啊啊啊啊啊讚嘆三星啊啊啊啊!
讓我收到這個豪華瘋狂大禮包!
揭秘大包裹包含了A到Z每一個字母所代表的東西
不過三星刻意撇除掉A😂😂😂
包裹裡的東西超可愛超有趣
Galaxy Z Flip3 5G絨絲白美暈了 美慘了
真的會一秒跳槽欸😂
一直以來都是使用蘋果手機的我
並不是什麼超級深度果粉
持續的使用就是因為「習慣」了
懶得去習慣新的介面
也害怕自己學不會使用
所以就一直使用著蘋果
但是總是會期盼著有點創新或者跳脫
只是好像等有點久🤣
三星在產品上的革新不得不說真的很大膽
坦白說我以前一直沒有被三星手機吸引住目光
但這次摺疊手機真的讓我心動!
看到韓劇主角拿著就想說
到底這是什麼感覺 🤤
到底摺疊機有什麼過人之處
這個就等我使用一陣子後再跟大家更新吧
用摺疊手機自拍有多方便你知道嗎!
不用找腳架了
直接摺起來就能拍
而且手比🤚🏻他就會感應自己拍照
有夠智慧我愛到不行!
要用手機拍自己彈琴的影片也變得超方便😍
立馬來一首三星的主題鈴聲over the Horizon
還有防水功能超讚!
就算手機被小孩潑到水
媽媽還是可以笑呵呵優雅下午茶
三星的理念是for all
不管你是什麼樣的用戶
他都能包容並且滿足的概念
我也一直相信
創新的路比較辛苦
但是前面一定有更好的風景等著我們❤️
Samsung
#大摺學家
#GalaxyZFold3
#GalaxyZFlip3
#TeamGalaxy
同時也有163部Youtube影片,追蹤數超過16萬的網紅林子安 AnViolin,也在其Youtube影片中提到,■ 更多林子安: INSTAGRAM:https://www.instagram.com/an__official/ FACEBOOK:https://www.facebook.com/Anviolin/ WEIBO:http://weibo.com/u/6511795600 Spotify:htt...
「over the horizon」的推薦目錄:
- 關於over the horizon 在 我是江老師 Facebook 的最讚貼文
- 關於over the horizon 在 Facebook 的精選貼文
- 關於over the horizon 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於over the horizon 在 林子安 AnViolin Youtube 的最佳貼文
- 關於over the horizon 在 translation Youtube 的最佳貼文
- 關於over the horizon 在 Youji Youtube 的最佳解答
- 關於over the horizon 在 BTS SUGA 重新詮釋Over the Horizon 深度訪談- Samsung 的評價
over the horizon 在 Facebook 的精選貼文
NEW COVER : #BTS #SUGA - Over The Horizon Violin Cover
is NOW at #Spotify !!!!
My violin sound mixes with Suga 's rap and music arrangement.It brings something really different and special !
Dont be hesitated to listen or stream it at Spotify for FREE ^^
https://open.spotify.com/album/3IFH7Ob90IFtF7d9T6oezb?si=c6x6TWjARFqgUHTdceEspg&dl_branch=1
FOLLOW me at Spotify NOW , if you dont want to miss any UPDATE ! More and more will be coming very soon .
STAY TUNED :P
#OMJamie #BTSviolin #sugacover #BTScover #youtubemusic #facebookmusic #violincover #SUGAoverthehorizon #OverTheHorizon #Samsung
over the horizon 在 貓的成長美股異想世界 Facebook 的最佳貼文
🌻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
over the horizon 在 林子安 AnViolin Youtube 的最佳貼文
■ 更多林子安:
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--
小藍背心《目及皆是你》小提琴版本 | Violin cover by Lin Tzu An of All for you
今天送給大家一首又甜又療癒的曲子,週五夜晚沈浸在我為各位製造的粉紅泡泡吧🥰
即使生活中有無數個難以堅持的瞬間,但只要你還在,就有堅持下去的理由。
一早起來感覺烏雲密佈的日子裡,必須想想快樂的事才能呼吸,例如赫然發現今天已經週五,又例如想想你,你就是那件快樂的事,沒錯就是說你各位!!
雖然做自己想做的音樂有很多辛苦困難過程,但想起各位都會覺得自己很幸運,給我這麼多正面的力量,支持我繼續往前。在每一天好一點、壞一點的平衡中,只要有一點點幸運,就能提醒自己其實也有快樂的時候吧。
希望我的琴聲可以帶給大家一點點這種幸福的感覺~
記得聽歌時候泛起的微笑,是不是好像就可以再繼續往前走了呢😊
信義區香堤大道街頭演出變成登記制了,想聽我live版演出相關資訊,請追蹤Instagram限時動態!
