新一代C-Class整體進化十分有感，內在設計與科技化感受都直接向S-Class看齊，甚至可選配後軸轉向系統，目前媒體試駕規劃於十月份，屆時再來分享試駕心得！
#Mobile01 #Mobile01汽車版
#MercedesBenz #CClass
s class價格 在 Mobile01 Facebook 的最讚貼文
同時也有14部Youtube影片，追蹤數超過25萬的網紅SiCAR愛車趣，也在其Youtube影片中提到，開車的爸爸們別再問啦，老爹幫你找到了！！這款汽車冷氣濾網不僅通過SGS、紡綜所雙重認證，更是採用獨家天然生物砂原料！效果可長達１年，究竟還有什麼特別之處，就讓老爹講給你聽！ 『老爹嚴選』逛逛去：https://sicarmall.cyberbiz.co/ #老爹嚴選 #汽車濾網 #拆裝DIY教...
「s class價格」的推薦目錄：
- 關於s class價格 在 Mobile01 Facebook 的最讚貼文
- 關於s class價格 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於s class價格 在 非凡電視台 Facebook 的精選貼文
- 關於s class價格 在 SiCAR愛車趣 Youtube 的最佳解答
- 關於s class價格 在 SiCAR愛車趣 Youtube 的最佳貼文
- 關於s class價格 在 SiCAR愛車趣 Youtube 的最讚貼文
- 關於s class價格 在 [新聞] 2021 M-Benz S-Class大改款重磅抵台! - 看板car 的評價
- 關於s class價格 在 新S class預售價出爐 的評價
- 關於s class價格 在 最新消息！ 台灣賓士今公布全新S-Class 預計引進之車型規格及 ... 的評價
s class價格 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
s class價格 在 非凡電視台 Facebook 的精選貼文
熱騰騰的 #三星發表會 懶人包登場‼️ 一次推出兩款折疊機💥😮
👉👉螢幕下鏡頭、防水機身、支援S Pen...價格還比去年低❓
📍【開箱爆爆】重點整理＋折疊機小實驗：https://youtu.be/tZ7CazbYSCY
#三星發表會懶人包 #GalaxyZFlip3 #GalaxyZFold3 #GalaxyUnpacked2021 #三星手機 #5G #開箱 #SPen #Samsung #非凡新聞 #非凡Daily #開箱爆爆
s class價格 在 SiCAR愛車趣 Youtube 的最佳解答
開車的爸爸們別再問啦，老爹幫你找到了！！這款汽車冷氣濾網不僅通過SGS、紡綜所雙重認證，更是採用獨家天然生物砂原料！效果可長達１年，究竟還有什麼特別之處，就讓老爹講給你聽！
『老爹嚴選』逛逛去：https://sicarmall.cyberbiz.co/
#老爹嚴選 #汽車濾網 #拆裝DIY教學
＊＊＊精彩回顧＊＊＊
豹力休旅！頂級奢華的內裝！299萬跑車型SUV！｜JAGUAR F-Pace P250 R-Dynamic S｜
https://bit.ly/3tGxmaF
智能動態照明頭燈+輕量化旋壓鋁圈！配備給好給滿！2022 Ford Focus ST-Line Lommel X
https://bit.ly/3zabZiX
s class價格 在 SiCAR愛車趣 Youtube 的最佳貼文
這次的JAGUAR F-Pace小改款依然展現出其注重工藝的極致美學，全新的引擎蓋造型設計並換上新款後保險桿，而內裝方面更是全然換新！到底此次小改款的F-Pace表現如何?就讓Money一起帶你來看看吧！
#JAGUAR #SUV #運動休旅 #英倫風
＊＊＊精彩回顧＊＊＊
忍不住就加入！自己的隔熱紙自己貼！｜M-BWNZ E-Class｜
https://bit.ly/3EhcdJ5
智能動態照明頭燈+輕量化旋壓鋁圈！配備給好給滿！2022 Ford Focus ST-Line Lommel X
https://bit.ly/3zabZiX
s class價格 在 SiCAR愛車趣 Youtube 的最讚貼文
這次大改款的S-Class 台灣目前導入了柴油、汽油各兩款。在科技方面，採用全新第二代的MBUX資訊系統，可學習並主動偵測車內乘客的意圖，並啟動相關的車內功能。令人驚艷的導航結合AR 擴增實境、後輪轉向系統等等的行車安全輔助科技，為豪華房車科技配備寫下新猷。
#mercedesbenz
#sclass
#s450L
#4matic
＊＊＊更多精彩回顧＊＊＊
2021 MAZDA CX-5 預算百萬 日系質感SUV 黑艷旗艦版試駕
https://bit.ly/2RGl6rR
零重力！15.8萬最貴開箱！ 太空艙按摩椅“太爽了”
https://bit.ly/3a7f5e2
0:00 開場
0:41 今日任務
2:49 外觀介紹
3:19 頭燈科技
5:10 分離式LED尾燈
5:40 動力
6:30 後座空間
12:25 內裝介紹
20:55 操駕感受
25:40 AR擴增實境導航
26:28 主動安全自動跟車
28:11 心得結論
s class價格 在 新S class預售價出爐 的推薦與評價
