{"id":3125,"date":"2024-11-17T22:46:24","date_gmt":"2024-11-17T14:46:24","guid":{"rendered":"https:\/\/longhuayiyongyang.com\/3125.html"},"modified":"2024-11-17T22:46:24","modified_gmt":"2024-11-17T14:46:24","slug":"%e7%89%b9%e6%9c%97%e6%99%ae%e5%8f%8d%e5%bc%b9%e5%8a%a8%e6%91%87%ef%bc%8c%e4%ba%ba%e5%b7%a5%e6%99%ba%e8%83%bd%e8%82%a1%e4%bd%8d%e5%88%97%e4%ba%94%e5%a4%a7%e9%a2%86%e5%a4%b4%e7%be%8a%e4%b9%8b%e5%88%97","status":"publish","type":"post","link":"https:\/\/www.longhuayiyongyang.com\/3125.html","title":{"rendered":"\u7279\u6717\u666e\u53cd\u5f39\u52a8\u6447\uff0c\u4eba\u5de5\u667a\u80fd\u80a1\u4f4d\u5217\u4e94\u5927\u9886\u5934\u7f8a\u4e4b\u5217"},"content":{"rendered":"
\n

      \u4eba\u5de5\u667a\u80fd\u76f8\u5173\u8f6f\u4ef6\u80a1Atlassian\uff08TEAM\uff09\u548cHubSpot\uff08HUBS\uff09\u6210\u4e3a\u672c\u5468\u4e94\u5927\u503c\u5f97\u5173\u6ce8\u7684\u4e70\u5165\u70b9\u4e4b\u9996\u3002\u6838\u80fd\u80a1Vistra\uff08VST\uff09\u540c\u6837\u699c\u4e0a\u6709\u540d\uff0c\u6b64\u5916\u8fd8\u6709Deckers Outdoor\uff08DECK<\/span>\uff09\u548cBurlington Stores\uff08BURL\uff09\uff0c\u5b83\u4eec\u7684\u8868\u73b0\u6b63\u5728\u5438\u5f15\u6295\u8d44\u8005\u7684\u5173\u6ce8\u3002 <\/span><\/p>\n

      \u5c3d\u7ba1\u6b64\u524d\u80a1\u5e02\u56e0\u7279\u6717\u666e\u80dc\u9009\u800c\u53cd\u5f39\uff0c\u4f46\u4e0a\u5468\u5e02\u573a\u51fa\u73b0\u4e0b\u8dcc\uff0c\u7279\u522b\u662f\u5468\u4e94\u7684\u75b2\u8f6f\u8d70\u52bf\uff0c\u8ba9\u6295\u8d44\u8005\u66f4\u52a0\u8c28\u614e\u3002\u9762\u5bf9\u5e02\u573a\u52a8\u8361\uff0c\u4ee5\u4e0b\u4e94\u5927\u9886\u5934\u7f8a\u80a1\u7968\u5c55\u793a\u4e86\u4e0d\u540c\u5bfb\u5e38\u7684\u6297\u8dcc\u6027\u53ca\u589e\u957f\u6f5c\u529b\uff0c\u6210\u4e3a\u5f53\u524d\u6295\u8d44\u7126\u70b9\u3002 <\/span><\/p>\n

<\/p>\n

\u8f6f\u4ef6\u80a1\u5728\u4e70\u5165\u70b9\u9644\u8fd1\u8868\u73b0\u5f3a\u52bf<\/span><\/p>\n

