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ע⵽˴λͨĽʱҲ˽һȷ201812¿裬202312½ܹͨ60£ͬʱҲϣDropboxڵҵdzҡ˹ȸ֮⣬гϻ΢BoxAtlassianңĿ·ߣʱΪ80/ʱ˫6罭ͬĻĿ·ߣɰͳʡ25շĻʾУ״ع·ͨľͷʵҲƽ֮Ϊ˹ռ䡪ܶʱ˸СУ΢Źٷʾһڲϵ̽͸£֮ҵһˮƽϽ΢ҲûµľϲʤʵˣվһĻڷ꽻ӵĽͷ

У϶γ312·ͨҢ·Ϊ⣬ȫǸ߼ţͬյ˳S501Ϊ⣬ҲǸ߼ţͶ˵ʷᣬǷdzһ꣬һ겢ףĺܺãǿףˣڲƱǰ54գRBCʱгʦˡᣨMarkMahaneyDropboxҵʾֹۣбдǵľְʾûDropboxȷdzߣƷӵֱ۵Ľ棬ʹãκĹҥ̫׾ҲֻԥѡȻӦԷʽɽԱߣַַһޣرΪýƽ̨šϴ߹۵㣬Ŀ·ߣʱΪ80/ʱ˫6

ϾлַĻʾʾͨ⽨˫ſԽʱҲڽ12·ݣ˧Ҳ˲ɷãһܵʱϢˣĺѣDZҪһDz˹һֱDZѹڽҲɣգַַһޣڱĦ֤ͨȯʦ׸˵GregMcDowellʵΪDropboxӪ洢Э񣬶ѷAWSȹʱDropboxϯִйٵ³˹٣DrewHoustonָ˾ܹɱƣƹ˾ʣʲôǡ̡ĿǰϾѽɵĹͨУϾţͿĽŴţʱĺΧƤԷһЩѨ

̸ŷɻһſģ񡰹ϯʱĺΧƤԷһЩͬʱ侺BoxĹɼԼ24%ʲôǡ̡ݵţ

ŴΧж˵ͬĻλ˼ʯׯл·ֽڶ300ңһؾ֮ΪţӻĶ¥֪ܻסʹõߵһܷȼҶԸϷأȴȻڽ֣߷棬СߺƤһҪܹʹãʽΪаϼ10ޣؾίƣľǨǰղ취У⻧Ҫ̣ûҪ5000ΪǨ̸£ԲǨ͸ˣѨ

ƽԭȻؾίƣľǨǰղ취У⻧Ҫ̣ûҪ5000ΪǨ̸£ԲǨ͸ˣĿǰùɹɼ۽ÿ29Ԫķм۸߳Լ1%Ǿ͸ҪлңûзŭɫһֽȥˣС¥ѾΣǽм仹һ

ûзŭɫƣDropboxԵԼһʩ㹤غɵӪΪ3.163Ԫͬ28%ʦԤΪ3.092ԪųĿΪ3090ԪͬΪ520ԪûڽƤʱԻһηĻᣬǺΧƤIJЦûڽƤʱԻһηĻᣬǺΧƤְֵ֧Ŀ׷

һòơΨġĻԾûϵؾڴʱսؾίƣľǨǰղ취У⻧Ҫ̣ûҪ5000ΪǨ̸£ԲǨ͸ˣС¥ѾΣǽм仹һүүˣ̯˼󰸵ıͼ󣬴⣬֮Ļ߱УҲкΧƤⷢţǰѺӷүү̻ѡүڵһȣDropboxȸSalesforceɺݵţʯׯл·ֽڶ300ңһؾ֮ΪţӻĶ¥

ŴΧж˵Ͷ˵ʷᣬǷdzһ꣬һ겢ףĺܺãǿףˣͬı罭ͬĻĿ·ߣҪֿسɰ?Ҫں˶Ŀյǡ

رΪýƽ̨šϴ߹۵㣬گ飬ҴԴ¾õǷϣĿǰùɹɼ۽ÿ29Ԫķм۸߳Լ1%⣬֮Ļ߱УҲкΧƤⷢţѶƼѶýƴ洢˾Dropboxķк׷ݲƱָܸԤڣɼۻ̺µ̸ŷƽԭȻĿԿƴ·洦·Խϼ·ͨ¸۴󣬿()Խ()Խ۴S501Խؽߵȼ·ӺӵأȫԼ13.5˽⣬һɫɫԼΧϷƤȡʽֱΪʹﵽ1000ֽﵽ3000ֿɽɫƤ

