🌻
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2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/Tzan0825/ WEIBO:http://weibo.com/u/6511795600 各式工作演出邀約請私訊...
not so much as意思 在 Yilianboy Facebook 的最佳貼文
.
窮小孩也能搭遊輪 學馬術
.
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
.
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
.
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
.
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
.
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:
.
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.
.
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?
.
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,
.
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
not so much as意思 在 C's English Corner Facebook 的最讚貼文
今天是 International Kissing Day(國際接吻日)
Who do you want to kiss today?
碰巧看到了這個 survey,
太好笑不得不分享🤣 🤣
HOW DO AMERICANS RATE THEIR KISSING SKILLS?
(覺得自己的接吻技巧如何?)
#1: “Good” (32%)
#2: “Great” (28%)
#3: “Amazing” (23%)
#4: “Okay” (16%) 👉 謙虛什麼?
#5: “Horrible” (2%) 👉 這是直接放棄的意思嗎?
AMERICANS RANK THE WORST ATTRIBUTES OF A BAD KISSER
(最無法忍受哪種接吻?)
#1: Bad breath (58%) 👉 Oh this is so true!!
#2: Too much tongue (20%) 👉 有蛇出沒的概念 🐍
#3: Teeth (10%)
#4: Not enough tongue (6%) 👉 老闆舌頭太少了,我點的是雙份舌頭謝謝
#5: Eye contact (6%) 👉 是因為會鬥雞眼嗎?
AMERICAN’S TOP KISSING QUIRKS:
(大家的接吻怪僻是?)
#1: Always checking their breath before they kiss someone (42%)
👉 這是禮儀吧!不然嘴超臭還要繼續嗎請問?
#2: Kissing someone as a dare (31%)
#3: Letting my pet kiss me on the mouth (14%)
#4: Putting on chapstick to get ready (12%)
👉 用意是…?不是馬上就會被吃掉了嗎?🤔
(chapstick 是護唇膏)
#5: Being grossed out when parents kiss in front of them (11%)
not so much as意思 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/Tzan0825/
WEIBO:http://weibo.com/u/6511795600
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
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周杰倫《蒲公英的約定》小提琴版本
| Violin cover by Lin Tzu An of A Dandelion's Promise by Jay Chou
這首典型周氏R&B情歌在簡單的旋律中緩緩描述著光陰的甜酸☺️
旋律本來是電影《不能說的秘密》中的一段小插曲,大概是周杰倫太喜歡,就發展一首歌了!
旋律中瀰漫淡淡的感傷,講了懵懂初戀時男孩沒有向女孩說出口的話。
現實人生中故事很常是這樣發展的不是嗎(笑)
等到許多年過後,才驚覺當初誤以為的友情其實是分不清的愛情。
所以我們看劇的時候會有共鳴,會因為劇情手指蜷曲、會用上帝視角看著主角木頭(?)
也會因為悲劇結尾跟著一起哭,Happy ending的時候一起感到滿足!
長大之後的我們,聽了這首歌似乎搭著時光機回到那段純真的時光,想起年少懵懂的感覺和記憶。
明明是一起長大的約定,卻叫蒲公英的約定,很有意思吧🙃
是因為不論怎麼約定,長大後也終究會因為命運而各奔東西嗎?
歡迎大家在沒有下雨的週末到信義區香堤大道,聽這些cover歌曲的live版!詳細演出相關資訊,我都會更新在我的Instagram 限時動態!
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A Dandelion's Promise is such Jay Chou's signature R&B style with the lyric by Vincent Fang telling us the sweet and sour time when we were young☺️
The melody was from the movie《Secret》 directed by Jay Chou himself and maybe he likes it sooo much that he developed the interlude into a romantic song!
The melody is sentimental, and it speaks out those words the boy didn't tell the girl.
That's literally our real life, isn't it lol
Not until many years later do we realize that the friendship was misunderstood as the indistinguishable love. (sighhhhh)
Therefore, when we watch dramas/TV series/movies, we will resonate with the stories therein.
We will cry when they are tragedy in the end, or be satisfied when they are finally happy ending!
It's like taking the time machine when listening to this as a grown-up.
The song takes us back to the time when we were innocent and shy moments with "that one."
BTW, it's interesting to think that the promise of growing up together was so sincere for me but now I call it as a dandelion’s promise.
I'm wondering if it's because that no matter how sincere the promise was, after growing up, we will eventually be led to our own ways as if it's meant to be 🙃
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!
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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
--
【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!
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還想看子安cover什麼歌?留言跟我說 !
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#周杰倫
#蒲公英的約定
#不能說的秘密
#周杰倫蒲公英的約定
#蒲公英的約定violin
#蒲公英的約定小提琴
#AnViolin
#CoverSong
#ViolinCover
#CoverByAn
#林子安
#林子安小提琴

not so much as意思 在 阿兜仔不教美語 Youtube 的最佳貼文
👉 Facebook➪ http://pics.ee/c7z0
👉 InstaGram ➪ http://pics.ee/1IhQ
👉 虎記商行 ➪ https://www.youtube.com/channel/UCcCtlMtKy1nr1-GUly9ZMxw
👉 虎記商行 ➪ https://www.youtube.com/watch?v=wdG5jLLQs2M
【簡介description】
Hi everyone
大家好
I´m Jesús
我是黑素斯
Have you seen my videos?
看過我的影片嗎?
Yesterday when I was meditating
昨天我在冥想的時候
And I have something that needs to tell you
我想到一個需要告訴你的事情
Really, I really need to tell you this
真的,我不得不跟你說
Thank you Taiwan
謝謝台灣
Actually, many people say thank you, but means nothing
其實,很多人說謝謝沒有什麼特別的意思
So I want to explain you
所以我要跟你們解釋
Why do I want to thank Taiwan?
