關於 cnp推薦 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🛍 康是美LG生活健康女神品牌月🛍

好康道相報！好康道相報！這個月是康是美LG生活健康女神品牌月+醫美節優惠！
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首先姐要先大聲說出我本人的韓國女神就是IU！而在韓國由IU代言的醫美品牌CNP，其中我的最最最愛就是蜂膠能量彈潤安瓶及蜂膠能量彈潤氣墊粉餅（超級奶油肌、遮瑕力100）
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話不多說，直接介紹蜂膠能量安瓶，它是韓國熱賣TOP1明星商品！可以撫平細紋，改善肌膚，要送長輩禮盒的話也有CNP蜂膠能量彈潤安瓶極光閃耀禮盒，裡面除了有安瓶外，還有CNP粉刺分手極凈鼻膜組（在康是美都可以買得到）
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另外一項是潔美淨，他們主打連敏弱肌都滿意的高度保濕修護效果，是連續3年為韓國保濕品牌銷售NO.1
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影片中大家可以看到超可愛的BEYOND小飛象沐浴精（實體真的很療癒），他們倡導環保理念，從健康中找尋肌膚原有的美麗起源，打造專屬於自己的無添加美麗保養，甚至標榜了4-100 歲都可以使用！
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洗髮精更是我不會缺少的生活必需品（是的，我每天洗頭），Dr. Groot在韓國回購率也是No.1養髮洗髮精！

這裡幫大家整理LG品牌月優惠資訊
👉🏻單筆消費滿388品牌月商品就送「超強醫美體驗組」，數量有限送完為止！
👉🏻單筆消費滿88品牌月商品，現折88元（單筆發票不累折）
👉🏻活動只到9/21！！

#IU安瓶 #極光安瓶 #Dcard口碑爆棚 #無添加保養 #環境友善保養
#YCC好物推薦

#韓國醫美權威保養專家
#肌膚越擦越健康 #IU代言

聊到保養，除了專櫃、醫美跟台灣製，
韓國保養品也是我心中很願意嘗試的選擇！
許多最新穎的保養方式都是從韓國開始流行的～
但對我來說，
最吸引我的還是那種感覺有專業團隊跟研究室，
背景很硬的保養品牌！

這次介紹的 CNP Laboratory Taiwan
就是感覺產品背後站著一堆專業權威充滿自信的跟你說：
「妹妹，放心用起來！有事我們扛～」🤣
而且還多了一個讓人眼睛一亮的大加持！
CNP代言人是皮膚超好、非常有說服力的IU🤩

CNP擁有由韓國皮膚科權威Dr. Lee
及2位韓國皮膚科醫生創立的CNP研究室，
加上50多位頂尖皮膚醫學專家多年的臨床實驗聯手打造，
完成在家也能有效改善肌膚問題的醫美保養品。
2017年起CNP邀請韓國創作才女IU李知恩代言，
IU也表示用過CNP的產品後也愛上！

初次認識一個保養品牌，最安心的方法就是
從大家都能輕鬆駕馭的敏弱肌系列開始！
－－－－－－－－－－－－－－－－－－
✅#CNP舒膚溫和修護噴霧 100ml
🌟添加積雪草萃取、蝸牛黏液萃取、維他命B5、
天然保濕粒子－Ｎ.M.F成分
➡️舒緩修復肌膚，加強保濕水嫩，提升肌膚防禦力。
🌟超細緻霧狀噴灑
➡️霧般輕薄粒子，均勻附著於肌膚，可防止脫妝。

我的保養品裡一定會有一罐噴霧！
喜歡起床時用噴霧噴臉擦拭代替洗臉～
接著上保養然後化妝，很方便的展開一天！
要補妝時也會用噴霧噴臉再用面紙按壓，
接著再次上妝時也比較服貼👍
CNP這款最讓我驚艷的就是噴霧非常非常細～
幾乎是我用過最細的！
噴在臉上很輕盈，會感覺特別好吸收，
補妝時也不怕把妝噴花😆

