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[爆卦]picture軟體是什麼？優點缺點精華區懶人包

雖然這篇picture軟體鄉民發文沒有被收入到精華區：在picture軟體這個話題中，我們另外找到其它相關的精選爆讚文章

在 picture軟體產品中有47篇Facebook貼文，粉絲數超過8,093的網紅貓的成長美股異想世界，也在其Facebook貼文中提到， 🌻上周六的估值會議影片, 已經將part 1上傳至YouTube. 股友分享的case study之後會再分享: https://www.youtube.com/watch?v=qvSFMAKkOo8 謝謝參與的股友們! 🌻整理了一下最近的一些市場狀態(from WSJ): 1. S&P...

　同時也有14部Youtube影片，追蹤數超過2萬的網紅未來人，也在其Youtube影片中提到，【"新手、懶人"調色救星】快狠準的"3秒校色"方式 !(校色卡使用) Davinci resolve教學 ＊我和兩位Youtuber一起籌備的 (含300種綜藝字卡、轉場素材包、音效包） https://school.futuremencourse.com/p/youtuber YouTube從0...

「picture軟體」的推薦目錄
  • 貓的成長美股異想世界

    picture軟體 在 貓的成長美股異想世界 Facebook 的精選貼文

    2021-07-12 07:59:04
    有 70 人按讚

    🌻上周六的估值會議影片, 已經將part 1上傳至YouTube. 股友分享的case study之後會再分享:
    https://www.youtube.com/watch?v=qvSFMAKkOo8

    謝謝參與的股友們!

    🌻整理了一下最近的一些市場狀態(from WSJ):

    1. S&P 500很安靜; 從去年10月後, 就沒有超過5%的修正.
    (上次SPY那麼安靜, 是在2017時(那時候的安靜期也比現在長), 接下來在2018就有一個劇烈的修正).

    2. Russell 2000盤整了一段時間
    -->有可能是之前漲多了(或是投資人在觀望經濟前景?); 財報好的話, 或許能繼續推升(the outsize earnings growth by small-caps is expected to continue throughout the year, with Russell 2000 profits projected to more than quadruple (四倍) from a year earlier in the third quarter, while S&P 500 earnings rise above 25%).

    The Russell 2000 traded at the end of June at 17.7 times its projected earnings over the next 12 months, compared with 21.5 times for the Russell 1000 large-cap index, according to BofA Global Research.

    Analysts at RBC Capital Markets said in a recent research report that small-cap stocks have tended to outperform large-caps when economic growth is above its long-term average. That is expected to be the case this year and next, but potentially not in 2023, they wrote.

    “Small-caps being more sensitive to economic acceleration, as that slows down, I think the relative attractiveness of small-caps will subside a little bit,” said David Joy, chief market strategist at Ameriprise Financial Inc.

    https://www.wsj.com/articles/small-stocks-look-to-extend-winning-streak-11625650200

    3. TINA(there is no alternative to stocks)
    因為低利率以及紓困案, 資金充裕, 跑到股市, 但因投資人對經濟前景的不確定性(可能也加上散戶投資人資金充沛), 導致類股輪動劇烈(sharp & swift), 也導致成長股與價值股的正相關性變低(近期兩者是同時在漲)(“You’ve got lots of volatility within the market buy not a lot of volatility of the market.”)

    4. 而上周的Fed會議紀錄, 也顯示出官員們開始debate何時要做資金退場的動作.

    Fed的動作, 以及接下來的財報季, 會給投資人一個方向. 也要注意labor market(“It hasn’t made enough progress” for the Fed to pull back on stimulus programs”).

    5. 目前的一些問題: Delta variant, labor shortage, bottleneck(供應鏈), etc.

    🌻Q3的財報季要開始了. 本周由銀行股打頭陣. 附上本周發表公司財報一覽表.

    🌻有不少年輕世代, 會利用交友軟體, 來找普通朋友, 不是用軟體來找對象.

    In a recent survey of more than 300 members of Generation Z aged 16 to 24 in the U.S., 35% said they have used dating apps to make platonic friends over the past 12 months, according to OnePulse, a consumer insight app and web portal, which conducted the poll for The Wall Street Journal. Nearly 27% said they used dating apps to make friends because they were lonely in lockdown. More women than men—39% vs. 29%—said they used dating apps to make platonic friends.

    Looking for a Friend Without Benefits? Try Match, Bumble and Tinder.
    https://www.wsj.com/articles/looking-for-a-friend-without-benefits-try-match-bumble-and-tinder-11625675336

    Picture: Feeling agitated. 被關了一年多, 其實最想去的地方之一, 是美術館, 或是博物館. 在YouTube上看影片的感覺, 就是跟現場親臨不一樣. Anyway. 從今天開始, 我會把之前從museums拍到的一些照片在這邊分享. 也算是做個回憶. 下面這張是Washington D.C.的National Art Gallery所珍藏的Magnolia: https://www.nga.gov/collection/art-object-page.93464.html

  • Yahoo奇摩3C科技

    picture軟體 在 Yahoo奇摩3C科技 Facebook 的精選貼文

    2021-06-29 10:00:30
    有 11 人按讚

    「微軟在這次的事故中，讓惡意軟體成功遵循正常程序、瞞天過海得到認證，也著實令他們"顏面掃地"啊！」😓
    #微軟 #惡意軟體 #安全憑證

  • 貓的成長美股異想世界

    picture軟體 在 貓的成長美股異想世界 Facebook 的精選貼文

    2021-05-24 07:49:09
    有 74 人按讚

    🌻高速成長股的跌幅

    這幾年, 越來越多人投資成長股, 尤其是高速成長股, 是一件很好的事情. 但很多投資人應該只看到高速成長股帶來的漲幅, 卻沒看到另一面.

