🌻
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50部Youtube影片,追蹤數超過3萬的網紅Henry & Donny,也在其Youtube影片中提到,📮 Turn on Subtitles CC 📮|English , 中文 , French , Español , 日本語 , 한국어 , ไทย , Indonesia , Português Henry IG https://www.instagram.com/henryamouriq/ D...
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stock video中文 在 肥媽 Maria cordero Facebook 的最佳解答
今日教大家煮
📌西班牙海鮮飯
📌鳥結糖
📌蟹粉豆腐
🍏🍏蘋果膠 購買Link 🔗🔗🔗
英文: https://bit.ly/3nPMAGZ
中文:https://bit.ly/3iYfrp2
_____________________________________
2020年10月31號 Live 食譜 Recipes
特別鳴謝義工團的食譜🙇♀️🙇♀️🙇♀️🙇♀️
西班牙海鮮飯
材料:
📌橄欖油
📌雞脾肉切大塊
📌洋蔥切粒*不要切太細
📌番茄切塊
📌葡國臘腸切粒(可用其他腸替。
如意大利腸等)
📌長紅色辣椒🌶️ 切粒和長條
📌枝豆或青豆
📌魷魚切圈
📌黑橄欖切粒
📌鮮蝦
📌青口
📌花蛤 clams
📌米 2杯至2 1/2半 (不一定要用
西班牙米可用家中食開的珍
珠米或絲苗米.不用洗因會
洗走表面的電粉質和粘性)
調味料:
📌洋蔥
📌蒜頭
📌蔥頭
📌鹽
📌香葉bay leaf 1片
📌黑胡椒粉
📌蕃紅花少許一捏左右saffron(先
用水浸下才會出味)
📌蕃茄膏
📌甜椒粉Paprika 1 茶匙
📌龍蝦湯*可用雞湯或清水也夠味
因有很多食材
📌白酒(隨意可以不加)
1. 加橄欖油入熱鑊中,首先爆香洋葱. 同隻鑊的另一邊煎香一面的雞肉至金黃先才可以反轉另一面煎. 爆香一邊雞肉後加入些鹽,香葉和黑胡椒粉
2. 加入蒜頭爆香至雞肉兩面都至金黃色便可炒勻. 另加入蕃茄粒再炒勻, 再加入葡國臘腸粒,炒香再加紅甜椒粒, 炒幾下先加入蕃茄膏繼續炒下加入魷魚再炒幾下然後加入龍蝦湯及浸了水的蕃紅花炒勻
3. 放入沒有冼的生米以十字形灑在(2)上面慢慢將米按入湯中便會均勻分佈再加入2匙鹽及1茶匙甜椒粉煮一陣⚠️注意不用撈勻住
4. 加入黑橄欖粒入(3), 蓋上鑊蓋, 轉中火繼續煮十分鐘(不用全程用猛火). 中途煮了5分鐘左右後加入枝豆上蓋
5. 落完枝豆2分鐘後放青口入飯面後上蓋, 過1-2分鐘後把蝦和花哈平均放在飯面. 再灑入蔥頭,紅長椒條, 紅椒粒蓋上鑊蓋轉細火煮多3分鐘左右或至收曬水. 西班牙海鮮飯完成👏🏻😋
YouTube Live – October 31, 2020 Recipe English Version
Seafood Paella
(YouTube video starts at 0:23.)
Ingredients:
Rice - of your choice about 2 ½ cups (450ml) (uncooked and unwashed to retain its outer starch for sticky texture when cooked)
Chicken thighs/legs - chopped
Portuguese sausage - sliced (optional to replace with Italian salami or any sausage of your choice for meat flavor)
White onion - chopped
Garlic - chopped
Cuttlefish - sliced (must be added first with uncooked rice to bring out the seafood aroma)
Mussels - (to be added last)
Shrimps - (to be added last)
Clams - (to be added last)
Tomato - diced
Red bell pepper - diced and sliced
Edamame - (or regular green peas)
Seasonings:
Olive oil - (MUST use olive oil)
Salt
Black pepper
Bay leaf
Tomato paste
Lobster stock - (or replace with chicken stock or just plain water is good enough)
Saffron Threads - a pinch (must use) (soak in a half small bowl of water to bring out the aroma)
Paprika - about 1 tsp (must use)
Black olives - sliced
Shallots - sliced
Red long chili - diced
White wine - optional
Methods:
1. In a heated wok, add in olive oil, onion, and chicken pieces. Add salt, black pepper, and bay leaf to the chicken, fry until golden brown and fragrant, then flip to the other side. Avoid moving the chicken too much when frying.
2. Add in garlic, tomato, Portuguese sausage slices, diced red bell pepper, tomato paste, cuttlefish, and stir fry until fragrant. Add in lobster stock to cover all ingredients and pour in saffron threads water, including the saffron threads, and mix well.