      Atlassian\uff08TEAM\uff09\u548cHubSpot\uff08HUBS\uff09\u7684\u80a1\u4ef7\u8868\u73b0\u5438\u5f15\u4eba\uff0c\u5b83\u4eec\u5206\u522b\u63a5\u8fd1\u4e70\u5165\u70b9\u6216\u5df2\u7ecf\u7a81\u7834\u3002\u4e0e\u6b64\u540c\u65f6\uff0cVistra\uff08VST\uff09\u80a1\u4ef7\u5728\u9ad8\u70b9\u9644\u8fd1\u76d8\u6574\uff0cDeckers\uff08DECK\uff09\u4ecd\u5904\u4e8e\u4e70\u5165\u533a\u95f4\uff0cBurlington\uff08BURL\uff09\u5219\u7a81\u7834\u4e86\u65e9\u671f\u5165\u573a\u70b9\uff0c\u4e3a\u6295\u8d44\u8005\u63d0\u4f9b\u4e86\u53ef\u89c2\u7684\u6f5c\u5728\u6536\u76ca\u7a7a\u95f4\u3002<\/span><\/p>\n

      DECK \u80a1\u7968\u5df2\u88ab\u7eb3\u5165IBD \u6392\u884c\u699c\uff0c\u800cHubSpot\u5219\u662fIBD Big Cap 20\u699c\u5355\u6210\u5458\u4e4b\u4e00\u3002\u540c\u65f6\uff0c\u8fd9\u4e9b\u80a1\u7968\u8fd8\u51fa\u73b0\u5728IBD 50 \u9876\u7ea7\u6210\u957f\u80a1\u699c\u5355\u3001\u957f\u671f\u9886\u5bfc\u8005\u548cSwingTrader\u699c\u5355\u4e2d\uff0c\u663e\u793a\u51fa\u8f83\u5f3a\u7684\u5e02\u573a\u8ba4\u53ef\u5ea6\u3002<\/span><\/p>\n

      \u8fd9\u4e9b\u80a1\u7968\u7684\u76f8\u5bf9\u5f3a\u5ea6\u7ebf\uff08RS\u7ebf\uff09\u5728\u8fd1\u671f\u8868\u73b0\u5c24\u4e3a\u7a81\u51fa\u3002RS \u7ebf\u7684\u4e0a\u5347\u8868\u660e\u8fd9\u4e9b\u80a1\u7968\u5728\u6807\u666e 500 \u6307\u6570\u4e2d\u7684\u8868\u73b0\u66f4\u4e3a\u4f18\u5f02\u3002 <\/span><\/p>\n

\u4e2a\u80a1\u8be6\u7ec6\u5206\u6790<\/span><\/p>\n

1. Atlassian\uff08TEAM\uff09\u80a1\u7968<\/span><\/p>\n

      \u8fd9\u5bb6\u4ee5 Jira \u8f6f\u4ef6\u95fb\u540d\u7684\u516c\u53f8\u5728 11 \u6708\u56e0\u76c8\u5229\u62a5\u544a\u548c\u5927\u9009\u7ed3\u679c\u800c\u8fce\u6765\u80a1\u4ef7\u4e0a\u6da8\uff0c\u76ee\u524d\u8ddd\u79bb 258.69 \u7f8e\u5143\u7684\u4e70\u5165\u70b9\u4f4e\u7ea6 7%\u3002\u5c3d\u7ba1\u80a1\u4ef7\u9ad8\u4e8e 21 \u5929\u548c 50 \u5929\u79fb\u52a8\u5e73\u5747\u7ebf\uff0c\u4f46\u7406\u60f3\u60c5\u51b5\u4e0b\uff0c\u5b83\u9700\u8981\u5f62\u6210\u4e00\u4e2a\u7a33\u5b9a\u7684\u624b\u67c4\u5f62\u6001\uff0c\u4ee5\u8ba9\u5173\u952e\u5747\u7ebf\u8ffd\u4e0a\u80a1\u4ef7\u3002<\/span><\/p>\n

