關於 less評價 ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻Docusign(DOCU), Crowdstrike(CRWD)財報結果
上週這兩家公司發表財報了.

這兩天看了一下他們的財報結果. Again, 兩家的表現都很好, 但發現分析師給DOCU的調價(往上)幅度比較多, 就好奇研究了一下SaaS公司是怎麼被估值的. 有興趣的話可以看看(從中學習到很多. 非常推薦一讀):
https://makingsenseofusastocks.blogspot.com/2021/09/blog-post.html

(By the way, 分析師對CRWD的價格調幅沒那麼大, 主因是成長趨緩了. 而DOCU的free cash flow佔營收比, 以及顧客黏著力在這季創了新高, 是讓分析師按讚的幾個原因).

關於CRWD: "The Street is already modeling revenue growth deceleration in 2022 to 36%, down from 60% expected in 2021, which on its own might prove a hurdle for a stock already trading at a high multiple," said Bank of America analyst Tal Liani in a report.

分析師對於DOCU的評價:
• 11位buy; 給的價格分別是: $310, $320 (x2), $330 (x2), $340 (x2), $345, $350, $350, $389
• 給Buy的分析師的評語:
o Baird: The analyst continues to view them as a best in class way to play digital transformation trends with strong growth, cash flow and profitability, and a strong competitive position. Power said DocuSign remains one of his top long-term compounding growth ideas.
o Citi: While slightly shy of the double-digit billings beat in recent quarters, DocuSign still delivered a solid 8% beat to Q2 billings, which grew 47% year-over-year, Radke tells investors in a research note.
o Evercore ISI: he calls "another strong quarter." While some may have wanted to see more aggressive Q3 billings guidance, he believes estimates "continue to leave room for upside," Materne said.
o JMP Securities: While revenue growth decelerated to 50% from 58% in Q1, the company is the clear leader in electronic signature and the broader system of agreement having crossed over 1M customers with a $2B run rate this quarter, the analyst tells investors in a research note, adding that he sees lots of room for growth as DocuSign targets a $50B total addressable market.
o Needham: The analyst commented, "Docusign reported another strong quarter in 2QF22 with typical DOCU upside to revenue and profitability. Sales metrics and growth decelerated Q/Q, as we expected against a massive pandemic quarter, but at a much slower rate than we believe much of the Street was anticipating. 65k net new customers was lower than the 70k - 90 range of CY20 but was still more than 2x greater than any pre-pandemic quarter, highlighting a strong end-market driving 47% billings growth against a strong comp. Commentary on incremental Agreement Cloud demand was positive, suggesting an additional growth tailwind combined with solid international can further aid 2HF22. Although DOCU shares could be lower near-term due to weak 2H OpMg guidance, we think this guidance is conservative, as the recent OM was greater than the pre-pandemic level even with tough comps."
o RBC Capital: The quarter highlighted the sustainability of the company's tailwinds post-pandemic as most of its underlying metrics such as billings and net revenue retention were solid, the analyst tells investors in a research note, adding that the traction with CLM and Notary was also "impressive".

