{"id":447367,"date":"2022-12-18T19:20:23","date_gmt":"2022-12-19T03:20:23","guid":{"rendered":"https:\/\/nai500.com\/?p=447367"},"modified":"2022-12-18T19:20:23","modified_gmt":"2022-12-19T03:20:23","slug":"faang%e8%82%a1%e7%a5%a8-2023%e5%b9%b4-ghost%e8%82%a1%e7%a5%a8%e7%9a%84%e6%97%b6%e4%bb%a3","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2022\/12\/faang%e8%82%a1%e7%a5%a8-2023%e5%b9%b4-ghost%e8%82%a1%e7%a5%a8%e7%9a%84%e6%97%b6%e4%bb%a3\/","title":{"rendered":"FAANG\u80a1\u7968\u5df2\u6210\u8fc7\u53bb\u65f6\uff0c2023\u5e74GHOST\u80a1\u7968\u7684\u65f6\u4ee3\u8981\u6765\u4e86"},"content":{"rendered":"<p>\u7f8e\u80a1\u6295\u8d44\u8005\u5bf9\u4e8e\u4e0b\u9762\u8fd95\u53eaFAANG\u80a1\u7968\u5e94\u8be5\u90fd\u4e0d\u964c\u751f\uff1a<\/p>\n<ul>\n<li>Facebook\uff0c\u540e\u66f4\u540d\u4e3aMeta Platforms, Inc.\uff08NASDAQ:META\uff09<\/li>\n<li>\u82f9\u679cApple\uff08NASDAQ:AAPL\uff09<\/li>\n<li>\u4e9a\u9a6c\u900acom\uff08NASDAQ:AMZN\uff09<\/li>\n<li>Netflix Inc\uff08NASDAQ:NFLX\uff09<\/li>\n<li>\u8c37\u6b4c\uff0c\u540e\u66f4\u540d\u4e3aAlphabet Inc\uff08NASDAQ:GOOG\uff09\uff08NASDAQ:GOOGL\uff09<\/li>\n<\/ul>\n<p>\u8fd9\u4e9bFAANG\u80a1\u7968\u90fd\u662f\u5404\u81ea\u9886\u57df\u7684\u5148\u884c\u8005\uff0c\u98a0\u8986\u8005\u548c\u9886\u5bfc\u8005\uff1aFacebook\u662f\u793e\u4ea4\u5a92\u4f53\u9886\u57df\u7684\u9738\u4e3b\uff0c\u82f9\u679c\u7684iPhone\u65e0\u4eba\u80fd\u654c\uff0c\u4e9a\u9a6c\u900a\u9769\u65b0\u4e86\u6570\u5b57\u96f6\u552e\uff0cNetflix\u4e00\u76f4\u662f\u6d41\u5a92\u4f53\u89c6\u9891\u7684\u4ee3\u540d\u8bcd\uff0c\u800c\u8c37\u6b4c\u641c\u7d22\u65e0\u6240\u4e0d\u5728\u751a\u81f3\u6210\u4e3a\u4e86\u4e00\u4e2a\u52a8\u8bcd\u3002\u8fd9\u4e9b\u516c\u53f8\u4e5f\u4e3a\u6295\u8d44\u8005\u521b\u9020\u4e86\u4e30\u539a\u6536\u76ca\uff1a\u5373\u4f7f\u5728\u8fd9\u8f6e\u718a\u5e02\u4e0b\uff0c\u5b83\u4eec\u7684\u80a1\u4ef7\u6da8\u5e45\u4f9d\u7136\u5728333%\u81f32080%\u4e4b\u95f4\u3002<\/p>\n<p>\u4e0d\u8fc7\uff0cFAANG\u80a1\u7968\u9ad8\u901f\u589e\u957f\u7684\u65f6\u4ee3\u5df2\u7ecf\u8fc7\u53bb\uff0c\u6295\u8d44\u8005\u5f00\u59cb\u641c\u5bfb\u65b0\u7684\u80fd\u591f\u5f15\u9886\u672a\u676510\u5e74\u6210\u957f\u7684\u5927\u725b\u80a1\u30022023\u5e74\uff0cGHOST\u80a1\u7968\u7684\u65f6\u4ee3\u6216\u8bb8\u5373\u5c06\u5f00\u542f\u3002<\/p>\n<h2>Global-e Online<\/h2>\n<p>\u6469\u6839\u58eb\u4e39\u5229\u9884\u8ba1\u7535\u5546\u5e02\u573a\u89c4\u6a21\u5c06\u4ece\u5f53\u524d\u7684$3.3\u4e07\u4ebf\u589e\u81f32026\u5e74\u7684$5.4\u4e07\u4ebf\uff0c\u671f\u95f4\u8de8\u5883\u7535\u5546\u670d\u52a1\u63d0\u4f9b\u5546<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=GLBE\">Global-E