🌻
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8部Youtube影片,追蹤數超過1萬的網紅大麻煩翻譯組JackO,也在其Youtube影片中提到,#Skullgirls #BigBand #Story Skullgirls是一款2D平面格鬥遊戲,故事圍繞在Skull Heart(骷髏之心)這項神奇的物品上,有許願的功能,但只要許願的人心不夠純潔,願望則會扭曲,遊戲中講述各角色自己,以及與Skullgirl所發生的故事 影片中許多部分並未完全...
big one意思 在 Yilianboy Facebook 的最佳貼文
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窮小孩也能搭遊輪 學馬術
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聽到問題的當下我停了一拍心跳
與其說驚訝 更多的是不捨和難過
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四月的一個週一早晨
我在高雄中學和一些學弟妹分享我的生活
我說要把握時間 活在當下
也說要無愧於心 逐己所愛
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我告訴其中一部分的音樂班同學
喜歡主修樂器的話請繼續享受 努力
根本不喜歡音樂的話
現在掉頭才不會誤了剩下的青春
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我相信學弟妹都有認真聽我的分享
才會在結束後提出對我的問題
而且有好幾個人提出類似的問題
令我錯愕又不捨的問題
「是不是因為學長的職業是牙醫師 收入不錯所以才能追逐自己的興趣?」
在他們的教育和認知中 收入竟優先於興趣
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感謝學弟在提問的時候有強調『提問時沒有冒犯的意思』 而不是酸溜溜的質疑
我執著於這個問題一週之久
然後請老師幫我向學弟妹轉達以下幾點:
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1.我看過很多快樂的人 成功的人 都是追求自己熱愛的事物 發光發熱 同時藉此賺取生活費 因應社會 該職業的社經地位 也許高 也許低 但都是滿足快樂的�.
2.高收入的人不在少數 就以牙醫為例 難道是所有牙醫都有追求自己喜歡的事物嗎?都幸福美滿?身體健康?我想告訴你們的是:我從興趣中找到快樂和滿足 所以分享給你們 若非為了向升學關口的你們分享職業特色 我根本懶得提牙醫這塊 因為那不是我熱衷的事情 應該由熱衷於牙科治療的誰向你們口沫橫飛地說�.
3.錢是我們生活中的一部分 就只是一小部分 不是全部 也不是必要的 我們一定比上不足比下有餘 我個人喜歡往下比 因為更容易讓我感到滿足 往上比的話我可真窮 買不起豪宅 沒有跑車 遊艇 也不能任性地說不上班就不上班 說買奢侈品就買奢侈品
如果我們的水很多 可能可以裝滿大碗公 如果我們的水很少 可以換成一個瘦瘦高高的玻璃杯 也可以有一樣的水位高度 那代表著快樂和滿足的程度 在自己的能力範圍 盡該盡的責任 享受能夠享受的舒適 公寓 大樓 豪宅 別墅 各有合適的住客 然而都是一個安全舒服的家�.
最後要提 如果你的夢想是搭豪華郵輪 除了先攢足船票的錢 也可以應徵船上服務生的工作
又例如我大學的時候沒錢學馬術 我願意刷馬 掃馬廄一個下午 換得半小時的騎乘機會
.�祝各位善良勇敢 不枉此生
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First of all, this article is too long for me to translate properly @@
So I will summarize it short and please forgive my grammar mistakes 😅
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I was in my alma mater, Kaohsiung Senior High School, to give a speech to the students.
I shared with them my philosophy of life and suggest them follow their hearts, live in the present moment, do not regret.
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I told students who majored in music, to keep enjoy in music and to work hard with their beloved musical instrument, but be brave to quit if this was not what they did enjoy in. Maybe they were forced by the society, parents or anything. Now is the most early time to save the rest of theirs youth from such a burden.
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I knew they did listen carefully, that’s why they asked me some questions.
Many of them got the same question, which made me astonished and a bit sad,
“Do you think being a dentist with high income is the key enabling you to be engaged in your hobbies?”