3. Add in uncooked rice by pouring in the wok in a cross design. Using a spatula, spread uncooked rice evenly around the wok. DO NOT mix. Sprinkle in salt and paprika to taste. Add in black olives, edamame, cover wok with lid, and cook on MEDIUM heat for 10 minutes.
4. After 10 minutes, add the mussels to the wok by sticking into the rice. Arrange the shrimps, and clams on top of the rice, sprinkle in shallots, red long chili, red bell peppers slices, cover lid, and cook for further 3 minutes on LOW heat or until all liquid has absorbed. Serve.
✨✨✨✨✨✨✨✨✨✨✨✨
鳥結糖
材料
📌 無鹽牛油 50克
📌 白色棉花糖 150克
📌 紅莓乾 50克
📌 開心果 70克
📌 奶粉 100克
📌 食用米紙 適量
做法
1. 牛油落鑊,用細火煮溶,之後放入棉花糖,慢慢煮溶,直至成糖漿。
2. 放入奶粉攪均,之後熄火。
3. 倒入開心果,紅梅乾,再攪均。
4. 準備平底長方形鐵盤,鋪上食用米紙,之後倒入步驟3已攪均的棉花糖漿,再用刮刀壓平,之後利用刮刀整成長方形,高度按自己喜歡,之後再推向盤邊,令長方形形狀更出。之後放入雪櫃冷藏大約15-20分鐘。
5. 取出已雪凍的鳥結糖,切條,再切成長方形粒狀,上碟,即成。(或者可以用食用米紙包成糖果)
Nougat
(YouTube starts at 43:12.)
Ingredients:
Unsalted Butter - 50g
Marshmallows - 150g
Milk powder - 100g
Pistachio - 70g
Dried cranberries - 50g
Edible glutinous/sticky rice paper
Methods:
1. In a heated pan, add in butter and melt it completely on LOW heat.
2. Add in marshmallows and melt them completely. TURN OFF heat.
3. Add in milk powder, pistachio, dried cranberries, and mix well.
4. Transfer to a tray lined with parchment paper. Flatten it smooth, and freeze it. Once cooled, cut into nougat sizes, and wrap each one with edible glutinous rice paper. Serve.
✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨✨
蟹粉豆腐
薑粒 大約1湯羮
豆腐 1磚
蟹粉 3湯羹
上湯 2罐
粟粉 2茶匙
陳醋 1湯羹
麻油 1茶匙
蔥花 小許
紅蘿蔔半個
做法:
1. 紅蘿蔔用匙刮成蓉
2. 鑊燒至微熱下油(大約兩湯匙),倒入紅蘿蔔茸,略炒,加入姜茸,繼續用慢火炒香
3. 加入蟹粉,再炒一會,然後倒入上湯(留少許稍後開粟粉水用),此時可調高火力。
4. 豆腐切大粒,加入煲內,再加少許胡椒粉,陳醋,麻油拌勻。
5. 粟粉用預留的上湯開成粉漿,加入煲內,倒入時要輕輕攪拌。湯滾後加入蔥花,關火即成。
*如買不到蟹粉,可以不用。可加少許菇粉增加香味。
English Version
Shanghai Hairy Crab Paste Tofu Soup
(YouTube starts at 29:36.)
Ingredients:
Shanghai hairy crab paste - a container (if unavailable, substitute with carrot bits by scraping a carrot with a spoon)
Ginger - minced
Chicken stock
Tofu - (pat very dry with paper towel and cut into cubes)
Edamame
Green onion - shredded
White pepper - to taste
Chinese mature vinegar - to taste
Sesame oil - to taste
Corn starch and water - to thicken soup
Egg white
Methods:
1. In a clay pot, add in oil and carrot bits. Cook on low heat until you get the consistency and appearance of crab paste. Add in minced ginger, Shanghai hairy crab paste, chicken stock, and tofu cubes.
2. Add in white pepper, Chinese mature vinegar, and sesame oil to taste. Stir in cornstarch and water mixture to thicken soup.
