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關於超多核心的處理器發展，自從英特爾停止發展Xeon Phi之後，各界都在關注他們是否會再以其他方式重回這個領域，而在這段時間，英特爾也併購多家公司，發展多樣的AI晶片，此外，前幾年他們也宣布將推出GPU產品，名為Xe，並依據不同用途，區分成Xe-LP、Xe-HPG、Xe-HP、Xe-HPC等多種微架構，而其中資料中心GPU相關產品與技術的消息，則是到了2019年底正式宣布，今年則有更多資訊的揭露。
這款研發代號為Ponte Vecchio的GPU，英特爾今年上半陸續揭露封裝、外形，到了8月則是更進一步介紹其設計架構，以及縱向擴展（Scale up）、橫向擴展（Scale out）延展性。
令人訝異的是，Ponte Vecchio居然用到5種製程，更讓我們在意的是，GPU之間的連結Xe Link頻寬，竟高達2 Tbps，相較於其他廠商的GPU互連頻寬高出不少（NVLink目前最高可達到600 GB/s），未來，各家廠商是否會因為這樣的競爭，加速提供更大的I/O存取頻寬？令人期待！
https://www.ithome.com.tw/tech/146524
🌻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
新推出的PowerStore，可說是Dell EMC近年來最具創新的一款儲存陣列產品，引進了兩項業界首見的嶄新特性，包括全Container化系統軟體核心架構，以儲存硬體執行虛擬化應用程式的AppON架構，另外也支援當前流行的新一代儲存媒體技術與I/O介面，包括儲存級記憶體、NVMe、32Gb FC與25GbE等，並同時兼具Scale-Up與Scale-Out兩種擴充能力，代表了未來儲存陣列新的發展方向
https://www.ithome.com.tw/review/142009
I did not do this to lose weight.
But i thought it would be fun to not eat solid and switch it all to juicing for a couple of days. Since we are all stuck at home on a 2nd lockdown, i dragged my mum and dad to go on a juice fast with me.
Honestly, I did not think my body enjoyed it and was down with a splitting headache after the first day.
But, it was a pretty interesting experience after all.
The concept of detoxing and juice fast is still debatable.
I'd admit, juice cleanses can lead to short-term weight loss (i lost almost 1 kg after 1 day) but this doesn't mean it's a healthy way to lose weight. I doubt rapid weight loss is healthy and it definitely doesn't last (i have already gained the 1kg back when I'm uploading this video)
"The number on the scale may be lower, but that doesn't mean any fat has been lost."
This video is for entertainment purposes only, if you'd ever want to give a juice fast a try, please do some research or talk to a professional about it.
►
Hi everyone, I'm Koe Yeet, a Malaysian television and film actress. Subscribe to my channel as I embark on my journey to figuring out Youtube, learn how to vlog and of course bring you to my shoots with me. Welcome to my life!
I may not be perfect, but at least, i am not fake ?
S U B S C R I B E : https://bit.ly/3dI9bQ4
F A C E B O O K : https://www.instagram.com/koeyeet/
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#JuiceFast #KoeYeetVlogs #Nosolidfood
Hope you guys enjoy this recipe and good luck making it!
Remember to snap up some awesome bread shots and tag me on Instagram! ? @Gogreengolean
Ingredients:
Water Roux (Tangzhong):
- 50g bread flour
- 40ml hot water
Red Bean Paste:
Like I've said, I've cooked 200g of red bean so theres leftover for future bakes!
~200g adzuki beans
I used approx. 2 tsp brown sugar and 2 tsp honey
Brown - because I ran out of white and most importantly tweak the sweetness to your liking!
Dough:
200g Bread Flour
150ml Whole Milk (Room Temp.)
3g Dry Instant Yeast
4g Salt
15g White Sugar
10g Unsalted Butter (Room Temp.)
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Healthy Snacks & Supplements!
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Rewards Discount: APB3033
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Body Fat % Analyser Weighing Scale
60% off discount code
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My transformation video - How I Lost 46 Pounds:
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Thanks for watching guys, hope you enjoyed this partner yoga challenge!
Be sure to tap for english subtitles!!
This video is sponsored by Nike.
Outfits:
Susana
Nike Swoosh Luxe Bra: https://bit.ly/3d2BfxF
Nike Yoga Luxe Infinalon 7/8 leggings: https://bit.ly/36wQpIX
Maxine
Nike Indy Bra: https://bit.ly/3gtFqon
Nike Yoga Luxe Infinalon Ribbed 7/8 leggings: https://bit.ly/2XxUusj
Nick & Xiang
Nike Yoga SS Top: https://bit.ly/3eh421w
Nike Yoga Flex Shorts: https://bit.ly/2X1hKj7
Nike Yoga Flex Shorts: https://bit.ly/3c2tTsz
ACTA Sports Wear!
https://acta.grsm.io/susanatsang2881
15% discount: GOGREENGOLEAN
_________________________________________________________________
Healthy Snacks & Supplements!
iHerb: https://rsnap.it/d-bYgx84
Rewards Discount: APB3033
_________________________________________________________________
Body Fat % Analyser Weighing Scale
60% off discount code
http://vpwow.com/gogreengolean
_________________________________________________________________
My transformation video - How I Lost 46 Pounds:
https://www.youtube.com/watch?v=Wrw5LjQZzlM&t=10s
_________________________________________________________________
?FOLLOW ME
➤ Personal Trainer at: https://www.jointdynamics.com.hk/services
➤ T R A I N I N G E N Q U I R Y: [email protected]
➤ B L O G: https://gogreengolean.wordpress.com/
➤ I N S T A G R A M: https://www.instagram.com/gogreengolean/
➤ E - M A I L: st00227@gmail.com
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