關於 2022 it 趨勢 ，我們在網路上蒐集到這些相關的討論、資訊與評價

本週免費活動＆課程精選（2021.9.22 ）
放完4天的中秋連來個🔥報復性進修🔥吧
來來來 ~小編都幫你準備好本週的精選活動&課程囉💓

❶9/23【活動推薦🔥】雲端智慧生產力轉型術 | ERP on Azure
📌活動簡介：
在數位轉型已然成為顯學的時代，您跟上它的腳步了嗎？
想要知道如何應用雲端✅高彈性✅易部署✅節省成本優勢為您的企業創造先機嗎？
那就不可錯過由緯謙科技、台灣微軟及安侯企業管理共同舉辦的本場研討會！
將帶您瞭解數位轉型趨勢，以及利用ERP上雲打造高效能工作環境。
👉立即報名：https://aka.ms/event_wiadvance0923

❷9/24【活動推薦🔥】數位轉型三部曲 智慧製造x生產管理x 雲端應用研討會
📌研討會簡介：
台灣微軟本次與天微資訊與達易智造聯合舉辦線上研討會，透過三部曲解說如何運用雲端系統結合地端資料，打造最有效率的工廠管理，達成真正的智慧製造！
👉立即報名：https://aka.ms/MSxKSinformxDOTZERO

❸9/28【Microsoft Dynamics 365 免費線上課程: Activate Digital Selling 】
📌課程簡介：
當今日益數位化的世界需要敏捷的電子商務戰略。Microsoft Dynamics 365 虛擬培訓日：啟用數位銷售旨在協助您熟悉行銷、銷售和商務產品，這些工作領域可齊心協力打造無縫的數位購買體驗。您可以立即運用新技能和訓練成果，在客戶旅程的每個階段促進有意義的互動。
👉立即報名：https://aka.ms/Baseline0928_D365

❹9/28【活動推薦🔥】 eSparkle Reimagination 數據應用再進化
📌活動簡介：
數據被視為這個時代的金礦，但擁有數據卻無從發現洞見，再多的數據都是枉然... 😥😥
但龐大的資料處理起來費時耗力，有沒有更簡單的方法❓
讓伊雲谷數位的eSparkle 數據分析及人工智慧賦能服務，幫助您梳理雜亂且數量龐大的資料，將資料轉化為商業智慧！
👉立即報名：https://aka.ms/event_eCloudvalley0928

❺9/28 SQL 2012 EOS資料上雲動手實驗營
📌講座簡介：
SQL Server 2012 即將於2022/7終止支援，想學習和知道如何評估資料上雲可行性嗎？
👉立即報名 9/28 SQL 2012 EOS 資料上雲線上動手實驗營：http://aka.ms/datamodaiw928

❻9/29【金融業自建RPA流程不求人 解開日常反覆作業流程枷鎖】
📌課程簡介：
您或許了解 RPA 是什麼？但是否曾想過自行架設符合工作需求的 RPA 呢？
為了跟上不斷更新的市場資訊，金融業同仁每日皆有數以萬計的資料及報表待處理，那麼該如何才能打破重複性作業的枷鎖呢？
在過去，架設系統或撰寫程式都須仰賴 IT 技術人員協助，但透過 Power Automate，組織中的任何人都可自建 RPA 流程，不僅可以透過自動化流程處理大量耗時繁瑣的事務；更值得一提的是，透過低程式碼及拖拉方式，即可輕鬆架設，以解開反覆作業枷鎖，提升效率及生產力。

👉 立即報名：https://mktoevents.com/Microsoft+Event/295798/157-GQE-382?wt.mc_id=AID3040671_QSG_OLA_550914
👉 首播時間：9月29日(三)下午2:00-3:00

❼9/29【活動推薦🔥】 自動化雲端服務，企業維運高效率
📌講座簡介：
精誠軟體服務打造「自動授權指派解決方案」，更自行研發「雲端管理CMP平台」，協助企業優化管理效率，又有🌟一站式雲管理平台🌟能充分掌握雲端使用成本，節省營運成本、有效控管預算！
立即報名論壇，為您的企業在數位化轉型時代以最優成本發揮最大效益🏃🏃
👉立即報名： https://aka.ms/event_systexcloud0929

❽9/29【活動推薦🔥】 上雲釋放中小企業 IT 系統壓力！讓企業 IT 變Easy
📌研討會簡介：
晉泰科技將透過豐富的上雲經驗，引領您隨著資訊技術推陳出新，在不同階段逐步調整，降低系統升級壓力，並適時導入最新雲端技術，讓企業IT如虎添翼！
報名研討會，掌握數位轉型關鍵！
👉立即報名： https://aka.ms/event_Genesis0929

