🌻
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67部Youtube影片,追蹤數超過8萬的網紅Kelsi May凱西莓,也在其Youtube影片中提到,我已經住在台灣6年了,因為在家裡我都是跟我老公說中文,或是討論有關台灣的事情,所以我覺得自己算是一個蠻了解台灣的外國人。但是我一直都沒有機會去跟其他國家的人交流,了解他們是不是也都知道台灣。所以這一次剛好有機會利用一個線上英文教學平台,去找到一些當地的英文老師,問問他們是不是真的認識台灣? Nat...
「think about中文」的推薦目錄:
- 關於think about中文 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於think about中文 在 Sarah Chang 張學仁 Facebook 的最讚貼文
- 關於think about中文 在 D.A. Facebook 的精選貼文
- 關於think about中文 在 Kelsi May凱西莓 Youtube 的精選貼文
- 關於think about中文 在 我們OUR CHANNEL Youtube 的最佳貼文
- 關於think about中文 在 LayersOf_Jenn Youtube 的精選貼文
- 關於think about中文 在 Think About You《想念你》-LÉON【中文歌詞版】 - YouTube 的評價
- 關於think about中文 在 YouTube's Community Guidelines - Google Support 的評價
think about中文 在 Sarah Chang 張學仁 Facebook 的最讚貼文
Shang-Chi Marvel Simu Liu Marvel Studios
Shang-Chi is number ONE at the box-office for the THIRD week in a row! It's made over $300 MILLION worldwide. What a feat in this covid era for any movie, let alone an ASIAN-LED one!
I personally am feeling so inspired from watching Shang-Chi!! I don’t think I’ve ever understood what (Asian) representation feels like until I watched this movie. Being born in and raised in the US, as an Asian-American, I didn’t feel like I belonged. I spent a lot of my childhood living a double life – quiet and reserved at school, and felt much more at home in a Chinese school.
I've trained in Wushu since I was 7 but it wasn’t until I watched Mulan that I got the courage to show people who I really was. I never want my children to feel that way! I love how Shang-Chi the movie represented all of those groups, North American-born Chinese, overseas Chinese, and Asian immigrants as a whole. The characters were so relatable – from the nods to taking off our shoes, to getting scolded about getting married to our most filial friends, to getting scolded about our job choices – and it showed how there is actually someone like me in the writers’ room.
Cheers also for including Indian Americans as Asian-Americans because they are. The action scenes were phenomenal and you could tell the cast really poured their heart into training and preparing for performance. And finally, in the end credits, seeing the first Asian superhero actually stand beside Mr. Wong, Captain Marvel and Dr. Bruce Banner aka The Hulk, just made me realize that, oh man, this is real. This actually happened. Let’s keep these Asian-led blockbusters coming!!
尚氣與十環傳奇已經連續三週票房第一!全球票房收入超過 3 億美元。在新冠病毒的時間點還能有這樣的票房對任何電影來說都是一項壯舉,更不用說是以亞洲文化為主題電影了!
尚氣這部電影讓我受到了很多啟發!!在我看了這部電影之前,我感覺我從來都不知道(亞洲)被再現在大螢幕上的感覺。我在美國出生和長大,作為亞裔美國人,我時常找不到歸屬感。我的童年有很大部分時間都過著雙重生活——在學校安靜又拘謹,而到了中文學校才有家的感覺。我從 7 歲開始練習武術,但直到看到《花木蘭》,我才鼓起勇氣向其他人展現真正的自我。我不希望我的孩子在未來也有這樣的經歷!我喜歡這部電影《尚氣》的原因不只是因為好看,它也代表了所有以下這些群體,北美出生的華人、海外華人和整個亞洲移民。這些角色是如此的具有象徵意義,可以產生共鳴——從點頭到脫鞋、因為嫁給我們最孝順的朋友而被責罵、甚至是被質疑我們的工作選擇——這看得出編劇裡居然也有像我這樣的人,我也為電影將印度裔美國人納入亞裔美國人的一員感到開心。動作場面真的非常壯觀!你可以看出演員們真的全身心地投入到訓練和準備中。最後,可以看到第一個亞洲超級英雄站在王先生、驚奇隊長和布班納博士(綠巨人)旁邊,讓我意識到,天啊,這是真的嗎?我不是在做夢吧。我相信未來一定有更多亞洲文化主導題材的電影!!!
think about中文 在 D.A. Facebook 的精選貼文
-(中文版本往下滑!)
