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最近有很多法人舉辦科技方面的會議, 會在會議中訪問上市公司的高層. 可以到Seeking Alpha上面看一下訪問內容.

--DA Davidson’s 19th Annual & Software Internet Conference on September 9th
--Citi’s 2020 Global Technology Conference on September 10th
--Deutsche Bank Technology Conference on September 14
--Jefferies Virtual Software Conference on September 15

我快快地看了兩份(Docusign(DOCU)還有Crowdstrike(CRWD)), 也把重點劃了出來(並沒有翻譯成中文就是, 也沒有濃縮.) 有興趣的可以到部落格那邊的個股專屬標籤去找檔案.

DOCU: CEO有提到TAM, 市佔, 競爭環境, 國際發展.

CRWD: CFO專訪. 可以看競爭對手的狀態, 還有他們的業務模式. 感覺起來他們未來會切入OKTA這些公司的市場(做identity的.)

🌻FedEx(FDX)聯邦快遞財報

聯邦快遞上季每日陸運包裹量增31％至1,160萬件，帶動獲利勁增逾60％。

聯邦快遞營運長蘇布拉瑪尼亞說：「我們預計三到五年內看到的增長幅度，大約在三到五個月就達成。」

以上文字來源:
https://udn.com/news/story/6811/4866362

執行副總裁兼行銷和傳播長卡瑞爾（Brie Carere）表示，大型包裹、傢俱與高價位電子商品的配送到府業務量增加。她也說，超過65歲的消費者「終於上網」並且「從電子商務角度來看，我不認為（疫情結束後）這些購買行為會恢復到以往的狀態」。

以上文字來源: https://tw.news.yahoo.com/%E5%8F%97%E6%83%A0%E6%96%BC%E7%96%AB%E6%83%85%E5%AE%85%E7%B6%93%E6%BF%9F-%E8%81%AF%E9%82%A6%E5%BF%AB%E9%81%9E%E7%8D%B2%E5%88%A9%E9%A3%86%E5%8D%87-084745880.html

以下是財報內容中, 值得注意的幾段. 可以看到, 電商有加速發展, 而消費者本來花在服務業上的費用, 有轉移到物品(goods)的現象.

"The second and perhaps more profound trend is the acceleration of ecommerce. Pre-COVID, we projected that the U.S. domestic market would hit a 100 million packages per day by calendar year 2026. We now project that the U.S. domestic parcel market will hit this mark by calendar year 2023 pulling volume projections forward by three years from the previous expectation."

"Ecommerce fueled substantially by this pandemic is driving the extraordinary growth. In fact 96% of the U.S. growth is expected to come from ecommerce. While ecommerce as a percentage of total retail has declined from its apex in April, it remains elevated. Ecommerce as a percentage of total retail for Q2 calendar year 2020 is estimated at 21% compared to 15% in Q2 calendar year 2019."

"In the U.S., spending that would normally have gone into services has shifted towards goods with goods spending boosted further by pent-up demand. Retail sales are growing again year-over-year and ecommerce is building at holiday levels and of course, more to come on that in a moment. The service sector is severely impacted by the pandemic and higher employment rates continues to weigh on growth."

非常榮幸受 Cheng-Ta Yu邀請，在母校 關渡藝術節的 KdMoFA 關渡美術館 哺挫 BOOCHOA 展覽發表

擬酷液得LiqueeredＸ《超完美女友當機趴體 Fucking-Super-Girlfriend Crash Party》 ！

這場展演計畫與開幕策劃受到今年出國展演的許多啟發，也在有限的經費內因為許多好友與新人力挺，從去年亞洲雙年展在Chim Pom作品上所聚的道上趴體，直到轉世花木蘭，此當機趴體絕對是本人歷年之創作新高峰。

免費入場，人數有限，

美什麼，藝術都不藝術了。
就為了讓你放下一切趴體投地。不管你的現實是幾點，在這場扮演開始都是即將凌晨的那點。

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”超完美女友當機趴體“表演計畫，透過一場派對讓不同表演者透過模擬網路情色直播與性愛機器女郎角色之展演形象介入現場，編織網路時代的螢幕中「完美女性」各種面向，延伸陰性書寫於後網路時代的實踐方法。表演穿越現場空間，進入到觀眾手機屏幕中，呈現多重視角的現場切片，再現屏幕框內框外之形象流變與慾望誘惑之展演姿態。將「當機」為現場身體展演文本指向「趴體」挪用Party的中文諧音，即「狂歡後」的身體狀態討論呈現科技父權面的「完美」架構之外的「錯誤」姿態。

《Fucking-Super-Girlfriend Crash Party》as a party, this project allows different performers to simulate the performance images of online pornographic live streaming and female sex robot, for onsite intervention, weaving the various aspects of a “perfect female” presented through the screen in the cyber age, and deriving the practical methods of feminine writing in the post-Internet age. Digital performers and audience engagement in live-streamed performances enable performances to transcend the onsite space and enter the phone screens of audience, presenting multi-perspective slicing of the live event, and re-enacting the performances of fluid images and lusts and temptations inside and beyond the frames. Using “crash” to refer the text of live performance to the discussion of “趴體 (lying down on belly), the Chinese transliteration of “party,” which is the physical state after “crazy partying,” this work presents the status of “error” beyond the “perfect” framework of the technological patriarchy.

l 《擬酷液得Liqueered》

昨晚我們才剛在這結束一場派對，你錯過了嗎？在23點47分那刻，愛波對著麥克風，造作地從塗抹豐厚唇蜜的雙唇間，發出意味不明的爆裂吼叫聲，瞬間的情緒波動差點讓為了掩蓋平頭的粉紅假髮掉落，左手仍沒落拍地同步效果器調轉至極限。後方手臂有刺青的場控男子應和著這份情緒，將各色燈光調至急速閃爍他其實不懂，但他知道這理當是一個高潮橋段。嗡太大的聲響導致我耳鳴，倚賴的雙瞳不斷地被重複曝光，認知像是幻燈影像般進入了流變的狀態。接著，現場被紅光全面籠罩，愛波瞬間溫柔地說：「我們現在都是女生。」，這個指令讓我頓時分不清現在是在線還是離線 ……

We just finished a party here last night. Did you miss it? At exactly 23:47 exploded into the microphone meaningless screams through her lips with thick, pretentiously applied layers of lip gloss; her instantaneous emotional shockwave almost made her pink wig that was intended to cover up her shaved head drop on the floor. Her left hand, without missing a beat, simultaneously turned the effects unit up to the max. The man with tattoos on his arm in charge of onsite control behind her played along with her emotion, and switched the lights in different colors to rapid gleaming…He really did not understand, but he knew this was inevitably a climax. Humm…the sound was too loud, it gave me tinnitus, and the pupils I relied on were being constantly re-exposed; like projections, cognition entered a rheological state. Then, the place was covered in red light, and, all of a sudden, A tenderly said: “We are all girls now.” This command suddenly made me confused with whether we were online, or offline….



More Information:

http://www.kdmofa.tnua.edu.tw/index.php?REQUEST_ID=bW9kPWV4JnBhZ2U9ZGV0YWlsJllZPTIwMTkmRUlEPTI3OA==