分析師對於CRWD的評價:
• 12位buy; 給的價格分別是: $300, $310 (x2), $313, $315 (x2) , $305, $320, $325, $330 (x2), $340
• 1位給hold: $280 (from $220 by J.P. Morgan(same))
• 給Buy的分析師的評語:
o Baird: The analyst believes the company has significant room for growth with core modules, opportunities with Humio and in cloud workload security, among others, should help drive a continuation of strong growth over a long time horizon.
o BTIG: The company's "strong" Q2 results "cleared every hurdle", even though the buy-side benchmarks may have been slightly higher, the analyst tells investors in a research note. Powell adds that Crowdstrike is clearly gaining share in its core endpoint security target market at a rapid pace and gaining traction with new products across multiple categories.
o Canaccord: The analyst said the stock is down from its recent highs, and he thinks the re-rating creates a more favorable entry point for longer-oriented investors for a foundational security name. He views Crowdstrike as a long-term secular winner in security due to its native cloud platform advantage versus closely held peers in endpoint security combined with platform expansion into tangential segments to capture greater share of security budgets.
o Goldman Sachs: CrowdStrike last night delivered "another beat and raise quarter as the company benefited from another quarter of elevated demand," Essex said. But it traded lower following net new annual recurring revenue growth guidance that was slightly less than investors had hoped for. Essex, nonetheless, said the quarter demonstrated CrowdStrike's "ability to continue to go down market efficiently."
o JMP Securities: The analyst notes the company's Q2 annualized recurring revenue of $1.34B topping his estimate of $1.30B, with "sustained" 70% ARR and revenue growth along with margin upside seen as key highlights for the quarter. Suppiger adds that the metrics reflect Crowdstrike's "strong execution and robust demand environment".
o Mizuho: "very good" fiscal Q2 results. The annual recurring revenue growth of 70% year-over-year "was strong and still nicely surpassed" the Street's 65%-66% estimate, Moskowitz tells investors in a research note. He believes "strong execution can propel" Crowdstrike's stock higher.
o Piper Sandler: The company's metrics "outperformed across the board" in Q2 with 70% annual recurring revenue and revenue growth and record net new customer adds in the quarter, Owens tells investors in a research note.
o RBC Capital: Hedberg adds that CrowdStrike's record pipeline entering Q3 should continue to fuel the company's "land-and-expand" momentum.
o Stifel: Q2 results that he said "exceeded consensus estimates across all major financial metrics." He continues to believe that Crowdstrike's growth opportunity "remains in the early days" despite the company's scale given continued share capture within its core endpoint security market and incremental module adoption on the Falcon Platform, Reback tells investors.
o UBS: the company reported "pretty good" Q2 results against high expectations.

🌻趨勢: 跨境電商 Cross-border commerce
Morgan Stanley:
From our perspective, we think many are underestimating what the cross-border eCommerce demand could ultimately be, once key friction points like FX rates, tax and duties, shipping, language, etc are smoothed—all issues that Global-E directly addresses.

Cross-border ecommerce brings new, high-yield volume: We think elevated levels of cross-border ecommerce (ex-travel) is a structural shift thathas yet to be fully contemplated in MA (and V)'s long-term forecasts. MA's cross-border CNP ex-travel volume was 69% above 2019's level in 2Q and 63% higher in 1Q. Strength reflects both broader ecommerce adoption plus globalization of commerce, as marketplaces and services that reduce cross-border friction (such as those from GLBE) make international online ordering more readily adopted. Early data at V suggests greater cross-border ecommerce spend is persisting even in areas with pre-pandemic levels of international travel. Cross-border transactions also come at a higher yield, making us more optimistic that the trend can bring incremental long-term growth to the networks.

產業的潮流是有連貫性的. 疫情讓電商更發達後, 接下來應該就是加速電商跨境了. 跨境的話, 有很多問題需要解決(稅率, 語言, etc.) 這就需要有公司來做整合的動作. 這種跨境, 也可以想像是omnichannel的一種呈現.

Harley Finkelstein (President of Shopify): "I mean I think commerce in 2021 is cross-border."

🌻SPAC熱潮退卻，初創市值蒸發750億美元
"SPAC熱潮已經退卻。分析顯示，在2月中旬以前完成合併的137家SPAC的總市值已經蒸發25%，市值回落幅度上個月一度超過1,000億美元。"

"像貝萊德(BlackRock Inc., BLK)和富達投資(Fidelity Investments Inc.)這類企業管理的基金，以及許多對沖基金、養老金管理公司和其他一些投資者，都在SPAC的回落中遭受了衝擊，他們在去年年底開始的熱潮中競相投資SPAC。其中許多基金由於在價格還很低的時候就早早入場，所以現在仍坐擁可觀收益。事實上，SPAC市值仍有約2,500億美元，高於一年前的約1,000億美元，反映出這期間股價上漲和新公司上市的影響。

但即便如此，今年年初令人炫目的回報還是讓許多後來者做了接盤俠，扎堆投資所謂穩賺不賠的領域，其永恆的風險可見一斑。在過去的幾個月裡，一些投資者眼睜睜看著帳面財富縮水。"

"股價下跌會在SPAC領域形成惡性循環，因為投資者有權在併購交易前從空白支票公司撤資。一旦SPAC跌破發行價，投資者就更有可能這樣做，而許多SPAC的股價現在正處於這樣的水平。目前，在尚未宣布併購交易的空白支票公司中，超過95%的公司股價低於發行價。

投資者的大規模撤資會讓已經上市的空白支票公司手上的現金大幅減少，讓其更難實現業務目標，並可能加劇股價跌勢。"

https://on.wsj.com/3n6JznC

🌻BNPL (buy now pay later)
But most BNPL providers including Affirm, Klarna and Afterpay have been losing money despite breakneck revenue growth as they invest heavily in marketing to win share. Sweden-based Klarna’s credit losses more than doubled in the second quarter. Affirm has projected adjusted operating losses of $50m-$55m for the fiscal year that ended June 30.

