{"id":338458,"date":"2020-06-16T01:20:33","date_gmt":"2020-06-16T08:20:33","guid":{"rendered":"https:\/\/nai500.com\/?p=338458"},"modified":"2020-06-16T01:25:47","modified_gmt":"2020-06-16T08:25:47","slug":"%e4%b8%8b%e4%b8%80%e6%ac%a1-%e5%b8%82%e5%a0%b4-%e8%aa%bf%e6%95%b4-%e4%b8%8d%e5%8f%af-%e9%8c%af%e9%81%8e-%e4%ba%94%e9%9a%bb-%e5%80%8b%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2020\/06\/%e4%b8%8b%e4%b8%80%e6%ac%a1-%e5%b8%82%e5%a0%b4-%e8%aa%bf%e6%95%b4-%e4%b8%8d%e5%8f%af-%e9%8c%af%e9%81%8e-%e4%ba%94%e9%9a%bb-%e5%80%8b%e8%82%a1\/","title":{"rendered":"\u5728\u4e0b\u4e00\u6b21\u5e02\u5834\u8abf\u6574\u4e2d\u4e0d\u53ef\u932f\u904e\u7684\u4e94\u96bb\u500b\u80a1"},"content":{"rendered":"

\u9019\u5e74\u982d\u6295\u8cc7\u80a1\u7968\u7d55\u5c0d\u9700\u8981\u92fc\u9435\u822c\u5805\u5b9a\u7684\u610f\u5fd7\uff0c\u9084\u5f97\u5403\u4e0a\u4e00\u4e9b\u6688\u8eca\u85e5\uff0c\u4f46\u662f\u80a1\u5e02\u6ce2\u52d5\u9593\u5f80\u5f80\u4e5f\u860a\u85cf\u8457\u6a5f\u9047\u3002\u50cf\u4e0a\u9031\u56db\u6211\u5011\u525b\u525b\u7d93\u6b77\u7684\u80a1\u5e02\u66b4\u8dcc\uff0c\u4ee5\u53ca\u4e09\u6708\u4efd\u56e0\u70ba\u65b0\u51a0\u75ab\u60c5\u5c0e\u81f4\u7684\u80a1\u5e02\u89f8\u5e95\uff0c\u90fd\u662f\u8abf\u6574\u6295\u8cc7\u7d44\u5408\u6216\u8005\u5009\u4f4d\u7684\u597d\u6a5f\u6703\u3002<\/p>\n

Livongo Health (NASDAQ:LVGO)<\/a>\u3001\u7687\u5bb6\u52a0\u52d2\u6bd4\u90f5\u8f2a\u516c\u53f8 (NYSE:RCL)<\/a>\u3001Wayfair (NYSE:W)<\/a>\u3001Dave & Buster’s (NASDAQ:PLAY)<\/a>\u548cRoku (NASDAQ:ROKU)<\/a>\u5c31\u662f\u4e0b\u4e00\u6b21\u80a1\u5e02\u906d\u9047\u6253\u64ca\u6642\u53cd\u5f48\u5f48\u85e5\u6700\u5145\u8db3\u7684\u4e94\u96bb\u500b\u80a1\u3002\u5177\u9ad4\u539f\u56e0\u5982\u4e0b\uff1a<\/p>\n

Livongo Health<\/h2>\n

\u80a1\u5e02\u6709\u6f32\u6709\u8dcc\uff0c\u4f46\u662f\u6162\u6027\u75c5\uff0c\u5f9e\u540d\u5b57\u5c31\u80fd\u807d\u51fa\u4f86\uff0c\u662f\u4e0d\u6703\u4f11\u606f\u7684\u3002Livongo Health\u662f\u4e00\u500b\u5e6b\u52a9\u6539\u5584\u7cd6\u5c3f\u75c5\u9810\u5f8c\u7684\u4e0b\u4e00\u4ee3\u5e73\u81fa\uff0c\u76ee\u524d\u7f8e\u570b\u67093420\u842c\u7cd6\u5c3f\u75c5\u60a3\u8005(\u800c\u4e14\u9019\u500b\u6578\u5b57\u9084\u5728\u589e\u52a0)\u3002\u901a\u904e\u6578\u64da\u79d1\u5b78\u5bb6\u548c\u6a5f\u5668\u5b78\u7fd2\u6280\u8853\u70ba\u6703\u54e1\u63d0\u4f9b\u7a4d\u6975\u6307\u5c0e\uff0c\u50c5\u904e\u53bb\u4e00\u5e74\u9593\uff0c\u8a72\u516c\u53f8\u7684\u6703\u54e1\u6578\u91cf\u5df2\u589e\u52a0\u4e00\u500d\uff0c\u9054\u523032.8\u842c\u540d\u3002<\/p>\n

