🌻
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273部Youtube影片,追蹤數超過16萬的網紅林子安 AnViolin,也在其Youtube影片中提到,■ 更多林子安: INSTAGRAM:https://www.instagram.com/an__official/ FACEBOOK:https://www.facebook.com/Anviolin/ WEIBO:http://weibo.com/u/6511795600 Spotify:htt...
「and just like that 台灣」的推薦目錄:
- 關於and just like that 台灣 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於and just like that 台灣 在 外交部 Ministry of Foreign Affairs, ROC(Taiwan) Facebook 的最佳解答
- 關於and just like that 台灣 在 外交部 Ministry of Foreign Affairs, ROC(Taiwan) Facebook 的最佳解答
- 關於and just like that 台灣 在 林子安 AnViolin Youtube 的最讚貼文
- 關於and just like that 台灣 在 Hey It's Dena Youtube 的最佳解答
- 關於and just like that 台灣 在 The Sensible Fay Youtube 的最佳貼文
and just like that 台灣 在 外交部 Ministry of Foreign Affairs, ROC(Taiwan) Facebook 的最佳解答
敬 自由/ 歡歡與小黃
樂手及知名YouTuber歡歡,這幾年不論感情是否順利,都勇敢地將這些故事公開讓大家知道,而這讓他們也成為台灣LGBT+年輕族群的指標人物。台灣在2019年通過同婚專法後,歡歡與她前任是第一批結婚的同性伴侶,雖然月有陰晴圓缺、人有悲歡離合,但就像其他異性伴侶一樣,歡歡並不隱藏過去。
.
現在,我們很高興歡歡的感情又再次圓滿,外交部今年聯合國推案影片《敬 自由》中,邀請歡歡及她現任伴侶小黃講出他們對台灣婚姻平權的想法:
.
『如果我們都希望一個更好的世界到來
至少更多的愛要能夠被自由地對待
台灣即使是亞洲第一個(同性婚姻合法國家)
也還是有太多美好的故事,是過去不被認同的秘密
其實我們的相處不會因為法案通過有什麼改變
但心裡真的踏實好多
不再需要更多勇氣就可以在陽光下相愛,這樣很好』
.
若聯合國的重要任務之一是要讓國家尊重人民的權利
台灣的夥伴價值,值得聯合國重視。
.
To Freedom / Huan-huan and Xiaohuang
.
Musician and YouTuber Huan-huan has bravely put her love life in the spotlight over the last few years, warts and all, serving as a role model to young LGBT+ people in #Taiwan. She and her former partner were one of the first same-sex couples to get married after the legislation passed in Taiwan. She didn’t cower from showing us that, just like straight couples, not every relationship is built to last, however.
We’re happy to see that she’s moved on, and we featured Huan-huan and her current partner Xiaohuang in our promotional short for #UNGA76. In her own words:
“If we’re all hoping for a better world, then people should be free to love in more ways! Even if Taiwan was first in Asia to legalize same-sex marriage, too many beautiful stories in the past were left unsung and forced into secrecy. Our relationships won’t change with the passing of the law, but it offers a sense of security and it takes less courage now to love in the open. This is good.”
If the UN states part of its mission as encouraging countries around the world to respect the rights of their people, Taiwan's vision of global partnership can serve as a valuable reference.
#UNGA76
#HearTaiwan
#WorkingTogether
#FreedomForAll
#UNGlobalGoals
#TaiwanCanHelp
#RespectTheRightsOfPeople
#ReducedInequalities
#MyTaiwanMyPride
and just like that 台灣 在 外交部 Ministry of Foreign Affairs, ROC(Taiwan) Facebook 的最佳解答
各位,鮮蝦挺起來!!!!
我們要抽超高人氣的 #台灣頸枕 啦!!!!
////////// 自拍留言抽台灣頸枕來啦 ///////////
#抽獎辦法
1. 按外交部臉書粉專讚
2. 從9月11日至9月22日 23:59前 (台灣時間)
3. 在本貼文留下任何 #你與台灣友邦食材的自拍照,#任何一種食材都可以,就有抽獎資格囉~~
複習一下友邦食材有哪些
#尼加拉瓜龍蝦與白蝦
#瓜地馬拉白蝦
#宏都拉斯白蝦
#蝦蝦蝦蝦蝦蝦蝦蝦蝦蝦蝦蝦蝦蝦分隔線
#貝里斯辣椒醬
#史瓦帝尼辣椒醬
#聖克里斯多福及尼維斯蘭姆酒及辣椒醬
#醬醬醬醬醬醬醬醬醬醬醬醬醬醬分隔線
#巴拉圭牛肉
複習一下哪個通路買得到
家樂福Carrefour (線上也買得到喔)
#得獎名單
我們將在正確的留言中抽出10位,預計在9/22後於本貼文留言公布。
#注意事項
照片需能清楚辨識為友邦食材資訊,如包裝文字
重複作答只算一次
郵寄地址範圍僅限台灣
參加本活動務必遵守防疫規範
#上次沒抽到的這次不要錯過RRRRRRRRRR
#只抽不賣
#嚴守防疫規範在家烤
.
