🌻
最近有很多法人舉辦科技方面的會議, 會在會議中訪問上市公司的高層. 可以到Seeking Alpha上面看一下訪問內容.
--DA Davidson’s 19th Annual & Software Internet Conference on September 9th
--Citi’s 2020 Global Technology Conference on September 10th
--Deutsche Bank Technology Conference on September 14
--Jefferies Virtual Software Conference on September 15
我快快地看了兩份(Docusign(DOCU)還有Crowdstrike(CRWD)), 也把重點劃了出來(並沒有翻譯成中文就是, 也沒有濃縮.) 有興趣的可以到部落格那邊的個股專屬標籤去找檔案.
DOCU: CEO有提到TAM, 市佔, 競爭環境, 國際發展.
CRWD: CFO專訪. 可以看競爭對手的狀態, 還有他們的業務模式. 感覺起來他們未來會切入OKTA這些公司的市場(做identity的.)
🌻FedEx(FDX)聯邦快遞財報
聯邦快遞上季每日陸運包裹量增31%至1,160萬件,帶動獲利勁增逾60%。
聯邦快遞營運長蘇布拉瑪尼亞說:「我們預計三到五年內看到的增長幅度,大約在三到五個月就達成。」
以上文字來源:
https://udn.com/news/story/6811/4866362
執行副總裁兼行銷和傳播長卡瑞爾(Brie Carere)表示,大型包裹、傢俱與高價位電子商品的配送到府業務量增加。她也說,超過65歲的消費者「終於上網」並且「從電子商務角度來看,我不認為(疫情結束後)這些購買行為會恢復到以往的狀態」。
以上文字來源: https://tw.news.yahoo.com/%E5%8F%97%E6%83%A0%E6%96%BC%E7%96%AB%E6%83%85%E5%AE%85%E7%B6%93%E6%BF%9F-%E8%81%AF%E9%82%A6%E5%BF%AB%E9%81%9E%E7%8D%B2%E5%88%A9%E9%A3%86%E5%8D%87-084745880.html
以下是財報內容中, 值得注意的幾段. 可以看到, 電商有加速發展, 而消費者本來花在服務業上的費用, 有轉移到物品(goods)的現象.
"The second and perhaps more profound trend is the acceleration of ecommerce. Pre-COVID, we projected that the U.S. domestic market would hit a 100 million packages per day by calendar year 2026. We now project that the U.S. domestic parcel market will hit this mark by calendar year 2023 pulling volume projections forward by three years from the previous expectation."
"Ecommerce fueled substantially by this pandemic is driving the extraordinary growth. In fact 96% of the U.S. growth is expected to come from ecommerce. While ecommerce as a percentage of total retail has declined from its apex in April, it remains elevated. Ecommerce as a percentage of total retail for Q2 calendar year 2020 is estimated at 21% compared to 15% in Q2 calendar year 2019."
"In the U.S., spending that would normally have gone into services has shifted towards goods with goods spending boosted further by pent-up demand. Retail sales are growing again year-over-year and ecommerce is building at holiday levels and of course, more to come on that in a moment. The service sector is severely impacted by the pandemic and higher employment rates continues to weigh on growth."
同時也有10000部Youtube影片,追蹤數超過2,910的網紅コバにゃんチャンネル,也在其Youtube影片中提到,...
「technology sector中文」的推薦目錄:
technology sector中文 在 Eric's English Lounge Facebook 的最佳貼文
[時事英文]臺灣六大戰略產業
In President Tsai’s inauguration speech, it was mentioned that Taiwan will develop six core strategic industries to transform it into a critical force in the global economy. Below are the six industries and plans for developing them.
Are you ready for the development of next generation technologies?
蔡總統於就職演說時提到,臺灣將利用當前六大戰略產業的機遇,使臺灣蛻變為全球經濟的關鍵力量。以下為六大戰略產業及其發展計劃。你準備好開發下一個世代的科技了嗎?
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Six Core Strategic Industries
First, we will continue to develop our information and digital industries. We will take advantage of Taiwan's strengths in the semiconductor and ICT industries to secure a central role in global supply chains, and make Taiwan a major base for the development of next generation technologies, including IoT and AI.
