06:41 動力規格
08:02 空間機能
12:03 內裝配備
18:12 試駕心得
23:41 特別感謝
------------------------------------------------------------------------------------------------------------------------------------------------------
音樂來源：
Track: Static — Land of Fire [Audio Library Release]
Music provided by Audio Library Plus
Watch: https://youtu.be/oROZqpCPvhA
Free Download / Stream: https://alplus.io/static
Track: Flexy — Land of Fire [Audio Library Release]
Music provided by Audio Library Plus
Watch: https://youtu.be/STVCwZGLwr0
Free Download / Stream: https://alplus.io/flexy
Track: Beat the Silence — Broke in Summer [Audio Library Release]
Music provided by Audio Library Plus
Watch: https://youtu.be/GG7Jwnkpj5M
Free Download / Stream: https://alplus.io/beat-silence
Track: Sunlight Cascading Through the Clouds — Artificial.Music [Audio Library Release]
Music provided by Audio Library Plus
Watch: https://youtu.be/mtONh3v8-mw
Free Download / Stream: https://alplus.io/sunlight-cascading
Track: Freedom — tubebackr [Audio Library Release]
Music provided by Audio Library Plus
Watch: https://youtu.be/ChJ5ibBzCas
Free Download / Stream: https://alplus.io/freedomm
momentum plus 在 Mamiyoshi Youtube 的最佳貼文
▼新生活セールのキャンペーンページはこちら
https://amzn.to/3cUieyi
Amazon 新生活セール 2021ついに始まりました！
今回の動画では、ポイントアップキャンペーンへの参加方法と、おすすめの商品を紹介します！
▼Amazonプライム学割
https://amzn.to/2Qp1x6I
▼SwitchBot製品一覧
http://switchbot.vip/3sOehBA
▼SwitchBot Hub Mini
https://amzn.to/3eWcrLt
▼Amazon Fire HD 8 Plus
https://amzn.to/38XP0xv
▼Anker PowerPort III Nano 20W with USB-C & ライトニング ケーブル
https://amzn.to/38ZJv19
▼Anker PowerLine+ II USB-C & ライトニングケーブル【2本セット】
https://amzn.to/3cOjcw4
▼Anker PowerWave 10 Stand ワイヤレス充電器
https://amzn.to/3vIQRA1
▼Anker PowerCore Slim 10000 PD モバイルバッテリー
https://amzn.to/3tAY7fq
▼Anker PowerCore Essential 20000 モバイルバッテリー
https://amzn.to/390gW3H
▼Anker Soundcore Life P2 完全ワイヤレスイヤホン
https://amzn.to/3saLdVi
▼Anker Soundcore Liberty Air 2 完全ワイヤレスイヤホン
https://amzn.to/30X6BRT
▼Sennheiser MOMENTUM True Wireless 2
https://amzn.to/391MTJ8
▼MOFT X スマホスタンド
https://amzn.to/3lxuuc4
▼LG 27UL500-W 27インチ4Kモニター
https://amzn.to/3eWNVJY
▼LG 32UN500-W 31.5インチフレームレス4Kモニター
https://amzn.to/3tELUqc
▼LG 29WL500-B 29インチウルトラワイドモニター
https://amzn.to/3vHhPbh
▼ASUS VZ249HR 24インチフレームレスモニター
https://amzn.to/3s6lWLB
▼エルゴトロン LX デスクマウント モニターアーム
https://amzn.to/2NDr6js
▼Amazonベーシック モニターアーム
https://amzn.to/2NxBHw8
▼GTRACING ゲーミングチェア
https://amzn.to/3f5FUlY
▼Elgato Cam Link 4K
https://amzn.to/3s4uQJv
▼Anker Eufy RoboVac 11S ロボット掃除機
https://amzn.to/3cTOD8n
■目次■
00:00 Amazon 新生活セール 2021 おすすめ商品紹介！今回のセールはかなりアツい！
00:18 新生活セールの期間
00:25 ポイントアップキャンペーン解説
01:26 プライム会員に絶対なるべき理由
02:14 プライム会員の学割が安すぎる…
02:45 おすすめ商品紹介！
15:00 まとめ
15:49 チャンネル登録お願いします！
▶Amazonセール おすすめ商品紹介動画の再生リストはこちら
https://youtube.com/playlist?list=PLvvYhh8sW6I1Uwkz2Jim27lpIydIW54OJ
▼サブチャンネル
https://www.youtube.com/channel/UCa9QL_VM1pmf7tmeU0EfP4Q
▼ゲームチャンネル
https://www.youtube.com/channel/UC8qfQuS4pww34aFeg5611rw
▼Twitter
https://twitter.com/mamiyoshi_
▼仕事連絡先
[email protected]
#Amazonセール2021 #新生活セール2021 #新生活セール
momentum plus 在 狂人日誌 Youtube 的最讚貼文
[狂人日誌] Have yourself a Merry Swedish Christmas：Volvo XC60 B4 Momentum Plus 的聖誕出任務！
#狂人：
只要有心，我們都能成為某個人的聖誕老人，創造屬於他／她的聖誕奇蹟也不一定 --- 為了傳遞充滿著愛與希望的聖誕精神，也為了一探入門卻不入門的 XC60 B4 Momentum Plus 究竟還保有著幾成 Volvo向來引以為傲的溫度和安全感，我決定...
話說回來，白內裝真的很應景哪XD
狂人日誌官方網站：http://madvnz.com/
狂人日誌FB粉絲專頁：https://business.facebook.com/madvnzdiary/videos/802378253658547/
狂人日誌Instagram：https://www.instagram.com/madvnz/
愛心捐款資訊 -
郵政劃撥專戶帳號：01321489
戶頭名稱：新竹仁愛兒童之家
#霸王寒流來襲前夕 #用佳節溫馨小品 #溫暖你的心 #SwedishHouseSanta #麋鹿不迷路 #AllIWantForChristmas #isXC60B4MomentumPlus #新世紀雪橇車 #VolvoForLove
momentum plus 在 [分享] 狂人日誌volvo XC60 B4 Momentum Plus - car - PTT情感 ... 的推薦與評價
[分享] 狂人日誌volvo XC60 B4 Momentum Plus. 作者, Qoo20811. 時間, 2021/01/03 13:31:58. 人氣, 推:57 噓:4 留言:99. 更多Qoo20811文章 · 相同討論串 · 返回car看板. ... <看更多>
momentum plus 在 [分享] 狂人日誌volvo XC60 B4 Momentum Plus - Mo PTT 鄉公所 的推薦與評價
https://www.youtube.com/watch?v=5CB-qYckb3I 蠻喜歡狂人日誌這個不知道算不算車媒的汽車頻道雖然最近似乎換了一個主持人但不得不說之前那個胖胖的和現在這個都介… ... <看更多>
momentum plus 在 [分享] 狂人日誌volvo XC60 B4 Momentum Plus - 看板car 的推薦與評價
https://www.youtube.com/watch?v=5CB-qYckb3I
蠻喜歡狂人日誌這個不知道算不算車媒的汽車頻道
雖然最近似乎換了一個主持人
但不得不說之前那個胖胖的和現在這個都介紹得挺不錯
撇開各種可以在網路上就google得到的資訊
狂人日誌更可以用另一種方式來讓你喜歡上某台或某牌的汽車
就像是以前完全沒有考慮過volvo這牌子的車
但看了幾部發現其實volvo的車還真的不錯
分享給大家~
--
※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 111.242.231.207 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/car/M.1609651921.A.F3F.html
... <看更多>