#MidAutumnFestival is just around the corner, and here's your chance to win a coveted MOFA travel pillow!
All you have to do is follow the steps below:
1. Like our Page.
2. Post a selfie of you and some ingredients from one of our allies in the comment section before 23:59 on September 22 (Taipei time).
10 lucky fans will win a travel pillow and we'll announce this shortly after the closing date on this page.
What we want to see:
Lobster tails and white shrimp from #Nicaragua
White shrimp from #Guatemala
White shrimp from #Honduras
Hot sauce from #Belize
Hot sauce from #Eswatini
Rum and hot sauce from #StKittsAndNevis
Beef from #Paraguay
(Available at Carrefour)
Note: make sure we can tell from the selfie that you're using shrimps from our diplomatic allies. Multiple entries will only be counted once. We can only accept entries from people living in Taiwan. Ensure you comply with pandemic safety measures when taking part.
and just like that 台灣 在 林子安 AnViolin Youtube 的最讚貼文
■ 更多林子安:
INSTAGRAM:https://www.instagram.com/an__official/
FACEBOOK:https://www.facebook.com/Anviolin/
WEIBO:http://weibo.com/u/6511795600
Spotify:https://spoti.fi/2XmfcLw
各式工作演出邀約請私訊IG或臉書專頁
For business, please send private message to my Instagram or Facebook fan page.
■ 更多【Cover by AnViolin】:https://bit.ly/2vWVtF5
🎶樂譜連結 Sheet Music🎶
https://gumroad.com/anviolin
(台灣請用蝦皮)https://shopee.tw/anviolin
--
小藍背心《目及皆是你》小提琴版本 | Violin cover by Lin Tzu An of All for you
今天送給大家一首又甜又療癒的曲子,週五夜晚沈浸在我為各位製造的粉紅泡泡吧🥰
即使生活中有無數個難以堅持的瞬間,但只要你還在,就有堅持下去的理由。
一早起來感覺烏雲密佈的日子裡,必須想想快樂的事才能呼吸,例如赫然發現今天已經週五,又例如想想你,你就是那件快樂的事,沒錯就是說你各位!!
雖然做自己想做的音樂有很多辛苦困難過程,但想起各位都會覺得自己很幸運,給我這麼多正面的力量,支持我繼續往前。在每一天好一點、壞一點的平衡中,只要有一點點幸運,就能提醒自己其實也有快樂的時候吧。
希望我的琴聲可以帶給大家一點點這種幸福的感覺~
記得聽歌時候泛起的微笑,是不是好像就可以再繼續往前走了呢😊
信義區香堤大道街頭演出變成登記制了,想聽我live版演出相關資訊,請追蹤Instagram限時動態!
--
With strong and sentimental theme, the song is dedicated to those been and are now in love regardless of all consequences.
I love you meaning you inspire me. You are a horizon stretching over the ocean, where I have to swim for and a reminder of how far I can go. I love you meaning I want to go there with you.
One day there will be someone hugging you so tight that all of your broken pieces will stick back together. Wait for some one who will possess you like night and set you free like morning.
Not only am I saying the romantic love but my love to all my fans supporting me, including you who are listening and watching my videos. There are lots of difficult moments as a freelance musician, good or bad, I got your back. Really appreciate your love and support=]
Should you have any request regarding cover songs, just comment below and let me know.
Also please share the video and subscribe to my channel https://bit.ly/2EsTGMQ.
Don't forget to click the 🔔 bell to be notified when my videos come out!
Visit me at Taipei Shin Kong Mitsukoshi Xinyi Plaza to enjoy more my live cover songs. Check it out details on my Instagram stories!
--
編曲Arrange:林子安 Lin Tzu An
混音mix:林子安 Lin Tzu An
小提琴 Violin: 林子安 Lin Tzu An
攝影師剪接師 Photographer & Film editor: Santon.W
文字編輯 Social media editor/manager: Lily Wu
--
🎻Sponsor AnViolin🎻
如果你喜歡我的影片的話,歡迎贊助我,讓我有更多資源去提升畫面與音樂。
贊助連結:
(台灣請用歐付寶)歐付寶:https://p.opay.tw/77sBF
(Via Paypal)Sponsorship:https://www.paypal.me/Anviolin
--
【Cover by AnViolin】每週上傳新的小提琴cover影片,
喜歡的話請訂閱我的頻道 https://bit.ly/2EsTGMQ
也記得開啟🔔訂閱通知,按讚留言分享給你家人朋友看!