\u7cd6\u5c3f\u75c5\u60a3\u8005\u7528\u4f86\u6e2c\u91cf\u8840\u7cd6\u7684\u8840\u7cd6\u5100\u901a\u904e\u7121\u7dda\u65b9\u5f0f\u5411Livongo\u767c\u9001\u4fe1\u606f\uff0c\u5e73\u81fa\u6703\u6839\u64da\u63a5\u6536\u5230\u7684\u6578\u64da\u53cd\u994b\u904b\u52d5\u548c\u98f2\u98df\u5efa\u8b70\u3002\u800c\u4e14\u6bcf\u4e00\u6b21\u6578\u64da\u53cd\u994b\u90fd\u6703\u4f7f\u9019\u500b\u9ad8\u79d1\u6280\u7684\u5e73\u81fa\u8b8a\u5f97\u66f4\u52a0\u667a\u80fd\uff0c\u666e\u901a\u6703\u54e1\u5728\u77ed\u77ed\u5e7e\u500b\u6708\u7684\u6642\u9593\u88e1\u5c31\u80fd\u9ad4\u9a57\u5230\u5de8\u5927\u7684\u8eab\u9ad4\u6539\u5584\u3002<\/p>\n

\u9019\u662f\u4e00\u500b\u591a\u8d0f\u7684\u5e73\u81fa\u3002\u6703\u54e1\u7684\u5065\u5eb7\u6709\u4e86\u66f4\u597d\u7684\u4fdd\u969c\uff0c\u540c\u6642\u63d0\u4f9bLivongo\u5e73\u81fa\u9ad4\u9a57\u7684\u4fdd\u96aa\u8a08\u5283\u6216\u81ea\u6211\u4fdd\u96aa\u516c\u53f8\u5e73\u5747\u6e1b\u5c11\u4e861900\u7f8e\u5143\u7684\u91ab\u7642\u8cbb\u7528\u3002\u96a8\u8457\u8a72\u516c\u53f8\u5c07\u76ee\u5149\u7e7c\u7e8c\u6295\u5411\u5176\u4ed6\u9818\u57df\uff0c\u5305\u62ec\u9ad4\u91cd\u7ba1\u7406\u3001\u9ad8\u8840\u58d3\uff0c\u751a\u81f3\u884c\u70ba\u5065\u5eb7\uff0c\u516c\u53f8\u672a\u4f86\u7684\u589e\u9577\u6f5b\u529b\u4e0d\u53ef\u4f30\u91cf\u3002<\/p>\n

\u7687\u5bb6\u52a0\u52d2\u6bd4\u90f5\u8f2a\u516c\u53f8<\/h2>\n

\u57283\u6708\u56e0\u75ab\u60c5\u5c0e\u81f4\u7684\u62cb\u552e\u4e2d\uff0c\u90f5\u8f2a\u985e\u80a1\u50f9\u906d\u53d7\u4e86\u6700\u6c89\u91cd\u7684\u6253\u64ca\u3002\u7531\u65bc\u5728\u4e00\u4e9b\u90f5\u8f2a\u4e0a\u7206\u767c\u4e86\u50b3\u67d3\u7387\u5f88\u9ad8\u7684\u51a0\u72c0\u75c5\u6bd2\u75c5\u4f8b\uff0c\u56e0\u6b64\u90f5\u8f2a\u884c\u696d\u88ab\u8a8d\u70ba\u53ef\u80fd\u662f\u6700\u5f8c\u4e00\u6279\u5fa9\u8607\u7684\u884c\u696d\u4e4b\u4e00\u3002<\/p>\n

