網友問: 原來你也聽K Pop啊? 我剛上大學的女兒也只聽K Pop呢!
是不是只要流行音樂是韓文的就是K Pop? 希望不是我誤會了, 哈!
最近聽的是這首: Seori - 긴 밤 (The Long Night) 一個字都聽不懂, 不過我覺得旋律滿不錯的!
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新文: 今天又找到的好物 + TriPollar & NuFACE比較心得 + Gucci包好划算
https://vegesoup.blogspot.com/2021/09/9242021.html
新文: cettire挖寶篇, 我剛剛寫了很多乾脆來一個合輯!
https://vegesoup.blogspot.com/2021/09/9242021-cettire.html
新文: SpaceNK 2021年的美妝盒子我的開箱心得(好用耶可以考慮喔) + 全場的化妝品通通八折+15%退稅唷!
https://vegesoup.blogspot.com/2021/09/9242021-spacenk.html
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🥦 菜湯Line社群 https://bit.ly/2UWIfIg 記得"開啟通知"!
📸 菜湯的IG https://www.instagram.com/vegesoupblog/
🚩 菜湯的telegram頻道: https://telegram.me/vegesoup
🚩 菜湯APP: https://summitloop.net/help_tw.html
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(部落格有更詳細的介紹)
https://slooks.top/58RM/66 SpaceNK的年度大戲來了! 這是他家的聖誕降臨倒數日曆, 現在預購中, 十月發貨, 實際上你現在買它就出貨了, 價值£700 / $900 / €850現在只要199英鎊就可以到手! 現在寄出英國地址不退稅.
我收到我的啦! 裡面很多東西我自己本來就有在用, 所以早就知道這盒很有價值! 不過也有不少是第一次嘗試, 每個都很喜歡耶! 真的太推薦了~~
每一個小盒子外面會有一小段文字, 建議你使用的時機, 我感覺很貼心呢! 包裝也很美, 有蝴蝶結緞帶跟包裝紙包著禮盒喔, 當禮物送人完全沒問題! 如果你跟我一樣喜歡嘗鮮, 真的可以買起來! 一次可以用到超多口碑單品, 不然常常買一個大罐的又不喜歡才浪費錢呢!
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(下面這個我一試用完立刻立刻去找大罐的, 因為我太滿意啦!!!! 為了表達我的滿意度, 特別給他兩個分隔線當主角!)
https://slooks.top/58RY/66 Augustinus Bader - The Rich Cream 居然是很彭湃的15ML, 光這罐就價值75英鎊耶! 當初這罐就是我最期待收到的, 我要多花一點篇幅講一下! 這個我之前有查過超多reviews, 有人愛有人恨, 甲之蜜糖, 乙之砒霜的那種保養品, 結果我發現我就是那種超級適合這罐乳霜的人啊!
他是比較稠要拍上去的乳霜, 可是很神奇的是我一上就有緊實感了, 然後臉完全不會黏, 通常比較滋潤的乳霜都會有一層東西在臉上的感覺, 這個完全不會耶, 臉就是很輕鬆, 毛孔也沒有被堵住, 也不會搓泥, 早上起床感覺臉軟軟嫩嫩, 我真不懂怎麼會有人覺得太油膩啊? 我都不覺得油膩耶! 之前看朋友說當作眼霜也好用. 有次我看到彩妝大師Bobbi Brown本人也用這罐, 很多人都說用了之後可以不上粉底也有好氣色, 如果你想要試試看, 剛好可以買這個禮盒!
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(下面的眼霜也是收到有喜歡, 給它單獨一段介紹!
https://slooks.top/58Vk/66 Medik8 - R-retinoate Day & Night Eye Serum 這個是日夜都可以用的眼霜, 如果沒有試用我也不敢亂買, 畢竟這個定價要90英鎊啊! 收到的時候有被那個豪華包裝嚇到, 很精緻喔, 好像放甚麼珠寶在裡面似的,
眼霜本身是正裝15ML, 有效成分是retinyl retinoate, 一種比視黃醇強八倍的成分, 可以更有效的撫平眼尾皺紋, 帶來緊實的效果, 另外裡面的咖啡因也可以消眼袋浮腫, 我查了一下評價相當不錯呢! 使用的時候也覺得很好吸收, 弄到眼睛也不會薰, 我覺得想要是新眼霜的可以考慮喔! 真的覺得買盒子收到這條眼霜我很滿意耶!