My first ever outfit post!
I’m stepping outside my comfort zone to post this post!😝
I think this kind of a brownish colors (whether it’s lighter or darker) is a trend now in Asian areas. And is most made of cotton and linen for the hot weather!(The dress is made of nylon and cotton tho🤣) I simply use similar colors to put it all together, and with some accessories to pop up the hole outfit! This outfit is mainly about the dress so I want to introduce more about it!
@mougganofficial cocoon vest dress
I love the material of this dress cuz it doesn’t stick on my body, and doesn’t need to iron it before wearing it! If the rain or sweat gets it, it would have an obvious water stain, but it does dry out quickly! The vest part is nice for it doesn’t show my bra fat at all.🤣 The cocoon part is actually a bit weird, but I can tie it up in the back to fix the situation!😝
This is my first time trying out this brands outfit, and I do quite like it over all🥰 It’s a Taiwanese brand!
@coach Disney collection bag
@muji_global canvas shoes
@forever21 bracelets
What’s the fashion trend now at the place you live?
Let me know in the comments down below:)
More pics👉👉👉
Save this post to encourage me🤣
Wish you all a lovely day 🌸
-
歐摸!第一次發穿搭貼文有夠緊張!
近期流行的色調做一整身的搭配~
#mouggan 繭型輪廓背心洋裝
這次的主角是它!很喜歡這個材質,有混尼龍所以蠻挺的洗完也不太需要燙~版型很修飾副乳,完全遮住!不黏身體,如果滴到水會有明顯的深色,但很快乾!繭型的設計是在臀部的部分有刻意的澎起,在官網的圖片看不太出來,因為模特手臂垂放所以擋住了~我覺得有點太浮誇所以解決之道是把綁帶往後綁,就可以遮住了😝不過這樣側邊的兩個口袋就沒辦法用了哈哈!整體還是很喜歡💕之前打四六折的時候買的所以很划算🥰現在官網也還有~但就沒打折了🤣
這是我第一次嘗試髦梗的洋裝,我覺得對他們家有興趣的人洋裝這個品項真的蠻值得一試的❤️
#coach 迪士尼聯名包
這個包超可愛但是是小廢包哈哈哈!增添一種可愛俏皮的感覺(?
#muji 帆布鞋
同色系繼續!
#forever21 手環
項鍊忘記牌子了😳😳
留言跟我分享你們覺得這次穿搭還可以嗎😆
更多照片👉👉👉
按下收藏給我鼓勵😆💕
祝你們有美好的一天🥰
#髦梗 #洋裝 #mouggangirl #dress #bag #accessories #necklaces #outfit #穿搭 #無印良品 #帆布鞋 #穿搭分享 #穿搭日常 #asianoutfit #taiwanbrand #taiwanese #taiwanesegirl #穿搭日記 #穿搭照 #穿搭必備 #穿搭文 #洋裝穿搭 #韓系穿搭 #韓系 #無印 #無印風
think about中文 在 Kelsi May凱西莓 Youtube 的精選貼文
我已經住在台灣6年了,因為在家裡我都是跟我老公說中文,或是討論有關台灣的事情,所以我覺得自己算是一個蠻了解台灣的外國人。但是我一直都沒有機會去跟其他國家的人交流,了解他們是不是也都知道台灣。所以這一次剛好有機會利用一個線上英文教學平台,去找到一些當地的英文老師,問問他們是不是真的認識台灣?
NativeCamp: https://nativecamp.net/zh-tw?cc=tw_ytc
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就可以得到台幣800元等值金幣
可用於指定預約NativeCamp你喜歡的講師
(Sponsored)
IG: kaiximay
FB: https://www.facebook.com/kaiximay/
工作邀約: kaiximay@gmail.com
Music:
Far Away by Declan DP https://soundcloud.com/declandp
Licensing Agreement 2.0 (READ)
http://www.declandp.info/music-licensing
Music promoted by Audio Library https://youtu.be/iTSpmnHMVS4
think about中文 在 我們OUR CHANNEL Youtube 的最佳貼文
(可以開啟中文字幕呦 有中文!)