\u8981\u8b93\u4eba\u5011\u91cd\u65b0\u50cf\u4ee5\u524d\u4e00\u6a23\u6cf0\u7136\u81ea\u82e5\u5730\u63a5\u53d7\u9019\u7a2e\u4f11\u9592\u7684\u751f\u6d3b\u65b9\u5f0f\uff0c\u53ef\u80fd\u9084\u8981\u5e7e\u5e74\u7684\u6642\u9593\uff0c\u6240\u4ee5\u63d0\u524d\u5728\u9019\u500b\u9818\u57df\u6700\u51fa\u985e\u62d4\u8403\u7684\u516c\u53f8\u4f48\u5c40\u5c31\u986f\u5f97\u66f4\u52a0\u91cd\u8981\u3002\u7687\u5bb6\u52a0\u52d2\u6bd4\u90f5\u8f2a\u516c\u53f8\u4e0d\u662f\u884c\u696d\u5167\u6700\u5927\u7684\u73a9\u5bb6\uff0c\u9019\u5176\u5be6\u662f\u4e00\u4ef6\u597d\u4e8b\uff0c\u56e0\u70ba\u90a3\u4e9b\u898f\u6a21\u66f4\u5927\u7684\u7af6\u722d\u5c0d\u624b\u6240\u5438\u5f15\u7684\u9996\u6279\u904a\u5ba2\u5c07\u662f\u6700\u5f8c\u4e00\u6279\u8d70\u4e0a\u8237\u68af\u7684\u6f5b\u5728\u5ba2\u6236\u3002\u8a72\u516c\u53f8\u9084\u662f\u4e09\u5bb6\u4e0a\u5e02\u7684\u90f5\u8f2a\u516c\u53f8\u4e2d\u5229\u6f64\u7387\u6700\u9ad8\u7684\uff0c\u9019\u4f7f\u5176\u80fd\u5920\u5728\u904a\u8f2a\u516c\u53f8\u8907\u822a\u6642\u8655\u65bc\u7e7c\u7e8c\u9818\u5148\u7684\u6700\u4f73\u4f4d\u7f6e\u3002<\/p>\n

Wayfair<\/h2>\n

\u81ea3\u6708\u4e2d\u65ec\u80a1\u5e02\u53cd\u5f48\u4ee5\u4f86\uff0c\u80a1\u50f9\u98c6\u5347\u7684\u516c\u53f8\u5f88\u5c11\uff0c\u4f46\u662fWayfair\u7a31\u7b2c\u4e8c\uff0c\u6c92\u6709\u5225\u7684\u516c\u53f8\u6562\u7a31\u7b2c\u4e00\u3002\u672c\u5468\u4f0a\u59cb\uff0c\u9019\u5bb6\u7db2\u4e0a\u5bb6\u5177\u96f6\u552e\u5546\u7684\u80a1\u50f9\u5df2\u7d93\u6bd4\u4e09\u500b\u6708\u524d\u4e0a\u6f32\u4e86751%\u3002\u662f\u7684\uff0c\u4f60\u6c92\u6709\u770b\u932f\uff0cWayfair\u7684\u80a1\u50f9\u73fe\u5728\u662f\u5168\u7403\u65b0\u51a0\u75ab\u60c5\u7206\u767c\u4e4b\u521d\u6642\u7684\u516b\u500d\u3002<\/p>\n

\u8ca1\u52d9\u5831\u544a\u986f\u793a\uff0c\u904e\u53bb\u4e03\u500b\u5b63\u5ea6\u4e2d\uff0c\u8a72\u516c\u53f8\u71df\u6536\u589e\u9577\u6709\u516d\u500b\u5b63\u5ea6\u653e\u7de9\uff0c\u4f46\u5728\u6700\u65b0\u5831\u544a\u4e2d\u516c\u4f48\u7684\u71df\u6536\u540c\u6bd4\u589e\u957720%\u3002Wayfair\u7528\u5be6\u529b\u8b49\u660e\u4e86\u81ea\u5df1\u662f\u4eca\u5e74\u75ab\u60c5\u671f\u9593\u8d0f\u5bb6\u7684\u4e8b\u5be6\u3002\u5168\u7403\u7bc4\u570d\u5167\u7684\u5c01\u9396\u548c\u5c45\u5bb6\u9694\u96e2\u80af\u5b9a\u6703\u8b93\u5bb6\u88e1\u7684\u5bb6\u5177\u6bd4\u5e73\u6642\u78e8\u640d\u5f97\u66f4\u53b2\u5bb3\uff0c\u800cWayfair\u7684\u5728\u7dda\u5e02\u5834\u3001\u514d\u8cbb\u9001\u8ca8\u548c\u589e\u5f37\u73fe\u5be6\u5de5\u5177\uff0c\u73fe\u5728\u6bd4\u4ee5\u5f80\u4efb\u4f55\u6642\u5019\u90fd\u66f4\u5177\u5438\u5f15\u529b\u3002<\/p>\n

