🌻
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90部Youtube影片,追蹤數超過4萬的網紅Battle Field Ver1,也在其Youtube影片中提到,チャンネル登録お願いします。 → http://u0u1.net/QWo0 ★画像引用【Image quote】 1000PS.ch Valentino Rossi tritt zuruck: seine beeindruckende MotoGP Karriere in 80 Bildern ★...
one news at 6 在 Facebook 的最佳貼文
Jom Makan Pizza! 🍕🍕
.
Hah! Sis nak share some good news! Don’t say why bojio or akak tak payung, okay. Domino’s has been giving away over RM250,000 cash and prizes via the Senang Menang Contest! 😎
.
Wahhh!! Best kan! So, I have ordered my Domino’s Pizza and Pepsi beverage. RM500 cash prizes to be won every week and a grand prize of RM10,000 cash. Don’t miss this last chance ya, contest ends on 5th September. 🥳
.
How to Join?🤓
Just follow the 3 Easy Steps!
.
Step 1: Order a meal with drink. Only valid for orders made via Domino's Pizza Malaysia website, app, store, hotline (1300-888-333).
Step 2: Fill up the participation form at senangmenang.dominos.com.my to collect points, write about what you love about Domino's, and submit.
Step 3: Collect more points for a higher chance to be one of the winners.
.
Collect points and stand to win cash or prizes 😘
a. 20 x winners get RM500 cash every week
b. 300 x winners get 1 FREE regular pizza every week
c. 1,000 x winners will get 1.5L Pepsi every week
.
All the best guys! Hurry contest is ending soon. Last chance to participate' 😇
.
Domino's Pizza
#DominosMY
#SenangMenang
#ItsAllAboutYou
one news at 6 在 Ken's Portable Classroom Facebook 的精選貼文
📰 Tsai 1st to receive Taiwan-made COVID vaccine
🀄 蔡總統第一位接種台灣製造的高端疫苗
TAIPEI (Taiwan News) — Taiwanese President Tsai Ing-wen (蔡英文) said she was not nervous and "didn't feel anything" as she became the first to receive the domestic(國內的) COVID-19 vaccine developed by Medigen Vaccine Biologics Corp. (高端疫苗, MVC).
📌 台灣總統蔡英文表示,當她成為第一位接受由 Medigen Vaccine Biologics Corp. 開發的國產 COVID-19 疫苗的人(高端,MVC),她並不緊張,也“沒有任何感覺”,
As Medigen vaccinations opened to the public on Monday (Aug. 23), Tsai arrived at the National Taiwan University College of Medicine (NTUCM) gymnasium(體育館) before 7:30 a.m. that morning to present(示出) her health insurance card(健保卡) and check-in(辦手續). The medical staff in attendance(在場) confirmed(確認) that she would be the first to receive a dose(劑) that day.
📌 隨著周一高端疫苗向公眾開放,蔡於當天早上7點30分前抵達台大醫學院體育館,出示醫保卡並辦理手續。在場的醫務人員證實,她將是當天第一個接種疫苗的人。
Prior to the shot, a nurse measured(測量) Tsai's body temperature and found that it was 36.9 degrees Celsius. Tsai then completed the required paperwork and signed her name.
📌 在註射之前,一名護士測量了蔡的體溫,發現它是攝氏36.9度。蔡總統然後完成了所需的文書工作並簽上了她的名字。
An NTUCM physician then explained the warnings accompanying the Medigen vaccine and confirmed her medical information. While she waited, Tsai calmly chatted with NTUCM staff regarding(關於) their plans for the administration of the vaccine.
📌 台大醫生隨後解釋了高端疫苗附帶的警告,並確認了她的醫療信息。在等待的過程中,蔡總統從容地與台大工作人員聊起了疫苗接種計劃。
The nurse then confirmed Tsai's name, date of birth, and the type of vaccine to be administered. Before and after the dose was unpacked, the nurse presented it to the media.
📌 護士隨後確認了蔡的姓名、出生日期和將接種的疫苗類型。開藥劑前後,護士向媒體展示。
Tsai rolled up her sleeve(袖子) and patiently waited for the shot. As she waited, a member of the media shouted "President Tsai, are you nervous(緊張)?"
📌 蔡總統挽起袖子,耐心等待注射。當她等待時,有媒體喊道:“蔡總統,緊張嗎?”
Tsai responded by saying "no." She then turned to the staff and apologetically(抱歉地) said: "Such a big fuss is being made about this shot. I'm sorry."
📌 蔡回答說“不”。然後她轉向工作人員並抱歉地說:「這次注射如此大驚小怪。我很抱歉。」
After the nurse completed the inoculation(打針), Tsai said, "I didn't feel anything," and gave the thumbs-up signal to the nurse who had delivered the jab(注射). When a reporter asked "Are you OK?" Tsai responded with the OK gesture(手勢) and another thumbs up to the reporters.