The path to profitability for many of these companies was to achieve massive scale, analysts said.

https://www.ft.com/content/ca201a37-a16d-4223-b123-04d38350a972

Pictures: 一葉知秋; from EarningsWhispers

■ 對Intel的轉型策略分析，應該給予怎樣的評價？

重點一，Gelsinger務實地承認英特爾的技術路線有些問題，大改目前的7nm技術，大量採用 EUV技術。按照他本身的說法，“We’ve rearchitected and simplified our 7nm process flow, increasing our use of EUV by more than 100%”（我們對 7 奈米製程進行了架構調整與簡化，對EUV的使用增加了超過一倍）。現在英特爾大量採用極紫外光EUV曝光機（中國叫光刻機），等於承認之前的研發策略有錯，所以才進行調整 。Gelsinger提到為何一開始不多用EUV，是因為英特爾剛開始研發10奈米和7奈米時EUV還不成熟，所以他們用的更多是自己開發的immersion 方向的技術。後來EUV成熟了，但當初英特爾就沒有選擇這個路線，所以技術就落後於台積電。

Gelsinger承認英特爾錯了，並且未來要 “fully embrace (全力擁抱)” EUV。這件事對英特爾很重要，因為前任CEO Bob Swan 一直只敢說英特爾走自己的路線也會趕上競爭對手，由於他是財務經理出身，很難壓下技術部門的意見。但Gelsinger本身就是技術高手，他決定要調整方向就比較可以調整，所以英特爾的製程未來會越來越像台積電。這對後面要談的晶圓代工事業也很重要。 雖然生產七奈米的時程因此略有延後(2022年延到2023年)，但卻是利空出盡，知道承認問題在哪裡，也知道要去調整，以英特爾的實力有機會快速進展。

重點二，IDM2.0 晶圓代工事業獨立，加上外包的策略彈性使用。雖然外界很多人希望Intel像AMD一樣將晶圓製造分割出去，但Gelsinger沒有選擇這種Fab-less模式。他打算走的模式我稱為Fab-Lite，就是不踢出晶圓生產單位，但運作上會減少對他們的綁定與依賴。他這樣選擇，因為製造部門在英特爾內部份量很重，一下子踢出去對Intel內部會造成太大地震，會引發大反彈。

回想起 4 年前的今天，那篇獨具一格的新聞稿；還好大家沒跟著這樣做，我會崩潰！🤣

中文版：

你笑 ; 你哭，
你愛 ; 你輸，
你玩樂 ; 你奮鬥，
你工作，工作，工作..
你問Why ?

你想改變，
你有夢想，
你是大膽，
你不可擋。
你就是你。

我們聽見你，
我們看到你，
向你學習，
一切為你。
精彩的你。

HTC U Ultra：全是為你
HTC U Ultra 　為你的精彩而生
他照映你
以傾城絕美的全新液態表面設計與你匹配
銘記著你
惦記你生活的點滴細節，成為更貼心的夥伴
把你放上心中頂點
嶄新雙重顯示設計，型塑更加便利的生活
傾聽著你
為你的天生雙耳調出獨一無二的音頻
為你最動人的一刻而生
正反兩個UltraPixel相機，捕捉動人生命的一切光燦細節

照映著你
映射你的一切野心
全新3D曲面水漾玻璃，反射著你懾服眾人的一面
不只光澤豐潤，何止脫俗地對稱，流線鏡面如琉璃般，照映出最美的光線
揮散的晶礦色彩，層層鎖進精光外表的每一個角度
柔順地融進外型兩側，不著痕跡的躺在手掌之中

永遠向你學習
HTC Sense Companion2會學習您的生活習慣
在下雪的天氣裡，會建議你穿著更暖和，以及提早下班回家
或者是提醒您要將手機充電，以避免手機電量不夠持續到回到家
除此之外，還能在愉快的周末，推薦你最好的餐廳
它了解你-並且會隨著使用的時間，更透徹的了解你3