Dave & Buster’s<\/h2>\n

 <\/p>\n

\u5e36\u6709\u4f11\u9592\u9910\u98f2\u548c\u904b\u52d5\u9152\u5427\u7684\u5927\u578b\u5a1b\u6a02\u578b\u9910\u98f2\u9023\u9396\u5e97\u7684\u672a\u4f86\u53ef\u80fd\u6bd4\u4f60\u60f3\u50cf\u7684\u66f4\u5149\u660e\u3002\u516c\u53f8\u80a1\u50f9\u5728\u4eca\u5e74\u65e9\u4e9b\u6642\u5019\u4e5f\u4e00\u5ea6\u906d\u9047\u91cd\u5275\uff0c\u56e0\u70ba\u53d7\u75ab\u60c5\u5f71\u97ff\uff0c\u8a72\u516c\u53f8\u88ab\u8feb\u95dc\u9589\u4e86\u5168\u90e8\u7684137\u5bb6\u5e97\uff0c\u4f46\u662fDave & Buster’s\u5f8c\u4f86\u524a\u6e1b\u4e86\u6210\u672c\uff0c\u800c\u4e14\u7c4c\u96c6\u5230\u4e86\u8cc7\u91d1\uff0c\u6d88\u9664\u4e86\u8a72\u516c\u53f8\u53ef\u80fd\u6210\u70ba\u4e0b\u4e00\u500b\u9762\u81e8\u7834\u7522\u7684\u5927\u578b\u96f6\u552e\u9910\u98f2\u54c1\u724c\u7684\u50b3\u805e\u3002<\/p>\n

\u7576\u7136\uff0c\u9019\u4e26\u4e0d\u662f\u4e00\u5bb6\u5b8c\u7f8e\u7684\u516c\u53f8\u3002\u5373\u4fbf\u662f\u5728\u75ab\u60c5\u524d\uff0c\u53ef\u6bd4\u7684\u6578\u64da\u5f88\u591a\u4e5f\u90fd\u662f\u70ba\u8ca0\u3002\u9019\u7a2e\u6642\u4e0b\u6d41\u884c\u7684\u3001\u6210\u4eba\u5316\u7684\u4f11\u9592\u9910\u98f2\u6a21\u5f0f\u5728\u7d93\u6fdf\u8870\u9000\u671f\u9593\u9084\u6703\u7e7c\u7e8c\u53d7\u5230\u885d\u64ca\u3002\u4f46\u662f\u8003\u616e\u5230\u8a72\u516c\u53f8\u696d\u52d9\u7684\u53ef\u4f38\u7e2e\u6027\u4f7f\u5176\u6bd4\u5176\u898f\u6a21\u8f03\u5c0f\u7684\u7af6\u722d\u5c0d\u624b\u66f4\u6301\u4e45\uff0c\u800c\u4e14\u5728\u5317\u7f8e\u7684\u64f4\u5f35\u4ecd\u53ea\u9032\u884c\u4e86\u4e00\u534a\u591a\u4e00\u9ede\u3002\u5728\u6293\u4f4f\u570b\u969b\u6a5f\u9047\u4e4b\u524d\uff0c\u8a72\u516c\u53f8\u76ee\u524d\u6b63\u5c08\u6ce8\u65bc\u5df2\u6709\u7684250\u5bb6\u5e97\uff0c\u56e0\u6b64\u4f60\u5f88\u96e3\u4e0d\u5c0d\u9019\u6a23\u7684\u516c\u53f8\u53e6\u773c\u76f8\u770b\u3002\u516c\u53f8\u7684\u80a1\u50f9\u4ecd\u5c07\u5927\u5e45\u6ce2\u52d5\uff0c\u4e26\u4e14\u5728\u4e0b\u4e00\u6b21\u62cb\u552e\u4e2d\u8dcc\u5f97\u66f4\u72e0\uff0c\u4f46\u662f\u5c0d\u73a9\u5bb6\u548c\u6295\u8cc7\u8005\u4f86\u8aaa\u6070\u6070\u662f\u63d0\u4f9b\u4e86\u4e00\u500b\u66f4\u5177\u5438\u5f15\u529b\u7684\u5207\u5165\u9ede\u3002<\/p>\n

