🌻
美國聯準會(Fed)在美東時間22日下午2時(台灣23日凌晨2時)宣布利率維持在趨近零的水準,但暗示升息可能會比預期來得快一些,同時也大幅下修今年的經濟展望。
https://udn.com/news/story/6811/5764746
🌻Adobe(ADBE)電話會議內容讀後感
ADBE前兩天發表財報了.
這次ADBE在財報後下跌, 主要是兩個原因(如下). 不過個人覺得是瑕不掩瑜:
1. 因為之前已經漲了不少(投資人期望太高)
2. 因為Digital Marketing這部分的業務受到季節性的影響, 所以表現不是很突出(沒有比預期高出很多)
a. net new Digital Media ARR (3% beat vs guide, vs 15% beat in 2Q21 vs 35% beat in 3Q20).
b. 有分析師在問(“Maybe just -- can we double-click on the seasonality commentary in the quarter? Because if we look at the beat versus guidance on net new digital media ARR, it looks, at the same time you had the weakest beat, but then the strongest guide in the last three years, which kind of speaks to and confirm some of those seasonality comments that you made.)
i. 高層對此的回答是, 主要是疫情後, 加上正值夏季, 大家的日子回復到正常&放假外出, 所以這部分的業務有受到影響(I think going into the quarter, we had expected that the consumer with a little bit more return to normalcy as what's happening in the environment.)
ii. 高層又說了一些話, 不過重點就是他不認為這是甚麼大事”So, net-net, I would say that the growth prospects for that particular business and the growth drivers remain intact. But again, very much in line. And this is what we feel good about the insights that we're getting on the business.”
iii. 也提到, Q4通常會是digital marketing業務的旺季(表現會不俗的意思)
另外, 覺得這次令我印象深刻的是, 當高層與分析師提到這些事情:
• 常在一些公司的電話會議中提到omnichannel這個字(疫情後, 更明顯了). 這次高層也有提到. ADBE可說是omnichannel概念股:
o “I mean, a big part of that is more and more companies are thirdly doing the multi-channel omnichannel, whatever they want to call it. And I think that's only going to continue to be a driver of our Digital Experience Solutions. Because today that stable stakes and so we just look at it and say whether you're shopping in-store over they are shopping online. You need a solution that treats you like a customer that we know of.”
• 網路上影片(video)的興起, 以及串流影音, 有提高了Adobe的營收天花板(用句分析師的術語, 就是TAM (total addressable market) expansion.
• 當使用者製作了越來越多的內容, 內容管理(content management)的能力就越顯重要, 內容上的流程管理(workflow)也越顯重要. Adobe的產品能夠幫內容製作者解決這樣的問題.
• 而Adobe各產品間的相容性, 標準化, 整合能力, 是它的競爭優勢之一:
o And one of the things we did really well is what we called our named user deployment and how, you know, when we have these enterprise licensing agreements, we offer enterprises the ability to download and distribute within the companies. And the more we do training and evangelism of the products, that leads to adoption. So, I would say there's an element of standardization, there's an element of more content.
而最近ADBE有個新聞, 引起了我的注意, 就是它即將在自己的平台上, 提供付款服務(payment service). 根據之前研究SHOP的經驗, 這有可能會對股價造成一定的漲幅:
On Sept. 15, Adobe announced that it will add payment services to its e-commerce platform this year to help merchants accept credit cards and other ways of paying. The move will deepen Adobe's rivalry with e-commerce firm Shopify (SHOP).
For the service, Adobe has partnered with PayPal (PYPL), which will process a variety of payment types, including credit and debit cards as well as PayPal's own payment and buy-now-pay-later offerings.
https://www.investors.com/news/technology/adbe-stock-adobe-beats-fiscal-q3-targets/
接下來該怎麼辦? 對於基本面良好的公司如ADBE, 我能說的就是buy the dip(逢低買進)了. 供參.
🌻The Facebook Files
一個星期前, WSJ上面有個關於FB的大篇幅調查報導. 有興趣的可以看看.