Does this question mean they believe one’s income is more important than what one is interested in?
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I cared about this question so much for one week after the speech.
And I asked their teacher to pass on to the cute and young, and maybe perplexed, students as following,
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1.I’ve seen many people who are happy and successful. They are devoted to what they love and get money for living from it. He or she might be rich or poor, upper class or lower class, depending on the definition of the society, but their contentment and joy cannot be defined�.
2. There are a lot of people with high income. Take dentists as an example, is every dentist looking for what he loves? Or happy? Healthy? I find my happiness from my hobbies, that’s why I share this with you. Dentistry should be shared by some dentist who are enthusiastic about dentistry, not me. I shared my occupation to you only because you are facing the college entrance timing.�.
3. Money is a part of our lives, a little part of our lives. Not the whole life, and not necessary either. We are richer than many people, and at the same time, poorer than many people. I would rather compare myself with those poorer than me, because that makes me feel better, and feeling is the most important thing for a person. When I compare myself with those rich men, I am nothing, I can’t afford a villa, a personal airplane, a yacht.
If we have a lot of water, we can fill a big pot. If we have little water, we can fill a thin glass and reach the same height of water level, which represents the degree of contentment.
Make clear who we are, and take our responsibility, and enjoy what we deserve.
There are different people for different places, apartments, condominium, mansion, villa, however, the common point of them are being a nice and safe cozy home.
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If you want to get on a cruise ship, you can earn enough money for the ticket or get the job as a waiter on the ship.
When I couldn’t afford the fee for equestrian class, I worked in the stable and took care of the horses for an afternoon to get the chance to ride the horse for half an hour
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May you kind and brave, enjoy the life with no regret
big one意思 在 貓的成長美股異想世界 Facebook 的最讚貼文
🌻另一個Zoom會議(第二次貼......有補上一些內容)
繼上次的年報導讀會議後, 讓我們再做另一個會議! 這次很榮幸邀請到一位對估值很有見解的股友前輩來帶大家了解估值(恩, 這次我會是主持人, 不是主講人).
主題: 估值(valuation)分享會(Cat: 這不算基礎的估值會議)
主講人: 小揚(from安泰價值投資)
https://www.facebook.com/antaiinvestment (此為小揚的粉絲頁)
參與者: 具基本估值能力. 若打算參加者, 請事先跟我(請私訊)提出一個關於估值的case study, 到時候可在會議中分享(最好是以投影片形式呈現, 這樣到時候好跟大家分享). 若有估值的問題, 也可以提出.
Case study可以是美股, 也可以是台股.
時間: 台灣時間07/10 (周六)晚間9點.
預計一個小時(不會像上次那樣冗長了😅): 前30分鐘由小揚做分享, 後30分鐘大家分享估值案例&提問
進行方式: 以Zoom進行(之後會私訊會議資訊給參與者)
🌻Morgan Stanley Mid-year Investor Outlook: A tricky transition
https://www.morganstanley.com/ideas/midyear-2021-global-markets-outlook
🌻在您投資生涯中, 有沒有一些觀念讓您受用很多?
下面這位投資名人的好觀念影響我很深. 他的意思是, 一般投資人, 只要能説出三個買一家公司的理由, 就很夠了. 這也迫使我, 每次在買股票時, 問自己對這家公司的了解有多少. 也會去衡量公司的優點與缺點在哪裡.
"It is vital (重要的) that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks."
全文在此:
Jim Cramer: In Times Like This, Go for the Easy Money
Look at the stocks you own. Can you tell me why you've got them? If you can't answer the following three questions, then have a look at several I like right now.
We've endured the meme stock craziness, with all of its love for heavily shorted stocks. We have watched the collapse of bitcoin to levels viewed as shocking, even if they are still more than double where they were not that long ago. We've dealt with Fed officials making it clear that they are no longer on the side of the bulls or the bears. They are on the side of job growth, but are wary of inflation. We've seen the end of the rush to get vaccines, which means that millions of people are going to get the new COVID variant, because there is no natural immunity to it. We've watched as the hopes for an infrastructure bill have collapsed. We've endured shortages of everything from chips to plastic to imported goods and labor.
