🌻
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3部Youtube影片,追蹤數超過49萬的網紅哥倫布 Columbus,也在其Youtube影片中提到,我的文法課程 ▶ https://grammar.cool/ 我的發音課程 ▶ https://columbus.cool/ ✨✨✨✨✨✨✨✨✨✨ 我的免費講義 ▶ https://columbus.english.cool/ 我的英語教學部落格 ▶ https://english.cool/ ...
「what's going on中文」的推薦目錄:
- 關於what's going on中文 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於what's going on中文 在 Pin2D 電繪狂 Facebook 的最佳解答
- 關於what's going on中文 在 Jay的跑步筆記 Facebook 的最讚貼文
- 關於what's going on中文 在 哥倫布 Columbus Youtube 的最佳解答
- 關於what's going on中文 在 Shika’s Channel Youtube 的最佳解答
- 關於what's going on中文 在 黛比Debbie婚禮&抓週主持人 Youtube 的最佳貼文
- 關於what's going on中文 在 what's going on回答2022-在Facebook/IG/Youtube上的焦點 ... 的評價
- 關於what's going on中文 在 what's going on回答2022-在Facebook/IG/Youtube上的焦點 ... 的評價
- 關於what's going on中文 在 到底如何回答How are you? How's it going? What's up? 各種各 ... 的評價
what's going on中文 在 Pin2D 電繪狂 Facebook 的最佳解答
Update on Huihui #220
Oh no... What's going on?
Full album 👉 http://bit.ly/2RgHC6A
#Huihui #sora #mariposa[小劇場]
中文版於粉專同步發布
what's going on中文 在 Jay的跑步筆記 Facebook 的最讚貼文
“You wrote a book? Who's going to read it?" When asked by the 3-time U.S. Olympic Team Trials qualifier, Caitlin, I was speechless for a moment.
I met Caitlin (well, she caught me on the trail) back in 2016 when I was running 2:45~2:50 marathons, making me an absolutely perfect training partner for her. She was way faster than I was during that time, and I literally learned the race "Olympic Trials" from her. If you listen to how she described the race, you almost think it's just another Boston Marathon.
"Yeah I ran it in 2012, and I qualified again." Caitlin called herself a sub-elite runner, making me wondering if I can call myself as a sub-sub-sub-elite?
Anyway, in 2019 she ran Boston with 2:40:27, making her 3rd qualifier in 8 years. After Boston I got to take a long rest because she also did the same, until 2020 Olympic Trials is around the corner.
"Hey Jay, you wanna run tomorrow?"
"Hey Jay, what's your workout next week?"
"Jay, you got to train with me!"
It's been 2 big training cycles for me in 2019, and I was way too tired to start anything soon. With the daily greeting from her, I can't do anything but reply "But I might be too slow for you now" - which is totally the truth. I was also sick and sidelined for 2 weeks.
Being able to put some really nice training in the past few weeks, I finally feel like I can take her challenge again, so say yes to her next workout. Little did I know during the time I was resting and recovering, she did not settle and now is almost at her peak state.
Today's 3*3 miles on slightly rolling I made several attempts to break through, but she all caught me with ease. When we finally finished the workout, I was pretty happy about it.
"How do you feel?" I asked.
"Not really trying too hard." She answered.
Now I am heading back to Taiwan for a short vacation. But once I come back, Caitlin will be there waiting, and probably planning for something brutal again.
-
「嘿!為什麼你出了一本書啊,誰在看?」面對下個月即將要第三度參加奧運選拔賽*,橫跨 12 年的業餘菁英女子選手凱特琳的質問,我一時語塞。
*美國的奧運選拔賽標準採取的是 2016 年的舊制,也就是女子 2:45, 男子 2:19 以內可以報名。對於她來說,參加的實質意義大於真正勝出(畢竟職業組的實力強上一個級別),不過也是難得可以跟全美的菁英較勁的機會。
我跟她相識早在 2016 年,就是那個我跑在 2:45-2:50 之間,看起來很適合陪她練的時期,當然,那時候她的實力是遠遠高出我一截的。我也是從她口中才得知,有「奧運選拔賽」這種事,而她敘述的態度,就跟一般人跑波士頓馬拉松一樣正常。
「喔對呀,我跑過。嗯,今年我也合格了。」她把自己稱為「#業餘次菁英」,這樣的人在美國拉拉雜雜也是有幾十、一百個。嗚,我突然間覺得把自己稱為次菁英有點過頭了,有沒有機會改成 #次次次菁英 呢?