The Facebook Files
https://www.wsj.com/articles/the-facebook-files-11631713039
這篇文章挺長, 也沒有看到華爾街中文版本的完整翻譯, 不過可以看看這篇:
https://on.wsj.com/2ZmFimp
"《華爾街日報》的相關調查顯示,這家社交媒體巨頭心知肚明,其平台會傷害用戶,而且是以該公司常常完全了解的方式造成傷害。目前,全球近半數人口都是Facebook旗下平台的用戶。其中一些證據尤其令人不安:據《華爾街日報》報導,Facebook的內部研究顯示,在報告稱有過自殺念頭的青少年中當中,有13%的英國用戶和6%的美國用戶把這種念頭歸結於Instagram。"
另一篇相關新聞:
https://www.thenewslens.com/article/156683
"《華爾街日報》於13日揭露Facebook的XCheck系統,也就是內部系統中的VIP名單,數百萬名人、政治人物與記者等知名公眾人物都在特別的一份「白名單」之內。"
"這些「貴賓」在社群上發布的內容可以躲過一般的審查系統,即使發布明顯的不當內容,也不會立即被刪除。《衛報》報導,Facebook的獨立監督委員會表示,在閱讀該篇報導後,決定要審查XCheck系統,並要求Facebook對其進行報告與解釋。"
🌻我喜歡的Apple TV影集, "Ted Lasso", 是這次艾美獎的大贏家, 很多主要演員都得獎了.
很高興這兩年, 因為有這部戲的陪伴, 讓我撐過了疫情, 家人離世, 以及一些烏煙瘴氣的事情.
前幾天看演員的得獎影片, 一位娛樂記者問得獎的男配角(也是編劇之一)說, 你覺得這部片的核心思想是甚麼. 他說, be curious, not judgemental.
就像得獎的女演員在劇中一開始是很鴨霸很壞心的球隊主人, 但這樣做是因為被前夫傷透了心, 所以想要弄垮離婚後分到的財產(也是前夫的最愛--球隊); 外表看起來永遠陽光燦爛做啦啦隊的男主角, 在青少年時父親自殺, 造成了他心裡永遠的痛&障礙(讓他在球賽時, 會有突發恐懼症).
我們每個人其實都有很多面, 很多個故事. 尤其在社群, 大家都是萍水相逢, 對彼此的了解都是非常片面的; 而有時候在社群裡, 看到有人會因為只看到一個面向, 就去下斷語. 這其實是人之常情很難避免, 所以我們需要常用第二層思考去提醒自己. 社群裡需要更多的同理心.
“Be curious, not judgmental” – Walt Whitman(惠特曼)(美國詩人)
Picture來源:
https://www.apple.com/newsroom/2021/09/apples-global-hit-comedy-series-ted-lasso-sweeps-the-2021-primetime-emmy-awards-scoring-history-making-win-for-outstanding-comedy-series/
同時也有115部Youtube影片,追蹤數超過7,890的網紅Teri Timeout,也在其Youtube影片中提到,喜歡的話記得留言讓我知道,也別忘了訂閱我的頻道和開啟通知哦! Hey all! Make sure to leave a comment to show love, and don’t forget to LIKE, SHARE, and SUBSCRIBE to my channel and R...
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【一切的失敗和不足,都是最美好的安排】
All Failures & Lacks Are The Best Things to Happen to Us
三個月前,收到來自台灣客人的這封電郵時,開心和心酸交織著在心裡。
開心,因為這是一年前通過Zoom視訊的客人。他居然在我們看八字的一週年,特地寫了封感謝函給我,真有心!
心酸,因為他寫在電郵裡的低落心情,我完完全全明白。
他的經歷,是我的曾經。我當初也是很難,很久才能走出來。
有一回,我為一位芳華正茂的女子批八字時,她很用心的寫下我說的話。
論寫筆記的完整,她是我客人當中的佼佼者。
寫到一半,我注意到她的右手開始微微顫抖。我以為是空調的風太大了,冷到她,便問她要不要披巾。
她說,是她的焦慮症發作。
「我沒在兇你,也沒對你嚴厲,你為何突然焦慮?」
「我.....打從今年疫情打亂了我的計畫,我就一直很焦慮。我覺得我很沒用,同學們都前進了,只有我現在什麼都不是,亂糟糟的。我就一直很緊張,萬一我一直都是這樣,怎麼辦?」
說著,她眼眶一紅,眼淚像斷了線的珍珠鏈似的灑下來。
我的媽呀!是我的樣子長得很催淚,還是我的聲音聽起來很虐心?怎麼客人,不分男女老少,東南西北,看到我好像都很容易哭?