Mercedes-Benz S-Class 預售價S 350 d：450 萬元S 350 d L：515 萬元S 450 4Matic L：625 萬元S 500 4Matic L：745 萬元看來跟舊S的售價差不多，S的鐵 ... ... <看更多>
s class價格 在 最新消息！ 台灣賓士今公布全新S-Class 預計引進之車型規格及 ... 的推薦與評價
最新消息！ 台灣賓士今公布全新S-Class 預計引進之車型規格及售價，全車系以柴、汽、油電混合三種動力編成，包含S 350 BlueTEC L、S 400 HYBRID L、S 400 L、S 500 L.. ... <看更多>
s class價格 在 [新聞] 2021 M-Benz S-Class大改款重磅抵台! - 看板car 的推薦與評價
原文連結：https://pse.is/3ajvy2
原文內容：
論及車壇之間的豪華房車，Mercedes-Benz旗下所打造的S-Class無疑是指標性的座駕。詮
釋著豪華與精粹，讓人們能夠見證何謂德意志殿堂級美學。也因此當這款中大型房車徹頭
徹尾全然蛻變、並終於抵達台灣之際，藏匿其中的諸般細節相信確實值得細細品味。
從最早以Ponton命名的W180，到如今代號W223的S-Class，走過67個年頭之後形塑的進化
雖然會因應時代和科技而有所變遷，但Mercedes-Benz對於S-Class的定義卻仍舊純粹且屹
立不搖。故此，不論是大面積的橫幅水箱護罩，又或是上寬下窄的頭燈造型，儘管在擾流
與鈑件工藝的演變下，顯得更為圓潤確實能夠預期，但卻能隱約發現那源自1972年、首款
正式命名為S-Class的Mercedes-Benz頂級座駕－W116的身影，而這代表的正是種跨越式的
傳承。
然而不論是頭燈或是尾燈，運用LED並整合出極具識別性的設計，已然是Mercedes-Benz所
掌握的一環。所以除了勾勒於鈑件邊緣的L型日行燈之外，頭燈的部分還可升級為
Digital Light多光束智慧數位頭燈，透過130萬個微小鏡面來反射出極具戲劇性的迎賓燈
效果；此外照明效果方面，最大照射距離可達650m，並可因應駕駛情況自動調整光照的角
度與範圍，相信對駕駛與乘客而言在行車面上無疑是相當適切的強化。
由於在本次導入台灣的規格中，除入門的S 350 d為一般軸長，其他包含S 350 d L、S
450 4MATIC L、S500 4MATIC L皆為長軸車型，因此在全長5,289mm的車體之下，將近
3,216mm的軸距確實能夠給予後座乘客相當有感的空間表現，加上後座獨立的聲控系統、
專用MBUX視聽娛樂系統，以及變化度極大的電動座椅調整，無怪乎S-Class總能成為眾多
後座買家的首選車款之一。
前座方面，全新設計的中控台介面儘管形塑出簡約清爽的視覺面貌，但位於中央的12.8吋
OLED觸控螢幕卻也和鞍座飾板進行頗具一致性的結合。此外，駕駛座前方的數位儀表還首
次導入3D裸視，內建其中的紅外線攝影機可追蹤駕駛雙眼，根據視線讓眼前的成像立體化
，在絢麗之餘更結合生物辨識系統，讓駕駛能透過臉部辨識登入MBUX系統。當然擴增實境
式的抬頭顯示器，甚至是能夠判斷駕駛動作的智能控制皆內藏其中，只能說如今的
S-Class帶來的不僅僅只是車型上的革新，更能夠令駕駛擁有過往未曾領略的舒適與便利
。
動力的部分以S 450 L為例，除了具備EQ Boost也就是48V輕油電複合系統所提供的22ps（
16kW）外，在3.0升直列六缸渦輪增壓汽油引擎下，最大馬力可來到
367ps/5,500-6,100rpm，以及51.0kgm（500Nm）/1,600-4,500rpm的峰值扭力，而現行頂
規的S 500 L其馬力輸出則增至435ps/6,100rpm，扭力則來到53.1kgm（520Nm）
/1,800-5,800rpm之譜。
至於S 350 d和S 350 d L的搭載的柴油動力方面，在3.0升直列六缸配置下，則有著高達
61.2kgm（600Nm）/1,200-3,200rpm的扭力表現，最大馬力則來到286ps（210kW）
/1,200-3,200rpm，並全數搭載9G-Tronic 9速手自排變速箱，而S 450 L和S 500 L還具備
後輪轉向系統。
僅管在如今的購車選擇上，已然可以瞧見休旅扶搖直上、中大型房車式微的態勢，但此般
浪潮相信不並足以撼動S-Class在許多車迷心目中的地位。畢竟身為三芒星下最耀眼的移
動城堡來說，除了可視為工藝與科技的結晶，更該定義為人生登峰造極的指標性座駕，而
能夠形塑這一切的正是品牌所生成的氣勢與價值。
2021 Mercedes-Benz S-Class 基本售價如下：
S 350 d，NTD 4,460,000。
S 350 d L，NTD 5,110,000。
S 450 4MATIC L，NTD 6,200,000。
S 500 4MATIC L，NTD 7,410,000。
心得/說明：大改款後的S-Class有夠氣派!而且全新的中控介面真的美!雖然科技感越來
越重，但是S-Class依然還是經典好車啊!
＊轉錄新聞/情報，必須附上原文及網址連結及心得或意見30字(不含標點符號)＊
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