🌻
Labor shortage的問題最近常出現在新聞裡, 而labor cost也讓企業頭疼. 前幾天Morgan Stanley有出一篇報告, 主要是說Amazon(AMZN)因為人力支出, 獲利會受壓, 短期內股價可能因此會一直盤整下去:
物流人力成本沉重!大摩砍亞馬遜目標價
https://news.cnyes.com/news/id/4730852
而剛好前兩天的新聞有提到, 透過電商購物的消費者增加, 而其實電商會比傳統的零售業, 需要更多的人力在物流中心, 來做商品的包裝, 運送等:
"Demand for distribution workers has skyrocketed as more consumers shop online, in part because picking, packing and shipping e-commerce orders is more labor-intensive than traditional warehouse operations that distribute wholesale goods or replenish store inventory."
Source: https://www.wsj.com/articles/logistics-operators-raise-pay-enlist-robots-to-meet-holiday-demand-11632657600
🌻每周做的功課與閱讀
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post_29.html
🌻如何逢低買進(buy the dip)?
每個人buy the dip的方法不同. 這邊簡單說一下我要buy the dip的話, 會注意哪些事情.
1. 個股所在的類股的表現
2. 均線
3. 大盤
4. 財報發表了沒
5. 股價還有沒有上行的空間(估值高低的問題)
🌻有趣的美股小知識: Why You Should Pay Attention to the Way Management Talks
Nomura(野村)的策略家發現, 當CEO在電話會議中, 用簡單易懂的方式來說明公司業務的話, 公司的股價會比使用複雜語言的CEO的公司股價還高.
Mezrich found that simple really does matter. Using the Gunning Fog index, he ranked companies in the Russell 1000 into tenths, based on their earnings conference calls. Over the past three years, the companies with the simplest language have returned 19.2% annualized, beating the equal-weighted Russell 1000’s 15.7%. Those with the most complex language returned just 13.4%. The complex language portfolio was also more volatile than the simple language portfolio.
“Since senior management delivers an earnings call, simple language may produce more confidence among investors in management’s ability to deliver on their vision,” Mezrich explains. “Hence, simpler language earnings calls can lead to subsequent stock outperformance.”
Source:
https://www.barrons.com/articles/earnings-call-language-stocks-51632526564
Picture: 小鎮的秋景. 圖片來源: Facebook. 攝影者不明.
同時也有56部Youtube影片,追蹤數超過21萬的網紅Xiaofei小飛,也在其Youtube影片中提到,🗺 跟著小飛玩(更多景點) https://68maps.com/places/tw Taiwan is Wild Although it might just seem like a technological and industrial manufacturing hub, 70% of T...
in shortage 在 Facebook 的最佳貼文
來分享一下前陣子家裡的施工🏠🏠
其實去年剛搬進來時就有想把Den加個門
還有把側邊牆封起來
但去年碰到疫情根本什麼也不敢做😑😑
今年趁之前疫情趨緩時趕緊請人來做這個小工程
整個時間很快
三天就結束
其實兩天也可以做完
但我們不趕
既然工人也不急著去做下一個工作
那就慢慢做吧😌😌
做完了我超滿意😍😍
之前害怕做了會後悔
結果完全沒有!
那天的直播就是在den裡面做的!🤗🤗
▫️▫️▫️▫️▫️
最近房市感覺降溫很多😶🌫️😶🌫️
但聽說做工程的還是很忙啊
家電也是
那天問一下Subzero冰箱
說最快11月有貨
但最慢目前是quote到明年四月
天啊!明年! 😳😳
對了!大家有推薦的OC general contractor嗎?
自己用過的喔
歡迎跟我分享🤗🤗
▫️▫️▫️▫️▫️
掰惹位⋯妮們家附近有賣rocky road冰淇淋嗎?🍦🍦
最近我去家裡附近各種超市藥局都買不到rocky road冰淇淋
一開始以為是Hangen Daz的買不到😵💫😵💫
後來我不堅持品牌
也都買不到😩😩
看看我拍了四張照片有多少冰淇淋
就是沒有Rocky road
真心覺得今年⋯什麼都有National shortage啦🤪🤪
(還是純粹我運氣不佳)🤣🤣
週三啦!
本週過一半了🤩🤩
Hang in there! 🌈🌈
▫️▫️▫️▫️▫️
🌈🌈來IG找我玩:https://www.instagram.com/princessarah8/
✨
📚📚美國中文童書母嬰用品推薦:http://www.yobabyshop.com?aff=42
✨
#sarahdecor
#sarahconstruction
in shortage 在 TrendForce Facebook 的最佳解答
#Blog
Advancements in chips contained in electronic devices require advancements in semiconductor fabrication technologies. As the world struggles to overcome an ongoing chip shortage, Taiwanese foundries’ advanced processes remain industry-leading.
in shortage 在 Xiaofei小飛 Youtube 的精選貼文
🗺 跟著小飛玩(更多景點) https://68maps.com/places/tw
Taiwan is Wild
Although it might just seem like a technological and industrial manufacturing hub, 70% of Taiwan's landmass is actually lush wilderness ideal for outdoor adventure sports! It's the perfect place to go hiking, river tracing, canyoning, rock climbing, and even white water rafting.
There are also over 100 natural hot springs in Taiwan. From November to March every year, people hike up the rivers to rediscover these scenic hot springs, as most of them get covered up with shale during the typhoon season. New pools are made each year by hand, just by moving a few rocks around. And the temperature of pools is adjusted by the amount of cold water let in from the rivers. I hope next year you join in the annual hot spring season. But there's no shortage of crazy adventures you can take part in if you come in the summer instead.
Taiwan+
Website: https://taiwanplus.com/
Facebook: https://www.facebook.com/taiwanplusmedia
*Some images are provided by Yushan National Park Management Office
00:00 Intro, Yilan City
00:46 Taiwan is Wild
2:12 White Water Rafting
3:52 Put-in, Lanyang River
7:01 About Lanyang River
9:15 Tiangou Geyser
10:48 Hot Springs in Taiwan
11:35 Bonbon Hot Spring
13:01 Taiwan is Wild
#小飛xTaiwanPlus #XIAOFEIxTaiwanPlus #TaiwanIsWild

