{"id":466716,"date":"2023-07-11T23:33:54","date_gmt":"2023-07-12T06:33:54","guid":{"rendered":"https:\/\/nai500.com\/?p=466716"},"modified":"2023-07-11T23:33:54","modified_gmt":"2023-07-12T06:33:54","slug":"%e8%b2%b7%e5%85%a5-%e7%9f%ad%e6%9c%9f-%e7%8d%b2%e5%88%a9-%e4%b8%89%e5%8f%aa-%e6%88%90%e9%95%b7%e8%82%a1","status":"publish","type":"post","link":"https:\/\/nai500.com\/zh-hant\/blog\/2023\/07\/%e8%b2%b7%e5%85%a5-%e7%9f%ad%e6%9c%9f-%e7%8d%b2%e5%88%a9-%e4%b8%89%e5%8f%aa-%e6%88%90%e9%95%b7%e8%82%a1\/","title":{"rendered":"\u671f\u5f85\u8cb7\u5165\u5f8c\u77ed\u671f\u5c31\u80fd\u7372\u5229\uff0c\u9019\u4e09\u53ea\u6210\u9577\u80a1\u6709\u6232"},"content":{"rendered":"<p>\u7576\u6295\u8cc7\u8005\u5e0c\u671b\u7372\u5f97\u6700\u5927\u56de\u5831\u6642\uff0c\u901a\u5e38\u6703\u9078\u64c7\u6210\u9577\u80a1\u3002\u8207\u50f9\u503c\u80a1\u76f8\u6bd4\uff0c\u6210\u9577\u80a1\u5177\u6709\u66f4\u5f37\u7684\u52d5\u529b\uff0c\u53ef\u4ee5\u5275\u9020\u51fa\u4e16\u4ee3\u76f8\u50b3\u7684\u8ca1\u5bcc\u3002\u7576\u7136\uff0c\u9019\u7a2e\u6c34\u5e73\u7684\u6f5b\u529b\u4e5f\u4f34\u96a8\u8457\u5de8\u5927\u7684\u98a8\u96aa\uff0c\u56e0\u70ba\u6210\u9577\u80a1\u901a\u5e38\u4f30\u503c\u904e\u9ad8\uff0c\u5fc5\u9808\u7522\u751f\u51fa\u8272\u7684\u76c8\u5229\u624d\u80fd\u7dad\u6301\u4f30\u503c\u6c34\u5e73\u3002<\/p>\n<p>\u5c0d\u65bc\u6210\u9577\u80a1\u4f86\u8aaa\uff0c\u80fd\u5920\u5728\u77ed\u671f\u5167\u65ac\u7372\u6536\u76ca\u662f\u975e\u5e38\u7406\u60f3\u7684\uff0c\u4e0b\u9762\u9019\u5e7e\u53ea\u80a1\u7968\u73fe\u5728\u6b63\u5728\u7a4d\u805a\u4e0a\u6f32\u52e2\u982d\uff0c\u5e0c\u671b\u7372\u5f97\u77ed\u671f\u6536\u76ca\u7684\u6295\u8cc7\u8005\u53ef\u4ee5\u8003\u616e\u8cb7\u5165\u3002<\/p>\n<h2><strong><b>Perion (PERI)<\/b><\/strong><\/h2>\n<p><strong><b>Perion<\/b><\/strong>\u00a0(NASDAQ:<a href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=PERI\"><strong><b>PERI<\/b><\/strong><\/a>)\u662f\u4e00\u53ea\u88ab\u4f4e\u4f30\u7684\u5ee3\u544a\u6280\u8853\u80a1\u7968\uff0c\u64c1\u6709\u5169\u4f4d\u6578\u7684\u5229\u6f64\u7387\u4ee5\u53ca\u9ad8\u589e\u9577\u7684\u6536\u5165\u548c\u76c8\u5229\uff0c\u662f\u8a72\u884c\u696d\u7684\u4e00\u53ea\u96b1\u85cf\u5bf6\u85cf\u80a1\u7968\uff0c\u5177\u6709\u5de8\u5927\u7684\u9577\u671f\u6f5b\u529b\u3002\u4e0d\u904e\uff0c\u8a72\u516c\u53f8\u6700\u8fd1\u767c\u5e03\u7684\u4e00\u5247\u516c\u544a\u4f7f\u5176\u6210\u70ba\u7372\u5f97\u77ed\u671f\u6536\u76ca\u7684\u6709\u5438\u5f15\u529b\u7684\u9078\u64c7\u3002Perion\u6700\u8fd1\u5ba3\u5e03\uff0c\u9810\u8a08\u7b2c\u4e8c\u5b63\u5ea6\u6536\u5165\u540c\u6bd4\u589e\u957720%\uff0c\u8abf\u6574\u5f8c\u7684EBITDA\u540c\u6bd4\u589e\u957740%\u3002\u516c\u544a\u767c\u5e03\u5f8c\uff0c\u8a72\u516c\u53f8\u80a1\u50f9\u7acb\u5373\u8df3\u6f32\uff0c\u5f9e7\u67085\u65e5\u7684\u6536\u76e4\u50f9\u52307\u67087\u65e5\u7684\u6536\u76e4\u50f9\u4e0a\u6f32\u4e8612%\u3002<\/p>\n<p>\u6b64\u5916\uff0c\u8a72\u516c\u53f8\u76ee\u524d\u7684\u5e02\u76c8\u7387\u4e0d\u523016\u500d\uff0c\u5e02\u6de8\u7387\u50c5\u70ba0.55\u500d\uff0c\u4f30\u503c\u975e\u5e38\u4fbf\u5b9c\u3002\u5728\u5927\u578b\u5ee3\u544a\u5546\u76c8\u5229\u4e0b\u964d\u6642\uff0cPerion\u80fd\u5920\u4e00\u76f4\u4fdd\u6301\u97cc\u6027\u3002\u8a72\u80a152\u5468\u6700\u9ad8\u80a1\u50f9\u70ba42.75\u7f8e\u5143\uff0c\u96a8\u8457\u6536\u5165\u548c\u76c8\u5229\u7684\u6301\u7e8c\u589e\u9577\uff0c\u76f8\u4fe1\u5f88\u5feb\u5c31\u80fd\u56de\u5230\u9019\u4e00\u6c34\u5e73\u3002<\/p>\n<h2><strong><b>Zscaler 