    一位分析師做的研究: 除了dot.com那時候的大跌, 其他時候, 高速成長軟體股的跌幅平均是25-27%.

    下圖是截至05/17的跌幅(未包括SPAC). 是-37%.

    成長股很受到投資人的青睞, 也很容易變成動能股. 當動能失去的時候, 就像重力加速度一樣, 跌速跟跌幅會很快很大.

    投資成長股, 尤其是高速成長股, 對我來說, 要不就是佛系, 要不就是練盤感&操作. 可以看適合自己的方法&投資的目標是甚麼(而其實成長股經過去年的大漲幅, 大跌前的估值也已經很高了).

    一位財富已自由的財經名嘴的名言:
    "Discipline trumps conviction." (紀律勝過信念)

    可以跟這句放在一起看:
    "I learned that you may be right, but if enough people believe you're wrong the markets can really hurt you." --BlackRock bond chief Rick Rieder

    至於成長股還能不能買呢? 可以參考下面這兩段:
    While tech stocks have taken the biggest hit from rising inflation concerns, some investors see the recent retreat as an opportunity to buy fast-growing companies.

    “Within tech, there are still some companies that look very cheap,” said Jane Shoemake, client portfolio manager at Janus Henderson Investors. “If you believe in the longer-term trends supporting these companies, you should be buying.”
    https://www.wsj.com/articles/global-stock-markets-dow-update-05-18-2021-11621323328

    🌻FTCH, FVRR, PINS, PYPL, ROKU電話會議內容已整理好. 可到部落格那邊去看: https://makingsenseofusastocks.blogspot.com/

    之前先錄了一段影片, 解釋我是怎麼做財報內容&電話會議內容整理的: https://youtu.be/vvkrs6CiWdw

    🎯上次有提, 九月份會來做年報財報的導讀. 現在台灣的疫情那麼嚴重, 我有考慮在這個周末來進行, 這樣有興趣的讀者可以利用宅在家的時間來學習. Anyway. 如果決定提早做的話, 我週四會將訊息貼在這邊.

    🌻關於市場
    Markets are likely to be volatile until additional economic data provides a clearer picture, said Seema Shah, chief strategist at Principal Global Advisors. “I don’t think we could know anything really about which way inflation is going to go until September, but the market is unable to wait that long.”
    https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568

    🌻關於cryptocurrency
    “[Cryptocurrency] is no longer an asterisk for the general market,” Ms. Krosby said. “It seems like it’s becoming very much part of the general market, and questions whether or not the selloff in bitcoin is representative of concerns over risk-on risk-off over the larger market.”
    https://www.wsj.com/articles/global-stock-markets-dow-update-05-20-2021-11621496568

    🌻營運分析: 如何看一家公司在疫情後有沒有失去競爭力?

    The bounceback was largely to be expected after a dismal comparable quarter last year, when stores had to close due to Covid-19 restrictions. A comparison to pre-pandemic numbers yields a more sober outlook: Measured against the same quarter in 2019, Kohl’s net sales declined 4.2%, while comparable sales at Macy’s fell 10.5%.

    One positive surprise was a turn to profitability for the two department store giants; analysts polled by FactSet had expected a net loss from both. But that was partly thanks to factors outside of the retailers’ control: Port congestion has led to less inventory across the apparel industry, leading to more full-priced selling. Inventory declined 25% at Kohl’s compared with a year earlier and fell 14% at Macy’s.

    Kohl’s shares fell 10% after it reported Thursday, and Macy’s is down around 5% since reporting earlier in the week. Yet they are both trading at prices higher than pre-pandemic levels.

    That seems hard to justify. The truth is that department stores were losing customers before and during the pandemic, and will probably continue to do so after it. While Kohl’s and Macy’s sales remain below pre-pandemic levels, off-price and big-box retailers have seen their apparel sales increase. At TJX’s Marmaxx division, which houses T.J. Maxx and Marshalls, sales in the quarter ended May 1 were up 14.4% compared with the same period in 2019. Target’s apparel sales grew 29% over the comparable period.

    https://www.wsj.com/articles/return-to-normal-not-good-enough-for-department-stores-11621530127

    🌻通膨. The magic number 4.

    Mackintosh 表示，經濟復甦提高通膨也有利股市，聯準會 (Fed) 在這個階段也很樂意忽略通膨，因為經濟成長正是政府想要的。但當通膨進一步上升，壓縮到股票報酬率時， 4% 通膨率將成為關鍵點。

    據統計自 1957 年標普 500 指數創立以來，美國曾有 9 次通膨率高於 4%，這其中的 8 次，股市在 3 個月後下跌。只有 2005 年突破 4% 又隨即回落，因而未影響大盤。
    https://news.cnyes.com/news/id/4647748

    WSJ原文在此:
    https://www.wsj.com/articles/inflations-magic-number-is-four-11621355006

    🌻附上本周發表財報的公司一覽表(在下方留言處)

    🌻專門介紹美國豪宅的YouTuber。宅在家沒事可以欣賞一下。
    https://m.youtube.com/user/enesyilmazer

    Pictures: from earningswhispers.com; It's always a pleasant surprise when animal friends visited. This time, three in a low.
    一次有三隻鹿來拜訪.
    影片: https://youtu.be/TxLTGe9IdWA

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