【#狂迷投稿】文:Alvin Tsang
《#沙丘瀚戰》 // 一個史詩的浩瀚開端 //
「很悶」、「沒有刺激場面」等評語,自《沙丘瀚戰》(Dune)上映不久就陷入了這個兩極的評價氛圍。的確,《沙丘瀚戰》沒有《星球大戰》、《MCU》般密集的打機式科幻戰鬥場面,一般的觀眾會因而認為悶並不足為奇。不過,這不代表本片是差。從本片的節奏、世界觀建構和攝影等方面看,它仍然是一部出色的史詩科幻片。是否令你滿足,相當取決於你用何種心態觀看。如果是抱著觀看《銀翼殺手》般的期望入場,那《沙丘瀚戰》應該不會令你失望。
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震撼教育的成長之路/ 《沙丘瀚戰》講述保羅(Timothée Chalamet 飾)是宇宙貴族 – 阿特雷斯家族的公子,一次跟隨父親雷托(Oscar Isaac 飾)奉帝王之命接管香料豐厚的星球 – 阿拉吉斯。保羅一心希望自強面對宇宙間的腥風血雨,卻未能全得家族的認同,連自己都對自身充滿質疑。在阿拉克斯中哈根尼的入侵,致使保羅和母親流亡於異星上,亦令他要開始面對長期夢境的糾纏和命運的安排。
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保羅一角的描寫立體,即使心態直至電影結束時尚未對完全命運覺醒,但是身邊的側面描寫為保羅作了十分多的襯托,令角色的心理和動機有了合理的說服力。例如貝尼哲斯姐妹會聖母以生死測試試驗保羅的恐懼心和勇氣,道出保羅最初對自我充滿疑惑;保羅的武術導師哥尼(Josh Brolin 飾)對他語重心長的訓話和訓練中實力的對比都體現了保羅有地位卻作為不多的無奈;而弗雷曼人在結尾與保羅由敵視轉為融合的戰鬥亦反映了保羅由自我質疑到逐步接受自我的心態轉變。當然,畢竟《沙丘瀚戰》已經開宗明義是以Part One自居,保羅的轉變仍然有待未來於續集有更多的建立,包括身份的轉變和自我能力與責任的探索。
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除了保羅,由Zendaya飾演的采寧固然是本片另一大關注點。她在今集出鏡不多,大部分時間是在保羅的夢境中出現,成為保羅對命運和身分糾纏不清的關鍵。這個角色既神秘又充滿魅力,如果有續集,定必擔當關鍵角色和與保羅有更密不可分的關係。
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浩瀚的宇宙觀/ 《沙丘瀚戰》設定在一萬多年後的世界,帝國下的各大勢力視香料為兵家必爭之物。香料在片中被視為能源般看待,是宇宙航行的必要原料。為了得到更多香料以強化自身勢力,除了阿特雷斯家族外,其他諸如哈根尼人都用野蠻的方式四處開戰以搶奪香料。香料的爭奪可比現實中各國對新能源虎視眈眈的態度,單是石油都可以引發戰爭起來。作為一部改編自上世紀60年代的小說的電影,電影加入了一些針對現代的想法以貼近時局和符合當下的訊息。例如問採香料的過程中會引起沙蟲的狙擊,暗示過分開採能源後,大自然都會有相應的行動警示人類。
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電影針對不同勢力都有深刻的刻劃。政策和善的阿特雷斯家族、滿懷野心的哈根尼人、與自然共存的弗雷曼人等,形象突出又鮮明。電影開首用了不少篇幅介紹他們的特徵和彼此之間的關係,當中充滿黑暗的政治角力,例如真實身分神秘的帝王把阿特雷斯家族置於阿拉吉斯成為帝國的犧牲品,暴露了政治世界下毫無人情可言的權力和慾望之爭。成為電影節奏較慢的其中一個原因。然而,充裕而鮮明的世界觀建立對於一部史詩片非常重要,而《沙丘瀚戰》採取文藝風的方式正是令世界觀飽滿的因素。
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除此之外,一些大小的設定同樣深刻和吸引。當中在沙丘徘徊的沙蟲雖然出鏡不多,但每次出場都有強大的壓場感,彷彿無人能匹敵。而一些設定如音言等具有宗教般的深度和哲理,豐富了電影的資訊性。而資料性之豐富成為了電影節奏較慢的其中一個原因。然而,充裕而鮮明的世界觀建立對於一部史詩片非常重要,而《沙丘瀚戰》採取文藝風的方式正是令世界觀飽滿的因素。
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另外,電影其他技術層面都十分優秀,光是攝影都應記一功。無論是廣闊的沙漠,抑或具古老和科幻色彩的建築都拍得浩瀚唯美,亦對演員神態捕捉清晰。而Hans Zimmer的配樂一如以往水準之上,結合壯麗的鏡頭更把史詩感推到極致。
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觀眾期待甚麼?/ 受電影的節奏影響,導致《沙丘瀚戰》與一般觀眾對本片的期望存有很大落差,引起兩極的評價。其實,文藝向的科幻片在電影史中並非甚麼新奇事。Stanley Kubrick的《2001太空漫遊》、Ridley Scott的《銀翼殺手》、押井守的《攻殼機動隊》等都是影史中著名走文藝向的科幻片,早年同樣面對與現昤觀眾類近的評價,但隨著日子漸去,亦得到了輿論重新看待。或許像MCU、星球大戰等爆谷片方向的科幻片太多了,觀眾未能接受《沙丘瀚戰》這種節奏緩慢、講求觀影耐性的科幻風格。
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所謂各花入各眼,《沙丘瀚戰》從各方面看已經盡可能達致雅俗共賞的程度。豐富的劇情、唯美的攝影等已經足以讓觀眾多番探究。當然,像電影劇本上的問題都並非完美。電影結尾的處理似乎比較單調,保羅母子與弗雷曼人之間的芥蒂、融合等其實可以再有多點鋪陳,讓結局更飽滿,不至於一場生死決鬥就完結。
