{"id":322394,"date":"2020-03-13T01:02:10","date_gmt":"2020-03-13T08:02:10","guid":{"rendered":"https:\/\/nai500.com\/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\/"},"modified":"2020-03-13T01:02:34","modified_gmt":"2020-03-13T08:02:34","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%e6%a5%ad%e6%a8%a1%e5%bc%8f","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/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%e6%a5%ad%e6%a8%a1%e5%bc%8f\/","title":{"rendered":"\u75ab\u60c5\u6216\u9a45\u52d5\u5546\u696d\u6a21\u5f0f\u5927\u8b8a\u9769\uff0c\u73fe\u5728\u503c\u5f97\u95dc\u6ce8\u76843\u53ea\u201c\u5b85\u5bb6\u6982\u5ff5\u80a1\u201d"},"content":{"rendered":"

\u65b0\u51a0\u75ab\u60c5\u9084\u5728\u64f4\u6563\u4e2d\uff0c\u7f8e\u570b\u80a1\u5e02\u672c\u5468\u7e7c\u7e8c\u66b4\u8dcc\u5e77\u9032\u5165\u6280\u8853\u6027\u718a\u5e02\u3002\u4e0d\u904e\uff0c\u75ab\u60c5\u5c0d\u4e8e\u4e0d\u540c\u985e\u578b\u80a1\u7968\u7684\u5f71\u97ff\u4e5f\u662f\u4e0d\u4e00\u6a23\u7684\uff0c\u6709\u7684\u76f4\u63a5\u53d7\u91cd\u5275\uff0c\u6709\u7684\u5f71\u97ff\u8981\u5c0f\u4e00\u4e9b\uff0c\u9084\u6709\u4e9b\u516c\u53f8\u6216\u5c07\u53d7\u76ca\u4e8e\u6b64\u6b21\u75ab\u60c5\u53ef\u80fd\u9a45\u52d5\u7684\u5546\u696d\u6a21\u5f0f\u5927\u8b8a\u9769\u3002<\/p>\n

\u5728\u9019\u7576\u4e2d\uff0c\u5728\u5bb6\u8fa6\u516c\u3001\u9060\u7a0b\u91ab\u7642\u4ee5\u53ca\u6d41\u8996\u983b\u7b49\u5b85\u5bb6\u6982\u5ff5\u5438\u5f15\u4e86\u5e02\u5834\u7684\u95dc\u6ce8\uff0c\u4eca\u5929\u8b1b\u5177\u9ad4\u4ecb\u7d39Zoom Video Communications Inc.\uff08NASDAQ: ZM\uff09<\/a>\u3001Teladoc, Inc\uff08NYSE: TDOC\uff09<\/a>\u548cRoku Inc.\uff08NASDAQ: ROKU\uff09<\/a>\u90193\u53ea\u5b85\u5bb6\u6982\u5ff5\u80a1\u3002<\/p>\n

1. Zoom Video\uff1a\u5728\u5bb6\u8fa6\u516c\u8ce6\u80fd\u8005<\/h2>\n

\u904e\u53bb\u5169\u5468\uff0c\u96a8\u8457\u65b0\u51a0\u75ab\u60c5\u7684\u4e0d\u65b7\u767c\u5c55\uff0c\u5728\u5bb6\u8fa6\u516c\u9019\u4e00\u95dc\u9375\u8a5e\u983b\u983b\u51fa\u73fe\u5728\u5a92\u9ad4\u5831\u9053\u7576\u4e2d\u3002\u4e0a\u5468\uff0c\u5f88\u591a\u79d1\u6280\u5de8\u982d\uff0c\u5c24\u5176\u662f\u8655\u4e8e\u75ab\u60c5\u56b4\u91cd\u5730\u5340\u7684\u79d1\u6280\u516c\u53f8\u5efa\u8b70\u54e1\u5de5\u5728\u5bb6\u8fa6\u516c\u3002<\/p>\n