總而言之,在 2019 年她在波士頓馬拉松跑出 2:40:27, 連續三屆橫跨 8 年達標。在那之後我得以好好休息了很長一段時間,直到⋯⋯2020 奧運選拔賽就在眼前了。
「Jay,你明天練什麼?」
「Jay,你下禮拜練什麼?」
「Jay,陪我練!」
去年經歷了兩個大週期,我真是累到爆,只想好好躺著。面對她連珠炮式的追問,我只好說「誒⋯⋯我怕我跟不上你」(事實上也是真的),不幸中的大幸是這段過程中我還真的病了一場,所以順理成章躺了兩週。
過了幾週的訓練、恢復,我覺得現在準備好可以開始訓練了,於是答應了她今天的 workout.⋯⋯卻忘了我在休息的時候,她可沒閒著。她 PEAK 了!
今天的 3*4800m 跑在起伏步道上,我幾次試圖加速都被她臉不紅氣不喘的抓回來。但是最後完成了整組 workout, 我實在太滿意了!
「你感覺怎麼樣?」我問。
「呃,沒太用力,輕鬆?」她說。
下個月底她即將前往亞特蘭大參加選拔賽,而我只慶幸我可以先回台灣喘個一週,雖然到時候迎接我的,一定是更強的她⋯⋯。
-
P.S. 這篇文是她逼我寫的 (by只敢用中文偷偷抱怨的Me)
P.S.S. 有沒有人想學英文作文了?
what's going on中文 在 哥倫布 Columbus Youtube 的最佳解答
我的文法課程 ▶ https://grammar.cool/
我的發音課程 ▶ https://columbus.cool/
✨✨✨✨✨✨✨✨✨✨
我的免費講義 ▶ https://columbus.english.cool/
我的英語教學部落格 ▶ https://english.cool/
我的 FB ▶ https://www.facebook.com/littlecolumbus
我的 IG ▶ @littlecolumbus
✨✨✨✨✨✨✨✨✨✨
課程相關問題請聯絡 ▶ courses@english.cool
合作邀約請聯絡 ▶ columbus@english.cool
✨✨✨✨✨✨✨✨✨✨
我是哥倫布!我是在加拿大長大的香港人!現在喜歡在 YouTube 做出有趣好懂的英文教學內容。
YouTube 頻道外,我在 2020 年創立了 English.Cool 英文庫,目前已成為台灣/香港地區 No.1 英文教學資訊網站!
✨✨✨✨✨✨✨✨✨✨
1. Here's Johnny
2. Greetings (過時了)
3. Salutations (過時了)
4. Greetings and Salutations (過時了)
5. What's the good word? (過時了)
6. Good day
7. Good morning
8. mornin'
