關於 cross價格2021 ，我們在網路上蒐集到這些相關的討論、資訊與評價

星期五和泰網管就是忙忙忙🤣
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🌻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

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#1小時兌換碼

最近的 NFT 市場有點安靜，而幣圈市場開始熱了起來。

而我在看比特幣最近的數據時，竟然看到了牛市的信號？！

投資之前，除了看基本面以外，也可以多參考技術層面來做好風險控管，提高投資回報。

而我在做技術分析時，看到了比特幣竟然出現了 Golden Cross！🤑

對於習慣了技術投資的夥伴們來說，出現 Golden Cross 是一個非常好的利好信息！

如果你還不知道什麼是 Golden Cross，記得要看完今天的視頻腦補一下！

⚠️ 重要聲明：今天的視頻僅供參考，並非投資建議。投資有風險，請謹慎投資。

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👉 搶先加入「投資帶我飛」社團：
https://www.officialharrylee.com/invest-with-harry

👉 了解我的第一個 NFT - HL Family：
https://www.harryleefam.com

👉 加入「HL Family」NFT Discord 社群：
https://discord.gg/2x3tF6JSvu

以下是根據地區不同，可以購買比特幣的平台（使用連接你會得到 10 美金獎勵）：

💰 Coinbase（美國地區）：https://coinbase-consumer.sjv.io/c/2656819/552039/9251
💰 Okex（中國大陸地區）：https://www.okex.com/join/2027974
💰 幣安 Binance（美國以外地區）：https://www.binance.com/cn/register?ref=51241754
💰 火幣交易所（中國大陸地區）：https://www.huobi.li/zh-cn/topic/invited/?invite_code=gi2c8

👉 比特幣錢包：https://shop.ledger.com/pages/ledger-nano-x?r=0acabd60fec8

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時間軸：
00:00 前導
00:31 比特幣牛市信號來了？

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🧑🏻‍🏫 線上課程的銷售秘密免費教學：
https://www.officialharrylee.com/onlinecourse-webinar-registration13?sl=youtube
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📖 社交媒體行銷藍圖免費攻略：
https://www.officialharrylee.com/smma-cheatsheet?sl=youtube

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🔔 訂閱我的頻道、打開小鈴鐺，你才不會漏了我未來的新影片：
https://www.youtube.com/c/harrylee?sub_confirmation=1

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🎒 我的設備：
📷 相機Canon M50 -
https://amzn.to/2GB4eJZ
🎙 相機麥克風 Rode -
https://amzn.to/2Dm7ZSE
🎤 電腦麥克風 -
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❤️ Instagram：
https://www.instagram.com/harryleemedia/

✅ 微信ID：
leemedia

👨‍💻 Facebook：
https://www.facebook.com/officialharryleemedia

🙋🏻‍♀️ Facebook 群組：
https://www.facebook.com/groups/400282737418604

🌐 官網：
https://www.officialharrylee.com

📨 聯絡郵箱：
harry@harryleemedia.com

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🔥 其他不可錯過的超人氣視頻：

👉 Shopify電商教學 -
https://www.youtube.com/watch?v=FamZf6shbNw&list=PLYMEh7yZ5BIzpVbNKwJh2SATFSRSUreML

👉 社交媒體營銷教學 -
https://www.youtube.com/watch?v=rts2uk7cAMw&list=PLYMEh7yZ5BIx-b02W1fhdvbjxPSOZ0AdA&index=2&t=11s

👉 Facebook 廣告操作完整教學 -
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👉 YouTube 營銷推廣教學 -
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👉 關於網絡賺錢的秘密 -
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👉 關於個人品牌與成長 -
https://www.youtube.com/watch?v=m7CZMu23dj8&list=PLYMEh7yZ5BIzxt1XI10vRl55n8M5ioAYn

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‼️ 重要聲明：
以上部分鏈結是聯盟營銷鏈結，但不會影響你在購買時的價格和權益。
收到的聯盟佣金會被用來運作這個頻道，讓我在未來能夠產出更多更好的內容給你。
在此聲明，謝謝你的支持！