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總結/ 《沙丘瀚戰》從各方面看都是一部出色的科幻史詩片。作為一個可能得以持續開發的系列首集,無論劇本、攝影、演員演技、配樂等方面都甚具藝術視野,話題性高。希望華納會認真考慮為這個史詩開發續集。
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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
stanley評價 在 貓的成長美股異想世界 Facebook 的最佳解答
🌻本周做的閱讀與功課:
https://makingsenseofusastocks.blogspot.com/2021/08/blog-post_26.html
這周的功課有些落後. 之後可能會補東西進去. 不過重點就是這兩天的Jackson Hole 會議, 以及下周的非農.
🌻近期整理好的一些財報電話會議內容, 我會陸續放到部落格那邊. 請有興趣的讀者自行去找找. 如果還沒放上, 那就是還在進行中.
🌻Snowflake (SNOW) earnings analysis by Morgan Stanley
這家的熱度很高, 不過我沒有在follow. 下面是Morgan Stanley對於SNOW這次的財報, 所給予的評價. 供有興趣的讀者參考.
Snowflake Delivers a Solid Raise to Go Along With the Beat, as Visibility into Customer Expansion Improves. Another quarter of triple-digit product revenue growth (103% vs. 110% in 1Q22), came in 6% ahead of consensus, enabled by a set of underlying business metrics that remain best-in-class in enterprise software, including: 1) 169% net-revenue retention, which improved from 168% in Q1, 2) 60% YoY growth in total customers and 3) 107% YoY growth in customers spending in excess of $1 million in product revenue. More importantly, for the first time as a public company, management raised guidance in excess of the quarterly beat and ahead of consensus with the high end 3Q/FY22 product revenue guidance coming 5%/3% ahead of consensus. This reflects management's greater visibility into the consumption patterns of large customers – a fact underscored by CFO Mike Scarpelli reiterating expectations for 160%+ net revenue retention for the balance of the year. Furthermore, the company appears to be advancing its position beyond a cloud data warehouse, as evidenced by early traction in new areas including SnowPark (modern data pipelines), security analytics, machine learning and data exchange. The one area of controversy coming out of Q2 results was the sharp deceleration in RPO, which slowed to 122% YoY from 206% the prior quarter. However, we note that RPO growth was negatively impacted by the lapping of longer contract durations and a tough compare from the ~$100 million, 3-year deal with a large customer in the year ago period. Management noted that growth in new annualized contract value accelerated versus 2Q21. Overall, we are encouraged by Snowflake's meaningful beat and raise, and take our PT to $295. However, with shares trading 54x revenue (0.67x rev growth-adjusted), we look for a pull back to generate a better risk/reward profile.