還想看子安cover什麼歌?留言跟我說 !
--
#目及皆是你
#AllForYou
#AnViolin
#目及皆是你violin
#目及皆是你小提琴
#CoverSong
#ViolinCover
#CoverByAn
#林子安
#林子安小提琴
and just like that 台灣 在 Hey It's Dena Youtube 的最佳解答
Introducing Aden!
OPEN FOR MORE INFO 打開我有更多資訊
__
✧ Extra Notes 補充內容
第一次聽到ADEN的歌『想了你6次』實在是太愛了每聽就會粉紅泡泡那種!於是問他我可不可以cover~沒想到他直接讓我寫全新女生版的主歌!!!希望你們喜歡啦~
想了你6次 Dena 版 Version
music & lyrics by Aden & Dena
Baby come here to be my only
我受夠了只是想妳 這道選擇題他很簡單
Money 再多我也選擇妳 我|在這里等妳
喔! 請妳不要想太多 簡單點請妳跟我說
Is it real or tell me if it’s all just in my head
Oh I can’t sleep, cus every time I start to think about us
The way you grabbed my hand and told me
You wanna go out and let’s eat
I can’t breathe cus you’re exactly what I need aye
They say I’m falling too fast
But I don’t mind
Cus it you that I’m falling into you
Something about you makes me feel
Like we can build sth brand new
Maybe
I’m exactly what you need aye
Baby come here to be my only
我受夠了只是想妳 這道選擇題他很簡單
Money 再多我也選擇妳 我|在這里等妳
喔! 請妳不要想太多 簡單點請妳跟我說
喔 那麼多的feelings get involved
喔 我纏了線讓妳操控我
喔 今天想了妳6次
哎 我可不想裝沒事
So 請妳不要想太多 我在這, 等妳跟我說
Music Prod: ADEN
Video Prod: Dena
__
✧ What's On Me 我身上的
Suit Set 套裝:
https://www.pazzo.com.tw/zh-tw/market/n/18694?c=41853
__
✧ Listen to my original“July” 來聽Dena的新歌
Youtube MV: https://youtu.be/sEJypi8BIls
Spotify: https://tinyurl.com/u83d2ckk
KKBOX: https://tinyurl.com/3sr2bd76
iTunes: https://tinyurl.com/zjuvsc7d
Apple Music: https://tinyurl.com/zjuvsc7d
__
✧ Social Medias 社群
INSTAGRAM
https://www.instagram.com/dena_chang/ @dena_chang
FACEBOOK 粉專
https://www.facebook.com/denachmusic
__
✧ Business Inquiries 工作洽談
[email protected]
__
✧ About Dena 有關Dena
哈囉哈囉~叫我Dena就好~我平常喜歡唱歌寫歌(歡迎上網找我的作品們!也有寫給別的歌手唱喔)拍拍影片上傳到Youtube!喜歡可以讓自己變美或是讓心情變美的一切事物!也喜歡一個人在房間跳舞。雖然沒有很厲害但是感覺認真練起來會不得了!歡迎來到我的世界!耶!很開心認識大家!
Hey peeps! It's Dena here! I'm a singer/songwriter/producer based in Taiwan! Ok and apparently I also make videos about what I love and my life! Welcome to my world!!
#想了你6次 #cover
and just like that 台灣 在 The Sensible Fay Youtube 的最佳貼文
中文字幕請打開CC字幕 (抱歉,我還在學中文所以有時候可能表達的不太清楚🙇♀️)
I recently took a solo day trip to Maokong Village in Taipei, Taiwan. It was a nice opportunity to step away from the city and to fully immerse myself in the beauty of nature.
My intention for the month of August was deep rest, and as a practice, I've been making it a priority to explore more of this island and to do things that bring me joy. There's so much more to life than just work but because we live in the society that we do, it's easy to get caught up in just trying to survive.
I hope that these silent vlogs can be a simple reminder of the little things in life~
Please let me know if you have any questions or if there's anything you'd like for me to document!
If you enjoyed this video, don't forget to hit "like" and the subscribe/notification bell! 💖
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*Music:*
✨ Tarn PK - Indigo Dreaming - https://thmatc.co/?l=52B64251
✨ Mark Generous - Ten Years Later - https://thmatc.co/?l=E3372062
✨ Laureline - I Love You - https://thmatc.co/?l=1A4512CF
✨ andreas owens - falling & falling - https://thmatc.co/?l=F499146A
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