{"id":447372,"date":"2022-12-18T19:20:23","date_gmt":"2022-12-19T03:20:23","guid":{"rendered":"https:\/\/nai500.com\/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\/"},"modified":"2022-12-18T19:20:43","modified_gmt":"2022-12-19T03:20:43","slug":"faang%e8%82%a1%e7%a5%a8-2023%e5%b9%b4-ghost%e8%82%a1%e7%a5%a8-%e6%99%82%e4%bb%a3","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2022\/12\/faang%e8%82%a1%e7%a5%a8-2023%e5%b9%b4-ghost%e8%82%a1%e7%a5%a8-%e6%99%82%e4%bb%a3\/","title":{"rendered":"FAANG\u80a1\u7968\u5df2\u6210\u904e\u53bb\u6642\uff0c2023\u5e74GHOST\u80a1\u7968\u7684\u6642\u4ee3\u8981\u4f86\u4e86"},"content":{"rendered":"<p>\u7f8e\u80a1\u6295\u8cc7\u8005\u5c0d\u65bc\u4e0b\u9762\u90195\u53eaFAANG\u80a1\u7968\u61c9\u8a72\u90fd\u4e0d\u964c\u751f\uff1a<\/p>\n<ul>\n<li>Facebook\uff0c\u5f8c\u66f4\u540d\u70baMeta Platforms, Inc.\uff08NASDAQ:META\uff09<\/li>\n<li>\u860b\u679cApple\uff08NASDAQ:AAPL\uff09<\/li>\n<li>\u4e9e\u99ac\u905ccom\uff08NASDAQ:AMZN\uff09<\/li>\n<li>Netflix Inc\uff08NASDAQ:NFLX\uff09<\/li>\n<li>\u8c37\u6b4c\uff0c\u5f8c\u66f4\u540d\u70baAlphabet Inc\uff08NASDAQ:GOOG\uff09\uff08NASDAQ:GOOGL\uff09<\/li>\n<\/ul>\n<p>\u9019\u4e9bFAANG\u80a1\u7968\u90fd\u662f\u5404\u81ea\u9818\u57df\u7684\u5148\u884c\u8005\uff0c\u985b\u8986\u8005\u548c\u9818\u5c0e\u8005\uff1aFacebook\u662f\u793e\u4ea4\u5a92\u9ad4\u9818\u57df\u7684\u9738\u4e3b\uff0c\u860b\u679c\u7684iPhone\u7121\u4eba\u80fd\u6575\uff0c\u4e9e\u99ac\u905c\u9769\u65b0\u4e86\u6578\u5b57\u96f6\u552e\uff0cNetflix\u4e00\u76f4\u662f\u6d41\u5a92\u9ad4\u8996\u983b\u7684\u4ee3\u540d\u8a5e\uff0c\u800c\u8c37\u6b4c\u641c\u7d22\u7121\u6240\u4e0d\u5728\u751a\u81f3\u6210\u70ba\u4e86\u4e00\u500b\u52d5\u8a5e\u3002\u9019\u4e9b\u516c\u53f8\u4e5f\u70ba\u6295\u8cc7\u8005\u5275\u9020\u4e86\u8c50\u539a\u6536\u76ca\uff1a\u5373\u4f7f\u5728\u9019\u8f2a\u718a\u5e02\u4e0b\uff0c\u5b83\u5011\u7684\u80a1\u50f9\u6f32\u5e45\u4f9d\u7136\u5728333%\u81f32080%\u4e4b\u9593\u3002<\/p>\n<p>\u4e0d\u904e\uff0cFAANG\u80a1\u7968\u9ad8\u901f\u589e\u9577\u7684\u6642\u4ee3\u5df2\u7d93\u904e\u53bb\uff0c\u6295\u8cc7\u8005\u958b\u59cb\u641c\u5c0b\u65b0\u7684\u80fd\u5920\u5f15\u9818\u672a\u4f8610\u5e74\u6210\u9577\u7684\u5927\u725b\u80a1\u30022023\u5e74\uff0cGHOST\u80a1\u7968\u7684\u6642\u4ee3\u6216\u8a31\u5373\u5c07\u958b\u555f\u3002<\/p>\n<h2>Global-e Online<\/h2>\n<p>\u6469\u6839\u58eb\u4e39\u5229\u9810\u8a08\u96fb\u5546\u5e02\u5834\u898f\u6a21\u5c07\u5f9e\u7576\u524d\u7684$3.3\u842c\u5104\u589e\u81f32026\u5e74\u7684$5.4\u842c\u5104\uff0c\u671f\u9593\u8de8\u5883\u96fb\u5546\u670d\u52d9\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>\u5c07\u5927\u6709\u53ef\u70ba\u3002\u96fb\u5546\u5de8\u982dShopify