我抓起一張紙巾遞給她。
「所以,我不是來了嗎?你來找我,就是要問個明路,而你很幸運那麼快就看到我啦!你看你的筆記寫得多工整,多齊全。我很多客人都不如你啊!我今天的工作,就是來給你答案的。我沒有把握,也不會接你這份差事。我接了,就代表還可以補救。你照著我的指示去做,一定柳暗花明又一村。」
又另一回,一位四十多歲的媽媽請我看兒子的八字。
我在批著八字時,這位媽媽點頭認同,然後就聲淚俱下。
我轉頭看著她沈默不語的先生。我說錯了什麼嗎?太太哭成淚人,你怎麼連紙巾也不拿給她啊?
「我是個沒有用的母親,很不稱職的母親。我沒有辦法教好孩子。我很愛他,可是很多時候我都不知道要怎麼做,我就會對他發脾氣,說狠話,過後我又後悔。我忍下來,可是後來還是會一樣!」
我沒打斷她,等她的哭聲逐漸小聲後,我柔柔的說:「我來啦!我坐在你前面了。你已經看到我,就是有辦法了。你知道你自己不行,會去找辦法,就代表你願意去學習做個好媽媽啊!」
我把紙巾遞給她,再說:「不要哭了,要不然,別人看了以為是我不要借你錢,才把你弄得那麼傷心。」
曾幾何時,我們都會以外在所擁有的,來定義自己的人生是否值得自己喜歡。
從原生家庭、樣貌、健康、身型、智力、天賦等,到後來的學歷、友情、事業、財富、婚姻、子女......
哪一樣沒有,而偏偏是我們最想要的,我們就會認定自己失敗的一塌糊塗。
我認為這就是普通教育最大的問題所在。父母老師都是這樣把我們「分門別類」的。值不值得父母疼愛或向親朋戚友炫耀,也離不開那幾點。
久而久之,我們也只會以「成功」來定義自己是否有價值,甚至來衡量自己是否有活下去的勇氣。
我比較喜歡佛法的定義。我們每個人都是一尊佛,六道眾生皆有佛性,只因一時的迷,因此墮落在苦輪不停的輪迴。
可正因為我們有佛性,我們都有無窮無盡的可能。每個人的內在有著很強大的力量,等著我們遇到明師後,去發掘、探索和了解。
而這天生俱來的力量,就是你改命立命的資本。
如果人生順風順水,我們永遠不會想要出離,誤把人間當極樂,所以一定要有苦,我們才會意識到,為什麼我們會在這鬼地方?要怎麼樣才可以離開這鬼地方去到極樂?
反過來,我們都應該感恩自己遇到的挫折,因為從這些苦中,我們才能生出智慧。
沒有一個八字是完美的。一切的失敗和不足,都是最美好的安排,如此你才會有出離心,返本歸源。
_______________________
3 months ago, when I received this email from my Taiwan client, there was this feeling of bittersweetness.
I was happy because this was the client I did a Zoom consultation last June. He sent me this email on the one-year anniversary date of our Zoom call, to express his gratitude. How sweet!
On the other hand, I could relate to the emotional turmoil he felt at that point in his life.
His experience was my past. It also took me a very long time to walk out from my gloominess.
Once, I analysed the Bazi of a very young lady. She was meticulously jotting down notes as I spoke.
Her detailed note-taking skills easily took the top place among my clients.
Halfway through, I noticed her right hand was trembling slightly. I thought it was due to the cold draft from the air conditioning, so I asked if she needed a shawl.
She replied that it was her anxiety disorder acting up.
“I was not fierce or strict with you. What caused your sudden anxiety?”
“I…ever since the pandemic disrupted my plans, I have been in this state of anxiety. I kept feeling useless. All my classmates are progressing expect me. I have nothing to show for and my life is in a mess. I am very anxious. What if I continue to be like this? What am I going to do?”
As she spoke, her eyes turned red and tears started rolling down like a broken strand of pearl necklace scattering onto the ground.
Oh dear! I am beginning to wonder if I have a tear-jerker face or a heart-tormenting voice. Why do my clients, regardless of gender and age, North South or East West, seem to cry easily when they see me?
