關於 12go評價 ，我們在網路上蒐集到這些相關的討論、資訊與評價

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#真實住宿評價​
【四星義大天悅飯店】 #小童最愛 #玩具消毒用心​
🧑「飯店雖然沒游泳池，但是兒童設施真的可以給滿分！室內部分要穿襪＋消毒，有嚴格管理時間（因為玩具要消毒）戶外部分是2個大沙坑+ 戶外遊具+4輪到2輪車扭扭車的跑道，還有其他木造主題小屋讓孩子們玩！真的是比其他飯店的兒童遊戲室棒很多！」​
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#如何購買 ​
填寫表單後，我們會於上班日盡快回覆您​
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#如何使用​
收到紙本住宿券後，直接跟飯店訂房，報有GO台名字即可​
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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

#聞氫哥之亂
#文青的英文怎麼說？
☝️先說明一個概念：
語言之間本來就有很多字、詞語是永遠無法翻譯到百分之百正確，因為很多時候這些詞語都是在某個文化現象下被創造出來，不同國家、民族、地區裡的人很少會有完全一樣的文化，創造出來的字當然不會完全一樣囉！
☝️再想一下，「文青」到底是什麼意思？
我自己也曾經自詡為一個文青的人：
滿愛泡在書店裡、買買書、蒐集電影DVD、逛文創市集，週末再去看場表演，當然還要帶粗框眼鏡，希望別人給自己的評價是：哇你好好有文藝氣息呀！
☝️有了這個文藝青年的「形象」後，可以怎麼表達呢？

I’m kind of interested in Susie. What is she like?
(我對Susie滿有好感的耶，她人怎麼樣啊？)
Well, she’s pretty nice. She loves performing arts and works at Eslite Bookstore.
(她喔，不錯啊，她很喜歡表演藝術類的東西，然後在誠品工作。)
Oh wow, she’s an art lover/enthusiast. 🤔
(喔是喔，這麼文青啊🤔。)

通常我們想要形容一個人的時候，會稍微提到他喜歡、常常做的事情，
有了這些描繪，自然而然就能讓別人瞭解他是什麼風格的人。
所以「文青」常常會喜歡文藝類的東西。
He reads a lot of books.
他很喜歡閱讀。
He’s kind of an artsy person.
他滿走藝術文藝路線的。
She’s a music lover/enthusiast.
她熱愛音樂。
She likes to roam around a flea/secondhand/holiday market.
她喜歡逛手作/二手市集。
She loves photography.
她很喜歡攝影。

A: Which one is Kevin?
(哪一個是 Kevin?)
B: That one. In super skinny jeans and a plaid shirt.
(那個，穿緊身牛仔褲和格子襯衫的。)
A: The one with the horn-rimmed glasses?
(戴粗框眼鏡的嗎？)
B: Yeah, that’s him.
(對！)
A: Oh, he’s such a hipster.
(歐～太文青了吧！)
我們也常常用穿著定義「文青」，對吧？(當然，不是一定要這樣穿的！)
Hipster算是最接近「文青」的字，不過美國文化下的hipster畢竟和台灣的hipster還是會有些不同，但是共同點就是，都有比較文藝、非主流的品味。

Do you want to go to Blueprint Cultural & Creative Park? There are lots of great spots for pictures. I can bring my Canon.
(你想不想去藍晒圖文創園區？那裡很好拍耶，我可以帶我的Canon（單眼）去。)
Nah, too hipster. I just want to have an ultimate food tour in Tainan. 🤣
(不要，太文青了。我只想來趟大吃大喝之旅 🤣)
有時候「文青」也被借來當形容詞來用，不算是最正確的用法，但有時候我們也是會說「這件衣服太文青了吧～」英文要這樣借用一下也是可以的。
你學起來了嗎？

訂閱羅卡Rocca頻道: https://goo.gl/HsWH3X
訂閱羅卡與妙妙: https://pse.is/GRXDP
羅卡IG在這邊: https://www.instagram.com/roccarocca45/
妙妙IG在這邊: https://www.instagram.com/miaomiao086/
羅卡粉絲專頁: https://goo.gl/TyMCNm
羅卡與妙妙紀錄生活旅遊日常粉絲專頁⬇️
https://www.facebook.com/羅卡與妙妙-紀錄生活旅遊日常-咿呀唷-102234604807607
剪輯: 妙妙

#深夜食堂 #老二腿庫飯 #高雄旅遊

✔攝影工具:
SONY A7III + ZEISS 2.8 18mm、ZEISS 24-70mm F4
SONY A6400 18-135mm 3.5-5.6、20mm F1.8G
Canon 80D +15-55 F3.5-5.6、10-22 F3.5-4.5、50 F1.8
SONY RX100M5A、SONY ZV-1
GOPRO HERO5 Black、Insta 360、Insta 360 GO
iPhone 11 Pro、iPhone 12 Pro
Dji Mavic Air、Mavic Mini
Rode VideoMic、Rode VideoMicro、Rode VideoMic Pro+
剪片軟體：Final cut pro
喜歡我的影片歡迎按個讚、分享一下，再幫我訂閱吧！

Soundcore Life P3 & Q35 真的是誠意滿滿的耳機，完全不需要等 AirPods 3, AirPods Pro 2, 還是 AirPods Max 啦！
===========================
Life P3 購買連結：https://lihi1.com/Z2juu/akang
Life Q35 購買連結：https://lihi1.com/rvmiL/akang
===========================
Life Q35 還有 9/9-9/23 早鳥價 折扣 400
===========================
阿康 IG & FB
IG：https://instagram.com/goodskang
FB ：https://www.facebook.com/goodskang/
===========================
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
===========================
素材與資料來源 Source / Reference：
官網、Pexels (若有非我實拍）
===========================
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！
===========================
#Soundcore #LifeP3 #LifeQ35 #AirPods #AirPods3 #AirPodsPro #AirPodsPro2 #AirPodsMax

小米無線吸塵器 mini 算是被很多人討論到的產品，例如評價普普、吸力不強、續航力不夠這些點，但其實這是每個小型吸塵器一定會遇到的事情，因此今天就跟 ONPRO UV-Va Pro 兩款小型的吸塵器一起開箱囉！
===========================
【小豪包膜 - 無線吸塵器】https://sho.pe/3k8fvr
【小豪包膜 - 官方Line@】https://lin.ee/eh0ohxW
===========================
阿康 IG & FB
IG：https://instagram.com/goodskang
FB ：https://www.facebook.com/goodskang/
===========================
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
===========================
素材與資料來源 Source / Reference：
官網、Pexels (若有非我實拍）
===========================
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！
===========================
#ONPRO #小米無線吸塵器mini #吸塵器 #居家吸塵器 #小型吸塵器