Inc\uff08TSX:SHOP\uff09\uff08NYSE.SHOP\uff09\u6301\u6709\u8a72\u516c\u53f810.2%\uff0c\u50f9\u503c\u8d85\u904e$3.73\u5104\u7684\u80a1\u7968\uff0c\u4e26\u4e14\u6307\u5b9aGlobal-e Online\u70ba\u5b83\u7684\u6230\u7565\u5408\u4f5c\u5925\u4f34\u4ee5\u53caShopify 170\u842c\u5546\u5bb6\u7684\u8de8\u5883\u670d\u52d9\u7368\u5bb6\u63d0\u4f9b\u5546\u3002\u516c\u53f8\u4e09\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957779%\uff0c\u5176\u4e2d\u5546\u54c1\u4ea4\u6613\u7e3d\u984d\uff08GMV\uff09\u589e\u957777%\u3002\u7f8e\u570b\u516c\u8a8d\u6703\u8a08\u6e96\u5247\uff08GAAP\uff09\u4e0b\u516c\u53f8\u9304\u5f97\u6de8\u8667\u640d\u4f46\u7d93\u71df\u73fe\u91d1\u6d41\u70ba\u6b63\u3002<\/p>\n<h2>HubSpot<\/h2>\n<p>\u5ba2\u6236\u95dc\u4fc2\u7ba1\u7406\uff08CRM\uff09\u5c08\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>\u73fe\u5728\u81f4\u529b\u65bc\u6eff\u8db3\u5ba2\u6236\u7684\u6240\u6709\u9700\u6c42\uff0c\u516c\u53f8\u4e09\u5b63\u5ea6\u7e3d\u6536\u5165\u540c\u6bd4\u589e\u957738%\uff0c\u8abf\u6574\u5f8c\u6de8\u5229\u6f64\u589e\u957724%\u4e14\u73fe\u91d1\u6d41\u5145\u88d5\uff0c\u56e0\u6b64GAAP\u76c8\u5229\u53ea\u662f\u6642\u9593\u554f\u984c\u3002\u6b64\u5916\uff0c\u516c\u53f8\u5ba2\u6236\u6578\u589e\u957725%\uff0c\u6bcf\u5ba2\u6236\u5e73\u5747\u8a02\u95b1\u6536\u5165\u589e\u957712%\uff0c\u6de8\u6536\u5165\u7559\u5b58\u7387109%\u3002\u6700\u5f8c\uff0cHubSpot\u7684\u589e\u9577\u7a7a\u9593\u9084\u5f88\u5927\uff0c\u7ba1\u7406\u5c64\u4f30\u7b97\u7e3d\u7684\u5e02\u5834\u898f\u6a21\u5c07\u5f9e\u7576\u524d\u7684$450\u5104\u589e\u81f32027\u5e74\u7684$720\u5104\uff0c\u800c\u516c\u53f82021\u5e74\u7684\u6536\u5165\u50c5\u6709$13\u5104\u3002<\/p>\n<h2>Okta<\/h2>\n<p>\u96f2\u5b89\u5168\u516c\u53f8Okta Inc.\uff08NASDAQ:OKTA\uff09\u63d0\u4f9b\u57fa\u65bc\u96f2\u7684\u8eab\u4efd\u8b58\u5225\u548c\u8a2a\u554f\u7ba1\u7406\u89e3\u6c7a\u65b9\u6848\uff0c\u516c\u53f8\u7684\u96f6\u4fe1\u4efb\u6a21\u578b\u6b63\u5feb\u901f\u6210\u70ba\u884c\u696d\u6a19\u6e96\u4e26\u5ee3\u53d7\u63a1\u7d0d\u3002\u516c\u53f82023\u8ca1\u5e74\u4e00\u5b63\u5ea6\uff08\u622a\u81f310\u670831\u65e5\uff09\u7684\u6536\u5165\u540c\u6bd4\u589e\u957737%\uff0c\u5176\u4e2d\u5269\u9918\u5c65\u7d04\u50f9\u503c\uff08RPO\uff0c\u5c1a\u672a\u4ed8\u6b3e\u7684\u8a02\u95b1\u6536\u5165\uff09\u589e\u957721%\u3002\u6b64\u5916\uff0c\u7ba1\u7406\u5c64\u9810\u8a08\u516c\u53f82024\u8ca1\u5e74\uff082023\u5e742\u67081\u65e5\u8d77\uff09\u5c07\u5be6\u73fe\u8abf\u6574\u5f8c\u76c8\u5229\u3002Auth0\u7684\u6536\u8cfc\u548c\u6574\u5408\u5c07\u9a45\u52d5Okta\u672a\u4f86\u7684\u589e\u9577\uff0c\u540c\u6642Forrester