1. information and digital industries 資訊與數位產業
2. semiconductor 半導體
3. ICT (Information and Communication Technology) 資訊與通訊科技
4. secure a central role 獲得一個核心地位
5. a major base 重要的基地
6. IoT (Internet of Things) 物聯網
7. AI (Artificial Intelligence) 人工智慧
六大核心戰略產業
第一,台灣要持續強化資訊及數位相關產業發展。我們要利用半導體和資通訊產業的優勢,全力搶占全球供應鏈的核心地位,讓台灣成為下一個世代,資訊科技的重要基地,全力促進物聯網和人工智慧的發展。
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Second, we are going to develop a cybersecurity industry that can integrate with 5G, digital transformation, and our national security. We will strive to create cybersecurity systems and an industrial chain that can protect our country and earn the world's trust.
8. cybersecurity industry 資安產業
9. integrate with 結合
10. digital transformation 數位轉型
第二,台灣要發展可以結合5G時代、數位轉型、以及國家安全的資安產業。我們要全力打造可以有效保護自己,也能被世界信賴的資安系統及產業鏈。
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Third, we are going to create biotech and medical technology industries integrated with the rest of the world. Throughout this pandemic, Taiwanese teams have proven that they are capable of working with world-class technologies to produce reagents and develop new drugs and vaccines. We are going to give these industries our utmost support, and transform Taiwan into a key force in the global battle against infectious diseases.
11. biotech and medical technology 生物與醫療科技
12. capable of 有能力做……
13. world-class 世界級的;世界一流的
14. reagent 試劑;試藥
15. vaccine 疫苗
16. utmost support 全力扶持;最大的支持
17. key force 關鍵力量
18. infectious diseases 傳染病
第三,我們要打造接軌全球的生物及醫療科技產業。這次疫情中,無論是試劑製造、或是新藥和疫苗的研發,「台灣團隊」都有足夠的能力,跟全球頂尖技術接軌。我們要全力扶持相關產業,讓台灣成為全球克服疫病挑戰的關鍵力量。
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Fourth, we are going to develop national defense and strategic industries by integrating military and civilian capabilities. In addition to domestically-produced naval vessel and aircraft programs that are currently underway, we will push harder to promote technological integration between the military and the private sector, to stimulate private sector production capabilities, and advance into the aviation and space industries.
19. national defense 國防
20. strategic industries 戰略產業
21. domestically-produced 國內製造
22. naval vessel 軍艦
23. underway 正在進行的;正在發生的
24. push harder 更加努力
25. technological integration 技術整合
26. stimulate 激發;刺激
27. private sector 私營部門(即民營);民間
28. the aviation and space industries 航空與太空產業
第四,我們要發展軍民整合的國防及戰略產業。除了已經在進行當中的國艦國造、國機國造,我們會更強力推動軍民技術整合,激發民間製造能量,更進一步進軍航空及太空產業。
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Fifth, we are going to accelerate the development of green energy and renewable energy industries. Over the past four years, renewable energy has experienced explosive growth, and Taiwan has become a hotspot for international investment. Building on this foundation, I am confident that we will achieve our goal of deriving 20% of our overall energy from green sources by 2025. We are going to make Taiwan a center for green energy in Asia.
29. green energy 綠能
30. renewable energy 再生能源
31. explosive growth 飛躍性地增長
32. hotspot 熱點
33. derive sth from sth 從…中得到,從…中獲得、取得
第五,我們要加速發展綠電及再生能源產業。過去四年,再生能源有飛躍性的發展,台灣成為國際再生能源投資的熱點。在這個基礎上,2025年綠能占整體能源百分之二十的目標,我有信心可以達成,台灣將成為亞太綠能中心。
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Sixth, we are going to establish strategic stockpile industries that can ensure the steady provision of critical supplies. Facing changes to the global order, we need to keep key industrial chains in Taiwan and maintain a certain degree of self-sufficiency in the production of face masks, medical and daily supplies, energy, and food.
34. strategic stockpile industries 戰略儲備產業
35. the steady provision of critical supplies 關鍵物資的穩定供應
36. the global order 全球秩序
37. key industrial chains 重要的產業鏈
38. a certain degree of 一定程度的……
39. self-sufficiency 自給自足
第六,我們還要建構足以確保關鍵物資供應的民生及戰備產業。面對未來的全球秩序變化,從口罩、醫療及民生用品、能源到糧食供應,我們要把重要的產業鏈留在國內,維持一定的自給率。
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蔡總統就職演說全文英文版:https://bit.ly/2AM9RFN
蔡總統就職演說全文中文版:https://bit.ly/36m0bxp
圖片出處:Google Search
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How might we develop these industries? What would be the first step to take?
