洛馬公司對外展示的「迅猛龍」(Rapid Dragon)飛彈發射整合庫系統概念設計影片，每組可裝6~9枚射程達370~1000公里的AGM-158「聯合空對面遙攻飛彈」系列(JASSM) ，透過C-17運輸機可裝四組九聯裝，C-130可裝兩組六聯裝，美軍最快年底前先以C-130J進行測試

⭐️#最後倒數把握時間進行島嶼壯遊
⭐️#颱風天就是要島嶼壯遊啊 😎🌀

奧地利林茲電子藝術節進入最後倒數囉！展期將在9/12結束
先進入👉🏻台北/福爾摩沙花園:島嶼壯遊（ http://garden2021.metarealitylab.com/ ）暢遊吧！

本次展出的「行動啟程 」展區(Action Tour ）邀請台灣優秀團隊#台北大數據中心、MINIWIZ 小智研發、Peppercorns 黑川互動媒體藝術 以及Roboenter 樂飛特 ，實踐以設計力與數位資訊的方式，進而改變社會的行動計畫，當中更首度以數位跨界的合作方式，創作出新的行動藝術計畫！此外，「行動啟程 」展區(Action Tour ）也受邀登上奧地利林茲電子藝術節官方線上節目Home Delivery，由奧地利電子藝術節總監Chritl Baur親自介紹唷！
片段重點已經幫大家準備好，一鍵播放觀看起來 ⏯ https://www.youtube.com/watch?v=8YVC0mF5vAE&t=177s
🔹🔸

2021 ARS ELECTRONICA FESTIVAL Garden Taipei/ Formosa
2021 奧地利林茲電子藝術節台灣展區「台北/福爾摩沙花園：島嶼壯遊」
展區 ✨ 【行動啟程 】(Action Tour )

To cope with the impact of Covid-19, a scientific and efficient action in the digital world must be taken. The Taipei Urban Intelligence Center has developed a digital system that can quickly respond to the risk landscape, people flow, and medial resources across different parts of Taipei by integrating live streaming and data instantly. It also informs the policies of the government. The digitized action on the ground helps us build a more secured environment.
In the face of the rapid development of the digital world, people immersed in the VR environment seem to ignore the depletion of resources in our reality. As a result, we need to take real actions and devote ourselves to reuse the discarded resources to make an environment of circularity and sustainability through digital technology. MINIWIZ, a start-up company from Taiwan, committed to developing technology for recycling that turns industrial and household wastes into materials with purposes and aesthetics.
During the tour, a new performance art project is inspired by the digital cross-field cooperation for the first time. The Taipei Urban Intelligence Center will join hands with new media artist Chin-Hsiang Hu and the founder of Roboenter Ghung-I Hung, to create a new media artwork “The Weight of Data” by integrating both virtual and physical materials from different domains and sharing data resources.
Finally, it is in fact not the end for “Taiwan Grand Tour.” Instead, the “Action Tour” program unveils the journey to come, constantly connecting the digital world with our society. A link for a time-limited viewing of the details of action plans for this program as well as the joint art project will be available.

為了抵禦疫情的衝擊，我們需要在數位世界中採取科學且有效率的行動，台北大數據中心(Taipei Urban Intelligence Center)即研發了一套數位系統，透過即時的串流連結與數據整合，可以快速的反應台北各個地區的疫情風險趨勢、人流狀況與醫療資源的狀態，也可提供政府作為政策的判斷依據，數位化的實質行動，讓我們可以得到更安全的防護。
在面對數位世界的快速發展之下，沉浸於虛擬環境的我們，似乎忘卻了對於現實世界資源的消耗，因此我們需要真正的採取行動，運用數位科技的方式，重新利用我們廢棄的資源，讓環境可以永久的循環，為我們的環境盡一份心力。而小智研發(MINIWIZ)是一間來自台灣的新創公司，致力於回收材料研發科技，將工業用與家庭用的廢料，透過設計賦予它機能與美感。
而在此展區中，也首度以數位跨界的合作方式，刺激出新的行動藝術計畫，臺北市大數據中心將與新媒體藝術家胡縉祥)、樂飛特公司創辦人洪仲儀合作，進行跨域的虛實整合及數據資源共享，一同創作新媒體藝術作品《The Weight of Data》。
最終，觀者在此並不是「島嶼壯遊」的不是真正的終點，而藉由行動之旅(Action Tour)的展區開啟下一段旅程，數位世界與我們的社會持續串聯。
本展區詳細的行動計劃，與藝術聯名計劃將提供限時觀看的網址連結。

💬線上展覽時間為2021年9月8日至12日！更多精彩內容直接進入官方網站🤩 http://garden2021.metarealitylab.com/

:::::::各展區介紹大全::::::

