{"id":322385,"date":"2020-03-13T01:02:10","date_gmt":"2020-03-13T08:02:10","guid":{"rendered":"https:\/\/nai500.com\/?p=322385"},"modified":"2020-03-13T01:02:10","modified_gmt":"2020-03-13T08:02:10","slug":"%e7%96%ab%e6%83%85-%e5%ae%85%e5%ae%b6%e6%a6%82%e5%bf%b5%e8%82%a1-%e5%95%86%e4%b8%9a%e6%a8%a1%e5%bc%8f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2020\/03\/%e7%96%ab%e6%83%85-%e5%ae%85%e5%ae%b6%e6%a6%82%e5%bf%b5%e8%82%a1-%e5%95%86%e4%b8%9a%e6%a8%a1%e5%bc%8f\/","title":{"rendered":"\u75ab\u60c5\u6216\u9a71\u52a8\u5546\u4e1a\u6a21\u5f0f\u5927\u53d8\u9769\uff0c\u73b0\u5728\u503c\u5f97\u5173\u6ce8\u76843\u53ea\u201c\u5b85\u5bb6\u6982\u5ff5\u80a1\u201d"},"content":{"rendered":"

\u65b0\u51a0\u75ab\u60c5\u8fd8\u5728\u6269\u6563\u4e2d\uff0c\u7f8e\u56fd\u80a1\u5e02\u672c\u5468\u7ee7\u7eed\u66b4\u8dcc\u5e76\u8fdb\u5165\u6280\u672f\u6027\u718a\u5e02\u3002\u4e0d\u8fc7\uff0c\u75ab\u60c5\u5bf9\u4e8e\u4e0d\u540c\u7c7b\u578b\u80a1\u7968\u7684\u5f71\u54cd\u4e5f\u662f\u4e0d\u4e00\u6837\u7684\uff0c\u6709\u7684\u76f4\u63a5\u53d7\u91cd\u521b\uff0c\u6709\u7684\u5f71\u54cd\u8981\u5c0f\u4e00\u4e9b\uff0c\u8fd8\u6709\u4e9b\u516c\u53f8\u6216\u5c06\u53d7\u76ca\u4e8e\u6b64\u6b21\u75ab\u60c5\u53ef\u80fd\u9a71\u52a8\u7684\u5546\u4e1a\u6a21\u5f0f\u5927\u53d8\u9769\u3002<\/p>\n

\u5728\u8fd9\u5f53\u4e2d\uff0c\u5728\u5bb6\u529e\u516c\u3001\u8fdc\u7a0b\u533b\u7597\u4ee5\u53ca\u6d41\u89c6\u9891\u7b49\u5b85\u5bb6\u6982\u5ff5\u5438\u5f15\u4e86\u5e02\u573a\u7684\u5173\u6ce8\uff0c\u4eca\u5929\u8bb2\u5177\u4f53\u4ecb\u7ecdZoom Video Communications Inc.\uff08NASDAQ: ZM\uff09<\/a>\u3001Teladoc, Inc\uff08NYSE: TDOC\uff09<\/a>\u548cRoku Inc.\uff08NASDAQ: ROKU\uff09<\/a>\u8fd93\u53ea\u5b85\u5bb6\u6982\u5ff5\u80a1\u3002<\/p>\n

1. Zoom Video\uff1a\u5728\u5bb6\u529e\u516c\u8d4b\u80fd\u8005<\/h2>\n

\u8fc7\u53bb\u4e24\u5468\uff0c\u968f\u7740\u65b0\u51a0\u75ab\u60c5\u7684\u4e0d\u65ad\u53d1\u5c55\uff0c\u5728\u5bb6\u529e\u516c\u8fd9\u4e00\u5173\u952e\u8bcd\u9891\u9891\u51fa\u73b0\u5728\u5a92\u4f53\u62a5\u9053\u5f53\u4e2d\u3002\u4e0a\u5468\uff0c\u5f88\u591a\u79d1\u6280\u5de8\u5934\uff0c\u5c24\u5176\u662f\u5904\u4e8e\u75ab\u60c5\u4e25\u91cd\u5730\u533a\u7684\u79d1\u6280\u516c\u53f8\u5efa\u8bae\u5458\u5de5\u5728\u5bb6\u529e\u516c\u3002<\/p>\n