📌 護士打完針後,蔡說:“沒什麼感覺”,還對打針的護士豎起大拇指。當記者問“你還好嗎?”蔡英文以OK手勢回應記者,並再次向記者豎起大拇指。
The nurse then explained the information recorded on Tsai's vaccination card. The president showed the yellow card to her audience.
📌 護士隨後解釋了蔡總統的疫苗接種卡上記錄信息。總統向她的觀眾展示了黃色接種卡。
Tsai laughed as she said, "This vaccination was quite easy, and I didn't feel anything." One of the doctors then explained that "the needle(針) is very thin."
📌 蔡英文笑說:“這次打疫苗很輕鬆,我沒什麼感覺。”其中一位醫生隨後解釋說,“針頭很細。”
資料來源: https://reurl.cc/En34GK
one news at 6 在 Battle Field Ver1 Youtube 的精選貼文
チャンネル登録お願いします。
→ http://u0u1.net/QWo0
★画像引用【Image quote】
1000PS.ch
Valentino Rossi tritt zuruck: seine beeindruckende MotoGP Karriere in 80 Bildern
★使用BGM
OPENNING&ENDING
More Plastic - Champion [NCS Release]
★動画クレジット【MovieCredit】
OPENNING
MotoGP YOU TUBE
https://www.youtube.com/user/MotoGP
MotoGP HP
https://www.motogp.com/ja
⚡佐野忠
2012 Moto-GP US Grand prix (Laguna Seca) 20120729155642
https://www.youtube.com/watch?v=zN1jDcHPNfM
⚡drty530
First lap through the corkscrew - Red Bull US Grand Prix Moto GP 2009 (Laguna Seca)
https://www.youtube.com/watch?v=5juH533t2uU
⚡gress lan
MotoGP 2008 USA Valentino rossi vs Stoner
https://www.youtube.com/watch?v=GSs7RvySuls&t=120s
⚡Munz Events
1996 CART Laguna Seca - The Pass
https://www.youtube.com/watch?v=WuwiqivkKCg
⚡MotoGP
Marquez puts one over Rossi at the Corkscrew
https://www.youtube.com/watch?v=5-FD76BwB08
⚡Kellysexy Mechanic
GP 500 Laguna Seca United States 1988 Grand Prix
https://www.youtube.com/watch?v=FVT-uEEb9rs&t=132s
⚡MotoGP
Corkscrew moments - Laguna Seca 2013
https://www.youtube.com/watch?v=k7MUXDVi6NY
⚡Racing News
ROMAIN ON TWO WHEELS! JIMMIE JOHNSON AND GROSJEAN SLAM! INDYCAR AT LAGUNA SECA
https://www.youtube.com/watch?v=HXtzZNqcEDw
⚡gress lan
MotoGP BATTLE Kenny Roberts VS Randy Mamola
https://www.youtube.com/watch?v=PQ0ueDvj5CI
⚡Alfonso SAS
Kenny Roberts, 200 km de Laguna Seca. 19842
https://www.youtube.com/watch?v=AXtaBpkm9Fc
⚡TrickyMario7654
1994 United States 500cc Motorcycle Grand Prix
https://www.youtube.com/watch?v=m3op3qHIkjA&t=2982s
⚡Porsche911GT1
Toyota F1 at Laguna Seca
https://www.youtube.com/watch?v=I_bWOdY6mbU
one news at 6 在 Square Enix Youtube 的最讚貼文
Welcome to the Final Trailer for NEO: The World Ends with You! Sit back and learn about the district of Shibuya, the unique and colourful cast of team-mates, Reapers, and foes you'll come across on your travels, and the stylish and fast-paced combat that awaits you.
On June 25*, you can play the free demo and start your adventure in NEO: The World Ends with You! Be ready when the full game drops on PlayStation 4 and Nintendo Switch on July 27, 2021!
Meet Rindo and Fret, as they fight to change their fate. Collect and develop your powerful psychic pins and be one of the first to experience the frenetic combat against the mysterious Noise.
Your progress in the demo will transfer to the full game for those who purchase NEO: The World Ends with You on the same platform.
*Demo available on June 25th at the following times:
10 AM PDT / 1 PM EDT / 6 PM BST / 7 PM CEST
Prepare to live the full Shibuya experience when NEO: The World Ends with You releases July 27th on PS4 and Nintendo Switch.
For more information, including where to pre-order, visit http://www.theworldendswithyou.com.
PC players, get ready! NEO: The World Ends with You is coming to Epic Games Store summer 2021.