給你最真摯的回應
聲控辨識功能-最真實且自然的方式與你互動
HTC U Ultra 會辨認且回應你的聲音，甚至當手機處於睡眠狀態時
也能保持手機定位功能、接聽或是拒絕來電、暫停或是關閉鬧鐘等功能
只要你說出來，HTC U Ultra都能聽得到

永遠把你最重要的擺在第一
持續獲取更新資訊且不受干擾
全新雙螢幕設計，只要運用你的指尖滑動，即可提供給你所需的訊息
提供快速且方便的方式，讓你能夠快速地使用你常使用的功能
例如：你最喜愛的聯絡人、應用程式、提醒功能、事件通知等
因為，對於你最重要的，我們將永遠將它擺在第一

傾聽著你
每個人的內耳構造就跟指紋一樣獨特
HTC USonic4能以類聲納波分析你的內耳，並調配你專屬的音頻
就像手機裡有一個音效師
微麥克風傾聽你耳內反射的音波
左耳、右耳各一個
分析反射出的音頻將耳機調配出最適合你音響
保留所有聲音的細節
無論是在圖書館或是在派對中，都能將耳機調整到不受當下環境噪音影響的最佳程度

HTC BoomSoundTM立體聲喇叭帶來如脈動般的音響
採用如頂級音響的分離式聲音設計
高音喇叭在上，低音喇叭在下
4個全指向麥克風捕捉定位來源聲
能錄製360度全方位不失真的聲音
無論是在搖滾樂現場或是在音樂廳，隨時隨地隨心所欲

挑選最佳的U
隨心所欲拍攝最精彩的自拍
前置相機可任意在1,600萬畫素與UltraPixelTM之間切換
可視需求選擇UltraPixel的超感光–
特別適合在燭光晚餐時
或是1,600萬畫素的高解析度–
特別適合在拍大全景時保留所有的細節

拍攝你
所有的手機相機都標榜能拍出最棒的照片
而我們是業界評價最高的
12萬畫素的UltraPixel主相機
可在夜晚時拍出清晰、快速對焦的較佳影像
讓你絕不錯過捕捉任何一個好畫面

HTC U Ultra
完美對稱
絕美彩色3D立體雕琢鏡面
精巧細薄
搭載HTC Sense Companion、HTC USonic 3D立體音響及豪華雙鏡頭
打造呈現最極致的U– the #BrilliantU
詳情請參閱：htc.com。

HTC U Play：適合享樂的你
HTC U Play。展現喜愛享樂風格的你
他照映你
以傾城絕美的全新液態表面設計與你匹配
銘記著你
惦記你生活的點滴細節，成為更貼心的夥伴
傾聽著你
為你的天生雙耳調出獨一無二的音頻
為你最動人的一刻而生
正反兩只UltraPixel相機，捕捉動人生命的一切光燦細節

照映著你
映射你的一切野心
全新3D曲面水漾玻璃，反射著你懾服眾人的一面
不只光澤豐潤，何止脫俗地對稱，流線鏡面如琉璃般，照映出最美的光線
揮散的晶礦色彩，層層鎖進精光外表的每一個角度
柔順地融進外型兩側，不著痕跡的躺在手掌之中

銘記著你
HTC U Play 搭載HTC Sense Companion2
你的生活小助手，永遠知道你要什麼
內建聲控辨識，僅照你所說，依你所做
接聽或掛掉電話、延遲或取消鬧鐘、發送簡訊
只要透過簡單指令，不用雙手也能輕鬆操控你的手機
他不僅懂你，還能隨著時間學習，更了解你。3
It knows you – and it’s made to evolve and get to know you better over time.3

傾聽著你
每個人的內耳構造就跟指紋一樣獨特
HTC USonic4能以類聲納波分析你的內耳，並調配你專屬的音頻
就像手機裡有一個音效師
微麥克風傾聽你耳內反射的音波
左耳、右耳各一個
分析反射出的音頻將耳機調配出最適合你音響
保留所有聲音的細節
無論是在圖書館或是在派對中，都能將耳機調整到不受當下環境噪音影響的最佳程度