\u8fdc\u7a0b\u89c6\u9891\u4f1a\u8bae\u516c\u53f8Zoom Video Communications\u6709\u671b\u6210\u4e3a\u8fd9\u4e00\u8d8b\u52bf\u7684\u6700\u5927\u53d7\u76ca\u80a1\u3002\u5c31\u5728\u4e0a\u5468\uff0c\u8be5\u516c\u53f8\u516c\u544a\u56db\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f78%\uff0c\u5ba2\u6237\u6570\u589e\u957f61%\u3002\u66f4\u8ba9\u4eba\u5174\u594b\u7684\u662f\uff0c\u8fc7\u53bb12\u4e2a\u6708\u8d21\u732e\u6536\u5165\u8d85\u8fc7$100,000\u7684\u5ba2\u6237\u6570\u8f83\u4e0a\u5e74\u540c\u671f\u589e\u957f86%\uff0c\u589e\u901f\u5448\u73b0\u52a0\u5feb\u7684\u8d8b\u52bf\u3002\u9700\u8981\u6307\u51fa\u7684\u662f\uff0c\u8be5\u8d22\u62a5\u7684\u62a5\u544a\u671f\u622a\u81f32020\u5e74\u76841\u670831\u65e5\uff0c\u4e5f\u5c31\u662f\u5728\u51a0\u72b6\u75c5\u6bd2\u75ab\u60c5\u5728\u5168\u7403\u52a0\u5feb\u8513\u5ef6\u4e4b\u524d\u3002<\/p>\n

\u516c\u53f8\u521b\u59cb\u4eba\u517c\u9996\u5e2d\u6267\u884c\u5b98Eric Yuan\u5728\u56db\u5b63\u62a5\u7684\u7535\u8bdd\u4f1a\u8bae\u5f53\u4e2d\u8868\u793a\uff0c\u75ab\u60c5\u5c06\u89c6\u9891\u4f1a\u8bae\u63a8\u5230\u4e86\u805a\u5149\u706f\u4e0b\uff0c\u201c\u4e00\u591c\u4e4b\u95f4\uff0c\u51e0\u4e4e\u6240\u6709\u4eba\u90fd\u771f\u6b63\u610f\u8bc6\u5230\u4ed6\u4eec\u9700\u8981\u50cf\u8fd9\u6837\u7684\u5de5\u5177\u3002\u201d<\/p>\n

Zoom\u9884\u8ba1\u5c06\u7ee7\u7eed\u8fd9\u4e00\u5feb\u901f\u589e\u957f\u7684\u52bf\u5934\u3002\u8be5\u516c\u53f8\u9884\u8ba1\u4e00\u5b63\u5ea6\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f64%\uff0c\u975eGAAP\u51c0\u5229\u6da6\u589e\u957f\u8fd1200%\u3002\u9274\u4e8e\u8be5\u516c\u53f8\u6b64\u524d\u4e1a\u7ee9\u6307\u5f15\u504f\u4fdd\u5b88\u7684\u60ef\u4f8b\uff0c\u5b9e\u9645\u4e1a\u7ee9\u53ef\u80fd\u4f1a\u66f4\u52a0\u51fa\u8272\u3002<\/p>\n

2. Teladoc\uff1a\u8fdc\u7a0b\u533b\u7597\u7684\u5148\u884c\u8005<\/h2>\n

COVID-19\u51a0\u72b6\u75c5\u6bd2\u8513\u5ef6\u7684\u901f\u5ea6\u52a0\u5feb\uff0c\u536b\u751f\u5b98\u5458\u2014\u2014\u5305\u62ec\u7f8e\u56fd\u75be\u75c5\u63a7\u5236\u4e0e\u9884\u9632\u4e2d\u5fc3\uff08CDC\uff09\u2014\u2014\u547c\u5401\u4f7f\u7528\u8fdc\u7a0b\u533b\u7597\u548c\u865a\u62df\u5065\u5eb7\u5e73\u53f0\u4ee5\u964d\u4f4e\u75c5\u6bd2\u8513\u5ef6\u7684\u901f\u5ea6\u3002<\/p>\n