--
With strong and sentimental theme, the song is dedicated to those been and are now in love regardless of all consequences.
I love you meaning you inspire me. You are a horizon stretching over the ocean, where I have to swim for and a reminder of how far I can go. I love you meaning I want to go there with you.
One day there will be someone hugging you so tight that all of your broken pieces will stick back together. Wait for some one who will possess you like night and set you free like morning.
Not only am I saying the romantic love but my love to all my fans supporting me, including you who are listening and watching my videos. There are lots of difficult moments as a freelance musician, good or bad, I got your back. Really appreciate your love and support=]
Should you have any request regarding cover songs, just comment below and let me know.
Also please share the video and subscribe to my channel https://bit.ly/2EsTGMQ.
Don't forget to click the 🔔 bell to be notified when my videos come out!
Visit me at Taipei Shin Kong Mitsukoshi Xinyi Plaza to enjoy more my live cover songs. Check it out details on my Instagram stories!
--
編曲Arrange:林子安 Lin Tzu An
混音mix:林子安 Lin Tzu An
小提琴 Violin: 林子安 Lin Tzu An
攝影師剪接師 Photographer & Film editor: Santon.W
文字編輯 Social media editor/manager: Lily Wu
--
🎻Sponsor AnViolin🎻
如果你喜歡我的影片的話,歡迎贊助我,讓我有更多資源去提升畫面與音樂。
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【Cover by AnViolin】每週上傳新的小提琴cover影片,
喜歡的話請訂閱我的頻道 https://bit.ly/2EsTGMQ
也記得開啟🔔訂閱通知,按讚留言分享給你家人朋友看!
還想看子安cover什麼歌?留言跟我說 !
--
#目及皆是你
#AllForYou
#AnViolin
#目及皆是你violin
#目及皆是你小提琴
#CoverSong
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over the horizon 在 translation Youtube 的最佳貼文
#'97年にKCE東京が開発、コナミが発売した、PS用横スクロールSTG作品であり、グラディウスシリーズ作品のひとつ。
家庭用オリジナル作品であり、AC版IVに先駆けて発売、4機の性能の違いを持つ機種から自機を選択、全機ミサイル、ダブル、レーザーが2段階パワーアップ可能。防御装備は接触死防御のガード、3秒間無敵化のリミットが追加、リミットは壁をすり抜けられる仕様。
パワーアップゲージのエディットも可能で、自分なりの復活パターンも作れる。
ボスはかつて雑魚だったものが大型化したものや、既登場ボスが残骸で襲いかかってきたり、火山が出たかと思いきやブラックホールが火山もろともステージ全体を吸い込む等、オマージュを感じさせつつ飽きさせない。
BGMはときめきメモリアル2(PS/'99年)や、幻想水滸伝シリーズ等の三浦氏が作・編曲、共通フレーズを用意し、各所で様々なアレンジを施し印象に残す一方、疾走感のあるベースラインや、きらびやかさを演出するアルペジオ曲、オケヒとボイスで構成されるミステリアスな曲等従来のシリーズとは世界観を変え、本作独自な楽曲が並ぶ。
また、楽曲で使用されたキーボード、ギター演奏も三浦氏本人が行った。
ドライバ作成:あきろぴと氏
作・編曲:三浦憲和氏
Manufacture: 1997.08.28 Konami / KCE Tokyo
computer: Play Station
Music driver programmer: Akira Souji
Sound: cd
Sound Direction: Akira Souji
Composer & Arranger: Norikazu Miura
---------------------------------------------------------------------------------------
00:00 01.SIDE STORY / タイトルデモムービー
01:56 02.PROLOGUE
03:34 03.SELECT / 機体選択画面
09:07 04.SKY#1 / 空中戦
14:09 05.SNOWFIELD / ステージ1 BEYOND THE WHITE STORM
19:11 06.BOSS / 各ステージのボス戦
24:45 07.CEMETERY / ステージ2 REQUIEM FOR REVENGERS
30:22 08.CRYSTAL / ステージ3 INTO THE CRYSTAL CAGE
35:57 09.MOAI / ステージ4 RUIN OF SILENCE
41:31 10.INTERNAL / ステージ5 ORGANIC FORTRESS
46:32 11.FOREST / ステージ6 GREEN INFERNO
51:34 12.BLACK HOLE / ステージ7 ON THE EVENT HORIZON
57:09 13.Zub-RUSH / ステージ8 FORMIDABLE GUARDIANS ザブラッシュ グラディウス「Aircraft Carrier」アレンジ