Keep up to date with the latest news by following us at:
https://www.instagram.com/SquareEnix
https://www.twitter.com/SquareEnix
https://www.facebook.com/SquareEnix
#NTWEWY
one news at 6 在 CarDebuts Youtube 的最佳解答
สายการผลิต 2022 Audi e-Tron GT production รถสปอร์ตซีดานพลังไฟฟ้า พละกำลังสูงสุด 640 แรงม้า ก่อนเปิดตัวในเมืองไทย
ก่อนที่จะมีการเปิดตัวในเมืองไทยอย่างเป็นทางการ ในอีกไม่กี่วันข้างหน้า เราขอพามาชมสายการผลิต Audi e-Tron GT รถสปอร์ตซีดานหรูพลังงานไฟฟ้า จากตระกูล e-Tron ซึ่งในต่างประเทศเพิ่งมีการเปิดตัวในวันที่ 9 กุมภาพันธ์ที่ผ่านมา โดยทำตลาดใน 2 รุ่นด้วยกันคือรุ่น e-Tron GT quattro และรุ่น RS e-tron GT
With an energized driving demonstration and a world premiere featuring high-caliber participants, Audi has presented its new electric spearhead – the Audi e-tron GT. In two events on the digital Day of Progress, the Four Rings showcased the highlights of this fully electric Gran Turismo: dynamic driving performance, emotional design, and sustainability.
“The e-tron GT is a stand-alone Gran Turismo, reinterpreted for the future. Its looks are a testament to premium automotive design.Bringing impressive driving performance, this is electro-mobility in the most emotive way. And with its sustainable concept, it takes a stand,” explains Markus Duesmann, CEO of AUDI AG. “Because it’s not just the drive concept that is sustainable. The entire production at our Böllinger Höfe site now has a carbon neutral energy balance.This sends an important signal – for the site, our workforce and the future viability of Audi.”
Audi also set a new benchmark with the digital world premiere, the Day of Progress. Two digital events presented the Audi e-tron GT: in the Sprint of Progress, the Formula E driver Lucas di Grassi and the sustainability entrepreneur and Formula 1 world champion Nico Rosberg demonstrated the dynamic driving performance of the Audi RS e-tron GT alongside the current Formula E racing car of the Four Rings, the Audi e-tron FE07. In a trip on the circuit of the Audi Driving Experience Center in Neuburg an der Donau, the spotlight was on the dynamic performance of the new model.
In the Celebration of Progress, the brand with the Four Rings introduced the Audi e-tron GT to the public for the first time. In the hour-long virtual show, Markus Duesmann and Hildegard Wortmann, Board Member for Sales and Marketing, together with further Audi protagonists such as Henrik Wenders, Senior Vice President for the Audi Brand, and Marc Lichte, Head of Design, presented the highlights of the new model.
A varied program emphasized the forward-looking attitude of the Four Rings brand. With reference to the importance of design, sustainability and performance, the actor and producer Tom Hardy, the designer Stella McCartney and Nico Rosberg added their personal insights. Themusical accompaniment to the unveiling of the car was performed by the US-American singer and songwriter Janelle Monáe, while Steven Gätjen as moderator guided the audience through the show.
The GREENTECH FESTIVAL and Audi, a founding partner of this platform for sustainability, together presented the GREEN FUTURE Award for the first time as part of the world premiere of the Audi e-tron GT. The prize, part of the festival’s GREEN AWARDS, is given to projects and persons that promote environmentally compatible urbanization and at the same time make an important contribution to improving the quality of life in urban infrastructure. The winner is the start-up Zencity, based in Tel Aviv, with an algorithm that collects and analyzes social media posts and local news from cities.
Both events are still available to be accessed online.
Quotes from the Celebration of Progress
“The Audi e-tron GT is the beginning of a new era for Audi. Our aim is to shape the future of electric premium mobility. Love of detail, maximum precision, and design that points the way to the future show how much passion we at Audi put into designing and making vehicles.”
Hildegard Wortmann, Board Member for Sales and Marketing, AUDI AG
“With the Audi e-tron GT we are putting the DNA of Audi on the road. The Gran Turismo superbly reflects our innovative strength and our pioneering spirit. For us it is already part of a line of icons of the brand, alongside the Audi TT and the Audi R8.”
Henrik Wenders, Senior Vice President, Audi Brand, AUDI AG
“For me, progress means creating something new. Something that no one has ever done before in this form. Designing a fully electric vehicle is like this: the entire design process has to be thought through anew.”
Marc Lichte, Head of Design, AUDI AG
“The Audi RS e-tron GT is a milestone in the development of electrified high-performance models.”
Lucas di Grassi, Formula E driver and entrepreneur
“Electric mobility is the future. Of course the path to the goal is a long one. It’s great to see that Audi is taking this path with determination.”
Nico Rosberg, sustainability entrepreneur and Formula 1 world champion