And we're still standing, yeah, yeah, yeah.
Yep, we are in one of those halcyon moments, where the masks are off -- even if they shouldn't be -- and Americans are back doing what they do best: consume, spend, go out to eat and then consume and spend some more.
There are times in the stock market where the collective mindset is revealed. This is one of those times: Things are cool, it's not a big moment, there's no real news for a bit, it's the historically strong period and we can reach some conclusions about where we are.
When things are like this, it is important to remember that buyers like to revert to tried-and-true companies that thrive no matter what. These are companies that have an edge and are better at what they do than other companies.
You know that I am a great believer in index funds, that the average person doesn't have the time or the inclination to research individual stocks. It's a difficult barrier. I think you need to make time to read the quarterly report and listen to the conference call, to Google articles and, if possible, get some research about the companies you own. It is vital that you know what you own, that if I asked you on the street why you like a certain stock, you can give me three reasons. If you don't know how they make their money, who their key clients are and what they make if, then I will tell you that you are over your head and should not own individual stocks. I am reminded by this, because, once again, without a mask, I can be recognized and if I am not holding "Nvidia the Second," I can carry on a conversation.
I have had many in the last two weeks and when I have asked this litany of questions, I find myself at a loss as to why almost no one knew what they owned. But they thirsted for individual stocks, because they, like me, think things are better post pandemic. No, that's not a facetious comment. Many, many stocks did better with a stay-at-home economy. A huge number.
So what do I do? I revert to what others do when you are stumped about how to stay in touch with stocks, but want to do less homework. That means buying stocks that are accessible, not stocks like Unity (U) or Snowflake (SNOW) or Twilio (TWLO) or Okta (OKTA) .
I revert to normal businesses people know and I suggest they Google some articles, peruse the conference call, but, above all, like the company's products so you can buy more if it goes down.
Here's some that I have been telling people I like:
First is Ford (F) . I think the Ford lineup is amazing. The electric F-150 series will be incredible. I am eager to get a Maverick for my family, because it is a smaller pickup that will get the job done for the myriad little things I need to do with this farm I bought from that crazy bitcoin foray. I like the competitive edge of the CEO, who says he is going to bury Elon Musk when the Lightning comes out. I even think the Bronco is cool as all get out. Most important, though? I think the chip shortage is ending. My semiconductor friends are telling me the foundries are producing more feature-rich chips and that means Ford can pump out the trucks small business people love and need. Plus, the used car prices at last have plateaued, according to their most important pricing index. Halcyon times.
Second, Costco (COST) : The samples are coming back. Tell me you don't love the samples. You need things in bulk. You want low prices. You want to get all of the things that people don't think of with Costco, like insurance, hearing-aids -- hey, they are a fortune -- jewelry, things around the house. You go and you will buy far more than you first came for. My kind of store.
The kids love this American Eagle Outfitters (AEO) , which we just bought for my charitable trust, which you can follow along by joining the Action Alerts PLUS club. Jay Schottenstein, the CEO, came on "Mad Money" recently and it's clear that his Aerie model has real staying power: 26 consecutive quarters of double digit growth. No flash in the pan, that one. Number one brand in jeans for the 15 to 25 year old group. The best in the mall. How did I know this? I see the credit card bills.
I got up this morning to do my physical therapy. I have been doing it ever since I hurt my back in February. I have this really cool pair of sneakers that fit me perfectly and I love them, but I am fortunate enough to have a vacation house and I am always taking those shoes with me.
So I went on Amazon (AMZN) this morning and lo and behold I saw them for half price. I bought two pairs. Then I went over everything I have bought in the last year and got a bunch of those things. Then I bought a pair of binoculars, because mine were stolen. I paid half price.