59:11 14.BOSS-RUSH#1 / ステージ8 FORMIDABLE GUARDIANS レーザーテトラン・デスダブル・トリプルコア戦
01:09:13 15.BOSS-RUSH#2 / ステージ8 FORMIDABLE GUARDIANS デルタトライ・ジャグラーコア戦*1
01:19:14 16.SPEED / ステージ9 FATE…*2空中戦・高速要塞・ブーストコア戦
01:24:16 17.INSIDE MISSION / ステージ9 FATE… 要塞内部
01:29:17 18.BIG DUCKER / ステージ9 FATE… ビッグダッカー戦
01:34:50 19.LAST BOSS / ステージ9 FATE… O.V.U.M戦
01:39:51 20.LAST BOSS / ステージ9 FATE… O.V.U.M戦 *ボイス有り
01:41:55 21.SKY#2 / 2周目以降の空中戦
01:46:57 22.ENDING / エンディング
01:48:57 23.GAME OVER / ゲームオーバー
01:49:11 24.NAME ENTRY / ネームエントリー
01:51:15 25.SLPM-86042_BGM2_0000129c
---------------------------------------------------------------------------------------
over the horizon 在 Youji Youtube 的最佳解答
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――――― 日本語 ―――――
?♂️...ご挨拶
初めまして。ヨージと言います。
アメリカに住んでいる純日本人です。
日本語と英語が話せます。
?...配信について
のんびりあつまれどうぶつの森をします。一部参加型です。
基本的にはフレンド限定のパスワード開門です。
?...フレンドコード
SW-3516-9899-0870
* フレンド申請を送ったら”必ず”Switchで使っているお名前を教えて下さい!
* フレンド枠には上限があるため、たまに整理します。名前が変わって誰か分からない方は整理対象になりやすいです。次やる時にまた送って下さい。
?...お土産ルーレット
リスナーさんの島の住民がレシピを配っていたら教えて下さい。
もし受け取らせてもらえたら代わりにルーレットで決まるお土産を差し上げます。
使用するルーレットはこれをお借りしています!
https://www.youtube.com/watch?v=AryzvyhN7ug
?...禁止事項
ここに書かれていないことでも一度注意されたら辞めてもらえると助かります。
* 放置や意図的な回線切断
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* 他プレイヤーに対する指示・文句
* 自分や他人の個人情報の開示
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* 似た・同じ内容の発言の繰り返し
* 宣伝・売名行為
* その他公序良俗に反する発言
?…コマンド
カッコの中のコマンドをチャットに打つとNightbotが反応します。
「eng」
半角スペースを追加して日本語文を入力すると英語に翻訳されます。
例:「eng こんにちは」→「Hello」
「:_hmm」(スタンプ:チャンネルメンバーのみ)
本音を暴かれます。
「:_ohno:」(スタンプ:チャンネルメンバーのみ)
敗因を教えてくれます。
それでは、健闘を祈る❗️
~~~ English / 英語 ~~~
?♂️...Greeting
Hello my name is Youji. I'm a Japanese American that lives in the U.S. I can speak Japanese and English. Nice to meet you.
?...About Stream
I’m playing Animal Crossing New Horizon.
?...My Friend Code
SW-3516-9899-0870
* If you sent a friend request, you MUST tell me your in game name!
* I’ll delete you if I don’t recognize you because you changed your in game name. Please send it again next time.
?... Warnings
Please be mindful of your actions. Even if it’s not listed on here I warned you.
* Go AFK or disconnect on purpose
* Boss people around or tell others what to do
* Reveal you or someone else's personal information
* Talk about your personal negative stories
* Talk to other viewers about personal topics that no one else can understand or relate to
* Posting the same or similar messages over and over
* Advertising
* Any other inappropriate talking
?…Commands
You may use these commands inside “” to have Nightbot to react you. The same command can be used only once in 5 seconds.
“jpn”
It gonna translate English sentence to Japanese
e.g.: “jpn Hello” → “こんにちは”
“!japan”
It tells you the local time in Japan.
“!quote”
Try it then you'll know.
Have a good time and best of luck❗️
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#NintendoSwitch#あつまれどうぶつの森#ACNH#視聴者参加型#PlayingwithViewers
Support the stream: https://streamlabs.com/youjiman
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