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https://slooks.top/58Sk/66 Rose Inc才剛剛發行的腮紅/唇彩 是正裝! 這次美妝八折這款不打折, 在盒子裡收到感覺很讚! 質地是霜狀, 霧面妝效, 我擦完去慢跑回來嘴唇還是很美不會乾燥脫皮. 擦起來就跟Rosie本人的唇色一樣喔!
https://slooks.top/58Sq/66 Boy Smells - Ash Candle 之前沒聞過也不敢貿然下手的小蠟燭, 事實證明, 可以買! 是好好聞的木質香耶! 感覺真的很適合書房, 充滿禪意的香味, 有點像Le Labo的 santal 33喔
同時也有61部Youtube影片,追蹤數超過2萬的網紅九粒Jolie 你的英文Bestie,也在其Youtube影片中提到,#new #love #song Comment below if you’ve ever met your twin flame 👯🔥 遇過粒欸雙生火焰的趕快留言跟我分享😻 If you’ve never heard of that before, here’s the definitio...
「night night評價」的推薦目錄:
- 關於night night評價 在 Vegesoup Facebook 的最讚貼文
- 關於night night評價 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於night night評價 在 時事英文 English News Podcast Facebook 的最佳解答
- 關於night night評價 在 九粒Jolie 你的英文Bestie Youtube 的最讚貼文
- 關於night night評價 在 TechTeller Youtube 的最佳貼文
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night night評價 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻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
night night評價 在 時事英文 English News Podcast Facebook 的最佳解答
Hi fam! I’m back! 🙋🏻♀️
這集的主題我個人已追蹤一陣子了...
始於兩年前的某一個 Friday night,
原本只是要輕鬆的看一本書,
結果太刺激了… 🎢
一天內 binge-read 看完 💫💫💫
比爾蓋茲 Bill Gates 給這本書的評價
“I couldn’t put down this thriller…” 我無法放下這本驚悚小說
這本書叫…. Bad Blood!🩸
在說的就是 Elizabeth Holmes 以及 Theranos 的真實故事。
快去收聽 #時事英文ep49
🩸 矽谷史上最大騙局: Theranos 詐欺案即將開庭
🔗 收聽連結:https://ssyingwen.com/ssep49
👉 Elizabeth Holmes 的興衰
👉 受害者與媒體的反應
👉 矽谷文化
👉 用 「縫線破裂」 表達事情崩潰
#時事英文 #時事英文podcast
night night評價 在 九粒Jolie 你的英文Bestie Youtube 的最讚貼文
#new #love #song
Comment below if you’ve ever met your twin flame 👯🔥
遇過粒欸雙生火焰的趕快留言跟我分享😻
If you’ve never heard of that before, here’s the definition.
A twin flame is an intense soul connection, sometimes called a "mirror soul.”
不知道雙生火焰的粒,九粒來解釋一下:
雙生火焰(又稱為靈魂雙胞胎)是一種很強烈的靈魂連結,有時候也會稱為”靈魂的鏡子”
趕快嘎哇分享粒欸故事吧!Comment below and share your story with me!!
❣️記得按下右邊的收藏小內褲 🩲才可以隨時回來複習吶👏🏼
ps: 肩膀昨晚熊熊花炎所以今天被可愛的中醫阿姨包得嘎肉粽一樣🤣
My shoulder had a sudden inflammation. That’s why this is my fashion choice for the day.
💫今日英文
1️⃣ stay up 熬夜
2️⃣ wonder 想知道
3️⃣ lose track of time 忘了時間
4️⃣ overlap 重疊 / 有共同之處
5️⃣ type 菜 型
6️⃣ coincidence 巧合
7️⃣ connection 連結
8️⃣ shock (使)震驚
9️⃣ fall 暈船 愛上
🔟 birth control 避孕藥
📝 Lyrics
We stayed up all night
Wondering how this happened
Seems like we lost track of time
Cause too much is overlapping
wasn’t love at first sight not my type
But our souls be matching
Nothing is a coincidence
I know I met you for a reason
It was talk, lol, soul connection
Shocked oh no way this is happening
thought I couldn’t fall no more
But you pulled me back up from that hole
You became my new goal
I guess I need to get on birth control
🎶 Amazing Beats By : “Midnight Love”
@thaibeats_official
S/O to my talented boy @weemantalkshit for recording this demo for me within 8 minutes 😂
#饒舌 #饒舌創作 #英文學習
⚠️: 喜歡嘎九粒偶英文的看過來!九粒的生活口說入門課在這邊!