Yep, Amazon's universal. I was talking to Alexa, while I was ordering, getting some new music on, asking questions. I saw that despite all of the Sturm und Drang of Amazon being late with things, all the delivery dates were within range. I didn't click on any ads, and I didn't need the speed of Web Services, but the whole thing reminded me about how special the darned company is. I don't care if it's ahead or behind plan for the moment. I would just buy some more when it goes down.
Finally, Apple (AAPL) . I think people who don't own Apple should look what they are holding at this very moment. Yes, right now. Or look at what's in your lap or on the table besides your fork. And then think about the bill you paid last night without knowing it. Think about what you bought in the App store yesterday. Think about what would happen if it would break or get stolen or, left in the Uber (UBER) , or heaven forbid, be dropped into the pool or in the, yes, toilet.
There, that's what you buy in halcyon times. Stocks of companies you know that if they go lower, because things get less halcyon, you are fine with it and buy more. If things go up, believe me, you will participate.
So accept the moment. Don't try for the hard money. Go for the easy kind. That's the best kind.
https://realmoney.thestreet.com/jim-cramer/jim-cramer--15692051
Picture: 牡丹(peony)花開. 恨不得院子裡有一塊地是牡丹園.
big one意思 在 大麻煩翻譯組JackO Youtube 的精選貼文
#Skullgirls #BigBand #Story
Skullgirls是一款2D平面格鬥遊戲,故事圍繞在Skull Heart(骷髏之心)這項神奇的物品上,有許願的功能,但只要許願的人心不夠純潔,願望則會扭曲,遊戲中講述各角色自己,以及與Skullgirl所發生的故事
影片中許多部分並未完全照英文字面意思翻譯,為了能盡量淺顯易懂,並傳達本作故事的劇情與要素,會在一些地方稍做調整讓[中文]看起來能夠更加流暢
並且 所有遊戲內的特殊名詞與姓名皆不翻譯
為了保留最原始的發音
並使觀眾能更清楚辨識哪些是遊戲裡有其他含意的特殊詞
所有特殊名詞與姓名皆保留英文
如有任何問題歡迎留言告知
-----名詞與註解-----
Big Band講話總有種老式偵探片的主角自白的感覺XD
有很多說法都很少見,卻也超有味道的,大家可以特別去留意看看喔!
0:38 "be on the take" 是有收賄或貪污的意思喔
1:43 "lit(light) up like a Christmas tree" 是一種還蠻有畫面的比喻方式
「像顆點亮的聖誕樹一樣」,聖誕樹很閃亮嘛~所以這個比喻是指光彩奪目的東西
或用來形容一個人笑得燦爛,表現出開心的樣子等等
2:02 Big Band說 "maybe catch a show"
"catch a show" 算是蠻普遍的說法,就是去找場表演看
動詞用catch(抓住)所以沒聽過的人可能會覺得蠻新奇的
那對應下一句
Cerebella說 "The show caught you!"
就是在反過來用Big Band的說詞回嗆他
Cere知道Big Band只是在找借口隨便忽悠,所以才反嗆說我抓到你想搞事了
這種恰好對應到特殊說法的回嗆在Skullgirls裡面還蠻常見的
例如Valentine戰鬥開場的嗆聲"Time for your physical." 就有機會觸發Cerebella的"Time for your curtain call." (押韻
2:21 Big Band說的"This just ain't my scene." 這種說法Eliza在她的個人劇情裡面也講過
簡單來說就是「這不是我的場」,看當下情境來解讀,可以是「我不參與這種場的」或是「我不是要找這個」等意思
3:58 "One-man band? More like one-man army!"
