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#台灣蜂王乳霜推薦
#IMAIZE嬡妹籽蜂王乳霜評價
#來自台灣的蜂王乳保養品
#輕熟齡肌的保濕聖品 #附影片
IMAIZE嬡妹籽蜂王乳霜
是來自台灣的蜂王乳霜品牌
添加來自台灣純淨、天然、無汙染，
在地小農生產新鮮蜂王乳
以及多種植萃成分all in one，
帶給肌膚簡單、單純無負擔的保養
並且有添加能帶給肌膚柔嫩有光澤的
全植物油銀扇精華油；
成分中的胡椒莓果萃取液，
持續使用還能帶來舒緩感喔！
圖文並茂看這裡：
https://hhdie0208tw.pixnet.net/blog/post/559399161
🌻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
#文末及留言處有驚喜
#佑群老師專屬優惠購買加贈煥顏修護旅行組
#擁有神級修護力的龍血萃取重啟完美肌膚
#一護二穩三提亮口罩肌ByeBye!
記得，想要保持令人稱羨的膚況，「修護力」才是關鍵！
這兩年我們常常聽到大家因為戴口罩而產生「口罩肌」的煩惱，包括出油、過敏、粉刺、泛紅、痘痘、暗沉等困擾，導致急速產生細紋甚至老化。事實上，如果你有上述煩惱，表示肌膚已經喪失「修護力」了！
長期研究不同保養品、以自己肌膚親自測試的過程中，最近發現來自知名植萃品牌珍朵絲特的「龍血求麗系列」讓我十分驚艷，尤其是它對肌膚的絕佳修護力！
👉🏻https://jdst.cc/佑群老師專屬優惠
聽名字就應該知道，這系列最重要成分就是「龍血萃取」，它來自珍貴的祕魯天然千年龍血樹脂，富含抗氧化力為維生素C 20倍以上的活性成分「花青素OPC」，所以被稱作是「自然界抗老之王」，又有「肌膚生命源頭」的美稱。而珍朵絲特重視環境，因此採用的秘魯龍血樹通過了ECOCERT 有機栽培認證，公平交易且永續利用，不破壞天然資源。
生活習慣改變、壓力、3C產品的使用，加上過度去角質與清潔，其實都在長期傷害我們肌膚的表皮細胞，造成肌膚問題。因此珍朵絲特針對「重建修護概念」尋找適合原料，發現了龍血樹脂擁有卓越的延緩老化能力，能從基底修護肌膚，「龍血求麗系列」因此誕生。
#龍血求麗精華
「龍血求麗精華」又有龍血“小橘瓶”的可愛暱稱，不但得到眾多美妝媒體的極高評價，連男神胡宇威都是愛用者，保濕加修護只要它一瓶就可以搞定了！早晚在化妝水後，取適量塗抹於臉部與頸部，輕輕按摩至吸收，持續下來會發現膚況逐漸好轉，長期使用不但痘痘、粉刺和細紋變少，肌膚也像睡過美容覺一般透亮水嫩。此外，狀況不佳時也可以作為急救使用，修護疲憊的口罩肌！
因為小橘瓶內擁有結合了歐洲及南美古文明千年以來的三大美容成分：包括龍血樹脂、深海海藻萃取和玫瑰花水，能幫助肌膚啟動自癒力、重建油水平衡，修護力提升後，肌膚自然健康起來。
#龍血求麗修護乳
用完精華後，最後可以用「龍血求麗修護乳」滋潤肌膚，我喜歡它ALL IN ONE的水乳劑型設計，一年四季都可使用，在保養界它還有「最強修護水乳液」之稱，不但能強效鎖水穩定肌膚，成分中多種植物因子萃取亦能保持肌膚彈性與亮澤，增加表層防護力！
具體來說，「龍血求麗系列」能同時保濕修護，並擁有「一護二穩三提亮」的優點，不黏膩好吸收，我在使用時會順便為肌膚按摩，如此一來精華更易滲透肌底。此外，它完全不添加酒精、香精、色素，不僅能改善因乾燥引起的泛紅，敏弱肌也不用擔心。裡面更添加了植萃精油，保養同時還能享受草本香氣，既舒壓又療癒。
保養其實不難，對抗口罩肌也不可怕，重點就在選擇對的保養品，重建肌膚修護力！
👉🏻佑群老師專屬優惠：
https://jdst.cc/佑群老師專屬優惠
✅好康ㄧ
現在只要購買龍血求麗精華+龍血求麗修護乳 $1,290 立刻加贈「煥顏修護旅行組」乙組！！只有佑群老師粉絲才擁有的獨家好康！
✅好康二
【📢 Bonus活動】想得到超珍貴的經典修護體驗組嗎？活動參加辦法請見本貼文「留言處」！
Jourdeness 佐登妮絲
#李佑群老師推薦 #龍血求麗系列
#植萃 #一護二穩三提亮
#珍朵絲特 #Jenduoste
#SkinCare #Beauty #Stylist #FashionDirector #YouGunLee #李佑群老師 #佑群老師 #李佑群 #YSkinCare
3D視覺型放置系RPG！女神林依晨代言推薦！冒險者，集結！加入事前預約中，9月23日盛大公測！準備出發！和林依晨一起踏上輕鬆絕美的旅程！
《放置英雄Eureka》預約連結:https://status.woobestgames.com/ad/complex_link/1364419959693848576
《放置英雄Eureka》粉絲團連結:https://www.facebook.com/heroes.eureka/
它是款無壓力奇幻風格輕鬆放置手遊，以歐美卡通的畫風
跟法線貼圖技術，呈現出小巧玩偶般的可愛風格
而且和一般放置遊戲不同的是，想要無壓力快速遊玩更方便了
遊戲中有個叫戰鬥切出的便利功能，它能讓你能同時進行多線戰鬥
一次完成好多任務，幫助你成為時間管理高手
＃放置英雄Eureka ＃放置英雄 ＃Eureka
加入皮卡軍團👌先按訂閱🎬再按小鈴鐺喔🔔
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⚔️合作請洽 (Business Contact) : pikalu@zoho.eu