Roku<\/h2>\n

\u81ea3\u500b\u6708\u524d\u89f8\u5e95\u53cd\u5f48\u4ee5\u4f86\uff0c\u524d\u56db\u5bb6\u516c\u53f8\u7684\u80a1\u50f9\u81f3\u5c11\u90fd\u4e0a\u6f32\u4e86\u5169\u500d\u4ee5\u4e0a\u3002\u76f8\u6bd4\u4e4b\u4e0b\uff0cRoku\u50c586%\u7684\u80a1\u50f9\u6f32\u5e45\u5c31\u6709\u4e9b\u905c\u8272\u4e86\uff0c\u4f46\u662f\u5c0d\u65bc\u5c0b\u6c42\u4e0b\u4e00\u6b21\u80a1\u5e02\u66b4\u8dcc\u5f8c\u4e0a\u6f32\u6a5f\u6703\u7684\u6295\u8cc7\u8005\u4f86\u8aaa\uff0c\u9019\u4ecd\u7136\u662f\u4e00\u5bb6\u4e0d\u5bb9\u932f\u904e\u7684\u516c\u53f8\u3002<\/p>\n

Roku\u4e4b\u6240\u4ee5\u512a\u79c0\uff0c\u662f\u56e0\u70ba\u9019\u5bb6\u5728\u7dda\u6d41\u5a92\u9ad4\u5e73\u81fa\u80fd\u5920\u5728\u4efb\u4f55\u53ef\u80fd\u5f15\u767c\u4e0b\u4e00\u6b21\u5e02\u5834\u62cb\u552e\u6216\u8abf\u6574\u7684\u60c5\u6cc1\u4e0b\u751f\u5b58\u4e0b\u4f86\u3002\u5982\u679c\u51a0\u72c0\u75c5\u6bd2\u6372\u571f\u91cd\u4f86\uff0cRoku\u65e9\u5df2\u7d93\u6210\u70ba\u9019\u5834\u6d41\u5a92\u9ad4\u8996\u983b\u9769\u547d\u7684\u5bf5\u5152\u3002\u5982\u679c\u80a1\u5e02\u56e0\u7d93\u6fdf\u75b2\u5f31\u800c\u4e0b\u8dcc\uff0c\u90a3\u9ebcRoku\u5247\u6210\u70ba\u6d88\u8cbb\u8005\u7bc0\u7701\u958b\u652f\u7684\u4e00\u7a2e\u597d\u65b9\u6cd5\uff0c\u56e0\u70ba\u6d88\u8cbb\u8005\u53ef\u4ee5\u780d\u6389\u6709\u7dda\u96fb\u8996\u548c\u885b\u661f\u96fb\u8996\u7684\u670d\u52d9\u8cbb\u7528\u3002\u904e\u53bb\u4e00\u5e74\uff0cRoku\u7684\u6d3b\u8e8d\u7528\u6236\u6578\u589e\u52a0\u4e8637%\uff0c\u7528\u6236\u53c3\u8207\u5ea6\u548c\u6d3b\u8e8d\u6536\u5165\u90fd\u5728\u4e0a\u5347\uff0cRoku\u5df2\u7d93\u6210\u70ba\u4e00\u6b3e\u667a\u80fd\u7684\u5168\u65b9\u4f4d\u6d41\u8996\u8a0a\u670d\u52d9\u63d0\u4f9b\u5546\u3002<\/p>\n

 <\/p>\n","protected":false},"excerpt":{"rendered":"

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