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href=\"https:\/\/nai500.com\/zh-hant\/%E8%82%A1%E7%A5%A8%E6%9F%A5%E8%A9%A2\/?qm_symbol=ZS\"><strong><b>ZS<\/b><\/strong><\/a>)\u662f\u4e00\u5bb6\u96f2\u5b89\u5168\u516c\u53f8\uff0c\u80a1\u50f9\u5f9e\u66c6\u53f2\u9ad8\u9ede\u4e0b\u8dcc\u4e8660%\u4ee5\u4e0a\uff0c\u4f46\u662f\uff0c\u6295\u8cc7\u8005\u7684\u7a4d\u6975\u8cb7\u5165\u5e6b\u52a9\u8a72\u80a1\u81ea5\u6708\u521d\u4ee5\u4f86\u4e0a\u6f32\u4e86\u7d0460%\u3002\u8a72\u516c\u53f8\u7684\u4e3b\u8981\u554f\u984c\u662f\u5c1a\u672a\u7522\u751f\u76c8\u5229\uff0c\u4f46\u6700\u8fd1\u5e7e\u500b\u5b63\u5ea6\u7684\u5229\u6f64\u7387\u5c0d\u63a8\u52d5\u80a1\u50f9\u4e0a\u6f32\u6709\u5229\u3002\u5728\u6700\u65b0\u7684\u8ca1\u5831\u4e2d\uff0cScalar\u5831\u544aGAAP\u71df\u696d\u5229\u6f64\u7387\u5f9e-30%\u63d0\u9ad8\u5230-13%\uff1b\u622a\u81f34\u670830\u65e5\u7684\u4e5d\u500b\u6708\u7684GAAP\u5f9e-32%\u63d0\u9ad8\u5230-16%\u3002Scalar\u80a1\u7968\u8fd15\u5e74\u7684\u6295\u8cc7\u56de\u5831\u7387\u8d85\u904e250%\uff0c\u77ed\u671f\u5167\u7684\u52e2\u982d\u53ef\u4ee5\u7d66\u6295\u8cc7\u8005\u5e36\u4f86\u56de\u5831\uff0c\u4f46\u76c8\u5229\u6500\u5347\u53ef\u4ee5\u771f\u771f\u5207\u5207\u5730\u63a8\u52d5\u80a1\u50f9\u98c6\u5347\u3002\u8a72\u516c\u53f8\u6700\u8fd1\u4e00\u500b\u5b63\u5ea6\u7684\u71df\u6536\u540c\u6bd4\u589e\u957746%\uff0c\u7d66\u6295\u8cc7\u8005\u7559\u4e0b\u4e86\u6df1\u523b\u5370\u8c61\u3002<\/p>\n<h2><strong><b>Crowdstrike 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[&hellip;]<\/p>\n","protected":false},"author":31,"featured_media":454702,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":"","_links_to":"","_links_to_target":""},"categories":[1522],"tags":[675,2156,1677,2138],"class_list":["post-466716","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-1522","tag--zh-hant","tag-2156","tag-technology-zh-hant","tag-2138","sectors-technology-zh-hant","locations-us-zh-hant","exchange-nasdaq-zh-hant"],"acf":[],"_links":{"self":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/466716","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\/31"}],"replies":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/comments?post=466716"}],"version-history":[{"count":0,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/posts\/466716\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media\/454702"}],"wp:attachment":[{"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/media?parent=466716"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/categories?post=466716"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/nai500.com\/zh-hant\/wp-json\/wp\/v2\/tags?post=466716"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}