-\u76c8\u5229\u4eae\u70b9\uff1a\u516c\u53f8\u6700\u8fd1\u53d1\u5e03\u7684\u5b63\u5ea6\u62a5\u544a\u663e\u793a\uff0c\u6536\u76ca\u589e\u957f 18.5%\uff0c\u8d85\u51fa\u9884\u671f\u3002\u8fd9\u5f97\u76ca\u4e8e Atlassian \u5411\u8ba2\u9605\u6a21\u5f0f\u548c\u4e91\u670d\u52a1\u7684\u6210\u529f\u8f6c\u578b\uff0c\u540c\u65f6\u4e0d\u65ad\u878d\u5165\u4eba\u5de5\u667a\u80fd\u6280\u672f\u3002<\/span><\/p>\n

-\u672a\u6765\u9884\u671f\uff1a\u5206\u6790\u5e08\u9884\u6d4b\u5168\u5e74\u76c8\u5229\u5c06\u589e\u957f 11%\uff0c\u800c\u9500\u552e\u989d\u5c06\u589e\u957f 17%\u3002\u5c3d\u7ba1\u589e\u901f\u4f4e\u4e8e\u53bb\u5e74\u7684 53%\uff0c\u4f46\u516c\u53f8\u957f\u671f\u6f5c\u529b\u4f9d\u7136\u5f3a\u52b2\u3002<\/span><\/p>\n

-\u7efc\u5408\u8bc4\u7ea7\uff1aIBD \u8bc4\u5206\u4e3a 98 \u5206\uff08\u6ee1\u5206 99\uff09\uff0cEPS \u8bc4\u7ea7\u4e3a 95\uff0cRS \u8bc4\u7ea7\u4e3a 91\uff0c\u5c55\u73b0\u51fa\u8f83\u9ad8\u7684\u5e02\u573a\u7ade\u4e89\u529b\u3002<\/span><\/p>\n

<\/p>\n

2. HubSpot\uff08HUBS\uff09\u80a1\u7968<\/span><\/p>\n

      \u8fd9\u5bb6\u7f51\u7edc\u8425\u9500\u8f6f\u4ef6\u516c\u53f8\u56e0 11 \u6708\u7684\u76c8\u5229\u5927\u5e45\u63d0\u5347\u800c\u53d7\u5230\u6295\u8d44\u8005\u5173\u6ce8\uff0c\u5c3d\u7ba1\u5f53\u524d\u80a1\u4ef7\u4f4e\u4e8e 693.85 \u7f8e\u5143\u7684\u4e70\u5165\u70b9\u3002 <\/span><\/p>\n

-\u4e1a\u52a1\u9a71\u52a8\u529b\uff1aHubSpot \u7684\u65b0\u5b9a\u4ef7\u6a21\u5f0f\u4f18\u5316\u4e86\u5ba2\u6237\u7f51\u7ad9\uff0c\u6210\u529f\u5438\u5f15\u8bbf\u5ba2\u8f6c\u5316\u4e3a\u4ed8\u8d39\u5ba2\u6237\u3002\u540c\u65f6\uff0c\u5176\u4eba\u5de5\u667a\u80fd\u5e73\u53f0\u4e5f\u6b63\u5728\u4e3a\u4e1a\u52a1\u589e\u957f\u8d4b\u80fd\u3002<\/span><\/p>\n

-\u8d22\u52a1\u8868\u73b0\uff1a\u7b2c\u4e09\u5b63\u5ea6\u6536\u76ca\u589e\u957f 37%\uff0c\u6536\u5165\u589e\u957f 20%\u3002\u5168\u5e74\u76c8\u5229\u9884\u8ba1\u589e\u957f 36%\uff0c\u800c 2023 \u5e74\u7684\u76c8\u5229\u589e\u957f\u9884\u8ba1\u5c06\u7ffb\u500d\u3002<\/span><\/p>\n

-\u8bc4\u7ea7\uff1a\u7efc\u5408\u8bc4\u7ea7\u4e3a 99\uff0cEPS \u8bc4\u7ea7\u4e3a 99\uff0cRS \u8bc4\u7ea7\u4e3a 87\uff0c\u5c55\u73b0\u51fa\u5f3a\u52b2\u7684\u589e\u957f\u6f5c\u529b\u3002<\/span><\/p>\n

