{"id":427152,"date":"2022-06-15T23:27:15","date_gmt":"2022-06-16T06:27:15","guid":{"rendered":"https:\/\/nai500.com\/?p=427152"},"modified":"2022-06-15T23:27:15","modified_gmt":"2022-06-16T06:27:15","slug":"%e5%8a%a0%e6%8b%bf%e5%a4%a7%e7%a7%91%e6%8a%80%e6%9d%bf%e5%9d%97%e8%b7%8c%e5%b9%85%e6%89%a9%e5%a4%a7%e8%87%b3","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/06\/%e5%8a%a0%e6%8b%bf%e5%a4%a7%e7%a7%91%e6%8a%80%e6%9d%bf%e5%9d%97%e8%b7%8c%e5%b9%85%e6%89%a9%e5%a4%a7%e8%87%b3\/","title":{"rendered":"\u52a0\u62ff\u5927\u79d1\u6280\u677f\u5757\u8dcc\u5e45\u6269\u5927\u81f340.66%\uff0c\u4f46\u91d1\u5b50\u603b\u4f1a\u53d1\u5149\u7684"},"content":{"rendered":"

2020\u5e74\uff0c\u52a0\u62ff\u5927\u79d1\u6280\u677f\u5757\u7684\u603b\u6536\u76ca\u7387\u8fbe\u5230\u60ca\u4eba\u768480.3%\u3002\u4e5f\u662f\u5728\u79d1\u6280\u80a1\u7684\u652f\u6491\u4e0b\uff0cTSX\u6307\u6570\u514d\u4e8e\u8dcc\u5165\u8d1f\u503c\u533a\u95f4\u3002\u7136\u800c\uff0c\u52a0\u62ff\u5927\u79d1\u6280\u677f\u5757\u4eca\u5e74\u8fc4\u4eca\u7684\u8dcc\u5e45\u5df2\u7ecf\u6269\u5927\u81f340.66%\uff0c6\u670813\u65e5\u66f4\u662f\u521b\u51fa2022\u5e74\u7684\u7b2c\u4e8c\u5927\u5355\u65e5\u8dcc\u5e45\u3002<\/p>\n

\u4e24\u5e74\u524d\uff0c\u80fd\u6e90\u662f\u8868\u73b0\u6700\u5dee\u7684\u677f\u5757\uff08-30.8%\uff09\uff0c\u4f46\u5374\u662f\u4eca\u5e74\u8fc4\u4eca11\u4e2a\u4e3b\u8981\u677f\u5757\u4e2d\u8868\u73b0\u6700\u597d\u7684\uff08+64.3%\uff09\u3002\u4e0e\u6b64\u540c\u65f6\uff0c\u53d7\u6fc0\u8fdb\u5f0f\u52a0\u606f\u7684\u5f71\u54cd\uff0c\u8bf8\u5982Shopify Inc\uff08TSX:SHOP\uff09\uff08NYSE.SHOP\uff09\uff08-76.85%\uff09\uff0cLightspeed Commerce Inc\uff08TSX:LSPD\uff09\uff08NYSE:LSPD\uff09\uff08-49.24%\uff09\uff0c\u4ee5\u53caNuvei Corporation\uff08TSX:NVEI\uff09\uff08NASDAQ:NVEI\uff09\uff08-35.12%\uff09\u7b49\u79d1\u6280\u9f99\u5934\u7684\u80a1\u4ef7\u53ef\u80fd\u8fd8\u4f1a\u7ee7\u7eed\u4e0b\u8dcc\u3002<\/p>\n

\u79d1\u6280\u80a1\u8fdc\u672a\u89e6\u5e95<\/h2>\n

\u5728\u7f8e\u56fd\u5e02\u573a\uff0c\u7eb3\u65af\u8fbe\u514b\u4eca\u5e74\u4e0b\u8dcc30.91%\u3002\u79d1\u6280\u80a1\u88ab\u629b\u552e\uff0c\u4e9a\u9a6c\u900aAmazon.com\uff08NASDAQ:AMZN\uff09\u548c\u82f9\u679cApple\uff08NASDAQ:AAPL\uff09\u80a1\u4ef7\u7ee7\u7eed\u8dd1\u8f93\u5e02\u573a\u3002\u6709\u5e02\u573a\u5206\u6790\u5e08\u8868\u793a\uff0c\u79d1\u6280\u80a1\u8fd8\u8fdc\u672a\u89e6\u5e95\u3002<\/p>\n

Robert W. Baird & Co.\u7684\u79d1\u6280\u7b56\u7565\u5e08Ted Mortonson\u8868\u793a\uff1a\u201c\u6211\u5e76\u4e0d\u8ba4\u4e3a\u7f8e\u8054\u50a8\u5f7b\u5e95\u6218\u80dc\u901a\u80c0\u5e76\u505c\u6b62\u52a0\u606f\u4e4b\u524d\u80a1\u5e02\u4f1a\u89e6\u5e95\uff0c\u4f46\u6211\u4eec\u6ca1\u4eba\u77e5\u9053\u8fd9\u4e00\u5929\u4f55\u65f6\u5230\u6765\u3002\u201d\u4e0e\u6b64\u540c\u65f6\uff0cStrategic Analysis Corporation\u7684\u8463\u4e8b\u957f\u517cMacNicol & Associates Asset Management\u7684\u6295\u8d44\u7ec4\u5408\u7ecf\u7406Ross Healy\u8ba4\u4e3a\uff0c\u8fd9\u4e00\u8f6e\u4e0b\u8dcc\u6216\u5e26\u6765\u4e0d\u9519\u7684\u4e70\u5165\u673a\u4f1a\u3002<\/p>\n