\u865a\u62df\u533b\u7597\u670d\u52a1\u63d0\u4f9b\u5546Teladoc\u63d0\u4f9b\u7684\u5c31\u662f\u8fd9\u4e00\u670d\u52a1\uff0c\u8be5\u516c\u53f8\u63d0\u4f9b\u7684\u8fdc\u7a0b\u533b\u7597\u5e73\u53f0\u5b9e\u73b0\u4e86\u533b\u751f\u548c\u60a3\u8005\u7684\u8fdc\u7a0b\u8fde\u63a5\u3002\u5373\u4f7f\u5728\u75ab\u60c5\u7206\u53d1\u524d\uff0c\u8fd9\u4e00\u4e1a\u52a1\u5df2\u7ecf\u5728\u84ec\u52c3\u53d1\u5c55\uff0c\u6700\u8fd1\u7684\u75c5\u6bd2\u7206\u53d1\u4e0d\u8fc7\u662f\u5c06\u8fd9\u4e00\u65b0\u5174\u4e8b\u7269\u63a8\u5230\u4e86\u5927\u4f17\u7684\u89c6\u91ce\u5f53\u4e2d\u3002\u56db\u5b63\u5ea6\u7f8e\u56fd\u7684\u4ed8\u8d39\u4f1a\u5458\u6570\u540c\u6bd4\u589e\u957f61%\uff0c\u7eaf\u6536\u8d39\u60a3\u8005\u6570\u66b4\u589e104%\uff0c\u8fdb\u800c\u9a71\u52a8\u8ba2\u9605\u6536\u5165\u540c\u6bd4\u589e\u957f24%\uff0c\u4ed8\u8d39\u8bca\u7597\u6536\u5165\u589e\u957f47%\u3002<\/p>\n

\u672a\u6765\u8fd8\u6709\u66f4\u591a\u7684\u589e\u957f\u7a7a\u95f4\u3002Teladoc\u9884\u8ba1\u4e00\u5b63\u5ea6\u6536\u5165\u5c06\u540c\u6bd4\u589e\u957f\u7ea632%\u3002\u7f8e\u56fd\u7684\u8ba2\u9605\u8005\u6570\u91cf\u9884\u8ba1\u589e\u957f\u8fd152%\uff0c\u540c\u65f6\u7eaf\u6536\u8d39\u8bca\u7597\u6570\u9884\u8ba1\u66b4\u589e88%\u3002\u540c\u6837\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0c\u516c\u53f8\u9996\u5e2d\u8d22\u52a1\u5b98Mala Murthy\u5728\u56db\u5b63\u5ea6\u7535\u8bdd\u4f1a\u8bae\u671f\u95f4\u8868\u793a\uff0c\u201c\u6211\u4eec\u5e76\u672a\u5c06\u51a0\u72b6\u75c5\u6bd2\u7684\u5f71\u54cd\u7eb3\u5165\u6211\u4eec\u7684\u524d\u77bb\u6027\u6307\u5f15\u5f53\u4e2d\u201d\uff0c\u56e0\u6b64\u5b9e\u9645\u7ed3\u679c\u53ef\u80fd\u4f1a\u66f4\u597d\u3002<\/p>\n

3. Roku\uff1a\u6d41\u89c6\u9891\u805a\u5408\u5e73\u53f0\u7684\u8d62\u5bb6<\/h2>\n

Roku\u62e5\u6709\u5f88\u957f\u7684\u589e\u957f\u8dd1\u9053\uff0c\u4e70\u5165\u8be5\u80a1\u7684\u7406\u7531\u4e5f\u975e\u5e38\u4f17\u591a\uff0c\u8fd9\u5df2\u662f\u4eba\u6240\u4f17\u77e5\u7684\u4e8b\u5b9e\u3002\u4e0d\u8fc7\uff0c\u4e3a\u4e86\u907f\u514d\u805a\u4f17\u548c\u516c\u5171\u96c6\u4f1a\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u4eba\u5f00\u59cb\u5b85\u5728\u5bb6\u91cc\uff0c\u8fd9\u65f6\u6d41\u89c6\u9891\u5c31\u6210\u4e86\u4e00\u4e2a\u4e0d\u53ef\u6216\u7f3a\u7684\u5a31\u4e50\u65b9\u5f0f\uff0c\u800cRoku\u6b63\u597d\u80fd\u591f\u6ee1\u8db3\u8fd9\u4e00\u9700\u6c42\u3002<\/p>\n