<\/p>\n

3. Vistra\uff08VST\uff09\u80a1\u7968<\/span><\/p>\n

      Vistra \u662f\u4e00\u5bb6\u6838\u80fd\u548c\u516c\u7528\u4e8b\u4e1a\u516c\u53f8\uff0c\u5176\u80a1\u4ef7\u76ee\u524d\u5728\u9ad8\u70b9\u9644\u8fd1\u76d8\u6574\uff0c\u7b49\u5f85\u7a81\u7834\u3002<\/span><\/p>\n

-\u76c8\u5229\u8868\u73b0\uff1a\u5c3d\u7ba1\u6536\u76ca\u540c\u6bd4\u4e0b\u964d 43%\uff0c\u4f46\u6536\u5165\u589e\u957f 54%\uff0c\u4e14 GAAP \u6536\u76ca\u5927\u5e45\u98d9\u5347 326%\u3002\u516c\u53f8\u8fd8\u4e0a\u8c03\u4e86 EBITDA \u6307\u6807\u3002<\/span><\/p>\n

-\u4e1a\u52a1\u4eae\u70b9\uff1aVistra \u5229\u7528\u6838\u80fd\u4f18\u52bf\uff0c\u6ee1\u8db3\u4eba\u5de5\u667a\u80fd\u6570\u636e\u4e2d\u5fc3\u65e5\u76ca\u589e\u957f\u7684\u7535\u529b\u9700\u6c42\uff0c\u540c\u65f6\u4e0e\u4e9a\u9a6c\u900a\u548c\u5fae\u8f6f\u8fbe\u6210\u4f9b\u7535\u534f\u8bae\u3002<\/span><\/p>\n

-\u5e02\u573a\u9884\u671f\uff1a\u5206\u6790\u5e08\u9884\u6d4b\u5168\u5e74\u76c8\u5229\u589e\u957f 25%\uff0c\u663e\u793a\u51fa\u7a33\u5b9a\u7684\u589e\u957f\u6f5c\u529b\u3002<\/span><\/p>\n

-\u7efc\u5408\u8bc4\u7ea7\uff1a\u7efc\u5408\u8bc4\u5206\u4e3a 97\uff0cRS \u8bc4\u7ea7\u4e3a 99\uff0c\u53cd\u6620\u51fa\u5176\u5728\u516c\u7528\u4e8b\u4e1a\u677f\u5757\u7684\u5f3a\u52bf\u8868\u73b0\u3002<\/span><\/p>\n

<\/p>\n

4. Deckers\uff08DECK\uff09\u80a1\u7968<\/span><\/p>\n

      Ugg \u548c Hoka \u54c1\u724c\u7684\u5236\u9020\u5546 Deckers \u80a1\u4ef7\u81ea 10 \u6708\u76c8\u5229\u62a5\u544a\u540e\u7a33\u6b65\u6500\u5347\uff0c\u76ee\u524d\u4ecd\u5904\u4e8e\u4e70\u5165\u533a\u95f4\u3002<\/span><\/p>\n

-\u4e1a\u52a1\u8868\u73b0\uff1a\u7b2c\u4e8c\u5b63\u5ea6\u6bcf\u80a1\u6536\u76ca\u589e\u957f 39%\uff0c\u8425\u6536\u589e\u957f 20%\u3002\u5206\u6790\u5e08\u9884\u8ba1\u5168\u5e74\u76c8\u5229\u5c06\u589e\u957f 14%\uff0c\u5c3d\u7ba1\u589e\u901f\u8f83\u53bb\u5e74\u653e\u7f13\uff0850.5%\uff09\u3002<\/span><\/p>\n