9. Good afternoon
10. Good evening
11. How do you do?
12. It's nice to see you
13. It's good to see you
14. It's a pleasure to meet you
15. Pleased to meet you
16. Yo
17. Hi
18. Hi there
19. Hello
20. Hello there
21. Hey
22. Hey there
23. What's up
24. Sup
25. Whazzup
26. Whaddup
27. How are you?
28. How are you doing?
29. How you doin'?
30. How you doin'? (猥瑣版)
31. How's it goin'?
32. How goes it?
33. What's goin' on?
34. What's new?
35. What's happenin'?
36. How's your day?
37. How's your day going?
38. Good to see you
39. Look who it is
40. Look what the cat dragged in!
41. There he is!
42. Ayyy
43. Holla
44. Hiya
45. Heya
46. Yello
47. Howdy
48. Howdy-doo?
49. Howdy, partner? (牛仔愛用)
50. How's tricks?
51. How's it rollin'?
52. How's it hangin'? (有點帶黃)
53. What's up, homeslice?
54. What's up, doc?
55. Whaddup, buttercup!
56. What's good?
57. What's good in the hood?
58. What's the dilly?
59. What's the dizzle?
60. What's trippin'?
61. What's poppin'?
62. What's crackin'?
63. What's crackalackin'?
64. What's cookin'?
65. What's cookin' good lookin'?
66. What's kickin', chicken?
67. What's shakin', bacon?
68. Long time no see
69. It's been such a long time!
70. How long has it been?
71. It's been too long!
72. It's been ages!
73. It's been a while!
74. It's been a minute
75. Where have you been hiding?
76. How have you been?
77. What have you been up to?
78. Whatcha been up to?
79. How are things?
80. How are things comin' along?
81. How are you getting on?
82. How are you holding up?
83. How's life?
84. How's life been treating you?
85. How's everything?
86. How's everything with you?
87. How's everything going?
88. Oi (英國/澳洲)
89. What's the craic? (愛爾蘭)
90. You okay? (英國)
91. You alright? (英國)
92. Alright? (英國)
93. G'day, mate (澳洲)
94. How are you going? (澳洲)
95. Ahoy, matey (海盜用的)
96. Aloha (夏威夷語)
97. Hola (西班牙文)
98. Ciao (義大利語)
99. Namaste (印度教)
100. Nihao (中文)
what's going on中文 在 Shika’s Channel Youtube 的最佳解答
生後9か月の赤ちゃん♡外出用品を全てご紹介♪日本であまり見かけない韓国で購入した最新ベビーアイテムも♡
☟☟☟チャンネル登録♡♡♡Subscribe me♡♡♡加我频道☟☟☟
http://urx.blue/NSno
Thank you for watching the show.
I'm showing you what I ready for my 9 months baby when going out for a day.
Hope this will help some!
☟☟☟チャンネル登録♡♡♡Subscribe me♡♡♡加我频道☟☟☟
http://urx.blue/NSno
9个月的宝宝出门都带了些什么呢?
☟☟☟チャンネル登録♡♡♡Subscribe me♡♡♡加我频道☟☟☟
http://urx.blue/NSno
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【Every Day Make-up】シャネル♡ディオール♡アディクション♡ナーズ♡MAC♡ルナソル♡
https://www.youtube.com/watch?v=66Qg-...
【Night Skin Care】~My Styleのスキンケアを紹介~
https://www.youtube.com/watch?v=Zo1uK...
【購入品紹介☆Incheon Airport】~コスメ・美容品~
https://www.youtube.com/watch?v=JoCTU...
☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆☆
Shika'sチャンネルをご覧頂きありがとうございます。
Shika'sチャンネルは、子育て・収納・購入品紹介・ファッション美容・旅行Vlog.・ランダムで私が愛するもののジャンルをメインに配信しております。
色んなジャンルにも挑戦したく、質問・動画のリクエストも募集しておりますので、コメント欄に是非お願いします。チャンネル登録/高評価ぜひともよろしくお願いいたします♡
Hi! This is Shika and welcome to my channel.
I'm posting videos from Tokyo Japan.
On my Channel I mainly posting things about Child raising, storage organization, fashion and make-up, also randoms things what I love.
The video will be with English, Chinese and Japanese subtiles.
Some Videos which have not subtiles also will edit in the near future.
Gime a thumb and subscribe my channel♡
Thank you a lot and see you on my video♪
☆☆☆您好,我是小鹿,谢谢收看☆☆☆
我的节目呢,基本是关于宝宝的事,收纳系列,料理,服装搭配,还有其他我喜欢的事♡
节目是从日本东京发行的,节目里会有中文,英文,日文字幕,还有以前的节目会一点一点加上去
您要是喜欢就点我个赞吧!还有加我频道呗♪谢谢♡
接下来,就让我们在我的节目上再见面吧!
☟☟インスタグラムフォローも良かったらお願いします☟☟
https://www.instagram.com/shika5500
ID:shika5500
Mail:shikacorporation@gmail.com
音楽提供:「MusicMaterial」「甘茶の音楽工房」「 MusMus」
what's going on中文 在 黛比Debbie婚禮&抓週主持人 Youtube 的最佳貼文
中英主持的比例依照新人的需求增減,這一場婚禮因為現場的賓客還是台灣人居多,所以在主持上還是以中文為主(說故事),英文的部份為重點式翻譯,讓外國賓客know what's going on. ;)
婚禮主持人 Debbie 黛比 為您的婚禮說故事
婚禮主持 | 中英主持 | 活動主持 | 婚禮顧問
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詢問檔期
手機 0960-008-805
信箱 debbietsao99@gmail.com
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婚禮主持人 Debbie 黛比 為您的婚禮說故事
婚禮主持 | 中英主持 | 活動主持 | 婚禮顧問
-----------------------------------------------------------
詢問檔期
手機 0960-008-805
信箱 debbietsao99@gmail.com
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影片頻道 https://goo.gl/RYNcaQ
個人官網 http://www.debbietsao.com
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