Research\u548c\u9ad8\u5fb7\u7d0d\u5747\u8a8d\u53efOkta\u662f\u5ba2\u6236\u8eab\u4efd\u548c\u8a2a\u554f\u7ba1\u7406\u9818\u57df\u7684\u9f8d\u982d\u3002<\/p>\n<h2>Snowflake<\/h2>\n<p>\u96f2\u6578\u64da\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\u696d\u6578\u5b57\u8f49\u578b\uff0c\u516c\u53f8\u6536\u96c6\u6578\u64da\u7684\u540c\u6642\u9084\u63d0\u4f9b\u6578\u64da\u5206\u6790\u670d\u52d9\uff0c\u6700\u7d42\u5f97\u51fa\u53ef\u57f7\u884c\u7684\u4fe1\u606f\u3002\u8a72\u516c\u53f82023\u8ca1\u5e74\u4e09\u5b63\u5ea6\uff08\u622a\u81f310\u670831\u65e5\uff09\u6536\u5165\u540c\u6bd4\u589e\u957767%\uff0c\u5176\u4e2d\u7522\u54c1\u6536\u5165\u4e5f\u589e\u957767%\uff0c\u800c\u4e14RPO\u589e\u957766%\u3002\u8667\u640d\u7e7c\u7e8c\u64f4\u5927\u4f46\u81ea\u7531\u73fe\u91d1\u6d41\u5145\u88d5\uff0c\u76c8\u5229\u53ef\u671f\u3002\u6b64\u5916\uff0c\u516c\u53f8\u7e3d\u5ba2\u6236\u6578\u589e\u957734%\uff0c\u4f46\u904e\u53bb12\u500b\u6708\u652f\u51fa\u4e0d\u4f4e\u65bc$100\u842c\u7684\u5ba2\u6236\u6578\u589e\u957794%\uff0c\u6de8\u6536\u5165\u7559\u5b58\u7387165%\u3002<\/p>\n<h2>The Trade Desk<\/h2>\n<p>\u7d93\u6fdf\u5f62\u52e2\u60e1\u5316\uff0cAlphabet\u548cMeta Platforms\u7b49\u5de8\u982d\u7684\u6578\u5b57\u5ee3\u544a\u6536\u5165\u5927\u5e45\u4e0b\u6ed1\u7684\u540c\u6642\uff0c\u7a0b\u5e8f\u5316\u5ee3\u544a\u79d1\u6280\u5e73\u81faThe Trade Desk Inc\uff08NASDAQ:TTD\uff09\u7684\u6536\u5165\u537b\u540c\u6bd4\u589e\u957731%\uff0c\u8abf\u6574\u5f8c\u6bcf\u80a1\u6536\u76ca\u589e\u957744%\u3002\u5728\u96b1\u79c1\u554f\u984c\u65e5\u76ca\u53d7\u5230\u95dc\u6ce8\u7684\u7576\u4e0b\uff0c\u8a72\u516c\u53f8\u7684Unified ID 2.0\u6709\u671b\u53d6\u4ee3cookie\u3002The Trade Desk\u53e6\u4e00\u500b\u5438\u5f15\u5ee3\u544a\u5546\u7684\u9ede\u5728\u65bc\u5b83\u7684\u900f\u660e\u5b9a\u50f9\uff0c\u7528\u6236\u4fdd\u7559\u73878\u5e74\u591a\u4ee5\u4f86\u4e00\u76f4\u7dad\u6301\u572895%\u4ee5\u4e0a\u3002<\/p>\n","protected":false},"excerpt":{"rendered":"<p>\u7f8e\u80a1\u6295\u8cc7\u8005\u5c0d\u65bc\u4e0b\u9762\u90195\u53eaFAANG\u80a1\u7968\u61c9\u8a72\u90fd\u4e0d\u964c\u751f\uff1a Facebook\uff0c\u5f8c\u66f4\u540d\u70baMeta Platforms, [&hellip;]<\/p>\n","protected":false},"author":27,"featured_media":447369,"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":[2156,1677,2001],"class_list":["post-447372","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","category-trends-strategies-zh-hant","tag-2156","tag-technology-zh-hant","tag--zh-hant","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\/447372","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=447372"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/447372\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/447369"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=447372"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=447372"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=447372"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}