🌻美國很有名的一位"farm-influencer", 鄉村部落客, 專門描述農村&田園的部落客: https://www.instagram.com/hcneeleman/
WSJ前幾天有篇文章, 是講現在的一個美國次文化(鄉村/農村文化farm culture). 加上疫情後, 很多人搬到鄉村或是郊區, 讓這樣的文化更盛行了起來. 相關個股是連鎖零售店Tractor Supply (TSCO)以及鞋店Boot Barn (BOOT).
https://www.wsj.com/articles/instagram-stars-make-farm-life-look-delightfulminus-the-manure-11629733123
Pictures: Tractor Supply內部照片
stanley評價 在 Toyz Youtube 的最佳解答
請大家互相尊重,不要去惡意刷店家的評價!
拍攝日期:2020/09/23
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YouTube直播時間 - 每周二四六日晚間都可能會進行直播
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#toyz #最難吃米其林餐廳冠軍 #摘星計畫
stanley評價 在 Toyz Youtube 的精選貼文
拍攝日期:2020/09/09
★ 追蹤我的IG:https://www.instagram.com/toyzlol
★ 合作邀約請來信: toyzpr@gmail.com
▼想關注我更多看看以下內容▼
YouTube直播時間 - 每周二四六日晚間都可能會進行直播
Facebook - https://www.facebook.com/Toyzlau
#toyz #美食公道伯 #台中米其林燒肉
stanley評價 在 Stanley 史丹利 Youtube 的最佳貼文
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Twitch 實況訂閱 ➜ https://www.twitch.tv/relaxing234
Facebook 粉絲頁 ➜ https://www.facebook.com/stanleysLoL
Stanley Collection音樂 ➜ : https://soundcloud.com/solo-wang/sets/stanley-collection
stanley評價 在 STANLEY 不銹鋼-PTT/DCARD討論與高評價商品-2021年11月 的推薦與評價
STANLEY 不銹鋼在PTT/DCARD討論網購與高評價商品,提供STANLEY 不鏽鋼杯、STANLEY不鏽鋼1公升、STANLEY 不鏽鋼保溫瓶優惠價格,找STANLEY 不銹鋼相關商品就來飛比. ... <看更多>
stanley評價 在 STANLEY 不銹鋼-PTT/DCARD討論與高評價商品-2021年11月 的推薦與評價
STANLEY 不銹鋼在PTT/DCARD討論網購與高評價商品,提供STANLEY 不鏽鋼杯、STANLEY不鏽鋼1公升、STANLEY 不鏽鋼保溫瓶優惠價格,找STANLEY 不銹鋼相關商品就來飛比. ... <看更多>
stanley評價 在 [情報] 2020選秀/第2輪第54順位Cassius Stanley - 看板PACERS 的推薦與評價
Cassius Stanley,6-6/193,SG-SF,Duke,大一
1999/8/19(21歲),出賽29場,12.6 分 4.9 籃板
球探報告寫著傑出的運動能力、驚人彈性和爆發力是他的看點,
但一個這麼強的扣將會落到二輪末段一定不是沒有原因的,
想必他有一大堆球技問題需要改善(也有可能都改不了了人家都看衰),
溜馬此時撿起他來,就是給個機會看溜馬農場可否修好他吧。
nbadraftroom.com 給的模板是 Latrell Sprewell
評價真高,但身材是真的不錯,標準的得分後衛體格,
希望他能把他的力量發揮在對的地方。
還不知道滾總喜歡的調度人數是10人還是更少,
二輪菜鳥就先在 G-League 磨練,等到你能打贏 Sumner 再來說輪替吧。
Cassius Stanley IG
https://www.instagram.com/cassiusstanley/
2020 DUNK KING: Cassius Stanley's Top 10 Duke Dunks!!!
https://www.youtube.com/watch?v=wKw9LYzit1A
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※ 發信站: 批踢踢實業坊(ptt.cc), 來自: 59.124.105.81 (臺灣)
※ 文章網址: https://www.ptt.cc/bbs/PACERS/M.1605776639.A.EC6.html
※ 編輯: yushi (59.124.105.81 臺灣), 11/19/2020 17:27:41
... <看更多>