拍攝你
隨心所欲拍攝最精彩的自拍
前置相機可任意在1,600萬畫素與UltraPixelTM之間切換
可視需求選擇UltraPixel的超感光
或是1,600萬畫素的高解析度
1,600萬畫素的主相機可在夜晚時拍出清晰、快速對焦的較佳影像
讓你絕不錯過捕捉任何一個好畫面

HTC U Play
完美對稱
精巧細薄
搭載HTC Sense Companion、HTC USonic音響及3D立體雕琢的鏡面
打造呈現最極致的U– the #BrilliantU
詳情請參閱：htc.com。

英文版：

U laugh, U cry
U love, U lose
U play, U fight
U work, work, work…
U question why

U want change
U dream big
U are bold
U are unstoppable
U are U

We hear U
We see U
We learn from U
It’s all about U
To the brilliant U

HTC U Ultra: It’s all about U

Introducing HTC U Ultra. Made for the brilliant you
It reflects U
Beautiful with its sophisticated new liquid surface
It learns from U
Evolving as your companion, getting to know you better over time
It puts U on top
Convenient with a new Dual Display
It listens to U
Unique in adapting sound to your personal hearing
It captures the best U
Vivid light, color and detail with UltraPixel cameras front and back

Reflects U
Your ambitions – reflected
A new, beautifully 3D contoured, liquid surface that’s designed to reflect the best you
Lustrous, symmetrical, curved glass construction1 reflects light beautifully
Color from vapored minerals layered to add depth and brilliance from every angle
As the polished surface bends and blends seamlessly into the side of the phone
Allowing it to nestle perfectly in your hand.

Learns from U
Introducing HTC Sense Companion2
The personal companion who is always learning from you
Suggesting you dress warm and leave for work earlier on a snowy day
Or reminding you to charge if it figures you need more power to last until you get home
And even recommending the perfect restaurant when you’re away for the weekend
It knows you – and it’s made to evolve and get to know you better over time.3

Responds to U
Voice recognition – the most natural way to interact
HTC U Ultra can recognize your voice and respond, even if it’s asleep
Navigate your phone, take or reject calls, snooze or dismiss alarms, and more
Just say the word.

Puts U on top
Get updated, not interrupted
The new Dual Display gives you the information you need, at your fingertips
Perfect for fast, convenient access to the things you use the most
Like your favorite contacts, apps, reminders, event notifications and more
Because what’s important to you should always be right on top.

Listens to U
Every person’s inner ear is as unique as their fingerprint
HTC USonic4 analyzes your inner ears with a sonar-like pulse, and then adapts to you
Like having a sound engineer in your phone
Tiny microphones listen for the sonic reflection in your ears
One in the left ear, one in the right
Analyzing the reflected tone to optimize the headset just for you
Now you can hear the details you were missing.
Whether you’re in a library or at a party, you can adapt your headset to suit noise levels around you.

HTC BoomSoundTM Hi-Fi edition speakers deliver pulse-pounding audio
Featuring separated sound design like leading acoustic systems
Tweeter above, woofer below
While four omnidirectional mics capture positional sound
Recording 360-degree immersive audio that’s just like being there
At the rock show. In the concert hall. Anywhere you want.

Pick the best U
Take brilliant selfies anyway you like
Easily switch between 16MP and UltraPixelTM in the front camera5
So you can choose between unparalleled light sensitivity* of UltraPixel –
Perfect for candlelit dinners –
Or the high resolution of 16MP –
When you want the biggest shot with the most detail.

Captures U
Every phone camera claims to take great photos
Ours is rated the industry’s best
The 12MP UltraPixel main camera delivers less blur, faster focus, better photos at night
Because every photo is important to you, anytime, anywhere.

HTC U Ultra
Perfectly symmetric
Beautifully colored 3D curved glass
Exquisitely thin
Featuring HTC Sense Companion, HTC USonic with 3D Audio, and magnificent cameras
Built to reflect the best U – the #BrilliantU
For more information please check: htc.com.

HTC U Play: For the playful you

This is HTC U Play. The playful phone that fits perfectly in your hand
It reflects U
Beautiful with its sophisticated new liquid surface
It learns from U
Evolving as your companion, getting to know you better over time
It listens to U
Unique in adapting sound to your personal hearing
It captures the best U
Vivid light, color and detail with UltraPixel cameras front and back

Reflects U
Shine on with the 5.2” smartphone designed to reflect the best you
A new, beautifully 3D contoured, liquid surface
Lustrous, symmetrical, curved glass construction1 reflects light beautifully
Color from vapored minerals layered to add depth and brilliance from every angle
As the polished surface bends and blends seamlessly into the side of the phone
We’ve paid special attention to each detail.

