🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment　(此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間９點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)

🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition

https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook

🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.

"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."

全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.

We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.

And we're still standing, yeah, yeah, yeah.

Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.

There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.

When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.

You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.

I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.

So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .

I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.

Here's some that I have been telling people I like:

First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.

Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.

The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.

I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.

So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.

Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.

Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.

There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.

So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.

https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051

Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.

XR技術持續突破　企業應用更上一層

莊清瑋 2020-03-16

虛擬實境(VR)和擴增實境(AR)仍持續成長，像是在營建產業，VR/AR已不再只是流行語。宣稱驅動60% VR/AR內容的Unity最新報告指出，包含NVIDIA VR總監David Weinstein在內的專業人士都有一個共識，2020年將是XR在產業界值得紀念的一年。

據SPAR 3D報導，2020年伊始，VR/AR產業不僅有許多新產品問世，也連帶將其他業者拉進XR世界。

Vuzix M系列波導顯示器

Vuzix將於2020年下半發行新款M4000 AR智慧眼鏡，是Vuzix M系列首款具波導(Waveguide)顯示器的產品。

M4000以前身M400為基礎，同樣配備高通(Qualcomm) Snapdragon XR1晶片組，專為企業設計。

Vuzix M400目前被奧迪(Audi)、BMW、DHL等超過400家公司用於現場服務(field service)應用、遠端支援、醫藥、汽車、製造和物流。

首款獨立MR頭戴式裝置

法國新創業者Lynx Technologies推出專為外科醫師、工程師、研究人員和開發人員設計的XR頭戴式裝置Lynx-R1。

Lynx表示，做為使用高通Snapdragon XR2晶片組的首批XR頭戴式裝置之一，Lynx-R1是首款混合實境(MR)不接線透視頭戴式裝置。

該公司的Stan Larroque表示，產品鏡片不僅光學效能佳，還有產品外形等結構因素，以及能夠隱藏遮蔽物等優點。

Lynx-R1將於2020年夏季發布，首次公開實際演示將在5月底AWE USA進行。

最輕的MR眼鏡

ThirdEye的X2 MR智慧眼鏡重量僅300克，旨在提高各產業的工作品質與績效，包括現場服務、醫療保健、製造、航太、建築、教育和保險。

ThirdEye創辦人Nick Cherukuri表示，MR正在改變員工的工作方式，以利他們能夠立即「看見」所需資訊，並即時加上註解。透過X2眼鏡，業者可以節省改善生產力所需成本近40%，並且有賴ThirdEye Workspace等軟體，能夠省下的成本只會更多。

Pico All-in-One VR解決方案

Pico全新All-in-One解決方案專為業務發展設計，也順勢推行2款新VR頭戴式裝置Neo 2和Neo 2 Eye。兩者均採用高通Snapdragon 845晶片組，重量約340克。

Neo 2支援VR專用瀏覽器Firefox Reality，以利創造網頁瀏覽最佳體驗，其中整合Hubs by Mozilla能讓用戶針對虛擬物體及空間進行線上協作，且過程不需卸下頭戴式裝置。

Pico已建立企業管理計畫，提供專為企業設計的客製化技術支援，包括添加3D虛擬物體。

附圖：雖然各產業未必廣泛採用XR，但擁抱XR改善生產效率的業者確實愈來愈多。ThirdEye Gen

資料來源：https://www.digitimes.com.tw/iot/article.asp?cat=158&id=0000580313_LB42W6YF2FK51921WEK94&fbclid=IwAR1SGFjUfmhTA3_OnwO2iEzpJuynqu7PKu2KDO_yrOZjx5AxMj9sTvzf9_g

XR技術持續突破　企業應用更上一層

莊清瑋 2020-03-16

虛擬實境(VR)和擴增實境(AR)仍持續成長，像是在營建產業，VR/AR已不再只是流行語。宣稱驅動60% VR/AR內容的Unity最新報告指出，包含NVIDIA VR總監David Weinstein在內的專業人士都有一個共識，2020年將是XR在產業界值得紀念的一年。

據SPAR 3D報導，2020年伊始，VR/AR產業不僅有許多新產品問世，也連帶將其他業者拉進XR世界。

Vuzix M系列波導顯示器

Vuzix將於2020年下半發行新款M4000 AR智慧眼鏡，是Vuzix M系列首款具波導(Waveguide)顯示器的產品。

M4000以前身M400為基礎，同樣配備高通(Qualcomm) Snapdragon XR1晶片組，專為企業設計。

Vuzix M400目前被奧迪(Audi)、BMW、DHL等超過400家公司用於現場服務(field service)應用、遠端支援、醫藥、汽車、製造和物流。

首款獨立MR頭戴式裝置

法國新創業者Lynx Technologies推出專為外科醫師、工程師、研究人員和開發人員設計的XR頭戴式裝置Lynx-R1。

Lynx表示，做為使用高通Snapdragon XR2晶片組的首批XR頭戴式裝置之一，Lynx-R1是首款混合實境(MR)不接線透視頭戴式裝置。

該公司的Stan Larroque表示，產品鏡片不僅光學效能佳，還有產品外形等結構因素，以及能夠隱藏遮蔽物等優點。

Lynx-R1將於2020年夏季發布，首次公開實際演示將在5月底AWE USA進行。

最輕的MR眼鏡

ThirdEye的X2 MR智慧眼鏡重量僅300克，旨在提高各產業的工作品質與績效，包括現場服務、醫療保健、製造、航太、建築、教育和保險。

ThirdEye創辦人Nick Cherukuri表示，MR正在改變員工的工作方式，以利他們能夠立即「看見」所需資訊，並即時加上註解。透過X2眼鏡，業者可以節省改善生產力所需成本近40%，並且有賴ThirdEye Workspace等軟體，能夠省下的成本只會更多。

Pico All-in-One VR解決方案

Pico全新All-in-One解決方案專為業務發展設計，也順勢推行2款新VR頭戴式裝置Neo 2和Neo 2 Eye。兩者均採用高通Snapdragon 845晶片組，重量約340克。

Neo 2支援VR專用瀏覽器Firefox Reality，以利創造網頁瀏覽最佳體驗，其中整合Hubs by Mozilla能讓用戶針對虛擬物體及空間進行線上協作，且過程不需卸下頭戴式裝置。

Pico已建立企業管理計畫，提供專為企業設計的客製化技術支援，包括添加3D虛擬物體。

附圖：雖然各產業未必廣泛採用XR，但擁抱XR改善生產效率的業者確實愈來愈多。ThirdEye Gen

資料來源：https://www.digitimes.com.tw/iot/article.asp…

由於還是沒有辦法做癒療塔
因此我先做個箭塔來防禦
箭塔優點是攻擊範圍廣
營地小的話，放左上角甚至可以防右下角

-----------------影片資訊-----------------
google play遊戲載點: https://play.google.com/store/apps/details?id=com.WildSoda.MineSurvival&hl=zh_TW
Google play中此遊戲名稱叫做Mine Survival
封面圖片繪師: 莊雯琳

-----------------影片聲明-----------------
此頻道非"技術台" 而是輕鬆娛樂耍蠢的"娛樂台"
請技術狂人點擊右上角叉叉，謝謝合作！

-----------------觀眾必看-----------------
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