Big Band的身體被改造成包含許多樂器的武器,所以說Big Band是一人樂隊完全正確XD
One-man army是指那種像超人一樣的戰鬥人員,一人抵一支軍隊
在「降士神通」這部卡通裡,就有人說裡面的「愛和大將軍」覺醒後有如一人大軍(英文版用的是一樣的說法
4:24 我稍微解釋一下為啥Big Band會說這是圈套
因為當初他會來調查賭場就是因為Theonite訊號,顯然這龐大的訊號肯定是人為的
因為數據上來說這種程度的訊號天然的來源一定是Skullgirl,但他被調虎離山了
4:55 從台詞可以看出Double知道Big Band是曾經差點死掉的人被改造成的半機械兵器
5:03 之所以沒有直接翻譯成「變身成你的樣子」是為了配合原文,Double說 "cloaked in your form."
cloak是斗篷,當動詞通常是指披上某樣東西,所以Double的說法其實更接近是「披著偽裝成你的外皮」
6:05 很棒的嗆聲OuOb,我們在畫面上註解了
8:30 Peacock說的"exit stage left"是一種很少見又很有趣的說法
就是「在不被注意的情況下偷偷溜走」的概念,蠻俏皮的,很符合Peacock的人設跟說話方式
9:49 Peacock本身就是個很神奇的人,雖然她也是改造士兵,但她自己把自己的攻擊方式變得非常卡通化,詳細可以去看我們的Peacock個人劇情翻譯
所以這裡她才這麼說
(Peacock真正的能力其實只有打開空間傳送跟手上的眼睛雷射,其他花樣都是她自己延伸發明的)
10:37 從這裡可以看出Big Band其實很想退出第一線了,更可以從他片尾的自述聽出這點
10:58 "can't swing a dead cat in 某地點 without hitting 某事物"
沒辦法在某個地方甩一隻死掉的貓咪而不去打到...,這種說法最一開始的典故只是用來形容空間很狹小
例如巷子這類的地方,如果有其他人在你沒辦法甩一隻死貓而不去碰到其他人,所以後來被拿來抽換詞面就是形容很容易碰見... 或是空間很小
11:05 Tinman(錫人)其實就是綠野仙蹤那個錫人沒錯,這個名詞後來常常被拿來說機器人或是外表有金屬的人
外貌上來說Big Band確實蠻金屬外皮的
之所以會被誤會也可能是因為Medici底下的怪人也不少... Medici跟Labs底下的改造士兵都還蠻奇特的... 可以說是能輕鬆看出來
13:01 Irvin說的"spare you the song and dance." 就是不跟你長篇大論或是細細解釋了
13:55 又是個少見的說法,"Can it"其實就是類似好了閉嘴的意思
15:17 Skullgirls是少女在向Skull Heart許願完畢之後會變成的東西,隨著當事人逐漸失去自我意識,Skullgirl就會越強
19:10 ~ 19:15
"IS here" 跟 "WAS here"
非常棒的英文口語例子,只有一個字的時態改變就能非常棒的呈現出整體意思
這在英文裡面非常常見喔!
20:01 "The Last Hope"的更多資訊可以看我們頻道的Skullgirls Mobile Valentine Origin劇情影片
那個影片也有解釋為何Valentine選擇叛變
23:13 "Nothing personal" 這個說法我也很推薦大家記一下,非常常見
字面上的意思就是「沒有私事」,很適合撂狠話的時候說「我就公事公辦而已喔」的概念
25:33 又是一個很棒的雙關梗,因為當下必須看懂才有趣所以我補在螢幕上了
26:19 同上
26:42 同上上
27:39 這句話真的超有老式電影自白的味道的
"It's not what it used to be, but neither am I."「這裡不再是以往的樣子,但我也一樣」
27:46
感謝Bilibili的觀眾「及川黑阿婆」告知
Peacock是說"Defective Comics" (殘缺人士漫畫集)
(因為Peacock跟Big Band其實都有損失身體器官並被機械取代)
這樣一來後面Big Band說我不想搶妳風頭的玩笑就更有意思了
影片內容非一人完成,十分感謝與我一同製作此影片的朋友們
遊戲官方網站:
http://skullgirls.com/
Skullgirls Steam網站:
http://store.steampowered.com/app/245170/Skullgirls/
希望大家能多多支持我們翻譯組!
訂閱頻道追蹤更多我們的影片!