✔️【食壤計畫】 https://youtu.be/nl80hcdI_jY

✔️【沉浸之旅】https://youtu.be/6TvpTQIYWaw

✔️【動畫之旅】https://youtu.be/6SSXdiKl2oM

✔️【新媒體之旅 】https://youtu.be/movZlI2pPQQ

✔️台北/福爾摩沙花園:島嶼壯遊預告片
https://www.youtube.com/watch?v=opZLSEh_L14

👉🏻奧地利電子藝術節台北/福爾摩沙花園
https://ars.electronica.art/newdigitaldeal/de/formosa-grand-tour/

#奧地利林茲電子藝術節
​#arselectronica21 #gardentaipeiformosa
#newdigitaldeal

🌻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

#LINE貼圖購買網址 https://reurl.cc/jdm7L2

釣魚釣蝦行程只在直播上公佈
開播時間通常是外出拍片時
可安裝 #Up直播 搜尋ID evemu79716 並追蹤
開播時手機後台通常都會通知~

工商業配接洽 請加公司 LINE https://line.me/ti/p/jS_8dwVrRj

#龜狗 #FPS #SWEETCAMPER
FPS Streamer from Taiwan. Play all types of games
Contact Us 商業合作或頻道相關回報: billv3vb@gmail.com ( KYT - 經紀 )
精華頻道管理團隊： #瘋狗娛樂有限公司

關於🐢 SWEETCAMPER 龜狗🐢
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Track: Dirty Palm - Freakshow (feat. LexBlaze) [NCS Release]
Music provided by NoCopyrightSounds.
Watch: https://youtu.be/2jwj9wVx3mg
Free Download / Stream: http://ncs.io/FreakshowYO


music2:Lovely Swindler
link:https://youtu.be/--kF-wckqCA


music3:Conro - Trippin
link:https://youtu.be/lAHpT1eAYH4


music4:Televisor feat. Richard Judge - Find That Someone
link:https://youtu.be/h7aunPoTU64


music5:Tribal_Affair
link:https://youtu.be/gLNegfglZDs


music6:Koven - Speaking Through Smoke Detectors
link:https://youtu.be/p7L0NgptnI4

2019年5月22日撮影
国際展示場駅（東京ビッグサイト前）（こくさいてんじじょうえき）
東京臨海高速鉄道りんかい線
1996年（平成8年）3月30日新木場駅 - 東京テレポート駅間の開業と同時に臨海副都心線の駅として開業
1997年（平成9年）「関東の駅百選」に認定される。選定理由は「屋根が半透明なテフロン幕で、幌馬車をイメージさせる駅」
2017年（平成29年）度の1日平均乗車人員は34,494人で、りんかい線内8駅中第3位
コミックマーケットやコミティアなどのアニメ・漫画・ゲーム・声優関連のイベントの開催時期になると、駅構内に多数の関連ポスターが展示されることでも知られる
Kokusai-tenjijō Station (Tokyo Big Sight)
Tokyo Waterfront Area Rapid Transit Rinkai line
Opening March 30, 1996
Recognized as one of the "100 Stations in Kanto" in 1997. The reason for the selection is "Station with the roof of a translucent teflon curtain and the image of a horse-drawn carriage"
The average number of passengers per day in 2017 is 34,494 people.
and it is the third place among eight stations in Rinkai Line.
It is also known that a large number of related posters will be displayed inside the station when it is time to hold events related to anime, manga, games and voice actors such as the comic market and the comitaire.
國際展示場站（有明・東京Tokyo Big Sight）
東京海濱高速鐵路臨海線
1996年3月30日開放
1997年被公認為“關東100站”之一。 選擇的原因是“帶有半透明聚四氟乙烯簾幕屋頂的車站和馬車的形象”
2017年每日平均乘客人數為34,494人，是臨海線8個站中的第3位
眾所周知，當有時間舉行與動漫，漫畫，遊戲和配音演員（如漫畫市場和公司）相關的事件時，將在車站內顯示大量相關的海報。
国际展示场站（有明・东京Tokyo Big Sight）
东京海滨高速铁路临海线
1996年3月30日开放
1997年被公认为“关东100站”之一。选择的原因是“带有半透明聚四氟乙烯帘幕屋顶的车站和马车的形象”
2017年每日平均乘客人数为34,494人，是临海线8个站中的第3位
众所周知，当有时间举行与动漫，漫画，游戏和配音演员（如漫画市场和公司）相关的事件时，将在车站内显示大量相关的海报。
국제전시장 역 (도쿄 빅 사이트)
도쿄 임해 고속철도 린카이 선
1996 년 3 월 30 일 개업
1997 년 「관동의 역 백선」에 인정된다. 선정 이유는 "지붕이 반투명 테플론 막에서 마차를 연상시키는 역"
2017 년도 1 일 평균 승차 인원은 34,494 명으로 린카이 선에서 8 역 중 3 위
코믹 마켓이나 커미티 등 애니메이션 · 게임 · 성우 관련 이벤트의 개최시기가되면 역 구내에 다수의 관련 포스터가 전시되는 것으로 알려진