\u9060\u7a0b\u8996\u983b\u6703\u8b70\u516c\u53f8Zoom Video Communications\u6709\u671b\u6210\u7232\u9019\u4e00\u8da8\u52e2\u7684\u6700\u5927\u53d7\u76ca\u80a1\u3002\u5c31\u5728\u4e0a\u5468\uff0c\u8a72\u516c\u53f8\u516c\u544a\u56db\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957778%\uff0c\u5ba2\u6236\u6578\u589e\u957761%\u3002\u66f4\u8b93\u4eba\u8208\u596e\u7684\u662f\uff0c\u904e\u53bb12\u500b\u6708\u8ca2\u737b\u6536\u5165\u8d85\u904e$100,000\u7684\u5ba2\u6236\u6578\u8f03\u4e0a\u5e74\u540c\u671f\u589e\u957786%\uff0c\u589e\u901f\u5448\u73fe\u52a0\u5feb\u7684\u8da8\u52e2\u3002\u9700\u8981\u6307\u51fa\u7684\u662f\uff0c\u8a72\u8ca1\u5831\u7684\u5831\u544a\u671f\u622a\u81f32020\u5e74\u76841\u670831\u65e5\uff0c\u4e5f\u5c31\u662f\u5728\u51a0\u72c0\u75c5\u6bd2\u75ab\u60c5\u5728\u5168\u7403\u52a0\u5feb\u8513\u5ef6\u4e4b\u524d\u3002<\/p>\n

\u516c\u53f8\u5275\u59cb\u4eba\u517c\u9996\u5e2d\u57f7\u884c\u5b98Eric Yuan\u5728\u56db\u5b63\u5831\u7684\u96fb\u8a71\u6703\u8b70\u7576\u4e2d\u8868\u793a\uff0c\u75ab\u60c5\u5c07\u8996\u983b\u6703\u8b70\u63a8\u5230\u4e86\u805a\u5149\u71c8\u4e0b\uff0c\u201c\u4e00\u591c\u4e4b\u9593\uff0c\u5e7e\u4e4e\u6240\u6709\u4eba\u90fd\u771f\u6b63\u610f\u8b58\u5230\u4ed6\u5011\u9700\u8981\u50cf\u9019\u6a23\u7684\u5de5\u5177\u3002\u201d<\/p>\n

Zoom\u9810\u8a08\u5c07\u7e7c\u7e8c\u9019\u4e00\u5feb\u901f\u589e\u9577\u7684\u52e2\u982d\u3002\u8a72\u516c\u53f8\u9810\u8a08\u4e00\u5b63\u5ea6\u6536\u5165\u5c07\u540c\u6bd4\u589e\u957764%\uff0c\u975eGAAP\u6de8\u5229\u6f64\u589e\u9577\u8fd1200%\u3002\u9452\u4e8e\u8a72\u516c\u53f8\u6b64\u524d\u696d\u7e3e\u6307\u5f15\u504f\u4fdd\u5b88\u7684\u6163\u4f8b\uff0c\u5be6\u969b\u696d\u7e3e\u53ef\u80fd\u6703\u66f4\u52a0\u51fa\u8272\u3002<\/p>\n

2. Teladoc\uff1a\u9060\u7a0b\u91ab\u7642\u7684\u5148\u884c\u8005<\/h2>\n

COVID-19\u51a0\u72c0\u75c5\u6bd2\u8513\u5ef6\u7684\u901f\u5ea6\u52a0\u5feb\uff0c\u885b\u751f\u5b98\u54e1\u2014\u2014\u5305\u62ec\u7f8e\u570b\u75be\u75c5\u63a7\u5236\u8207\u9810\u9632\u4e2d\u5fc3\uff08CDC\uff09\u2014\u2014\u547c\u7c72\u4f7f\u7528\u9060\u7a0b\u91ab\u7642\u548c\u865b\u64ec\u5065\u5eb7\u5e73\u81fa\u4ee5\u964d\u4f4e\u75c5\u6bd2\u8513\u5ef6\u7684\u901f\u5ea6\u3002<\/p>\n