-----
This channel is used only to recommend games and spread awareness of all the positive possibilities of gaming.
All videos are not intended to infringe any copyright law, only to assist commentary and recommendation.
If any producer or label has an issue with any of the uploads please get in contact (pikalu@zoho.eu) with me and I will delete it immediately (this includes artists of the images used).
資料Credits連結:
https://docs.google.com/document/d/1EfRez8waMDu21ahC0D6xXQMp-MHNvO0_Go937u1ks34/edit?usp=sharing
BGM:
🎵幼女幻奏
🎵Crash Bandicoot 1 Theme
🎵Undertale OST - Nyeh Heh Heh! (Intro) Bonetrousle
🎵Treasure Trove Cove - Banjo-Kazooie
#遊戲皮卡嚕 #皮卡嚕 #PikaLu
加入皮卡軍團👌先按訂閱🎬再按小鈴鐺喔🔔
⚔️皮卡軍團✪Discord➔ https://discord.gg/qgt5d9mjBx
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⚔️皮卡軍團✪微博➔ http://weibo.com/pikalugame
⚔️皮卡軍團✪IG➔ https://www.instagram.com/pikalu_game/
⚔️合作請洽 (Business Contact) : pikalu@zoho.eu
-----
This channel is used only to recommend games and spread awareness of all the positive possibilities of gaming.
All videos are not intended to infringe any copyright law, only to assist commentary and recommendation.
If any producer or label has an issue with any of the uploads please get in contact (pikalu@zoho.eu) with me and I will delete it immediately (this includes artists of the images used).
資料Credits連結:
https://docs.google.com/document/d/1kXqEqRHGydZcjusgvJkJnrRGx-by_lsiPaqmGjWk0qc/edit?usp=sharing
BGM:
🎵TALES OF ARISE – Official Opening Animation
🎵Tales of Zestiria「スレイのテーマ～導師～」
00:00 開頭
00:43 畫質全面躍升
02:02 嶄新世界觀
02:57 主要角色群
04:53 JRPG?ARPG!?
05:37 戰鬥基礎介紹
06:56 秘奧義哪裡去了?
07:36 改版的小劇場
08:25 更加磅礡的配樂
08:57 DEMO體驗
09:28 該買哪個版本?
#遊戲皮卡嚕 #破曉傳奇#皮卡嚕 #皮卡大排行 #PikaLu
皮卡大排行 值得買嗎 遊戲介紹 購買須知 聊Game 遊戲情報 破曉傳奇 TOAR 時空幻境 萬代 tales of arise PS5 大作消息 遊戲大作 9月必玩
✅現在加入LINE官方帳號「PlayStation Taiwan」的好友
就能獲得免費貼圖 「奧樂雞的遊戲生活」貼圖組
活動日期到8/26號截止哦
下載連結:https://pse.is/3k38lt
加入皮卡軍團👌先按訂閱🎬再按小鈴鐺喔🔔
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⚔️皮卡軍團✪微博➔ http://weibo.com/pikalugame
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⚔️合作請洽 (Business Contact) : pikalu@zoho.eu
-----
This channel is used only to recommend games and spread awareness of all the positive possibilities of gaming.