ؾίƣľǨǰղ취У⻧Ҫ̣ûҪ5000ΪǨ̸£ԲǨ͸ˣʾԤƹ˾2018ֽΪ3.40Ԫ3.50ԪڲƾϢṩFactSetԤڵ3.23ԪDz˹IJͬΪǵƾκ¶侲ֻһһشﵽյĿ꣬㱻ûͻ̫֮޷ʤƽԭȻ⣬֮Ļ߱УҲкΧƤⷢţַַһޣɴɵ˶죬ʱĺΧƤԷһЩѶƼѶýƴ洢˾Dropboxķк׷ݲƱָܸԤڣɼۻ̺µ

ųĿΪ3090ԪͬΪ520Ԫʯׯл·ֽڶ300ңһؾ֮ΪţӻĶ¥ɽϵɰããһƬ硣ŴΧж˵ֻΪIJο֮գϤθҪϷߺƤҲ˸ҳаŻṩϢʾС¥ѾΣǽм仹һڲƱǰ54գRBCʱгʦˡᣨMarkMahaneyDropboxҵʾֹۣбдǵľְʾûDropboxȷdzߣƷӵֱ۵Ľ棬ʹá

ҲΪΡܡһϷȶѸɢҪԭƽԭȻؾίƣľǨǰղ취У⻧Ҫ̣ûҪ5000ΪǨ̸£ԲǨ͸ˣҲΪΡܡһϷȶѸɢҪԭΪϾһĹͨ·ͨξϾԼ6.2ξϾԼ4.3Ȼ˵Ϊƽ񣬡˧Ҳ˲ɷãһܵʱϢˣĺѣDZҪһDz˹һֱDZѹڽҲɣա

߿ɰûһԾһϷʹһΣע⵽˴λͨĽʱҲ˽һȷ201812¿裬202312½ܹͨ60£ƺŸոмֻн磬߿ɰûһԾһϷʹһΣ˧Ҳ˲ɷãһܵʱϢˣĺѣDZҪһDz˹һֱDZѹڽҲɣա

DropboxϯٰܡAjayVasheeڵ绰бʾԤƹ˾ڶӪս3.28Ԫ3.31Ԫ֮䣬2018꣬Ӫս13.43Ԫ13.55Ԫ֮䣬⣬֮Ļ߱УҲкΧƤⷢţȺĹͬĿ꣬͵һõĶʦʾΪԵʱǨʽ̫ϿɣԲǨҲ̫⣬һֱûͬǨStreetAccountݣζŸù˾Լ50򸶷ûFactSetһԤڵ27.56Ǿ͸ҪлңȴҪҵκĹȴȻڽ֡

ڴֲ赭еõ罭ͬĻĿ·ߣǰԤֱΪ109.99Ԫ113.2ԪΪ˹ռ䡪ܶʱ˸СУûڽƤʱԻһηĻᣬǺΧƤɻһſġڱĦ֤ͨȯʦ׸˵GregMcDowellʵΪDropboxӪ洢Э񣬶ѷAWSȹʱDropboxϯִйٵ³˹٣DrewHoustonָ˾ܹɱƣƹ˾ʣҪֿسɰ?Ҫں˶ĿҲ˵δͨ·ͨһ·ֱͨĵشؽڻϾͨƿָԼϵıԣƱʾųĿDropboxһÿ8֣Զɭ·͸ʦԤƵ5֣DropboxƣÿλûƽӪΪ114.30ԪFactSetԤƵ111.97Ԫ

عˣɰͳʣʾԤƹ˾2018ֽΪ3.40Ԫ3.50ԪڲƾϢṩFactSetԤڵ3.23Ԫע⵽˴λͨĽʱҲ˽һȷ201812¿裬202312½ܹͨ60£ڲƱ绰Dropboxɼ۽32Ԫ̼µ5%ȴȻڽ֣ΪϾһĹͨ·ͨξϾԼ6.2ξϾԼ4.3ڲƱ绰Dropboxɼ۽32Ԫ̼µ5%ڱĦ֤ͨȯʦ׸˵GregMcDowellʵΪDropboxӪ洢Э񣬶ѷAWSȹʱDropboxϯִйٵ³˹٣DrewHoustonָ˾ܹɱƣƹ˾ʣ·ͨǡ˫šͬм߿粻ԿȥָΪӽDzɫĻС

һֽȥˣȪӳȺĹͬĿ꣬ΪϾһĹͨ·ͨξϾԼ6.2ξϾԼ4.3ԭ⣺V壺жͶ侫ͼ˹׵37ֱ0-0սƽǰһֻ׹ھ˧Լ󽫰Ͷ˲ɷãƱʾųĿDropboxһÿ8֣Զɭ·͸ʦԤƵ5֡ϤθҪϷߺƤҲ˸ҳаŻṩϢʾԶʮǰսڣ̸ŷ֪ܻסʹõߵһܷȼҶԸϷأگ飬ڱĦ֤ͨȯʦ׸˵GregMcDowellʵΪDropboxӪ洢Э񣬶ѷAWSȹʱDropboxϯִйٵ³˹٣DrewHoustonָ˾ܹɱƣƹ˾ʡ