🌻
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212部Youtube影片,追蹤數超過56萬的網紅kottaso cook【kottaso Recipe】,也在其Youtube影片中提到,English subtitles are available. Click the subtitle button on the screen. 有中文字幕。請按下畫面上的字幕按鈕選擇。 한국어 자막이 있습니다. 화면의 자막버튼에서 한국어를 선택해주세요. ◆こっタソ動物園チャンネル 新し...
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how about this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!!!
how about this中文 在 Facebook 的精選貼文
I’ve always told myself, it’s the little/ simple things in life that matters, and I’ve held on to this truth. I don’t need extravagant parties or multitude of wealth and gifts to keep me happy, yes NGL they do provide a sense of temporary satisfaction, but it’s in the meaningful relationships I have with the people around me, the moments and memories that we create that gives me a sense of long lasting fulfilment.
I can go on and on and on about my thoughts but the point is - how you guys have made me feel. ❤️ Thank you all of you for the birthday wishes! And for all of the moments that we’ve shared. You know who you are ☺️
Ps. Someone please help 翻译 to 中文如果不明白 🤣🤣🤣
Happy Birthday Uriah, continue to do good and to do right. Goodnight.
how about this中文 在 kottaso cook【kottaso Recipe】 Youtube 的最佳解答
English subtitles are available. Click the subtitle button on the screen.
有中文字幕。請按下畫面上的字幕按鈕選擇。
한국어 자막이 있습니다. 화면의 자막버튼에서 한국어를 선택해주세요.
◆こっタソ動物園チャンネル
新しいチャンネルです!こちらもおヒマな時にどぞ。
⇒https://www.youtube.com/c/こっタソ動物園-kottasoanimals
ご視聴ありがとうございます。
Thank you for watching
I want to deliver delicious Japanese-food recipes to the world
【材料】(保存期間:冷蔵で約3日)
●茄子:2本
●えのき:1/2束
●長ねぎ:1/2本
●醤油:大さじ2
●みりん:大さじ1
●めんつゆ(3〜4倍濃縮):小さじ1(白だしでもOK)
●豆板醤:小さじ1/2~1(コチュジャンでもOK)
●甜面醤:小さじ1
●砂糖:小さじ1
●酢:大さじ1
●にんにく:1片(チューブタイプでもOK)
●生姜:にんにくと同量くらい(チューブタイプでもOK)
●ごま油:小さじ1
●米油:大さじ2(ごま油、オリーブオイルでもOK)
●炒りごま
●ナンプラー(魚醤):小さじ1(無くても十分美味しいよ♪)
●お好みで、小葱、ラー油
※辛みが苦手な方は豆板醤を味噌に変えて下さい。
※甜面醤が無い場合は味噌小さじ1、砂糖小さじ1入れて下さい。
-------------------------------------------------------
旬の茄子を超美味しく、
しかも暑い日でも汗一つ流さず簡単に作れるレシピ!
『超やべぇやみつきエノキ茄子』を作りました。
旨味とコクと香りがとんでもない事になってるやみつきタレに、
トロトロな茄子を絡めるともうヤバイです🤤🤤🤤
とてもチンしただけで出来たとは思えない料理になってて
何個でも食べられる超やべぇやみつき度合いになってます🤤
残ったタレは豚しゃぶ、水餃子、豆腐にかけても最高の逸品になります♪
一度覚えておくととっても便利ですよ☺
是非作ってみて下さい。
[Ingredients] (Preservation period: about 3 days refrigerated)
● Eggplants: 2
● Enoki mushrooms: 1/2 bunch
● Scallion: 1/2
● Soy sauce: 2 tablespoons
● Mirin: 1 tablespoon
● Noodle soup(3 to 4 times concentrated): 1 teaspoon
● Dou ban jiang: 1/2 to 1 teaspoon (gochujang is also okay)
● Tian men jiang: 1 teaspoon
● Sugar: 1 teaspoon
● Vinegar: 1 tablespoon
● Garlic: 1 clove (you can use the tube type)
● About the same amount of ginger as garlic (you can use the tube type)
● Sesame oil: 1 teaspoon
● Rice oil: 2 tablespoons (you can use sesame oil or olive oil)
● Roasted sesame seeds
● Nam Pla: 1 teaspoon (It's good enough without it)
● Scallions and Ra-yu, to taste
※If you don't like the spiciness, replace Dou ban jiang with miso.
※If you don't have Tian men jiange, add 1 teaspoon miso and 1 teaspoon sugar.
-------------------------------------------------------
This is a recipe that makes seasonal eggplant super tasty and easy to make without breaking a sweat, even on a hot day!
I made "Amazingly Yummy Addictive Enoki & Eggplant".
I'm sure you'll agree that the flavor, richness, and aroma of this dish is unbelievable.
I can't believe I made this dish just by microwave it. I can eat as many as I want!
The leftover sauce can be used for pork shabu, dumplings, or tofu.
It's very convenient once you learn how to make it☺
Please try to make it!