3. Sprinkle in edamame, green onion, and add in egg white. Serve.
#20201031
#肥媽食譜
#mariarecipes
#肥媽easycook
#肥媽廚房
stock video中文 在 MASAの料理ABC Facebook 的最佳解答
用平底鍋簡單可以做出來的炊飯
奶油&醬油口味的炊飯
加上鮭魚太~香了~!(๑˃̵ᴗ˂̵)و
鮭魚&高麗菜奶油炊飯/シャケとキャベツのバターピラフ
[2人份]
泰國米 Jasmin rice-150g
鮭魚 Salmon—1片
鹽巴 Salt—少許
高麗菜 Cabbage—80g
蒜頭 Garlic—1粒
洋蔥 Onion—1/4個
奶油 Butter—20g
雞高湯 Chicken stock—150cc
香檳酒 Sparkling wine—50cc
鹽巴 Salt—1/3小匙
醬油 Soy sauce—1/2小匙
碗豆(汆燙過) Snow peas—5片
巴西里末 Chopped parsley—少許
日式高湯 Dashi—適量
披薩起司 Pizza cheese—適量
00:38 雞腿起司燉飯:https://youtu.be/eYo956WY1Bc
*如果可以的話請幫我翻譯英文字幕~!m( _ _ )m 謝謝..
*Contribution for texting 中文&English caption is much appreciated!
◎MASA ABC翻譯/Caption Editing Platform: http://www.youtube.com/timedtext_cs_panel…
-------------------------------------------------------------------
*MASAのYoutube頻道(高畫質):🍅http://www.youtube.com/masaabc1
*MASA Facebook:https://www.facebook.com/masa.abc
*Instagram:Instagram.com/masa_cookingram
*食譜書:📘www.masa.tw/masas-book
*沙拉油:泰山均衡369健康調合油 TAISUN 369 Blend Oil
*砧板:W2 WOOD X WORK
*鍋具:BEKA Kitchen Roc晶石鍋系列 26cm 單柄平底鍋
*鍋具:BEKA Energy 黑鑽陶瓷健康鍋 單柄平底鍋
*鍋具:THERMOS 蘋果原味鍋單柄湯鍋18cm
*BGM:
MusMus
OtoLogic
甘茶の音楽工房
ポケットサウンド
PremiumBeat
-Studio Le Bus
-Joe Sacco
-Kyon
-Smithereens
stock video中文 在 Henry & Donny Youtube 的最佳解答
📮 Turn on Subtitles CC 📮|English , 中文 , French , Español , 日本語 , 한국어 , ไทย , Indonesia , Português
Henry IG https://www.instagram.com/henryamouriq/
Donny IG https://www.instagram.com/donny.lin/
My FB https://www.facebook.com/HenryAmouric/
Hello everyone,
We hoped you guys liked the video if you could help us by sharing it and give us alike!👍🏻
You also could comment bellow, we will reply as much as we can ❤️
Love you all 💙
Donny & Henry❣️
大家好,Donny&Henry❣️
我們希望你們喜歡這個影片👍🏻
你們可以在下面留言,我們將盡可能的回覆你們❤️
愛你們所有人💙
亨利·IG https://www.instagram.com/henryamouriq/
Donny IG https://www.instagram.com/donny.lin/
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stock video中文 在 希治閣【遊戲情報科】 Youtube 的最佳解答
最近真係每個星期都有 平權 新聞, 今次就到 戰神 Kratos 個仔 無啦啦 被屈 同性戀,到底媒體做咩事 作新聞 ?咁當然今集都有大家期待嘅中國新聞 , 到底個 翠 字 點解比人禁? 等今集 希治閣 同大家一齊吹吹水 , 講下今星期 遊戲 界 八卦 花生新聞啦!
Source 影片原link:
Controller Rumble is not enough to feel the game, Just Rumble Everything!:
https://www.youtube.com/watch?v=fxmLD8y0RNQ
Royalty Free Stock Video Footage in 4K and HD by FILMPAC - African American
https://www.youtube.com/watch?v=7vxCv0u_h3Q
跟蹤 希治閣 睇 希老闆 日常生活:
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#戰神 #同性戀 #睇埋呢度 #中文字幕
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stock video中文 在 Henry & Donny Youtube 的最佳解答
📮 Turn on Subtitles CC 📮|English , 中文 , French , Español , 日本語 , 한국어 , ไทย , Indonesia , Português
Henry IG https://www.instagram.com/henryamouriq/
Donny IG https://www.instagram.com/donny.lin/
My FB https://www.facebook.com/HenryAmouric/
Hello everyone,
We hoped you guys liked the video if you could help us by sharing it and give us alike!👍🏻
You also could comment bellow, we will reply as much as we can ❤️
Love you all 💙
Donny & Henry❣️
大家好,Donny&Henry❣️
我們希望你們喜歡這個影片👍🏻
你們可以在下面留言,我們將盡可能的回覆你們❤️
愛你們所有人💙
亨利·IG https://www.instagram.com/henryamouriq/
Donny IG https://www.instagram.com/donny.lin/
我的FB https://www.facebook.com/HenryAmouric/
相機 : Canon EOS M50
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Music promoted by https://www.free-stock-music.com
Creative Commons Attribution 3.0 Unported License
https://creativecommons.org/licenses/by/3.0/deed.en_US
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