🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有336部Youtube影片,追蹤數超過48的網紅Xuan_阿萱,也在其Youtube影片中提到,SHEGLAM Birthday Skin Primer 這次分享SHEGLAM 的Primer,因為他們要慶祝品牌生日出的新品,從2019 在 SHEIN 網站上開創品牌,主打超甜價格超好入手又時常出新品。 我是2020年底才認識這品牌,感謝SHEGLAM 看見奈米阿萱。 主打✨Birthda...
in demand 在 Focus Taiwan Facebook 的最讚貼文
Industrial production in Taiwan rose more than 13 percent from a year earlier in August on the back of solid global demand for both tech and old economy items, marking the 19th consecutive month of year-on-year increases, according to the Ministry of Economic Affairs (MOEA).
https://focustaiwan.tw/business/202109280016
in demand 在 TrendForce Facebook 的最佳解答
#NEWS
A return to physical offices in Europe and North America generated demand for commercial notebooks, and brands rushed out 4Q21 shipments ahead of time due to port congestions, in turn propping up notebook demand in 3Q21. Will shipment decline in 4Q21? TrendForce explains.
in demand 在 Xuan_阿萱 Youtube 的最佳貼文
SHEGLAM Birthday Skin Primer
這次分享SHEGLAM 的Primer,因為他們要慶祝品牌生日出的新品,從2019 在 SHEIN 網站上開創品牌,主打超甜價格超好入手又時常出新品。
我是2020年底才認識這品牌,感謝SHEGLAM 看見奈米阿萱。
主打✨Birthday Skin Primer ID:2614022
淡粉色的奶油質地一推就開而且帶有玫瑰味道,擦起來呈現光澤類型,有一點點提亮效果。
單擦看起來沒太多差別,主要目的讓底妝更服貼這是沒問題的。
很少用寬口瓶的打底產品還附一支挖勺,外出帶這個是有點不方便。
影片裡面我的臉都是化妝棉的屑屑😅,好真實都沒修皮~
✨Brows on Demand 2-in-1 Brow Pencil -CHOCOLATE ID:2395285
雙頭設計其中一邊是液態水眉筆,眉筆設計很細可以畫毛流線條,這隻我有愛!
✨Color Bloom Liquid Blush Love Cake ID:2386651
這個腮紅棒超可愛真的好喜歡,看到許多歐美的美妝部落客有分享就注意到它了。
點個一兩滴就可以,這個色號含有很細金色閃沒有很明顯。
✨Multi-Faceted Makeup Sponge 2189086;2189070
多功能海綿還附一個家給海綿住,官方介紹底妝、修容或眼妝都可用這顆完成。
他們寄來都用袋子裝,塑膠的外包裝都被撞壞了,雖然不影響使用😢。
他們眼影盤的保護包裝做的很好,其他品項包裝就弱了一些。
✨MAUVE-OLOUS Palette ID:2170620
上一波也有收到這一盤,粉霧玫瑰的配色實用好搭,這次妝容就選到太閃的顏色本想低調粉霧妝。
這盤是我SEHGLAM裡最日常的一盤
SHEIN 全館85折扣碼:SP0834
(無限制衣服也行,無分潤推廣)
⬇️
https://www.shein.tw/sheglam
⬆️搜尋Birthday Skin就可以找到這次主打
話說618阿萱在 #SHEIN 買幾件衣服,自己的碼自己用,完全無限制就可以85折還蠻開心的😊。想來拍一個穿搭影片玩玩看~
🔥快肉搜阿萱🔥
IG: https://instagram.com/xuanjoy0725
TIKTOK: https://www.tiktok.com/@xuanjoy0725
#SHEGLAM
#shein開箱
#阿萱開箱
#眼影 #美妝 #眼妝 #makeup #化妝 #美妝
![post-title](https://i.ytimg.com/vi/BiHEhjoxVpQ/hqdefault.jpg)
in demand 在 CarDebuts Youtube 的最讚貼文
ชมสายการผลิต All-New Hyundai Santa Cruz 2022 ฮุนได ซานตาครูซ รถกระบะปิกอัพขนาดเล็ก โครงสร้างแบบ Unibody (Monocoque)
Hyundai Motor Manufacturing Alabama Celebrates Launch of All-New 2022 Santa Cruz
Montgomery, Ala. June 22, 2021 – Hyundai Motor Manufacturing Alabama (HMMA) celebrated the launch of the all-new 2022 Santa Cruz Sport Adventure Vehicle on Tuesday, June 22, 2021. The Santa Cruz joins the Sonata and Elantra sedans and Santa Fe and Tucson SUVs on the Montgomery assembly line. This addition marks the first time HMMA has produced five vehicles at once.
The highly-anticipated Santa Cruz Sport Adventure Vehicle shatters both SUV and truck segments, creating an entirely new vehicle category. The Santa Cruz features a secure, open bed area which includes a lockable tonneau cover and hidden bed storage for diverse gear-carrying flexibility.
“Santa Cruz, with its bold styling, breaks open an all new segment territory, both for Hyundai and the industry as a whole. Open-bed flexibility coupled with closed-cabin security meets the changing everyday needs of its adventure-oriented buyers, while powerful and efficient engines and superb maneuverability ensure it is a pleasure to drive in urban or off-road environments. Our customers will wonder just how they managed before owning one,” said Jose Munoz, president and CEO, Hyundai Motor North America.
HMMA recently completed a plant expansion project to support adding the Santa Cruz to HMMA’s product mix. The addition of the Santa Cruz will further enhance HMMA’s ability to adjust its vehicle production with market demand and stay competitive in the ever-changing automotive market.
“We are excited and honored to be producing Hyundai’s first open bed vehicle for the North American market,” said HMMA President and CEO, Ernie Kim. “The launch of the Santa Cruz is a further testament to the trust Hyundai Motor company puts in HMMA and our Alabama home. I am so proud of our Team Members for accomplishing this achievement while the world is going through such difficult times. We can’t wait for our customers to experience the innovative design and world class quality the Santa Cruz will bring to the table.”
The addition of the Santa Cruz will continue to sustain high-quality jobs at HMMA and throughout its supplier base.
The 2022 Hyundai Santa Cruz will begin arriving in U.S. dealerships later this summer.
ติดตามช่องของเราทาง Facebook ได้ที่ https://www.facebook.com/CarDebuts-891205251089964
หรือเว็บไซต์ https://cardebuts.com/
![post-title](https://i.ytimg.com/vi/jqUrMaG_De8/hqdefault.jpg)
in demand 在 Hana's Lexis Youtube 的最佳貼文
Link nhắc đến trong video: https://opportunity.linkedin.com/skills-for-in-demand-jobs
#microsoft #linkedin #microsoftlinkedinlearning
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![post-title](https://i.ytimg.com/vi/u99kMNrVy9g/hqdefault.jpg)
in demand 在 In Demand - 首頁 的推薦與評價
透過Messenger 聯絡In Demand. Highlights info row image. www.indemandband.com. Highlights info row image. 音樂家/樂團. 粉絲專頁資訊透明度查看更多. ... <看更多>