in shortage 在 Christina靠右邊走 Youtube 的最佳貼文
最後我們還是決定全家能住在一起就是福!
Follow me on Social Media!
Instagram: https://www.instagram.com/christinacasss/
Facebook: https://www.facebook.com/christinahuangcassidy/
FAQ:
Q: How old are you? A: 24
Q: Where are you from? A: Half American Half Taiwanese
Q: My major? A: Graduated with BA in Film
問:你幾歲?答:二十四,準備幹大事
問:你來自哪裡?答:看這部影片就知道了
問:你畢業的系?答:電影學士學位

in shortage 在 Christina靠右邊走 Youtube 的最佳貼文
this video is NOT sponsored 費用我們全出(貴啊😭)
影片中DNA相關資訊查詢 fact checks:
美國印地安人: https://en.wikipedia.org/wiki/Indigenous_peoples_of_the_Americas
影片中指的印地安人:https://zh.wikipedia.org/wiki/%E7%BE%8E%E6%B4%B2%E5%8E%9F%E4%BD%8F%E6%B0%91
閩南人:https://zh.wikipedia.org/wiki/%E9%96%A9%E5%8D%97%E8%A3%94%E8%87%BA%E7%81%A3%E4%BA%BA
愛爾蘭/英國:https://en.wikipedia.org/wiki/Ireland%E2%80%93United_Kingdom_relations
愛爾蘭大饑荒:https://zh.wikipedia.org/wiki/%E7%88%B1%E5%B0%94%E5%85%B0%E5%A4%A7%E9%A5%A5%E8%8D%92
Follow me on Social Media!
Instagram: https://www.instagram.com/christinacasss/
Facebook: https://www.facebook.com/christinahuangcassidy/
FAQ:
Q: How old are you? A: 24
Q: Where are you from? A: Half American Half Taiwanese
Q: My major? A: Graduated with BA in Film
問:你幾歲?答:二十四,準備幹大事
問:你來自哪裡?答:看這部影片就知道了
問:你畢業的系?答:電影學士學位

in shortage 在 SHORTAGE在劍橋英語詞典中的解釋及翻譯 的相關結果
As in 1822, severe weather during the previous autumn had destroyed crops and resulted in food shortages during the early part of the year. 來自 ... ... <看更多>
in shortage 在 shortage (【名詞】缺少, 不足)意思、用法及發音| Engoo Words 的相關結果
"shortage" 例句. California is facing a serious water shortage because of climate change. 由於氣候變化,加州正面臨嚴重缺水。 There is currently a shortage ... ... <看更多>
in shortage 在 are in shortage - Chinese translation – Linguee 的相關結果
Many translated example sentences containing "are in shortage" – Chinese-English dictionary and search engine for Chinese translations. ... <看更多>