為什麼我要感謝台灣?
Many Taiwanese netizens misunderstood me
很多台灣網友誤會我
Because I often talk about cultural differences
因為我常常討論文化差異
And I won't always say
而且我不會一直說
Taiwan is awesome!
台灣棒棒!
Taiwan is perfect!
台灣完美!
I love Taiwan!
我愛台灣!
This is too fake
這樣太假的啦
However, because I didn’t say that
但是,我沒有這樣說
Some people think I don't like Taiwan
有人覺得我不喜歡台灣
Listen
我告訴你!
You were born in Taiwan just by chance
你們是不小心在台灣出生
Be a resident is my decision
當新住民是我的決定
Who cherishes this country more?
誰比較珍惜這個國家?
Recently I´m travelling a lot
最近常常出差
Last time I went to Shanghai, I found that the life there is tough
上次去上海發現那邊的生活多幸苦
Dear Chinese friends, please
親愛的中國網友,拜託
Don't start to throw shit on me. It's boring. OK?
現在不要開始罵我,很無聊,好不好?
And I don't care
而且我不在乎
Chinese are confident, great!
中國人很有自信,讚!
However, if we don´t talk about problems
但是,沒有討論哪裡問題
problems won´t disappear!
問題也不會不見!
I admire people who can live in Shanghai
我超佩服能夠住在上海的人
That place is too big
那個地方太大了
Everyplace is far away
什麼地方都很遠
They only like new things
全部都要改新的
Hey, only old things have a soul
欸,舊的才會有故事
Is terribly expensive, how can poor people lives there?
貴得要命,窮人怎麼過生活?
Taxi drivers wanna rape me off every day
計程車司機每天都想要騙我的錢
Aunts are very aggressive
那邊的阿姨,很兇
Internet, Internet. . .
網路,互聯網。。。
Wall (VPN) is not easy to pass
牆不好翻
Do not take it wrong, Shanghai also has its beauty
別誤會,上海也有上海的美
After all, my friend and ex-girlfriend are all Shanghainese
畢竟我好朋友,前女友都是上海人
But when I returned to Taiwan, I felt
但是我回來台灣的時候覺得
Very thankfull
充滿了感謝
Thank you for reasonable living expenses
謝謝合理的生活費
Thanks for the convenient internet
感謝方便的網路
Convenient transportation
方便的交通工具
Thank you for Taiwanese cuisine
謝謝台灣的美食
Thanks for Taiwan's security
感謝台灣的安全
But most of all thank you for:
但是最要感謝你們的是:
Taiwan’s human touch
台灣的人情味
Let me live my life here feels great
讓我在這邊過生活很蘇胡
Did you realize about it
有沒有發現
People doesn´ t cherish the everyday life things
我們已經習慣一個東西,就不珍惜?
Right?
是不是?
If there is food at home
家裡有東西吃
You take it for granted
你覺得理所當然
Your boyfriend gives you a macchiato every day
男朋友每天送給你一杯焦糖瑪奇朵
Yout think it is his job
妳覺得是應該的
if he doesn´t, you will complain
沒有送,妳也許會罵她
Actually, there is no such thing as "obviously"
其實,沒有所謂的『理所當然』
I lived in Taiwan for 12 years and got used to everything
住在台灣12年,我什麼都很習慣
So, needs to remind myself
所以,要提醒自己
Cherish the benefits of living in Taiwan
好好珍惜住在台灣的好處
Every day people tell me
每天都有人跟我說
Thank you for loving Taiwan so much
謝謝你那麼愛台灣
do you need thank me for liking Taiwan?
我喜歡台灣需要謝謝嗎?
When I go to the cafe for coffee, the boss won´t say
我去咖啡廳喝咖啡的時候,老闆不會說
Thank you for like our coffee
謝謝你喜歡我們的咖啡
right?
是不是?
Probablily he will way
他比較會說
Do you like it?
喜歡嗎?
Come back again
那以後常來喔
I want to thank Taiwanese government for my ID
我要感謝台灣政府給我台灣身分證
That wasn´t Wu Feng?
那不是吳鳳嗎?
Jesús, you talk a lot of bullshit!
黑素斯,你亂講一大堆!
Don´t compare yourself with Wu Feng
你不要再跟吳鳳比較
Congratulations to Wu Feng!
吳鳳恭喜!
Question
問題
Do you value living in Taiwan?
你珍惜住在台灣嗎?
What about caramel macchiato from your boyfriend?
男朋友送給你的焦糖瑪其朵呢?
What about your girlfriend´s attention?
女朋友的關心呢?
What about the food I cook for you?
阿嬤幫你煮的菜?
Oh!
唉呦!
Jesús, do you cherish me?
黑素斯,你珍惜我嗎?
Did you thank me?
有感謝過我嗎?
S***t
靠腰!
Okay
好啦
You know, right?
你知道吧
Like, Subscribe, Share with your Cat
按讚,訂閱,跟你家裡的貓咪分享
Meow!
喵!
I said Meow!
我說喵!
Meow means do it now
喵的意思是快一點啦
Meow! Meow!
喵喵!
Bye
拜!
I'm curious, do you know I'm sharing photos in IG everyday?
我好奇,你知道每天我在IG PO照片嗎?
Check it out
去看啦
I reply msn by myself
回答是我本人耶
Next week
下個禮拜
Meow!
喵!
Bye
賤!
【音樂MUSIC】
Funk Down