IG看我們的日常與製作進度: weed99coco1
關於我們翻譯組: https://home.gamer.com.tw/creationDetail.php?sn=4035888
動畫與額外翻譯的網誌:https://weedtrouble.blogspot.com/
我們的Twitter: https://twitter.com/TransWeed

big one意思 在 クレイユーキーズKureiYuki's Youtube 的精選貼文
TikTokで配信された24時間番組のRUNWAY動画企画の総集編の動画!
大成功で幕を閉じた「TikTok OTODAMA 24時間LIVE」
ぬくもりのバトンを繋いだ24時間のフィナーレ動画!!!!!
*楽曲はLONG VER.になります。
RUNWAY
Download & Streaming : https://big-up.style/GSzoUwsSaU
クレイユーキーズのセカンドシングル。「RUNWAY」は、クレイ勇輝、Kafu Sato、杉本雄治(WEAVER)、真船勝博、小笠原拓海、Martin Johnson(OAU)が参加し、女性ヴォーカリストで登美丘高等学校ダンス部元キャプテンの伊原六花を迎え、前作「世界から音が消えた日 with DAZBEE」とは違ったダンサブルなLO-FI HIPHOPチューンとなっている。ファーストシングルとセカンドシングルの色が全然違う変幻自在感もクレイユーキーズを追いかける一つの楽しみになりそうだ。
KureiYuki’s
- a.k.a. Avengers-ish Band -
It has been over 4years since Yuki Kurei's break up with his preveous band "Kimaguren".
For people who are not aware of this band...
There first major album made No.1 on the chart,
and have been on the most famous Japanese TV show NHK Kouhaku in 2008.
They have played with many top Japanese bands as well Jason Mraz, BOY II MEN and more!
"KureiYuki’s" is Yuki's new band that he put together 4 years ago.
This a.k.a. avengers-ish band, is named this way because of the members involved.
The bands core members include Yuki Kurei from ex.Kimaguren, Kafu Sato known for writing “Arekara” by AI-Hibari Misora from NHK Kouhaku 2019, and OKP-STAR from ex.Aqua Timez.
Other than the core members, all sorts of musicians from different bands have joined!
Such as yui from Flower Flower, Martin Johnson from OAU, Yuji Sugimoto from WEAVER and so forth.
One of the things the fans look forward to, is the variety of the musicians that join each gig.
Welcome to the KureiYuki's community!
作曲 Kafu Sato/クレイ勇輝
作詞 クレイ勇輝
編曲 クレイユーキーズ
Follow クレイユーキーズ
https://www.instagram.com/kimaguren_kurei/
https://twitter.com/KIMAKUREI
https://www.youtube.com/channel/UCgzm0S0RzcALIYgifn9PUDQ
『RUNWAY』
Italy、France、Spain、Japan
Cool な街並みI'm a big fan
Ibiza、Venetia、Brazil、Berlin
写真に撮ってcast it in
London、Tokyo もしくはKyoto、
一枚撮ってReal time で投稿
どんなさびれた路地だってちょっと
君が歩けばRUNWAY DE どうぞ
Nanana...
TGC collection
Fashion を繋げるdirection
Can you feel this? Connection
まさにbeauty なビュッフェみたいなaddiction
道、橋、地味でもEASY
Runway は何処でもeven in the city
意思とか意義とか関係ない
ミニでも虹でも歩きなさい
Twitter、Insta、TikTok and all other SNS
フォロワーは人のFACE よりNUMBER に見えるけど私、誰のために、自撮りして、載せて
全て消したたら、私も消えるかな?
MAGIC MAGIC MAGIC IN THE AIR TODAY
君色に染めてよRUNWAY RUNWAY yeah
MAGIC MAGIC PERSONAL INDEPENDENCE DAY
偽らず歩くRUNWAY RUNWAY yeah
Sydney、Paris、Quebec を mix
Boarder なんか関係ないのです
Take you on a trip suppose I guess
South East North or West
Bahama、Tahiti、Hawaii or Thai
Dope なビーチを掘り下げたい
明日の予定なんて気にしない・・・でさ
一緒にバカンスしに行かない?