Online Ltd\uff08NASDAQ:GLBE\uff09<\/a>\u5c06\u5927\u6709\u53ef\u4e3a\u3002\u7535\u5546\u5de8\u5934Shopify Inc\uff08TSX:SHOP\uff09\uff08NYSE.SHOP\uff09\u6301\u6709\u8be5\u516c\u53f810.2%\uff0c\u4ef7\u503c\u8d85\u8fc7$3.73\u4ebf\u7684\u80a1\u7968\uff0c\u5e76\u4e14\u6307\u5b9aGlobal-e Online\u4e3a\u5b83\u7684\u6218\u7565\u5408\u4f5c\u4f19\u4f34\u4ee5\u53caShopify 170\u4e07\u5546\u5bb6\u7684\u8de8\u5883\u670d\u52a1\u72ec\u5bb6\u63d0\u4f9b\u5546\u3002\u516c\u53f8\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f79%\uff0c\u5176\u4e2d\u5546\u54c1\u4ea4\u6613\u603b\u989d\uff08GMV\uff09\u589e\u957f77%\u3002\u7f8e\u56fd\u516c\u8ba4\u4f1a\u8ba1\u51c6\u5219\uff08GAAP\uff09\u4e0b\u516c\u53f8\u5f55\u5f97\u51c0\u4e8f\u635f\u4f46\u7ecf\u8425\u73b0\u91d1\u6d41\u4e3a\u6b63\u3002<\/p>\n<h2>HubSpot<\/h2>\n<p>\u5ba2\u6237\u5173\u7cfb\u7ba1\u7406\uff08CRM\uff09\u4e13\u5bb6<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=HUBS\">HubSpot Inc\uff08NYSE:HUBS\uff09<\/a>\u73b0\u5728\u81f4\u529b\u4e8e\u6ee1\u8db3\u5ba2\u6237\u7684\u6240\u6709\u9700\u6c42\uff0c\u516c\u53f8\u4e09\u5b63\u5ea6\u603b\u6536\u5165\u540c\u6bd4\u589e\u957f38%\uff0c\u8c03\u6574\u540e\u51c0\u5229\u6da6\u589e\u957f24%\u4e14\u73b0\u91d1\u6d41\u5145\u88d5\uff0c\u56e0\u6b64GAAP\u76c8\u5229\u53ea\u662f\u65f6\u95f4\u95ee\u9898\u3002\u6b64\u5916\uff0c\u516c\u53f8\u5ba2\u6237\u6570\u589e\u957f25%\uff0c\u6bcf\u5ba2\u6237\u5e73\u5747\u8ba2\u9605\u6536\u5165\u589e\u957f12%\uff0c\u51c0\u6536\u5165\u7559\u5b58\u7387109%\u3002\u6700\u540e\uff0cHubSpot\u7684\u589e\u957f\u7a7a\u95f4\u8fd8\u5f88\u5927\uff0c\u7ba1\u7406\u5c42\u4f30\u7b97\u603b\u7684\u5e02\u573a\u89c4\u6a21\u5c06\u4ece\u5f53\u524d\u7684$450\u4ebf\u589e\u81f32027\u5e74\u7684$720\u4ebf\uff0c\u800c\u516c\u53f82021\u5e74\u7684\u6536\u5165\u4ec5\u6709$13\u4ebf\u3002<\/p>\n<h2>Okta<\/h2>\n<p>\u4e91\u5b89\u5168\u516c\u53f8Okta Inc.\uff08NASDAQ:OKTA\uff09\u63d0\u4f9b\u57fa\u4e8e\u4e91\u7684\u8eab\u4efd\u8bc6\u522b\u548c\u8bbf\u95ee\u7ba1\u7406\u89e3\u51b3\u65b9\u6848\uff0c\u516c\u53f8\u7684\u96f6\u4fe1\u4efb\u6a21\u578b\u6b63\u5feb\u901f\u6210\u4e3a\u884c\u4e1a\u6807\u51c6\u5e76\u5e7f\u53d7\u91c7\u7eb3\u3002\u516c\u53f82023\u8d22\u5e74\u4e00\u5b63\u5ea6\uff08\u622a\u81f310\u670831\u65e5\uff09\u7684\u6536\u5165\u540c\u6bd4\u589e\u957f37%\uff0c\u5176\u4e2d\u5269\u4f59\u5c65\u7ea6\u4ef7\u503c\uff08RPO\uff0c\u5c1a\u672a\u4ed8\u6b3e\u7684\u8ba2\u9605\u6536\u5165\uff09\u589e\u957f21%\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c42\u9884\u8ba1\u516c\u53f82024\u8d22\u5e74\uff082023\u5e742\u67081\u65e5\u8d77\uff09\u5c06\u5b9e\u73b0\u8c03\u6574\u540e\u76c8\u5229\u3002Auth0\u7684\u6536\u8d2d\u548c\u6574\u5408\u5c06\u9a71\u52a8Okta\u672a\u6765\u7684\u589e\u957f\uff0c\u540c\u65f6Forrester