Learns from U
HTC U Play comes with HTC Sense Companion2
The personal companion who is always learning from you
It even comes with voice recognition built-in
So it’s able to respond to your voice –
Just say the word to navigate your phone, take or reject incoming calls,
Snooze or dismiss an alarm, send messages and even begin hands-free navigation.
It knows you – and it’s made to evolve and get to know you better over time.3

Listens to U
Every person’s inner ear is as unique as their fingerprint
HTC USonic4 analyzes your inner ears with a sonar-like pulse, and then adapts to you
Like having a sound engineer in your phone
Tiny microphones listen for the sonic reflection in your ears
One in the left ear, one in the right
Analyzing the reflected tone to optimize the headset just for you
Now you can hear the details you were missing.
Whether you’re in a library or at a party, you can adapt your headset to suit noise levels around you.

Captures U
Take brilliant selfies anyway you like
Easily switch between 16MP and UltraPixelTM in the front camera5
So you can choose between unparalleled light sensitivity* of UltraPixel
Or the high resolution of 16MP for whatever meets your need
The 16MP main camera delivers less blur, faster focus, better photos at night
Because you never want to miss that perfect moment.

HTC U Play
Perfectly symmetric
Exquisitely thin
Featuring HTC Sense Companion, HTC USonic adaptive audio, and 3D curved glass
Built to reflect the best U – the #BrilliantU
For more information please check: htc.com.

這次是卡比嚕做的喔~
對了XD 這次遊戲排行是 按照發售時間排的😎
所以名次不代表期待程度喔👌

訂閱頻道 就是給我們最大的支持喔 !! ➔ https://goo.gl/wJcYgs

【社群平台】歡迎來按讚👍
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⚔️合作請洽 (Business Contact) : pikalu@zoho.eu

-----

This channel is used only to recommend games and spread awareness of all the positive possibilities of gaming.
All videos are not intended to infringe any copyright law, only to assist commentary and recommendation.
If any producer or label has an issue with any of the uploads please get in contact (pikalu@zoho.eu) with me and I will delete it immediately (this includes artists of the images used).