●Instagram
⇒https://www.instagram.com/kossarishuntaso/
●twitter
⇒https://twitter.com/kottaso_recipe
●連絡先
⇒kossarisyuntaso@gmail.com
#JapaneseCooking #超やべぇやみつきエノキ茄子 #こっタソの自由気ままに #やみつき無限そうめん #JapaneseCuisine #Ramen #超やべぇやみつき大葉茄子 #茄子 #가지 #Eggplant #金針菇 #팽이버섯 #EnokiMushroom #AmazinglyYummy #JMT #油炸 #튀김 #다이어트 #減肥 #低糖質おつまみ #糖質制限レシピ #ヤセ筋 #低糖質レシピ #ヘルシー #ダイエットレシピ #激痩せ #ロカボレシピ #dietfood #lowcarbdiet #dietrecipe #晩ごはんレシピ #ご飯泥棒 #おかず #極上レシピ #ワンパンレシピ #時短レシピ #おうちごはん #至福の料理 #ご飯のお供 #太らないレシピ #やみつきレシピ #酒のつまみ #簡単つまみ #こっタソレシピ #男飯レシピ #mukbang #먹방 #男子ごはん #HomeCooking #StayHome #大食い #男ウケ料理 #晩酌 #自炊 #酒の肴 #簡単レシピ #弁当 #作り置き #Bento #recipesfordinner #マツコの知らない世界 #WithMe #Eazyrecipe #モッパン #から揚げ #唯一無二の絶品レシピ #こっタソ動物園
how about this中文 在 Lukas Engström Youtube 的最佳解答
In this world premiere of the new [Lukas in Taiwan - 外國人介紹台灣 PODCAST] S1E1, to celebrate that Taiwan now has stepped down from Level 3 to Level 2 restrictions, the YouTubers @Prozzie & @馮韋元 - 法國台客 help me figure out how the Covid restrictions and quarantine has looked like in their own countries. We of course also go way off topic and talk about if Prozzie ever will have kids, or order anything from Amazon....
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how about this中文 在 蔡佩軒 Ariel Tsai Youtube 的精選貼文
BILINGUAL: 中文 CHINESE 00:00|英文 ENGLISH 29:32
Podcast每週四10點一集 👉https://arieltsai.lnk.to/ArielsWhisper_CH
YouTube每週日11點一集👉https://bit.ly/3ucWNiG
很多粉絲常常問我,要怎麼處理人際關係?要怎麼解決友情的問題,其實關於友情,我也是經歷了一些風風雨雨,才變成現在的狀態。
從小我就是個超內向害羞的人,可以說是沈默寡言,可能因為從小在加拿大和台灣之間搬來搬去,對我來說就是常常處在陌生環境,每到陌生環境我就會非常焦慮,也很害怕跟別人交談,直到我遇到了我的好閨蜜,逐漸打開我冰冷的心防。這集會分享很多故事喔,包括黑暗的、開心的故事,我是如何邁開人際關係的第一步,變成現在的開朗美少女呢?(還能稱少女嗎哈哈)一定要收聽這一集喔!
節目的最後,送給大家這首《星宿》,這是一首溫暖的歌,其實這首歌原本是寫給友情的喔,但不管友情還是愛情,都要成為能夠溫暖他人的人。
《星宿》歌曲收聽:https://youtu.be/sqohlQXoQBk
✨
“How do I be good with people?” It’s never easy, but such an important issue that we run into over and over again.
Sharing my story about how I overcame my shyness and introvert, dealt with bullying in high school, and a few tips on how I learned to make meaningful and long-lasting friendships.
Hope this episode encourages you if you’re also dealing with any kind of friendship or relationship problem. Remember to believe in yourself. Reach out and don’t hesitate to ask for support. You got this!
**Song at the end: 星宿 (Starry Night): https://youtu.be/sqohlQXoQBk
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秘密計畫終於公佈:我出書了!
✨📕新書《做好自己喜歡的事,就會閃閃發光》✨
Ariel 蔡佩軒的 3 步驟夢想實踐清單
【首刷限量隨書贈:夢想清單記事本】
■ STEP1 談夢想:沒有夢想很正常。不確定自己的夢想,更正常
■ STEP2 寫日記:最糟的都撐過去了。現在,不是最糟的時候
■ STEP3 列清單:堅持不是一個長跑,它是很多一個接一個的短跑
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🎤【5/27 開始預購】網路書店開賣,新書79折
🎤【6/3 正式上市】
📔博客來 (獨家限量親簽版 + 限量夢想記事本)👉https://reurl.cc/AgQQyY
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📔誠品 (獨家封面版 + 限量夢想記事本)👉🏻https://reurl.cc/9ZMzxx
📔誠品 (獨家封面版)👉🏻https://reurl.cc/E2kKyn
📔MOMO (獨家限量海報版 + 限量夢想記事本)👉🏻https://reurl.cc/9Zjj1O
📔金石堂 (贈限量夢想記事本)👉🏻https://reurl.cc/Gd7kDD
📔墊腳石 (贈限量夢想記事本)👉🏻6/3網路及門市開賣
📔讀冊生活👉🏻https://reurl.cc/Agx1Lp
📔三民👉🏻https://reurl.cc/WE5509
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📔博客來電子書(首賣二週) ─ 新書上線7折、境好電子書展單書再88折、二書85折👉🏻https://reurl.cc/2bX4Va
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【海外購書】香港、馬來西亞、新加坡實體書店預計7月初可以到貨
📔新加坡、馬來西亞:大眾書店👉🏻https://ppt.cc/fK9FVx
📔香港:香港商務/三聯/中華/誠品/城邦
📔其他:博客來 (海外運送)👉🏻https://tinyurl.com/yegltbc5
📔PChome 全球購物 (103個國家)👉🏻https://global.pchome.com.tw/
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【青春有你2021】歌曲收聽:https://arieltsai.lnk.to/TY2
Ariel首張個人實體專輯【ARIEL】:https://ArielTsai.lnk.to/ARIEL
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#Ariel蔡佩軒 #Ariel悄悄對你說 #ArielsWhisper
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