\u865b\u64ec\u91ab\u7642\u670d\u52d9\u63d0\u4f9b\u5546Teladoc\u63d0\u4f9b\u7684\u5c31\u662f\u9019\u4e00\u670d\u52d9\uff0c\u8a72\u516c\u53f8\u63d0\u4f9b\u7684\u9060\u7a0b\u91ab\u7642\u5e73\u81fa\u5be6\u73fe\u4e86\u91ab\u751f\u548c\u60a3\u8005\u7684\u9060\u7a0b\u9023\u63a5\u3002\u5373\u4f7f\u5728\u75ab\u60c5\u7206\u767c\u524d\uff0c\u9019\u4e00\u696d\u52d9\u5df2\u7d93\u5728\u84ec\u52c3\u767c\u5c55\uff0c\u6700\u8fd1\u7684\u75c5\u6bd2\u7206\u767c\u4e0d\u904e\u662f\u5c07\u9019\u4e00\u65b0\u8208\u4e8b\u7269\u63a8\u5230\u4e86\u5927\u8846\u7684\u8996\u91ce\u7576\u4e2d\u3002\u56db\u5b63\u5ea6\u7f8e\u570b\u7684\u4ed8\u8cbb\u6703\u54e1\u6578\u540c\u6bd4\u589e\u957761%\uff0c\u7d14\u6536\u8cbb\u60a3\u8005\u6578\u66b4\u589e104%\uff0c\u9032\u800c\u9a45\u52d5\u8a02\u95b1\u6536\u5165\u540c\u6bd4\u589e\u957724%\uff0c\u4ed8\u8cbb\u8a3a\u7642\u6536\u5165\u589e\u957747%\u3002<\/p>\n

\u672a\u4f86\u9084\u6709\u66f4\u591a\u7684\u589e\u9577\u7a7a\u9593\u3002Teladoc\u9810\u8a08\u4e00\u5b63\u5ea6\u6536\u5165\u5c07\u540c\u6bd4\u589e\u9577\u7d0432%\u3002\u7f8e\u570b\u7684\u8a02\u95b1\u8005\u6578\u91cf\u9810\u8a08\u589e\u9577\u8fd152%\uff0c\u540c\u6642\u7d14\u6536\u8cbb\u8a3a\u7642\u6578\u9810\u8a08\u66b4\u589e88%\u3002\u540c\u6a23\u503c\u5f97\u6307\u51fa\u7684\u662f\uff0c\u516c\u53f8\u9996\u5e2d\u8ca1\u52d9\u5b98Mala Murthy\u5728\u56db\u5b63\u5ea6\u96fb\u8a71\u6703\u8b70\u671f\u9593\u8868\u793a\uff0c\u201c\u6211\u5011\u5e77\u672a\u5c07\u51a0\u72c0\u75c5\u6bd2\u7684\u5f71\u97ff\u7d0d\u5165\u6211\u5011\u7684\u524d\u77bb\u6027\u6307\u5f15\u7576\u4e2d\u201d\uff0c\u56e0\u6b64\u5be6\u969b\u7d50\u679c\u53ef\u80fd\u6703\u66f4\u597d\u3002<\/p>\n

3. Roku\uff1a\u6d41\u8996\u983b\u805a\u5408\u5e73\u81fa\u7684\u8d0f\u5bb6<\/h2>\n

Roku\u64c1\u6709\u5f88\u9577\u7684\u589e\u9577\u8dd1\u9053\uff0c\u8cb7\u5165\u8a72\u80a1\u7684\u7406\u7531\u4e5f\u975e\u5e38\u8846\u591a\uff0c\u9019\u5df2\u662f\u4eba\u6240\u8846\u77e5\u7684\u4e8b\u5be6\u3002\u4e0d\u904e\uff0c\u7232\u4e86\u907f\u514d\u805a\u8846\u548c\u516c\u5171\u96c6\u6703\uff0c\u8d8a\u4f86\u8d8a\u591a\u7684\u4eba\u958b\u59cb\u5b85\u5728\u5bb6\u88cf\uff0c\u9019\u6642\u6d41\u8996\u983b\u5c31\u6210\u4e86\u4e00\u500b\u4e0d\u53ef\u6216\u7f3a\u7684\u5a1b\u6a02\u65b9\u5f0f\uff0c\u800cRoku\u6b63\u597d\u80fd\u591f\u6eff\u8db3\u9019\u4e00\u9700\u6c42\u3002<\/p>\n