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時事英文講義:https://bit.ly/2XmRYXc
時事英文大全:http://bit.ly/2WtAqop
如何使用「時事英文」:https://bit.ly/3a9rr38
technology sector中文 在 民主進步黨 Facebook 的精選貼文
【民主進步黨 31 週年黨慶外交使節酒會 蔡英文主席致詞全文】
(中文版本:https://goo.gl/HczWgc)
Members of the diplomatic community distinguished guests good afternoon!
Nine years ago I took the chairpersonship of the Democratic Progressive Party for the first time. As many of you may know in the same year the party had just lost the 2008 presidential election.
To rebuild the people’s trust in the DPP I launched a small-donor campaign. I asked the public for their support so that we could get back on our feet again and become a viable opposition party.
I knew regaining the public’s confidence would take time so I didn’t expect the response to come quickly. Within a month a lady who earned a living by washing dishes sent us an envelope. There was 20000 dollars and a note inside. The note said: “I ask for nothing in return but your party to safeguard the sovereignty of Taiwan”.
There were tens of thousands of people like her. They came from all walks of life generously pledging their support for the DPP. They felt strongly about the democratic values the party stood for. They believed the DPP is a force capable of moving Taiwan forward once again.
Today I am here commemorating the 31st anniversary of the DPP with you in my capacity as Taiwan’s ruling party. I am pleased to have the opportunity to say we are delivering on those expectations. We have not shied away from the momentous responsibilities placed upon us.
Since my election I have completed pension reform a task previous administrations were not able to achieve. The number of social housing throughout Taiwan is rapidly increasing. Our long-term care plan is gradually benefitting more and more seniors.
One of our most critical pieces of legislation the forward-looking infrastructure plan has passed. At the same time we are also working to reform the military the judiciary and the tax system.
Our economy is improving too. Export orders have seen 12 consecutive months of growth. GDP growth has exceeded past expectations. Following the announcement of public sector wage increases the private sector is also following suit. The unemployment rate in August was 3.76 per cent the lowest it had been in 26 months.
In addition to this we have taken steadfast and pragmatic steps to broaden Taiwan’s international space and strengthen relations with countries around the world.
Of particular importance are Taiwan’s diplomatic allies. We are grateful to the 15 countries that voiced their support for Taiwan at the UN General Assembly earlier this month. We are determined to work with all diplomatic allies in order to more effectively support their development.
For like-minded countries we are furthering trade and investment ties as well as cooperation on issues like innovation green energy and science and technology. We have kept in close communication regarding the shared security challenges in the region.
Another one of our foreign policy priorities is the New Southbound Policy. We have worked tirelessly for Taiwan to play a greater role in the region particularly in areas of trade investment education tourism and culture.
We’re seeing the dividends of such efforts. Tourism from New Southbound countries has increased by 36.7% from the year prior. Trade is up 19.39%. The number of students from these countries has also increased by almost 10%. All of this has brought Taiwan and New Southbound countries closer together.
Taiwan would not be where it is today without support from international society. The countries you represent have walked with Taiwan along our journey towards a democracy. Together we have witnessed Taiwan’s transition from a net-recipient to a contributor around the world.
Today it is undeniable that Taiwan is an active member of the international community. I’m sure that our efforts in health education human rights regional security and climate change have not gone unnoticed around the world.
In fact we recently released our very first Voluntary National Review documenting our efforts for the UN Sustainable Development Goals.
In the coming years Taiwan’s international participation will continue to face many challenges. Taiwan deserves your support so that as a partner we can contribute to a safer healthier and more prosperous global community.
I started this speech with a story of how one step at a time the DPP regained the trust and confidence of the people.
This story is also relevant for Taiwan’s international situation. Only through continued support from international society even if it is incremental can Taiwan play a greater role around the world.
We have already made our intentions clear. Taiwan is ready to work with each of your countries to create a more democratic secure and prosperous international society. I hope that you will also be willing to work with Taiwan for a better joint future.
I would like to thank you all for coming today. Let us raise our glasses to cheer for our continued friendship. Cheers! Thank you!
新聞稿全文連結:https://goo.gl/HczWgc