Research\u548c\u9ad8\u5fb7\u7eb3\u5747\u8ba4\u53efOkta\u662f\u5ba2\u6237\u8eab\u4efd\u548c\u8bbf\u95ee\u7ba1\u7406\u9886\u57df\u7684\u9f99\u5934\u3002<\/p>\n<h2>Snowflake<\/h2>\n<p>\u4e91\u6570\u636e\u7ba1\u7406\u516c\u53f8<a href=\"https:\/\/nai500.com\/zh-hans\/%e8%82%a1%e7%a5%a8%e6%9f%a5%e8%af%a2\/?qm_symbol=SNOW\">Snowflake Inc.\uff08NYSE:SNOW\uff09<\/a>\u52a9\u529b\u4f01\u4e1a\u6570\u5b57\u8f6c\u578b\uff0c\u516c\u53f8\u6536\u96c6\u6570\u636e\u7684\u540c\u65f6\u8fd8\u63d0\u4f9b\u6570\u636e\u5206\u6790\u670d\u52a1\uff0c\u6700\u7ec8\u5f97\u51fa\u53ef\u6267\u884c\u7684\u4fe1\u606f\u3002\u8be5\u516c\u53f82023\u8d22\u5e74\u4e09\u5b63\u5ea6\uff08\u622a\u81f310\u670831\u65e5\uff09\u6536\u5165\u540c\u6bd4\u589e\u957f67%\uff0c\u5176\u4e2d\u4ea7\u54c1\u6536\u5165\u4e5f\u589e\u957f67%\uff0c\u800c\u4e14RPO\u589e\u957f66%\u3002\u4e8f\u635f\u7ee7\u7eed\u6269\u5927\u4f46\u81ea\u7531\u73b0\u91d1\u6d41\u5145\u88d5\uff0c\u76c8\u5229\u53ef\u671f\u3002\u6b64\u5916\uff0c\u516c\u53f8\u603b\u5ba2\u6237\u6570\u589e\u957f34%\uff0c\u4f46\u8fc7\u53bb12\u4e2a\u6708\u652f\u51fa\u4e0d\u4f4e\u4e8e$100\u4e07\u7684\u5ba2\u6237\u6570\u589e\u957f94%\uff0c\u51c0\u6536\u5165\u7559\u5b58\u7387165%\u3002<\/p>\n<h2>The Trade Desk<\/h2>\n<p>\u7ecf\u6d4e\u5f62\u52bf\u6076\u5316\uff0cAlphabet\u548cMeta 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[&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":447368,"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":[2155,558,1997],"class_list":["post-447367","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1521","category-trends-strategies-zh-hans","tag-2155","tag-558","tag-1997","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\/447367","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=447367"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/posts\/447367\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media\/447368"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/media?parent=447367"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/categories?post=447367"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hans\/wp-json\/wp\/v2\/tags?post=447367"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}