#比特幣 #虛擬貨幣 #牛市

新頻道成立！歡迎訂閱及加入：
【游泳私房話】YouTube：http://bit.ly/swimmer_privatetalk
【游泳私房話】FB社團：http://bit.ly/FBswimmer_privatetalk
【AOch遨樂趣】YouTube ➡ http://bit.ly/AndyAOch
－－－－－－－－－－
◉ 訂購 剛剛好水餃：https://shopee.tw/privatetalk

TOYOTA Corolla Cross持續熱賣中，這次推出了運動化的「GR Sport」版本，希望能吸引更年輕化的族群來選購。

汽油版及油電版的安全配備、價格差異，請參考影片最末的圖表顯示，簡單明瞭。

而我覺得比較可惜的地方，就是沒有「電動尾門」；此外，「車側盲點系統」要額外選購也稍差強人意了。

◉ 訂購 剛剛好水餃：https://shopee.tw/privatetalk

網站：http://www.autoprivatetalk.com
FB：https://www.facebook.com/harry.liaokang
社團：https://www.facebook.com/groups/autoprivatetalk
主講人/剪輯後製/企劃：廖剛
註：不會有字幕(我手邊沒有人力)(但你有興趣也可以幫我上字幕)、不要用粗話罵人～

#YOKOHAMA橫濱輪胎​ #SUV​ #剛剛好水餃​

iPhone 13 蘋果預計會更大賣！只因為 5G 還有發展潛力？iPhone 13 會準時還是延期？
===========================
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IG：https://instagram.com/goodskang
FB ：https://www.facebook.com/goodskang/
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想贊助阿康更多經費拍片可以這兩種方式
1.) 至阿康的蝦皮消費：https://sho.pe/3grd6p
2.) 加入頻道會員：https://www.youtube.com/channel/UCuQ7s6G50qzqgDbQB6qKDDw/join
===========================
拍攝器材：Sony a6400 + SEL18135, iPhone 12 Pro Max / iPhone 11 Pro, 智雲Smooth 4, GoPro Max
收音設備：RODE Wireless Go, 鐵三角 audio-technica AT9934, RODE VideoMicro, iPhone 12 Pro Max / iPhone 11 Pro 和 GoPro Max 內建
剪輯軟體：Final Cut Pro X
背景音樂：Epidemicsound, https://www.epidemicsound.com/referral/weo8gd/
===========================
影片企劃：阿康 Kang
影片攝影：阿康 Kang
後製剪輯：阿康 Kang
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素材與資料來源：
官網、Pexels (若有非我實拍）
https://www.macrumors.com/2021/07/27/apple-manufacturing-components-factors/
https://www.macrumors.com/2021/06/30/iphone-12-passes-100-million-sales/
https://www.counterpointresearch.com/iphone-12-series-sales-cross-100-million-mark-within-7-months-launch/
https://www.macrumors.com/2021/07/27/iphone-upgraders-switchers-q3-2021/
https://www.macrumors.com/2021/07/27/iphone-ipad-supply-constraints-september-quarter/
https://www.macrumors.com/2021/07/27/apple-mac-ipad-sales-up-q3-2021/
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版權聲明：此影片若有採用任何素材，皆以幫助素材擁有者推廣為主，若有採用都會在影片敘述標注讓觀眾知道出處與來源，若版權擁有者對於附註或是其餘想法問題，還請讓我知道
Content / Right：All Material / Section / Pictures / in this video is 100% in order to help the source owners gain more exposure, all reference / credit is obviously attached in the description for viewers, any content that may be right-violated or unclear please feel free to let me know.
=========廠商專區==========
工商影片秉持公開、公正原則
所以我在影片內一定會提廠商 Sponsor 資訊
還請各位廠商大大乾爹乾媽們見諒囉！
===========================
合作邀約請寄：goodskang@gmail.com
或是也可到我的 Facebook & IG 私訊，可能會比較快收得到哦！
===========================
#iPhone13 #iPhone13上市 #iPhone12 #iPhone12ProMax #iPhone12Pro #iPhone12ProMax開箱 #iPhone12Mini