Credits:
✔︎Ghost of Tsushima Trailer Footage 1：https://www.youtube.com/watch?v=rTNfgIAi3pY&has_verified=1
✔︎Ghost of Tsushima Trailer Footage 2：https://www.youtube.com/watch?v=Ur0pQblaZcE&has_verified=1
✔︎Ghost of Tsushima Trailer Footage 3：https://www.youtube.com/watch?v=kSAvzeopPC8&has_verified=1
✔︎Marvel's Avengers Trailer Footage 1：https://www.youtube.com/watch?v=gGxuafH6E0U
✔︎Marvel's Avengers Trailer Footage 2：https://www.youtube.com/watch?v=idyTuocGe3w
✔︎Marvel's Avengers Trailer Footage 3：https://www.youtube.com/watch?v=zVIDha3sIZM
✔︎Marvel's Avengers Trailer Footage 4：https://www.youtube.com/watch?v=uReO30lD2eU
✔︎Marvel's Avengers Trailer Footage 5：https://www.youtube.com/watch?v=Utb1Q3zOpZs
✔︎Marvel's Avengers Trailer Footage 6：https://www.youtube.com/watch?v=wGZ9Jl1T2hY
✔︎Crash Bandicoot 4: It’s About Time Trailer Footage：https://www.youtube.com/watch?v=5qF5JrciMnU
✔︎Crash Bandicoot N. Sane Trilogy Trailer Footage：https://www.youtube.com/watch?v=r5yAjgP2vnM
✔︎Cyberpunk 2077 Trailer Footage 1：https://www.youtube.com/watch?v=FknHjl7eQ6o
✔︎Cyberpunk 2077 Trailer Footage 2：https://www.youtube.com/watch?v=LembwKDo1Dk
✔︎Cyberpunk 2077 Trailer Footage 3：https://www.youtube.com/watch?v=ToWfeUEAeeQ
✔︎Halo Infinite Trailer Footage 1：https://www.youtube.com/watch?v=Fmdb-KmlzD8
✔︎Halo Infinite Trailer Footage 2：https://www.youtube.com/watch?v=HV2LVEPrKGs
✔︎Halo Infinite Trailer Footage 3：https://www.youtube.com/watch?v=ogGAbjpgDYY
✔︎Halo Wars 2 Trailer Footage 4：https://www.youtube.com/watch?v=kjN1eWhzPeA
✔︎Halo Wars 2 Trailer Footage 5：https://www.youtube.com/watch?v=Adh46ky_-WI
✔︎Godfall Trailer Footage 1：https://www.youtube.com/watch?v=oal1EbvDxCk
✔︎Godfall Trailer Footage 2：https://www.youtube.com/watch?v=5vX-257ns6g
✔︎Godfall Trailer Footage 3：https://www.youtube.com/watch?v=rWqDWfVa6rA
✔︎Watch Dogs: Legion Trailer Footage 1：https://www.youtube.com/watch?v=KbokXaPTk38
✔︎Watch Dogs: Legion Trailer Footage 2：https://www.youtube.com/watch?v=Zi8k4KGyW6o
✔︎Watch Dogs: Legion Trailer Footage 3：https://www.youtube.com/watch?v=W0AMN1B5F8k
✔︎Assassin’s Creed Valhalla Trailer Footage 1：https://www.youtube.com/watch?v=L0Fr3cS3MtY&has_verified=1
✔︎Assassin’s Creed Valhalla Trailer Footage 2：https://www.youtube.com/watch?v=WgUtoX7ue7Q&has_verified=1
✔︎Assassin’s Creed Valhalla Trailer Footage 3：https://www.youtube.com/watch?v=L_nb_YECQoQ
✔︎Assassin’s Creed Odyssey Gameplay Footage：https://www.youtube.com/watch?v=zftxOVTZ5zI
✔︎Kena: Bridge of Spirits Trailer Footage：https://www.youtube.com/watch?v=OxzWlIbnp3U
✔︎Horizon Forbidden West Trailer Footage：https://www.youtube.com/watch?v=Lq594XmpPBg
✔︎Marvel's Spider-Man: Miles Trailer Footage：https://www.youtube.com/watch?v=gHzuHo80U2M
✔︎PS5 Trailer Footage https://www.youtube.com/watch?v=RuLci-lSeCo

BGM:
🎵Opening Song "Time Trials 8 Bit" by Bulby: https://pse.is/RFDCFㄏ
🎵Solaris Phase 2 - Sonic the Hedgehog [OST]
🎵Fuzzy Flood Mine - Super Mario 3D World
🎵Crash Bandicoot 1 Theme
🎵ROAD LESS TAKEN - Persona Q2 New Cinema Labyrinth
🎵Persona 5 OST - Price
🎵Persona 5 OST - Butterfly Kiss
🎵Persona 5 OST - New Beginning
🎵Persona 5 OST - Wake Up, Get Up, Get Out There Full Instrumental

#遊戲皮卡嚕 #PikaLu #卡比嚕
2020十大期待遊戲 Cyberpunk 2077 電馭叛客 眾神殞落 GodFall 對馬戰鬼 漫威復仇者聯盟 袋狼大進擊4 最後一戰 無限 看門狗 自由軍團 刺客教條：維京紀元 奇納：靈魂之橋 蜘蛛人：邁爾斯 值得買嗎 遊戲介紹 聊Game 購買須知 遊戲情報 期待遊戲

Anastasia Beverly Hills Brow Wiz (Ebony)
http://www.sephora.com/brow-wiz-P202633?skuId=1578723&icid2=anastasia_bestsellers_us_carousel%3Ap202633
SmashboxIconic Photo Finish Foundation Primer
http://www.sephora.com/photo-finish-foundation-primer-P9889?skuId=1349968&icid2=products%20grid:p9889
NARS Blush (Gaiety)
http://www.sephora.com/blush-P2855?skuId=1396340&icid2=products%20grid%3Ap2855
Dior Dior Addict Lip Glow (Pink)
http://www.sephora.com/dior-addict-lip-glow-P236816?skuId=1162650&icid2=products%20grid%3Ap236816
BECCAUnder Eye Brightening Corrector
http://www.sephora.com/under-eye-brightening-corrector-P393661?skuId=1660547&icid2=products%20grid:p393661
Laura MercierFoundation Primer- Blemish-less
http://www.sephora.com/foundation-primer-blemish-less-P408221?skuId=1821503&icid2=products%20grid:p408221
CLINIQUETake The Day Off Cleansing Balm
http://www.sephora.com/take-the-day-off-cleansing-balm-P126301?skuId=886267&icid2=products%20grid:p126301