❾9/29-9/30【Microsoft Azure Data 基礎課程】
📌課程簡介：
AI 與數據為現今數位轉型的內功精粹，帶您了解在雲端環境中管理資料所涉及的角色、任務和責任，獲得在 Azure 中使用關聯式和非關聯式雲端資料服務的基本技能，及探索建置資料分析解決方案，全程參與課程贈送微軟 DP-900 證照考試資格
👉立即報名：https://mktoevents.com/Microsoft+Event/291929/157-GQE-382?wt.mc_id=AID3038670_QSG_SCL_547345

#每週課程精選 #Microsoft #Microsoft365 #Azure #AzureSQLDatabase #SQLServer #PowerAutomate #RPA #Dynamics365

🌻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

台灣創新的基礎仍待國會多多支持

由這幾天的趨勢，看起來台灣的疫情在指揮中心拼命防堵之下，只要大家維持社交好習慣的配合，應該有機會控制下來。真的是天佑台灣，在如此險峻條件下，我們守起來了！台灣屢屢展現在一堆人士的唱衰中，堅挺屹立，實在要更有信心面對艱困的未來以及不斷地挑戰。

當然，光是信心並不夠，面對未知的將來，還是要有更多準備才行。我們都習慣講見賢思齊，讓我們來看看科技的強權，美國，最近做了什麼？

上個月初（六月八日），在台灣正為疫情及疫苗之亂所困之際，美國國會通過了非常重要的《美國創新與競爭法案》。這個法案也號稱是拜登政府上任最重要政策之一。當時，因為台灣疫情緊繃，似乎沒有多少人特別關注，頂多是講一下說，美國發現半導體很重要，特別訂定專法及經費要加強推動等等。事實上，這是一個非常關鍵且重要的科學基礎紮根計畫，大體而言，這個法案有數個特點：

ㄧ、將大家熟知的美國國家科學委員會（National Science Foundation)改為國家科學及技術委員會(National Science and Technology Foundation)，兩位副主委，一管科學，一管技術。法案中甚至特別強調出，技術副主委的重要職責之一是，Increasing federally-funded research and development to achieve national goals related to economic competitiveness, domestic manufacturing, national security, shared prosperity, energy and the environment, health, education and workforce development, and transportation。這與我離職前向蔡總統建議的，將科技部改制為國家科學與技術委員會，走向完全一致。科技不能只是自己專注研發，必須前接人才教育，後接經濟發展能力，這是科技時代的必要趨勢。

二、未來五年內（2022-2026)，選定十項科學與技術項目（如附資料），預定至少投入1100億美元以上，交由新的ＮＳＴＦ用於協助高教及研發機構，針對選定項目做基礎及前瞻研究。展現美國面對未來科技的謹慎和視野，唯有回到基礎的科學根本，才能帶領人類向前跳躍，找到更多創新機會。

三、再度強化STEM教育的重要，未來五年提撥至少五十億美元，用於強化人才培育的STEM教育。STEM教育這幾年在教育界也是很響亮的口號， STEM指的分別是，Science(科學）、Technology（技術）、Engineering(工程）、Mathematics(數學），正是為來人才走近高科技的必備基礎訓練。但在台灣，STEM 不只在國教中被弱化，更在未來高教的選材上被邊緣化，據說，未來甚至於，大學端的理工生醫等重要學科的入學考試中，根本被放生！台灣十年、二十年後，高科技的人才來源岌岌可危！

對國家長程的未來那麼重要的法案，在拜登政府和國會成員上任短短不到一年內完成立法程序！當然，這也可以看成是美國全民的鼎力支持，才能讓法案順利通過。

台灣的國會、台灣的政府，我們的國會、我們的政府當然也應該做得到，也應該看得到。這不是一兩年內會有大變化、或大政績的工作，但是不做，台灣在未來的競爭力將逐年慢慢減弱。但是，無論是政府、國會，他們的力量還是來自全民的支持，唯有台灣能有一股力量支持，督促政府、國會去思考這些長程競爭力的必要工作，政府、國會才能從每天焦頭爛額
的政治爭執中跳脫出來。

美國選定的十大重點項目：

The United States Innovation and Competition Act of 2021 (USICA), formerly known as the Endless Frontier Act, passed into law on 8 June 2021. It authorizes $110 Billion for basic and advanced technology research over a five year period. It includes investment in:

1. Artificial intelligence and machine learning
2. High performance computing, semiconductors, and advanced computer hardware
3. Quantum computing and information systems
4. Robotics, automation, and advanced manufacturing
5. Natural or anthropogenic disaster prevention
6. Advanced communications technology
7. Biotechnology, genomics, and synthetic biology
8. Advanced energy technology
9. Cybersecurity, data storage, and data management technologies
10. Materials science, engineering, and exploration relevant to the other focus areas

https://www.inside.com.tw/article/23806-usa-semiconductor-investment-contend-china