-\u5e02\u573a\u4eae\u70b9\uff1aDeckers \u7684 Hoka \u8fd0\u52a8\u978b\u5728\u7ade\u4e89\u6fc0\u70c8\u7684\u96f6\u552e\u73af\u5883\u4e2d\u8868\u73b0\u62a2\u773c\uff0c\u6210\u4e3a\u5047\u65e5\u5b63\u7684\u9996\u9009\u54c1\u724c\u3002<\/span><\/p>\n

<\/p>\n

5. Burlington Stores\uff08BURL\uff09\u80a1\u7968<\/span><\/p>\n

      \u6298\u6263\u96f6\u552e\u5546 Burlington \u7684\u80a1\u4ef7\u63a5\u8fd1 282.49 \u7f8e\u5143\u7684\u4e70\u5165\u70b9\uff0c\u53d7\u76ca\u4e8e\u6d88\u8d39\u8005\u5bf9\u4f4e\u4ef7\u5546\u54c1\u7684\u6301\u7eed\u9700\u6c42\u3002<\/span><\/p>\n

-\u76c8\u5229\u4eae\u70b9\uff1a\u516c\u53f8\u4e0a\u4e00\u5b63\u5ea6\u7684\u76c8\u5229\u51e0\u4e4e\u7ffb\u4e86\u4e00\u756a\uff0c\u6536\u5165\u8fde\u7eed\u4e24\u4e2a\u5b63\u5ea6\u5927\u5e45\u589e\u957f\u3002<\/span><\/p>\n

-\u672a\u6765\u5c55\u671b\uff1a\u5168\u5e74\u76c8\u5229\u9884\u8ba1\u589e\u957f 31%\uff0c\u660e\u5e74\u5c06\u589e\u957f 22%\u3002 <\/span><\/p>\n

<\/p>\n

\u6295\u8d44\u8005\u5982\u4f55\u5e94\u5bf9\u5e02\u573a\u52a8\u8361<\/span><\/p>\n

      \u5c3d\u7ba1\u5e02\u573a\u56e0\u7279\u6717\u666e\u53cd\u5f39\u52a8\u6447\uff0c\u4f46\u8fd9\u4e9b\u9886\u5934\u7f8a\u80a1\u7968\u5c55\u73b0\u51fa\u5f3a\u5927\u7684\u589e\u957f\u6f5c\u529b\u548c\u6297\u8dcc\u80fd\u529b\u3002\u6295\u8d44\u8005\u5e94\u5173\u6ce8\u8fd9\u4e9b\u80a1\u7968\u5728\u5173\u952e\u4e70\u5165\u70b9\u9644\u8fd1\u7684\u8868\u73b0\uff0c\u540c\u65f6\u7ed3\u5408\u5e02\u573a\u8d8b\u52bf\u548c\u6280\u672f\u6307\u6807\u8fdb\u884c\u5224\u65ad\u3002\u5c24\u5176\u662f\u5728\u4eba\u5de5\u667a\u80fd\u548c\u6d88\u8d39\u54c1\u9886\u57df\u7684\u80a1\u7968\uff0c\u5177\u5907\u957f\u671f\u6295\u8d44\u4ef7\u503c\u3002<\/span><\/p>\n<\/p><\/div>\n","protected":false},"excerpt":{"rendered":"

      \u4eba\u5de5\u667a\u80fd\u76f8\u5173\u8f6f\u4ef6\u80a1Atlassian\uff08 […]<\/p>\n","protected":false},"author":6,"featured_media":3119,"comment_status":"","ping_status":"","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[5],"tags":[369],"class_list":["post-3125","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dc-info","tag-369"],"_links":{"self":[{"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/posts\/3125","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/comments?post=3125"}],"version-history":[{"count":0,"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/posts\/3125\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/media\/3119"}],"wp:attachment":[{"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/media?parent=3125"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/categories?post=3125"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.longhuayiyongyang.com\/wp-json\/wp\/v2\/tags?post=3125"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}