https://www.youtube.com/watch?v=jIayjSIJP0A
如何遮住黑眼圈
https://www.youtube.com/watch?v=5ThjzWjme14
五月愛用品
https://www.youtube.com/watch?v=MQ9gmGOQa28
卸妝+產品介紹

THANK YOU FOR WATCHING
謝謝您的觀看
LIKE AND SHARE MY VIDEOS IF YOU DO!
喜歡我的影片可以案讚+分享囉~

Penny XOXO


" I do not own ANY of the soundtrack, property and rights for audio go to (band/singer name)"

這也算是美食Food Vlog吧~ 嘻嘻

【Natayi's SNS】
Facebook Page: https://www.facebook.com/NatayiK
Instagram: NatayiK
Snapchat: natayi

評價Rating:
焦糖布丁咖啡 Creme Brûlée Latte: 6/10
親子蛋飯tastic Chicken and Egg Fan-tastic: 7/10
梳乎分享盒 Laid Back Sharing Box:
香烤雞翼: 5/10
焦糖布丁麥旋風 Creme Brûlée McFlurry: 6/10

【影片簡介】
麥當勞蛋黃哥系列新品

我真的是一下飛機就想著要來麥當勞!!
等了好久終於回香港
一下就狗衝去麥當勞一見我的蛋黃哥

蛋黃哥是我近年最喜歡的角色
為了蛋黃哥我願意犧牲我的健康
隻身一人前往麥當勞...

話說回來
我是沒有在麥當勞吃過 飯tastic的
拍視頻當天是第一次吃
感覺還挺不錯喔
比起普通的漢堡會更飽個人比起麵包更喜歡米飯
紙上的蛋黃哥讓我感受到了愛

香烤雞翼然我有點失望
皮的味道真的就普通得不能再普通
焦糖布甸麥旋風過甜了 但值得一試
應該會適合喜歡吃很甜的朋友!

被那麼多蛋黃哥包圍著
我已經覺得幸福的上天了

我其實有衝動去問麥當勞的店員
可不可以讓我拿一份乾淨的蛋黃哥的包裝紙s 和 盒s 回家
讓我收藏...

你在麥當勞裡最喜歡吃什麼? 我喜歡薯餅!

PS 香港麥當勞的麥旋風方的餅乾碎好像沒加拿大的多
而加拿大的麥當勞根本就沒有脆香雞翼 WTF

【About this Video】
Gudetama in Hong Kong McDonalds

The first thing I wanna do when I arrived Hong Kong is to come to McDonalds!!
I rushed to see my Gudetama in McDonalds

Gudetama is my favourite character in these few years
I am willing to destroy my health
By going to McDonalds and meet Gudetama!!

By the way
This is my first time eating Fan-tastic from McDonalds
And I think it is pretty good
A bit more fulfilling comparing to the regular hamburgers
Plus I personally like rice more than bread

BBQ McWings are disappointing
The Creme Brûlée McFlurry is too sweet but still worth a shot
I think it suits people who love VERY SWEET desserts

I am going to heaven with so many gudetama eating with me hehe

I actually wanted to ask the staff to gimme extra clean packages
So I could keep them at home..

My favourite food in McDonalds is hash brown. What about yours?

PS
I feel like Hong Kong McDonalds has less cookies putted into the McFlurry
And there is no McWings in Canada McDonalds WTF

【Related Videos】
Dai Wing Play - 為食情報: #6 麥當勞蛋黃哥親子蛋飯 Tastichttps://www.youtube.com/watch?v=XGbavbCZQFU

寶欣 - 【率先試食】McDonald蛋黃哥新品
https://www.youtube.com/watch?v=qT9d9REBNiE

新假期 Weekend Weekly - 麥當勞梳乎蛋 懶到震咖啡＋懶蛋「飯TASTIC」
https://www.youtube.com/watch?v=mUQg4pkN53c