I grabbed a piece of tissue and handed it to her.
“Ain’t I here already? You came to me for a roadmap and you are very lucky to see me so soon. Look at how precise and neat your notes are! Many of my clients aren’t even on par with you. My job today is to give you answers. If I didn’t have the confidence, I would not have taken up your request. Now that I did, that means there is still hope. If you follow my instructions, you will see things looking up very soon.”
On another occasion, a mother in her forties came to me for her son’s Bazi consultation.
As I was analysing, the mother nodded her head in agreement. The next thing I know, she started weeping loudly.
I turned to look at her husband, who had been silent all along. Did I say something wrong? And hello, your wife was crying. Why weren’t you gentleman enough to give her a tissue paper?
“I am a useless mother. I am incompetent. I do not know how to teach my son well. I love my son very much. But many times, I do not know what to do and thus I flare up at him and speak harshly. I always regret afterwards. I tried enduring but it still ends badly!”
I did not interrupt her and waited for her cries to soften, before speaking gently, “I’m here! I’m already sitting in front of you. You are looking at me now and that means help is here. You know that you are incompetent, so you went looking for solutions. That means you are willing to learn how to be a better mother!”
I handed a piece of tissue and said, “Don’t cry anymore, otherwise, other patrons will think that it’s because I refuse to lend you money.”
Since young, we have been using external possessions to define whether our lives are worth liking.
The family we are born into, our looks, health, body shape, intellect, talents, and then we move on to compare our academics, friendships, career, wealth, marriage and children.
If we are lacking in the area we covet most, we grade our lives as a failure.
I think this is the biggest problem in societal education. Our parents and teachers categorized us that way. Whether we as children are worthy of their love and bragging, depends on the few points above too.
Thus over time, we can only use the term “success” to determine whether we are of value, for some people, whether they should live on to take their next breath.
I very much prefer the definition in Buddhism. We are all Buddhas. Each and every sentient being in the six realms has a Buddha nature in them. But they got lost momentarily and fell into the endless wheel of reincarnation.
Yet, because of our Buddha nature, we have an unlimited source of potential. Every one of us has a very powerful strength inside us. It is just waiting for us to meet an accomplished teacher, so that we have the tools to explore and understand it:
And this strength that we are born with is the capital for us to transform and establish our own destiny.
If life is smooth-sailing, we would never want to leave and would mistake this mortal realm for Pureland. Thus, we all need sufferings, to realise that we should break out of this hell of a place. There has to be a better world somewhere. So how we get there?
We should, in fact, be grateful for all the setbacks and failures we have. Because it is from these sufferings, our wisdom arise:
No single Bazi is perfect. Every failure and lack we experience is the best arrangement for us, so that the heart of renunciation will arise in us and we will return to where we came from.
how you like that 台 語 在 美國在台協會 AIT Facebook 的最佳貼文
💕「愛台灣,我的選擇」系列第16發:熱愛台灣詩的美國學者白瑞梅(Amie Parry)
「我在加州內陸地區一個叫做聖伯納迪諾的小城市長大,隨後在聖地牙哥念大學和研究所,並獲得文學博士學位。求學期間我們必須至少選修一門外語,所以我就選了中文。1987年我大學畢業之後,跟朋友來了台灣一趟,在台灣教英文和學中文六個月,接著就自己一個人當起背包客在亞洲四處旅遊。
我本來想要研究中國古典詩詞,後來因為獲得傅爾布萊特獎學金,便又再度回到台灣。當時我在討論詩詞的聚會上認識了幾位現代派詩人,所以我就將研究主題轉而聚焦在台灣60、70和80年代的現代詩。我的博士論文探討的就是,以現代主義來理解現有政治語言中難以理解的現代性。我認為歷史形塑而來的經驗,往往比語言本身還要複雜。
我研究的那些詩作沒有明確的政治性,反而是有很強的實驗性質,並帶著詭譎的神秘感。當時我認識的現代派詩人大多是跟著國民黨飄洋過海來台的外省人,他們經歷過戰爭和顛沛流離,也經歷過劇烈且痛苦的歷史創傷。每個人的經驗都不同,在那個年代,也很難說出口。後來,我寫了一本關於詩的書,並聚焦在一兩位我覺得特別有趣的詩人。我在書中問了一些類似的問題:這些詩作如何幫你思考艱難的議題?