Twitter、Insta、TikTok and all other SNS
フォロワーがフェイクかどうか分かるはずないけど
私、会った事もない人の好みに寄せて
全て消したら自由になれるのかな
MAGIC MAGIC MAGIC IN THE AIR TODAY
君色に染めてよRUNWAY RUNWAY yeah
MAGIC MAGIC PERSONAL INDEPENDENCE DAY
偽らず歩くRUNWAY RUNWAY yeah
------------------------
RUNWAY動画出演者:
旭空汰
新井遥
石倉ノア
石田桃香
伊原六花
伊吹 &よへさんの二人
岩田華怜
ヴィエンナ
うえのたくと
植村颯太
うじたまい
大西桃香
岡谷柚奈 (703号室)
小栗有以
景井ひな
如月マロン (ジェラードン)
kitakaze
吉川友
Kirari
クレイ勇輝
黒田昊夢
黒峰麗
後藤萌咲
佐藤ノア
SARA/サラ・コールディ
3時のヒロイン
下尾みう
shimamo
しゅんしゅんクリニックP
しらゆき❄️
Zutti Mattia
スクールゾーン
鈴木康介
すみぽん
曽田陵介
DAICHI
田中シングル
谷川菜奈
谷川陽菜
チェンタンソク
ちゆう
土屋怜菜 (れいぽよ)
デニス
得あゆ
那須泰斗
Nami Kawamoto - 川本七海
ナダル (コロコロチキチキペッパーズ)
南部桃伽
西村ヒロチョ
新田さちか
ねお
パークマンサー from 軟式globe
はやたく
パルクール系女子 泉ひかり
はるな愛
ピスタチオ小澤
ひょっこりはん
福山絢水 (あやみん)
BOYS AND MEN 研究生
本田響矢
まあたそ
前田希美
松田悟志
まつり
ミスターヤバタン
ミチ
?南の島のおばーと孫?
宮瀬いと
むさし (ZOZOでよく見る人)?
山本ゆうか
やみちゃん
ゆーしん
ゆうにゃん
ゆな
よしあき
吉田実代
ラパルフェ 都留拓也
ラブマツ (LOVEMATSU)
りかりこ
RyuTricksりゅートリックス
#クレイユーキーズ
#kureiyukis

big one意思 在 Nini Fun Youtube 的精選貼文
#動物森友會#五星島嶼#AnimalCrossing
有人跟我一樣一開始玩也是一頭霧水的嗎?
這個遊戲我已經玩了快500小時,人生當中第一次這樣玩一個遊戲!
我猜動森應該不能被突破了吧!真的太有趣太好玩了~
我的島嶼沒有太多東西比較普通,我沒有特別去別人的島嶼摸傢俱,一開始玩的時候摸了幾個後來覺得自己慢慢收集比較有意思,不然都不好玩了,畢竟這個遊戲還沒夏天,我更期待冬天的動森!隔離還有很久的時間,讓我慢慢收集慢慢玩吧!
歡迎大家給予意見哦~ 之後還想要改島🥰
按這裡看其他影片:
隔離Vlog⬇️:
隔離生活/滷肉飯/地瓜圓/動物森友會
https://www.youtube.com/watch?v=mzxl2F26umo&t=28s
隔離生活/近況/麻婆豆腐/醋溜土豆絲
https://www.youtube.com/watch?v=QAdS2UYMLMQ&t=9s
隔離生活/皮蛋鹹蛋粥/暴風雨:
https://www.youtube.com/watch?v=gNTeVuuSNbQ&t=108s
紐約隔離的日子/去超市/麻醬麵/牛尾骨頭湯:
https://www.youtube.com/watch?v=tOfEWnwCTJs&t=535s
紐約隔離生活/大掃除/吃牛排/玩桌遊:
https://www.youtube.com/watch?v=zNG_P1zgryY&t=701s
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Penny XOXO
" I do not own ANY of the soundtrack, property and rights for audio go to (band/singer name)"