The alcohol is not enough。
演唱:陳華
編曲/混音/錄音:言奕.洪亮
攝影/影片剪輯:Howard
封面拍攝/設計:李歐
手寫字:陳華
原唱:Keshi
/
🌟工作邀約:[email protected]
/
Drank too much, got the sickness
Pray to God and his son for forgiveness
Same crew but another mistress
Every day, every night getting wasted
But I miss you, what did I do?
Fuck it up, laugh it off and I lost you
If I pull through, is it too soon?
Turn it up, close my eyes, then I'm with you
Yo Marvin, stop callin'
Sad Iverson is ballin'
In the corner of a room by himself
You are nothin' but an empty shell
Every night, he going down to hell
Fake love in a shit hotel
Can't believe how far he fell
You weak on the floor so you call her cell
"How you been?", "How you doing?"
You been good, I been drinking
Way too much, you think that I'd be over you, over you, over you
(Eight calls, all you)
But I think about it every day, yeah
Yeah, I never missed her anyways
Yeah, I never missed her anyways
Drank too much, got the sickness
Pray to God and his son for forgiveness
Same crew but another mistress
Every day, every night getting wasted
But I miss you, what did I do?
Fuck it up, laugh it off and I lost you
If I pull through, is it too soon?
Turn it up, close my eyes, then I'm with you
Call me up
Stay over and we'll call it love
Don't matter if it fucks me up
The alcohol is not enough
Fuck pride and the other guy
I cried, I don't 'member why
Tonight, I'ma try to hide
No slide, get frostbite
Eight calls, all you, eight ball, all you
Yeah, I never missed her anyways
Yeah, I never missed her anyways
Drank too much, got the sickness
Pray to God and his son for forgiveness
Same crew but another mistress
Every day, every night getting wasted
But I miss you, what did I do?
Fuck it up, laugh it off and I lost you
If I pull through, is it too soon?
Turn it up, close my eyes, then I'm with you
感謝中文翻譯:
https://www.youtube.com/watch?v=fDQegtmWwUQ
https://www.youtube.com/watch?v=MeD0Q06WOeQ
■ 更多 我們資訊 消息
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言奕Instagram:https://www.instagram.com/andy15121234/
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濠兒Instagram:https://www.instagram.com/h.howard1996/
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Weibo微博:https://www.weibo.com/6633280355/profile?topnav=1&wvr=6&is_all=1
think about中文 在 LayersOf_Jenn Youtube 的精選貼文
Eat delicious foods from Foodpanda here in Taiwan with me and with Shopback. I can't think of something I love more.. shopping, eating, AND saving money. Thank you to Shopback for working together with me & glad to be earning cash-back on future purchases~
?SHOPBACK是你賺現金回饋好幫手
?Layers of Jenn專屬ShopBack連結,註冊賺100元獎勵金:
https://app.shopback.com/TaJzzz2jTgb
?ShopBack 小幫手下載連結:
https://reurl.cc/3LDyAM
#ShopBack #現金回饋
CONNECT with ME Here:
⭐️ IG: https://www.instagram.com/layersof_jenn/
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⭐️ Twitter: https://twitter.com/layersof_jenn
⭐️ TikTok: layersof.jenn
✨OTHER VIDEOS:✨
A "perfect" day in Taiwan isolating at home ??? [台灣在家自我隔離的完美一天 ] https://youtu.be/cotpnlekioE
Finding Paradise in Taiwan feat. Penghu Fireworks Festival ???? [如果澎湖不是天堂,那我也不知道什麼才是] https://youtu.be/n6J5r4qaMlI
think about中文 在 YouTube's Community Guidelines - Google Support 的推薦與評價
The guidelines below help keep YouTube fun and enjoyable for everyone. If you see content that you think violates these guidelines, use the flagging feature to ... ... <看更多>
think about中文 在 Think About You《想念你》-LÉON【中文歌詞版】 - YouTube 的推薦與評價
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