<ul> <li class=draft-block draft--li>歡迎到「<a href=https://vocus.cc/salon/63b52bc7fd89780001ddf9b8 target=_blank class=draft--a>三苗討論區</a>」(方格子平台)留言討論。</li> <li class=draft-block draft--li>本站在幹嘛?歡迎參考〈<a href=https://vocus.cc/usinvest/60ad02d7fd89780001a05ee8 target=_blank class=draft--a>追蹤股票名單、寫作方向和專欄架構</a>〉一文;美股投資新手必讀:〈<a href=https://vocus.cc/article/61f0ec45fd8978000143afdb target=_blank class=draft--a>寫給美股新手的投資階梯</a>〉。</li> <li class=draft-block draft--li>加入免費的群組</a>接收科技成長股新聞資訊、並獲得最新文章通知,另外還有公開的群組</a>討論美股,和臉書<a href=https://www.facebook.com/thedecameron/ target=_blank class=draft--a>粉絲專頁</a>。</li> <li class=draft-block draft--li><span style=font-weight: bold; >所有付費訂閱讀者,都可申請加入</span><span style=text-decoration: underline; font-weight: bold; >專屬的TG群組</span><span style=font-weight: bold; >。除了我之外,群裡面也有很多高手不時分享和討論投資想法,集思廣益。</span>申請辦法詳見<a href=https://vocus.cc/usinvest/609f36c3fd897800011cf451 target=_blank class=draft--a>這篇</a>。</li> <li class=draft-block draft--li>關於我對ZoomInfo(ZI)的基本看法,可在<a href=https://drive.google.com/file/d/1JlxslNW1LgQv0kg55vo9Sm9kKDzbeLvN/view target=_blank class=draft--a>索引檔案</a>找到。</li> </ul> <div class=draft--imgNormal draft-block><div><div style=height:1200px class=image-block-prerender data-src=https://images.vocus.cc/325232a6-b652-4882-a9d9-d4678f2be6d5.jpg data-width=1200 data-height=630 data-position=center></div><figcaption class=imageCaption draft-block style=cursor:text;display:block></figcaption></div></div> <div class=draft-block draft--p left>(略)</div> <div class=draft-block draft--p left>再來看看ZoomInfo(ZI)的<a href=https://ir.zoominfo.com/news-releases/news-release-details/zoominfo-announces-fourth-quarter-and-full-year-2022-financial target=_blank class=draft--a>2022Q4財報</a>。</div> 自從公布了2022Q3財報之後,估值明顯被砍了一大截,它當時候的詳細情況可以參考我之前寫的「<a href=https://vocus.cc/article/6361dec8fd897800017c5126 target=_blank class=draft--a>財報分析</a>」。</div> <div class=draft-block draft--p left>簡單說,從ZI的2022Q3財報,可以明顯看到需求有惡化的趨勢,像未來12個月的剩餘履約價值(remaining performance obligation, next 12 months)錄得環比衰退,由Q2的764M跌到Q3的<a href=https://statementdog.com/analysis/ZI/earnings_calls/236843 target=_blank class=draft--a>757M</a>;以及大客戶數(Customers with > $100k in ACV)環比增長同步放緩,只增5%,多85個客戶。</div> <div class=draft-block draft--p left>現在看<a href=https://ir.zoominfo.com/news-releases/news-release-details/zoominfo-announces-fourth-quarter-and-full-year-2022-financial target=_blank class=draft--a>2022Q4財報</a>,基本上就是印證了在Q3財報看到的問題,即市場需求放緩的情況十分明顯。</div> <div class=draft-block draft--p left>(略)</div>