2019上海器材展的簡單心得:大家好,果然到目的地的飛機最重要,因為不知什麼原因機長想炸爆我們耳膜,所以同機一堆人下機都在耳鳴頭痛,因此第一天看展都昏沈沈的,但也簡單的為大家看一下這半年來對岸器才材的狀況。而富士gfx100的文我會再分一篇文章來說我的心得,所以大家想看這台比較平價的一億畫素相機(大概就台幣34w……),可能要再等個1-2天囉!
1.不斷“學習“別人的神牛,終於變成大陸各大廠的學習目標了……
---->是的,就是會場出現一些跟AD200很像的閃燈!!!目前是有看到永諾和捷寶,有趣的是,一家學一個燈頭……所以學人的自己不會打到……而如果要我看那家比較ok,當然是捷寶,整個型十分好看,介面也比較有水準,感覺就是有設計師在弄的一個燈,而永諾就比較像是工模(我們現場還問……這是可閃的嗎?)這2支同樣的都支援自家觸發器的功能。永諾的還多了T0.1的數據可給大家參考,電池大小都差不多,出力就他們說也是差不多的,只是現場就沒細問價格了,但如果以對岸的慣性作風,一定是會比“原作“便宜很多,所以我們就等價格出來吧。但我想除非你要整個閃燈系統都換,不然應該是不太會換燈吧……
2.Camfi-PRO的ac傳輸力是如何呢?
----->之前馬克有團過CAMFI的第一代,算是在app介面和傳輸上是很不錯的圖像傳輸器,雖然現在很多機身都內建了,但對於有舊機身的人和好的看圖介面而言,還是不錯的選擇。所以在官網稱可支援capture one等程式的即時顥示時,就很吸引馬克的注意,特別是他們還拍了傳raw的畫面,之快速讓馬克嚇到,因此這次特別看了CAMFI PRO有多強,而得到結論是……傳raw還是用線吧……傳JPG就跟之前的差不多了……因為就原廠人員說,目前傳輸的極限速度是10MB/S,所以在raw日漸都大的現在,這速度其實對於工作快拍來說,是真的比較不行的,因此如果有圖傳需求的人,或是想換的人,馬克建議……錢可省下來吧……
3.神牛的X2和新led燈S30---->X2就我個人用起來,操作是有比之前x1快,不過最快的還是xpro和v1,但已算有進步了!加上有支援手機藍芽操作,我是感覺可用在當無線快門線用,另外在選單中也簡單多了,比之前要想fn多少是好用很多,所以在這點上我是大加分。另外就是新的led燈s30,是用新的燈珠去製成,亮度更好,ra更高,馬克想可能之後led燈也會改版成這個燈珠,可惜目前s30的亮度些對於大家要工作上可能不太足,而供電也跟之前的不共用,所以我是建議可等等下一代的產品
4.被閃燈擔誤的鏡頭商永諾---->這次會場永諾剛好有展出他們新的高階鏡-35/1.4,50/1.4,14/F2.8和50/1.8 II代。35/1.4質感很好,特別是他附了一個金屬的遮光罩,加上還有超音波馬達,整個質感好到爆,但可惜現場我沒帶機身去拍,只用他們的安卓相手機拍攝(對,你沒看過,可接canon鏡頭的安卓系統相機……)合焦速度還行,但有時還是會迷焦。而14/2.8整個鏡頭很沈,質感也好,但這2顆的報價都是破萬台幣的,所以是不是可吸引到別人就不知道了。
5.另外會場中,薄版的led燈已是目前主流,而不同的深口罩和拋傘也取代之前的舊的八角罩,另外還有新的投射器,目前新版的功能更強,馬克棚內之後到貨會給大家看一下效果。
以上就是這次簡單看的心得,相機廠這次已看不到pentax和olympus了,fuji每年這樣弄棚拍已弄出心得,所以在佈光上很用心,而拍攝出來的感覺也讓人更想購買,sony和nikon的講師數量也越來越多,感覺看到展真的可聽到很多不同的新技法和台灣沒有的觀念,這些簡單的看展心得,希望對大家在自己要購買器材時有幫助喔!
同時也有10000部Youtube影片,追蹤數超過62萬的網紅Bryan Wee,也在其Youtube影片中提到,...
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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
capture one價格 在 Round of the Dream - 安森 Facebook 八卦
[GORRO HERO5 發表]
昨晚看了發表會直播....嗯!!真的很吸引人!!!
不單單只是5代的機器發表(即使單機還是有很多亮點)
一整套的系統
從五代各機型到app與雲端系統再到無人機、穩定器等...
一整套,完全就是不讓這運動攝影機的龍頭讓人的氣勢!!
操作更是簡單化!
價格比我想象中的更低!
重點整理
1.聲控(七種語言,還包含中文)
2.機身防水不需殼
3.觸控螢幕
4.電子防震
5.GPS
6.可拍RAW檔(不過黑版一樣1200畫素)
7.Quik Key 直接將影片送到手機
8.Karma四軸飛行器+三軸穩定器,還有一隻有螢幕的手把遙控器。
9.變便宜(乾)
不知道續航力如何就是XD
影片有中文字幕