All videos are not intended to infringe any copyright law, only to assist commentary and recommendation.
If any producer or label has an issue with any of the uploads please get in contact (pikalu@zoho.eu) with me and I will delete it immediately (this includes artists of the images used).
資料Credits連結:
https://docs.google.com/document/d/1HEZ4WQa0rZyTUPknW9YR022EXtC7wEyodohaWSLQV64/edit
BGM:
🎵Persona 4 Reincarnation_ Specialist
🎵RESIDENT EVIL 2 REMAKE OST - Vs Super Tyrant (Mr.X 2nd Form) Boss Fight Theme Music
🎵忍びの末裔 (ユフィのテーマ) ｜ FFVIIR IG OST - Descendant of Shinobi (Yuffie's Theme)
🎵Undertale OST - sans. Extended
🎵NieR music concert & talk live - Song of the ancients _ Fate
🎵ASGORE THE SHOGUN OF THE MOUNTAIN
🎵Persona 5 ost - Layer Cake
🎵Tales of Zestiria「スレイのテーマ～導師～」
🎵Cyrus, the Scholar -Octopath Traveler
#遊戲皮卡嚕 #對馬戰鬼#卡比嚕 #皮卡大排行 #PikaLu #PlayStation #PlayStationTaiwan
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拉捷特與克拉克：切割分裂 死亡回歸 死亡循環 Deathloop 尼爾:人工生命
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如題想要參考一下大家的意見因為自己的電腦其實沒有什麼移動需求桌電放在租屋處又有點大所以在考慮All in one電腦但是看身邊有人用All in one電腦的都 ... ... <看更多>
【觀點】纖薄機身超窄邊框 All-in-One 入門機種terra AIO 2400｜24" 一體式桌上型電腦｜i5-1135G7 [4K 60FPS]. EnterBox. EnterBox. 13.4K subscribers. ... <看更多>
all in one評價 在 [閒聊] 現在是不是沒人要用all in one電腦了? - 看板PC_Shopping 的美食出口停車場
我先不提MAC那些
我主要是想討論一般的PC
小弟今天被老闆指派說生兩台電腦出來，給接下來的新同事用
然後我熊熊給他想到all in one那種電腦
結果一查發現選擇真的有點少，要馬就還是I家7.8代U
要馬就是那種我根本沒聽過的甚麼J三小INTEL的U
要10代U的選擇也是真的不多
現在是不是真的很少人在用all in one的電腦?
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因為之前老闆要也都是買桌機，剛好前幾個月有同事問今天順便查
AMD我不敢給公司的人用....
我應該沒說貴吧
ㄝ 不是 不敢給公司用amd這合理吧
這也要噴?
那我研究看看
不 我還活在19年要刷BIOS的世界線==
所以我應該還是挑套裝機好了
※ 編輯: superRKO (118.161.140.71 臺灣), 07/02/2020 12:21:04
你是不是沒看我第一句==
※ 編輯: superRKO (118.161.140.71 臺灣), 07/02/2020 12:32:58
啊我就只想問pc的Aio 何來的標題不符?
而且我這篇內文也沒問推薦電腦喔
NUC也不錯 我研究一下
我標題根本沒在問nuc 也沒再問迷你機==
結果算了一下還是買套裝電腦好了，含作業系統跟時間成本比較划算
NUC以後有錢自己玩
※ 編輯: superRKO (118.161.140.71 臺灣), 07/02/2020 13:27:59
對 就是品牌機
好好好 你說是就是 反正我電腦也買了
然後你騙我 imac現在哪來的10代==
※ 編輯: superRKO (118.161.140.71 臺灣), 07/02/2020 14:09:24
其實我還真的沒跟老闆聊自組的事情，不過我猜他應該不同意
而且我懶，又不想扛這鬼事==
※ 編輯: superRKO (220.135.222.131 臺灣), 07/02/2020 18:20:15
我整篇是問還有沒有人用AIO，以及現在AIO的情況
並不是我要選AIO或者迷你機
※ 編輯: superRKO (220.135.222.131 臺灣), 07/02/2020 19:46:44
這倒是真的 我覺得我老闆還蠻不錯的
我是說不想扛自組這種事情 是我打的不夠清楚 還是你閱讀能力需要加強?
※ 編輯: superRKO (220.135.222.131 臺灣), 07/02/2020 20:03:39
可是大哥 我套裝電腦幾乎找不到amd的，3800X那種又效能過剩
我電腦今天都來而且都設定好了==
我根本不是問小電腦RRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRRR
※ 編輯: superRKO (220.135.222.131 臺灣), 07/03/2020 21:36:34
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