泡沫花火
跌唔落 熊軍又輸
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京阪代表取締役
Shopify(SHOP)2月15日盤後公佈第四季度財報。Shopify四季度收入17.3億美元，同比增長26%，超過分析師預期的16.5億美元；四季度GMV增長13%至610億美元，分析師預期592.1億美元；淨虧損6.2億美元，同比擴大68%；毛利與上一年相比，增長了15%，達到8億美元。
全年來看，2022年總收入56億美元，同比增長21%；GMV較2021年增長12%至1972億美元；淨虧損34.6億美元，同比擴大18.7%。
業績展望方面，預計第一季度營收增長在15-19%之間，毛利率將略高於2022年第四季度的水平。
全年來看，2022年總收入56億美元，同比增長21%；GMV較2021年增長12%至1972億美元；淨虧損34.6億美元，同比擴大18.7%。
業績展望方面，預計第一季度營收增長在15-19%之間，毛利率將略高於2022年第四季度的水平。
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英國鴿
Stolen chip data
A China-based former employee of ASML — a critical cog in the global semiconductor industry — stole data from a software system that the corporation uses to store technical information about its machinery. The breach occurred in a repository that includes details critical to producing some of the world’s most advanced chips, said people with knowledge of the situation. This is the second such breach that ASML has linked to China in less than a year and comes as the US is pressuring other nations including the Netherlands to help keep China’s chipmaking abilities from advancing
A China-based former employee of ASML — a critical cog in the global semiconductor industry — stole data from a software system that the corporation uses to store technical information about its machinery. The breach occurred in a repository that includes details critical to producing some of the world’s most advanced chips, said people with knowledge of the situation. This is the second such breach that ASML has linked to China in less than a year and comes as the US is pressuring other nations including the Netherlands to help keep China’s chipmaking abilities from advancing
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英國鴿
There do seem to be signs that housing is recovering, or at least stabilizing, and here's another way to see that. For the first time since last spring, the Bloomberg economic surprise index for housing and real estate just went positive. In other words, for the first time since last April, housing data is, on net, coming in better than economists are forecasting.
And so again, this raises the question: If you anticipate a recession imminently, you have to answer how that's going to happen when the most rate-sensitive area of the economy is once again performing better than economists expect.
And so again, this raises the question: If you anticipate a recession imminently, you have to answer how that's going to happen when the most rate-sensitive area of the economy is once again performing better than economists expect.
:^(
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