{"id":466714,"date":"2023-07-11T23:33:34","date_gmt":"2023-07-12T06:33:34","guid":{"rendered":"https:\/\/nai500.com\/?p=466714"},"modified":"2023-07-11T23:35:03","modified_gmt":"2023-07-12T06:35:03","slug":"%e4%b9%b0%e5%85%a5-%e7%9f%ad%e6%9c%9f-%e8%8e%b7%e5%88%a9-%e4%b8%89%e5%8f%aa-%e6%88%90%e9%95%bf%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hans\/blog\/2023\/07\/%e4%b9%b0%e5%85%a5-%e7%9f%ad%e6%9c%9f-%e8%8e%b7%e5%88%a9-%e4%b8%89%e5%8f%aa-%e6%88%90%e9%95%bf%e8%82%a1\/","title":{"rendered":"\u671f\u5f85\u4e70\u5165\u540e\u77ed\u671f\u5c31\u80fd\u83b7\u5229\uff0c\u8fd9\u4e09\u53ea\u6210\u957f\u80a1\u6709\u620f"},"content":{"rendered":"

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Perion (PERI)<\/b><\/strong><\/h2>\n

Perion<\/b><\/strong>\u00a0(NASDAQ:PERI<\/b><\/strong><\/a>)\u662f\u4e00\u53ea\u88ab\u4f4e\u4f30\u7684\u5e7f\u544a\u6280\u672f\u80a1\u7968\uff0c\u62e5\u6709\u4e24\u4f4d\u6570\u7684\u5229\u6da6\u7387\u4ee5\u53ca\u9ad8\u589e\u957f\u7684\u6536\u5165\u548c\u76c8\u5229\uff0c\u662f\u8be5\u884c\u4e1a\u7684\u4e00\u53ea\u9690\u85cf\u5b9d\u85cf\u80a1\u7968\uff0c\u5177\u6709\u5de8\u5927\u7684\u957f\u671f\u6f5c\u529b\u3002\u4e0d\u8fc7\uff0c\u8be5\u516c\u53f8\u6700\u8fd1\u53d1\u5e03\u7684\u4e00\u5219\u516c\u544a\u4f7f\u5176\u6210\u4e3a\u83b7\u5f97\u77ed\u671f\u6536\u76ca\u7684\u6709\u5438\u5f15\u529b\u7684\u9009\u62e9\u3002Perion\u6700\u8fd1\u5ba3\u5e03\uff0c\u9884\u8ba1\u7b2c\u4e8c\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957f20%\uff0c\u8c03\u6574\u540e\u7684EBITDA\u540c\u6bd4\u589e\u957f40%\u3002\u516c\u544a\u53d1\u5e03\u540e\uff0c\u8be5\u516c\u53f8\u80a1\u4ef7\u7acb\u5373\u8df3\u6da8\uff0c\u4ece7\u67085\u65e5\u7684\u6536\u76d8\u4ef7\u52307\u67087\u65e5\u7684\u6536\u76d8\u4ef7\u4e0a\u6da8\u4e8612%\u3002<\/p>\n

\u6b64\u5916\uff0c\u8be5\u516c\u53f8\u76ee\u524d\u7684\u5e02\u76c8\u7387\u4e0d\u523016\u500d\uff0c\u5e02\u51c0\u7387\u4ec5\u4e3a0.55\u500d\uff0c\u4f30\u503c\u975e\u5e38\u4fbf\u5b9c\u3002\u5728\u5927\u578b\u5e7f\u544a\u5546\u76c8\u5229\u4e0b\u964d\u65f6\uff0cPerion\u80fd\u591f\u4e00\u76f4\u4fdd\u6301\u97e7\u6027\u3002\u8be5\u80a152\u5468\u6700\u9ad8\u80a1\u4ef7\u4e3a42.75\u7f8e\u5143\uff0c\u968f\u7740\u6536\u5165\u548c\u76c8\u5229\u7684\u6301\u7eed\u589e\u957f\uff0c\u76f8\u4fe1\u5f88\u5feb\u5c31\u80fd\u56de\u5230\u8fd9\u4e00\u6c34\u5e73\u3002<\/p>\n