\u5f97\u76ca\u4e8e\u5feb\u901f\u7684\u589e\u957f\uff0cRoku\u7684\u80a1\u4ef7\u53bb\u5e74\u4e0a\u6da8\u4e86337%\u3002\u516c\u53f8\u56db\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f49%\uff0c\u4f46\u8fd9\u8fd8\u4e0d\u662f\u6700\u91cd\u8981\u7684\u3002Roku\u7684\u7edd\u5927\u90e8\u5206\u6536\u5165\u90fd\u6765\u81ea\u4e8e\u5e73\u53f0\u4e0a\u5404\u4e2a\u6e20\u9053\u7684\u5e7f\u544a\u3002\u8fd9\u4e00\u4e1a\u52a1\u677f\u5757\u2014\u2014\u5305\u62ec\u5e7f\u544a\u3001\u5e7f\u544a\u652f\u6301\u578b\u9891\u9053Roku Channel\u3001\u4ee5\u53ca\u516c\u53f8\u7684\u667a\u80fd\u7535\u89c6\u64cd\u4f5c\u7cfb\u7edf\u2014\u2014\u7684\u6536\u5165\u540c\u6bd4\u66b4\u589e71%\uff0c\u662f\u516c\u53f8\u4e1a\u7ee9\u589e\u957f\u7684\u4e3b\u8981\u9a71\u52a8\u529b\uff0c\u5e76\u4e14\u76ee\u524d\u5df2\u7ecf\u5360\u5230Roku\u603b\u6536\u5165\u768463%\u3002<\/p>\n

\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u7684\u5176\u4ed6\u4e1a\u7ee9\u6307\u6807\u540c\u6837\u9753\u4e3d\u3002\u6d3b\u8dc3\u8d26\u6237\u6570\u540c\u6bd4\u589e\u957f36%\uff0c\u6d41\u5a92\u4f53\u89c2\u770b\u65f6\u957f\u589e\u957f60%\u3002\u6bcf\u7528\u6237\u5e73\u5747\u6536\u5165\uff08ARPU\uff09\u76f8\u8f83\u4e0a\u5e74\u540c\u671f\u4e5f\u589e\u957f29%\uff0c\u540c\u65f6\u89c6\u9891\u5e7f\u544a\u66dd\u5149\u6b21\u6570\u7ffb\u4e86\u4e00\u500d\u591a\u3002<\/p>\n

Roku\u7684\u6d41\u6280\u672f\u5e73\u53f0\u517c\u5bb9\u4ed8\u8d39\u548c\u5e7f\u544a\u652f\u6301\u5e73\u53f0\uff0c\u56e0\u6b64\u5c06\u5728\u6d41\u5a92\u4f53\u7684\u5927\u8d8b\u52bf\u5f53\u4e2d\u53d7\u76ca\u6700\u591a\uff0c\u65b0\u51a0\u75ab\u60c5\u4e0d\u8fc7\u662f\u52a0\u5feb\u4e86\u8fd9\u4e00\u8fdb\u7a0b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u65b0\u51a0\u75ab\u60c5\u8fd8\u5728\u6269\u6563\u4e2d\uff0c\u7f8e\u56fd\u80a1\u5e02\u672c\u5468\u7ee7\u7eed\u66b4\u8dcc\u5e76\u8fdb\u5165\u6280\u672f\u6027\u718a\u5e02\u3002\u4e0d\u8fc7\uff0c\u75ab\u60c5\u5bf9\u4e8e\u4e0d\u540c\u7c7b\u578b\u80a1\u7968\u7684\u5f71\u54cd\u4e5f\u662f\u4e0d\u4e00\u6837\u7684\uff0c\u6709\u7684\u76f4 […]<\/p>\n","protected":false},"author":27,"featured_media":322390,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1521,430],"tags":[820,558],"class_list":["post-322385","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-820","tag-558","sectors-technology-zh-hans","locations-us-zh-hans","exchange-nasdaq-zh-hans","exchange-nyse-zh-hans"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/322385","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/comments?post=322385"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/322385\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/322390"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=322385"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=322385"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=322385"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}