CNP還有其他針對不同膚況的噴霧，
有別於一般噴霧只做保濕舒敏功效，
可以根據肌膚狀況有更不一樣的選擇！

#蜂膠能量彈潤噴霧：長時間高保濕，喚回肌膚亮采
👉容易感到乾燥，粗糙、暗沉肌膚使用
#維他命激亮白皙噴霧：複方維他命B，賦予肌膚水嫩亮采
👉暗沉疲憊肌膚使用

✅#CNP舒膚溫和修復安瓶15ml
🌟添加蝸牛黏液萃取、維他命B5、玻尿酸
➡️迅速舒緩不適肌膚，快速補水，
使肌膚變得更加水潤、健康。

這款則是用起來很溫和的不挑膚質安瓶！
除了符合我預期的保濕度之外、
好吸收到我會上癮似的想擠很多在臉上按摩，
我喜歡在臉冒粉刺痘痘時使用，
不刺激又能維持其他部位的水潤，
推薦想嘗試新產品的敏感肌們！

有興趣的話可以網路這裡逛逛：
🛒🛒🛒 bit.ly/3i9UaKp 🛒🛒🛒

🌻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

我發現宜蘭真的很美很多美食!!
我又想去了QQ大家幫我推薦我沒吃到的宜蘭美食~~

IU代言的韓國醫美保養品牌CNP這邊買
全台寶雅 - https://www.poya.com.tw/store
購物官網 - https://bit.ly/39xNNxT
MOMO購物 - https://bit.ly/38DmP7N
蝦皮商城 - https://bit.ly/33IFx9i

【Instagram】 lixian.77
【facebook】 @lixian.taiwan

這次出了一部很自然的妝容分享影片,適合所有男女性的日常妝容!
這到底是素顏還是有上妝啊!?但為什麼找不到死角!被細細窺視都不懼怕!
因為你零死角了 ( 浮誇法 )

亨利許許
膚質 / 油性肌膚 / 易長粉刺 / 敏感易泛紅

妝前保養/保濕
00:21 ｜ 妮維雅 ｜ 水漾護唇膏
00:34 ｜ CNP laboratory ｜蜂膠能量彈潤噴霧
00:43 ｜ 倩碧 ｜平衡修護奇蹟膠
00:51 ｜ TKLAB ｜多肽緊緻抗皺眼霜

妝容使用
01:39 ｜Tarte Shape Tape ｜Light Medium
03:23 ｜LAKA抗UV粉底液 ｜B2
05:07 ｜SKINFOOD ｜香濃可可眉粉餅
07:43 ｜16BRAND ｜濾鏡三色修容打亮餅
08:54 ｜NARS ｜3D塑型修容盤｜PALOMA
08:54 ｜E.L.F. ｜Contour Palette ｜Light Medium
10:37 ｜16BRAND ｜果汁香吻純釉 ｜Fig Gummy
10:57 ｜ NYX ｜啞光絲絨六色眼影盤
13:13 ｜Essence ｜超霧光定粉餅

上妝道具
03:23 ｜韓國大創美妝蛋
05:02 ｜泰國Big C購入眉刷/刷頭
11:29 ｜台灣寶雅購入眼影棒
12:44 ｜泰國Big C購入蜜粉刷/萬用刷

謝謝各位把影片看完,資訊欄以上不清楚的地方,或是想複習可以直接點擊秒數跳到想看的部分唷!大家也可以推薦我彩妝用品或是日常保養唷!謝謝你們!

開箱最近收到的18個公關品!!!!🔥
粉底遮瑕眼線睫毛膏唇彩通通都有
不過唇膏太美了想獨立剪一支，請等等我~~~
這次先試#2 給你們看

除了反孔特霧那罐不適合我的膚質
還有睫毛膏有點問號之外
其他都很推薦入手!!!!!

#開箱 #Maybelline #秋冬新品

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𝐈𝐧𝐬𝐭𝐚𝐠𝐫𝐚𝐦 @yyl011
https://instagram.com/yyl011/

✉️ [email protected]

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Maybelline
FIT ME反孔特霧粉底液 #118認真 #109善良
fit me matte and poreless foundation


Maybelline
FIT ME水光奇蹟粉底液 #110 #120
fit me dewy and smooth foundation


CNP Laboratory
蜂膠能量彈潤噴霧
propolis ampule mist


Maybelline
FIT ME遮遮稱奇遮瑕膏 #15 #10
fit me concealer


Maybelline
反孔特霧無瑕嫩粉餅 #220 #230
fit me powder foundation


Maybelline
超激細抗暈眼線液 抗手震版
BK-1 超漆黑 BR-3 蜜桃棕 BR-2 深邃棕
hyper sharp eyeliner


Maybelline
定型濃捲風防水睫毛膏 #black
hypercurl powerfix mascara


Maybelline
極綻色 絲絨霧光唇膏 #2麥迪遜琴酒
Creamy Mattes City Heat Lipstick (The Bricks Collection)