連結點起來,英文一起牛b起來!👉🏻 https://bit.ly/3q4ZW39
關於此頻道的評價:
⭐️ ⭐️⭐️⭐️⭐️
JR Lee “講著一口道地流利英文的搞怪少女,看她的影片會一邊笑死.. 一邊還是笑死”
知名導演Charlie Tsai: “身體放鬆,嘴巴張開,情緒噴張,跟著九粒High起來!”
阿卡貝拉:“開心好玩開腦洞嘎辣妹學英文”
神剪接師Yayun Hsu: “她就是顆健達出奇蛋- 你有什麼願望,她都給你滿足”
還不趕快訂起來😏
👉🏻 https://www.youtube.com/joliechi
night night評價 在 TechTeller Youtube 的最佳貼文
#Dashbon #SonaBuds3 #通話耳機 #支援aptX
【前言】
大家好,這裡是TechTeller科技說,你的科技便籤,我是主播Afra。
真無線藍牙耳機是近年3C界的潮流,而台灣廠商們當然也有推出許多好產品。今天要介紹品牌是Dashbon他們的真無線藍牙耳機SonaBuds系列,在先前比較知名的產品就是SonaBuds 2 Pro,耳機有15小時的單體續航力,相比常見的5~10小時是相當誇張的規格。
那我們要來開箱的是最新的SonaBuds 3,先跟大家預告一下Afra對這副的評價很好,那趕緊來開箱看看好在哪吧!
【影片目錄】
00:00 前言
00:31 開箱
02:20 配戴舒適度
02:36 防水
02:50 規格
03:25 延遲度測試
04:21 續航力
04:40 通話實測
06:13 音質表現
07:00 音質實測
07:41 總結
08:17 NG大魔王
【音樂測試】
測試歌曲1:Queen of the Night
播放軟體:TIDAL
配對裝置:Redmi K30 Pro
音樂錄音:TASCAM DR-07X
測試編碼:aptX
測試歌曲2:Keeping Secret
播放軟體:TIDAL
配對裝置:Redmi K30 Pro
音樂錄音:TASCAM DR-07X
測試編碼:aptX
【購買連結】
SonaBuds 3 預購優惠:https://www.zeczec.com/projects/sonabuds-3
Dashbon 官網:https://www.dashbon.com.tw
Dashbon FB:https://www.facebook.com/DashbonTW
Dashbon IG:https://www.instagram.com/dashbonusa
--------------------------------------------
【熱門科技說影片盤點】
2021年最新16款真無線藍牙耳機推薦評測!|Bose, Sennheiser森海, B&O, Soundcore, SONY, TaoTronics
https://reurl.cc/kVv6Mx
【實測對決】通話只想到AirPods Pro?6款通話型真無線藍牙耳機評測https://reurl.cc/5oamKq
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【科技說社群】
FB - https://www.facebook.com/techteller
IG - https://www.instagram.com/techteller_3c/
--------------------------------------------
Product sponsored by #Dashbon達信邦科技
✉️合作邀請
mkt@techteller.com
night night評價 在 遊戲皮卡嚕 PikaLu Youtube 的最佳解答
《鴻圖之下》遊戲下載連結
台港澳:http://bitly.ws/cqsj
東南亞:http://bitly.ws/cqsk
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/1UWp0RNNd-jFU24uh4Um8Nl_UYLQqJzLjkYf1DrA25nU/edit?usp=sharing
BGM:
🎵Magnus's Theme _ Super Smash Bros. Ultimate
🎵Fuzzy Flood Mine - Super Mario 3D World
🎵Castlevania Order of Ecclesia - An Empty Tome.
🎵Legend of Zelda_ Main Theme
🎵Boggy's Igloo (Happy) - Banjo-Kazooie
🎵Encounter Metal Gear Solid Music
🎵Persona 5 OST - Price
🎵Persona 5 OST 01 - Wake Up, Get Up, Get Out There
🎵Crash Bandicoot 1 Theme
🎵Tostarena_ Town - Super Mario Odyssey
🎵Main Plaza (Night) - Nintendo Land
🎵Big Yoshi_s Lounge
#遊戲皮卡嚕 #遊戲排行 #卡比嚕 #皮卡大排行 #PikaLu
皮卡大排行 遊戲介紹 聊Game 瞬間通關 遊戲捷徑 搞笑結局 2021 懶人結局 機車開發者 十大遊戲 白爛 十大 少數幸運兒 薩爾達傳說 女神異聞錄 惡魔獵人 隻狼 對馬戰鬼 極地戰壕 蝙蝠俠 阿卡漢城市 魂斗羅 史丹利的寓言 尼爾自動人形 曠野之息 闇影帝國 遊戲10大排行 十大排行 Top 10
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