當時的現代詩已經頗有制度,許多詩人都有投稿《現代詩》這份重要的詩刊,有些詩人則是將詩作與戲劇結合。整體而言,台灣的現代詩、表演藝術和文學都發展地如火如荼,也深深吸引了我,但我還未全盤了解。當我完成博士論文時,我便獲得交通大學的教職,讓我對台灣的學術圈感到非常驚艷。而當我出版第一本著作時,我也很訝異能在美國獲獎;我根本不知道自己獲得提名,當時我問授獎單位:「為什麼選擇我的書?」他們表示:「因為書中其中一個章節是以跨國的架構來進行整體論述,妳不是單用西方的理論和東方的詩詞,而是從東西方共同錘煉出嶄新的知識。」
我目前任教於中央大學英美語文學系,除了擔任系主任之外,我也有教授寫作課、文學課和文學文化理論課程。從我1987年第一次來台灣到現在,我覺得台灣人愈來愈能自在地與來自不同地方的人交談,就個人經驗來說,我認為台灣社會愈來愈開放。我第一次來台灣時,經歷了許多台灣社會有趣的發展,也結交了許多朋友,並認識了許多學術圈的同好。我想,這些珍貴的回憶就是呼喚我再度回台的動力;就像是,如果你覺得這個社會充滿生氣和活力,而你也能夠參與其中、做出貢獻,我想這就是像家一樣的感覺吧!」
✨白瑞梅 Amie Parry 現為中央大學英美語文學系 專任教授
💕Why I chose Taiwan #16 – Amie Parry
“I grew up in a small city in inland California called San Bernardino. I went to college and graduate school in San Diego. I got my PhD in literature. We were all expected to learn at least one language, so I did Chinese. I traveled to Taiwan with a friend right after I graduated from college in 1987. We came here to teach English and study Chinese for six months, then I traveled around Asia by myself with a backpack.
I originally wanted to study classical Chinese poetry. I got a Fulbright grant and I came back here. I started going to the poetry nights that were happening at that time. I met some of the modernist poets, and I switched my focus to the modernist poetry of the 60s, 70s, and 80s in Taiwan. I wrote my dissertation on modernism as a way of understanding the parts of modernity that are hard to know in the existing political language that we inherit. I think that experience in historical formation is always more complicated than the language.
These poems are not explicitly political; they're very experimental and strange. At the time, the modernist poets I met were mostly 外省, men who had been drafted and come over with the KMT, so they had experienced war and displacement, and a very intense and traumatic historical moment. People experienced it differently, and at that time, it was a hard thing to talk about. Later, I wrote a book about poetry, but I just focused on one or two poets I find really, really fascinating. And I was asking some of the same kinds of questions: how can these poems help you think about certain topics that are hard to think about?
At that time, Modernist poetry was a kind of an institution already. There was a journal called 現代詩, “Modern Poetry,” a really important journal that most of these poets were published in. Some of them combined poetry and theater. There's just so much going on in Taiwan in terms of poetry and performance and literature. It's just amazing. And I'm very interested in it at all, but I haven't kept up. After I finished my dissertation, I got a job offer at 交大. I thought, wow, there's something really amazing happening intellectually here. When my first book came out, it actually got an award in the U.S., and I was so surprised. I didn't even know it had been nominated. I asked them, ‘Why did you choose my book?’ And they said, because one of the chapters has a transnational of framework for the whole argument, so it wasn't like you used Western theories and Eastern texts, it's like the whole knowledge part is coming out of both places.
I currently teach in the English department at National Central University. I'm the chair and I teach writing classes, literature classes, and literary and cultural theory classes. Since my first visit to Taiwan in 1987, I think people are a little more comfortable talking to people from different places. In my personal interactions, I feel a difference, like a greater openness. Back then, there were so many interesting things happening here, all at one time, and that's the time that I happened to be here. And I made good friends in my personal life and in my intellectual life. And I think those are the things that made me come back: like if you feel that there's something interesting happening and there's some way that you can support it. I guess that's a way of feeling at home.” — Amie Parry
✨Amie Parry is professor of the Department of English at the National Central University
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藝人 BLACKPINK
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1. How You Like That [TITLE]
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