Zscaler (ZS)<\/b><\/strong><\/h2>\n

Zscaler<\/b><\/strong>\u00a0(NASDAQ:ZS<\/b><\/strong><\/a>)\u662f\u4e00\u5bb6\u4e91\u5b89\u5168\u516c\u53f8\uff0c\u80a1\u4ef7\u4ece\u5386\u53f2\u9ad8\u70b9\u4e0b\u8dcc\u4e8660%\u4ee5\u4e0a\uff0c\u4f46\u662f\uff0c\u6295\u8d44\u8005\u7684\u79ef\u6781\u4e70\u5165\u5e2e\u52a9\u8be5\u80a1\u81ea5\u6708\u521d\u4ee5\u6765\u4e0a\u6da8\u4e86\u7ea660%\u3002\u8be5\u516c\u53f8\u7684\u4e3b\u8981\u95ee\u9898\u662f\u5c1a\u672a\u4ea7\u751f\u76c8\u5229\uff0c\u4f46\u6700\u8fd1\u51e0\u4e2a\u5b63\u5ea6\u7684\u5229\u6da6\u7387\u5bf9\u63a8\u52a8\u80a1\u4ef7\u4e0a\u6da8\u6709\u5229\u3002\u5728\u6700\u65b0\u7684\u8d22\u62a5\u4e2d\uff0cScalar\u62a5\u544aGAAP\u8425\u4e1a\u5229\u6da6\u7387\u4ece-30%\u63d0\u9ad8\u5230-13%\uff1b\u622a\u81f34\u670830\u65e5\u7684\u4e5d\u4e2a\u6708\u7684GAAP\u4ece-32%\u63d0\u9ad8\u5230-16%\u3002Scalar\u80a1\u7968\u8fd15\u5e74\u7684\u6295\u8d44\u56de\u62a5\u7387\u8d85\u8fc7250%\uff0c\u77ed\u671f\u5185\u7684\u52bf\u5934\u53ef\u4ee5\u7ed9\u6295\u8d44\u8005\u5e26\u6765\u56de\u62a5\uff0c\u4f46\u76c8\u5229\u6500\u5347\u53ef\u4ee5\u771f\u771f\u5207\u5207\u5730\u63a8\u52a8\u80a1\u4ef7\u98d9\u5347\u3002\u8be5\u516c\u53f8\u6700\u8fd1\u4e00\u4e2a\u5b63\u5ea6\u7684\u8425\u6536\u540c\u6bd4\u589e\u957f46%\uff0c\u7ed9\u6295\u8d44\u8005\u7559\u4e0b\u4e86\u6df1\u523b\u5370\u8c61\u3002<\/p>\n

Crowdstrike (CRWD)<\/b><\/strong><\/h2>\n

Crowdstrike<\/b><\/strong>\u00a0(NASDAQ:CRWD<\/b><\/strong><\/a>)\u80a1\u4ef7\u4eca\u5e74\u8fc4\u4eca\u4e3a\u6b62\u56de\u62a5\u7387\u4e3a39%\uff0c\u4f46\u4ecd\u8fdc\u4f4e\u4e8e205.73\u7f8e\u5143\u768452\u5468\u9ad8\u70b9\u3002\u4e0eZscaler\u4e00\u6837\uff0cCrowdstrike\u4e5f\u4eab\u6709\u9ad8\u6536\u5165\u589e\u957f\u3002\u5728\u6700\u8fd1\u7684\u8d22\u62a5\u4e2d\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u8425\u6536\u540c\u6bd4\u589e\u957f42%\u3002\u6700\u91cd\u8981\u7684\u662f\uff0c\u8be5\u516c\u53f8\u62a5\u544a\u4e8650\u4e07\u7f8e\u5143\u7684GAAP\u51c0\u6536\u5165\u3002\u867d\u7136\u8fd9\u4e2a\u6570\u5b57\u770b\u8d77\u6765\u5e76\u4e0d\u8d77\u773c\uff0c\u4f46\u6253\u7834\u4e86\u8fd9\u5bb6\u7f51\u7edc\u5b89\u5168\u516c\u53f8\u8fde\u7eed\u51e0\u4e2a\u5b63\u5ea6\u4e0d\u76c8\u5229\u7684\u5c40\u9762\u3002<\/p>\n

\u73b0\u5728\uff0c\u7ba1\u7406\u5c42\u6b63\u5c06\u4eba\u5de5\u667a\u80fd\u89c6\u4e3a\u6269\u5927\u5e02\u573a\u4efd\u989d\u548c\u63d0\u9ad8\u76c8\u5229\u7684\u673a\u9047\u3002\u5728\u6700\u8fd1\u53d1\u5e03\u7684\u65b0\u95fb\u7a3f\u4e2d\uff0c\u8be5\u516c\u53f8\u9996\u5e2d\u6267\u884c\u5b98George Kurtz\u5c31\u4eba\u5de5\u667a\u80fd\u53d1\u8868\u4e86\u4ee5\u4e0b\u770b\u6cd5\uff1a\u201c\u6211\u4eec\u5728\u5229\u7528\u4eba\u5de5\u667a\u80fd\u63a8\u52a8\u66f4\u597d\u7684\u5b89\u5168\u6210\u679c\u548c\u6574\u5408\u5b89\u5168\u652f\u51fa\u65b9\u9762\u5c55\u73b0\u51fa\u7684\u9886\u5bfc\u529b\uff0c\u4f7fCrowdStrike\u53d6\u5f97\u4e86\u6218\u7565\u6027\u7684\u80dc\u5229\u3002\u201d\u8be5\u516c\u53f8\u5df2\u7ecf\u542f\u52a8\u6216\u52a0\u5f3a\u4e86\u4e0eAbnormal Security\u3001AWS\u3001\u56fd\u9632\u90e8\u3001Alphabet\u7b49\u516c\u53f8\u7684\u5408\u4f5c\u3002\u4f5c\u4e3a\u4e00\u53ea\u9ad8\u589e\u957f\u800c\u4e14\u6700\u8fd1\u53d1\u73b0\u4e86\u76c8\u5229\u80fd\u529b\u7684\u80a1\u7968\uff0c\u5982\u679c\u76c8\u5229\u8d8b\u52bf\u6301\u7eed\u4e0b\u53bb\uff0cCrowdstrike\u5c06\u5728\u8fd9\u4e2a\u6c34\u5e73\u4e0a\u83b7\u5f97\u5de8\u5927\u7684\u4e0a\u6da8\u7a7a\u95f4\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

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