\u5f97\u76ca\u4e8e\u5feb\u901f\u7684\u589e\u9577\uff0cRoku\u7684\u80a1\u50f9\u53bb\u5e74\u4e0a\u6f32\u4e86337%\u3002\u516c\u53f8\u56db\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957749%\uff0c\u4f46\u9019\u9084\u4e0d\u662f\u6700\u91cd\u8981\u7684\u3002Roku\u7684\u7d55\u5927\u90e8\u5206\u6536\u5165\u90fd\u4f86\u81ea\u4e8e\u5e73\u81fa\u4e0a\u5404\u500b\u6e20\u9053\u7684\u5ee3\u544a\u3002\u9019\u4e00\u696d\u52d9\u677f\u584a\u2014\u2014\u5305\u62ec\u5ee3\u544a\u3001\u5ee3\u544a\u652f\u6301\u578b\u983b\u9053Roku Channel\u3001\u4ee5\u53ca\u516c\u53f8\u7684\u667a\u80fd\u96fb\u8996\u64cd\u4f5c\u7cfb\u7d71\u2014\u2014\u7684\u6536\u5165\u540c\u6bd4\u66b4\u589e71%\uff0c\u662f\u516c\u53f8\u696d\u7e3e\u589e\u9577\u7684\u4e3b\u8981\u9a45\u52d5\u529b\uff0c\u5e77\u4e14\u76ee\u524d\u5df2\u7d93\u5360\u5230Roku\u7e3d\u6536\u5165\u768463%\u3002<\/p>\n

\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u7684\u5176\u4ed6\u696d\u7e3e\u6307\u6a19\u540c\u6a23\u975a\u9e97\u3002\u6d3b\u8e8d\u8cec\u6236\u6578\u540c\u6bd4\u589e\u957736%\uff0c\u6d41\u5a92\u9ad4\u89c0\u770b\u6642\u9577\u589e\u957760%\u3002\u6bcf\u7528\u6236\u5e73\u5747\u6536\u5165\uff08ARPU\uff09\u76f8\u8f03\u4e0a\u5e74\u540c\u671f\u4e5f\u589e\u957729%\uff0c\u540c\u6642\u8996\u983b\u5ee3\u544a\u66dd\u5149\u6b21\u6578\u7ffb\u4e86\u4e00\u500d\u591a\u3002<\/p>\n

Roku\u7684\u6d41\u6280\u8853\u5e73\u81fa\u517c\u5bb9\u4ed8\u8cbb\u548c\u5ee3\u544a\u652f\u6301\u5e73\u81fa\uff0c\u56e0\u6b64\u5c07\u5728\u6d41\u5a92\u9ad4\u7684\u5927\u8da8\u52e2\u7576\u4e2d\u53d7\u76ca\u6700\u591a\uff0c\u65b0\u51a0\u75ab\u60c5\u4e0d\u904e\u662f\u52a0\u5feb\u4e86\u9019\u4e00\u9032\u7a0b\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"

\u65b0\u51a0\u75ab\u60c5\u9084\u5728\u64f4\u6563\u4e2d\uff0c\u7f8e\u570b\u80a1\u5e02\u672c\u5468\u7e7c\u7e8c\u66b4\u8dcc\u5e77\u9032\u5165\u6280\u8853\u6027\u718a\u5e02\u3002\u4e0d\u904e\uff0c\u75ab\u60c5\u5c0d\u4e8e\u4e0d\u540c\u985e\u578b\u80a1\u7968\u7684\u5f71\u97ff\u4e5f\u662f\u4e0d\u4e00\u6a23\u7684\uff0c\u6709\u7684\u76f4 […]<\/p>\n","protected":false},"author":27,"featured_media":322391,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522,431],"tags":[1677,644],"class_list":["post-322394","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-technology-zh-hant","tag-644","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant","exchange-nyse-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/322394","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/users\/27"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=322394"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/322394\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/322391"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=322394"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=322394"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=322394"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}