\u8dcc\u8dcc\u4e0d\u4f11\uff0c\u4f46\u662f\u91d1\u5b50\u603b\u4f1a\u53d1\u5149\u7684<\/h2>\n

Enghouse Systems Ltd\uff08TSX:ENGH\uff09<\/a>\u548cTECSYS Inc.\uff08TSX:TCS\uff09<\/a>\u662f\u4e24\u9897\u7f55\u89c1\u7684\u5b9d\u77f3\uff0c\u56e0\u4e3a\u5b83\u4eec\u662f\u52a0\u62ff\u5927\u591a\u4ea4\u6240\u79d1\u6280\u677f\u5757\u5f53\u4e2d\u5f88\u5c11\u89c1\u7684\u6d3e\u606f\u80a1\u3002\u4e0d\u8fc7\uff0c\u8fd9\u4e24\u53ea\u79d1\u6280\u80a1\u4e5f\u672a\u80fd\u9003\u907f\u79d1\u6280\u80a1\u7684\u629b\u552e\uff0c\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u5206\u522b\u5927\u8dcc48.47%\u548c38.98%\u3002<\/p>\n

Enghouse Systems\uff1a\u4f01\u4e1a\u5bfc\u5411<\/h2>\n

Enghouse Systems\u9762\u5411\u4e0b\u4e00\u4ee3\u8f6f\u4ef6\u5b9a\u4e49\u7f51\u7edc\u63d0\u4f9b\u805a\u7126\u4e8e\u8fdc\u7a0b\u529e\u516c\u3001\u89c6\u89c9\u8ba1\u7b97\u548c\u901a\u4fe1\u7684\u4f01\u4e1a\u7ea7\u8f6f\u4ef6\u89e3\u51b3\u65b9\u6848\u3002\u516c\u53f8\u5e02\u503c$13.7\u4ebf\uff0c\u65d7\u4e0b\u4e24\u5927\u6838\u5fc3\u4e1a\u52a1\u677f\u5757\u5206\u522b\u670d\u52a1\u4e0d\u540c\u7684\u5782\u76f4\u5e02\u573a\u3002\u8fd9\u53ea\u79d1\u6280\u80a1\u80a1\u4ef7\u76ee\u524d\u62a5$24.72\uff0c\u80a1\u606f\u73872.98%\u3002<\/p>\n

\u516c\u53f82022\u8d22\u5e74\u4e8c\u5b63\u5ea6\uff08\u622a\u81f32022\u5e744\u670830\u65e5\uff09\u7684\u6536\u5165\u548c\u51c0\u5229\u6da6\u76f8\u6bd4\u4e0a\u5e74\u540c\u671f\u5206\u522b\u4e0b\u964d9.4%\u548c13.5%\u3002\u6240\u5e78\u7684\u662f\uff0cEnghouse\u7684\u5916\u90e8\u8d1f\u503a\u4e3a\u96f6\u3002\u5c3d\u7ba1\u6536\u5165\u548c\u76c8\u5229\u4e0b\u6ed1\uff0c\u4f46\u8463\u4e8b\u4f1a\u4f9d\u7136\u6279\u51c6\u5c06\u80a1\u606f\u4ece\u4e0a\u5e74\u4e0a\u8c0316%\u3002<\/p>\n

\u8be5\u516c\u53f8\uff0c\u5c24\u5176\u662f\u65d7\u4e0b\u7684Interactive Management Group\u6240\u9762\u4e34\u7684\u4e00\u5927\u5a01\u80c1\u662f\u6765\u81ea\u4e91\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u5546\u7684\u7ade\u4e89\u65e5\u76ca\u6fc0\u70c8\u3002\u6309\u7167\u7ba1\u7406\u5c42\u7684\u8bf4\u6cd5\uff0c\u8d8a\u6765\u8d8a\u591a\u7684\u516c\u53f8\u5f00\u59cb\u91c7\u7528\u5c45\u5bb6\u529e\u516c\u7ecf\u8425\u6a21\u5f0f\uff0c\u5e02\u573a\u5411\u4e91\u7684\u8f6c\u79fb\u6b63\u5728\u53d1\u751f\u8fc7\u7a0b\u4e2d\u3002<\/p>\n

Tecsys\uff1a\u4f9b\u5e94\u94fe\u89e3\u51b3\u65b9\u6848<\/h2>\n

Tecsys\u662f\u4e00\u5bb6\u5e02\u503c$4.6659\u4ebf\u7684\u4f9b\u5e94\u94fe\u89e3\u51b3\u65b9\u6848\u63d0\u4f9b\u5546\u30022022\u8d22\u5e74\u4e09\u5b63\u5ea6\uff08\u622a\u81f32022\u5e741\u670831\u65e5\uff09\uff0c\u516c\u53f8\u7684\u8f6f\u4ef6\u5373\u670d\u52a1\uff08SaaS\uff09\u6536\u5165\u4ee5\u53ca\u5e74\u5ea6\u7ecf\u5e38\u6027\u6536\u5165\uff08ARR\uff09\u76f8\u6bd4\u4e0a\u5e74\u540c\u671f\u5206\u522b\u589e\u957f49%\u548c17%\u3002<\/p>\n

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