🌻
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3部Youtube影片,追蹤數超過0的網紅CarDebuts,也在其Youtube影片中提到,เปิดตัวครั้งแรกในโลก พร้อมราคา The All-New Mitsubishi Outlander 2021-2022 World Premiere มิตซูบิชิ เอาท์แลนเดอร์ โฉมใหม่ล่าสุด มี 3 แถว 7 ที่้นั่ง ทำต...
growth driver 在 Siennylovesdrawing Facebook 的最讚貼文
Hey all 👋🏻 , how do you actually prepare for your Driving Motor Vehicle (DMW) test to gain your driving license❓⁉️
Do you study with some online DMV written test tools or resources to learn better & to aim to pass & gain your DMV license ❓⁉️
“Hmm…Which DMV Written Test❓⁉️”
Sienny Yong aka Siennylovesdrawing 👩🏻 would like to feature sharing about the DMV Written test By Infinity Loop Capital
It’s a website aims to provide all its users with practices for their upcoming DMV test, yes, an intuitive platform created to allowing car, motorcycle & truck drivers to practice for their test efficiently
It’s available in 2⃣ languages ie. English & Spanish for all 50 states, bravo!!
This resources was mentioned by Kay, her old uni mate in California about her happy DMV test passing experience gained 😁, so she shared here then you all in the relevant states can be benefited too ~ Sharing is caring as always ya 💕
#car #driver #drivers #vehicle #motorvehicle #life #DrivingMotorVehicle #DMV #driving #test #strength #growth #lifestyle #sharing #sharingiscaring #blogging #blogger #bloggers #influencer #influencers #siennylovesdrawing #userstory #userreview #userexperience #experience #self #selflove #selfcare #awareness #selfawareness
growth driver 在 TrendForce Facebook 的最讚貼文
#NEWS
Data center demand for enterprise SSDs will become the primary growth driver of the NAND Flash market. #TrendForce expects quarterly NAND Flash revenue to reach a record high in 3Q21.
growth driver 在 CarDebuts Youtube 的最讚貼文
เปิดตัวครั้งแรกในโลก พร้อมราคา The All-New Mitsubishi Outlander 2021-2022 World Premiere มิตซูบิชิ เอาท์แลนเดอร์ โฉมใหม่ล่าสุด มี 3 แถว 7 ที่้นั่ง ทำตลาดในอเมริกาเหนือ ก่อนมาขายในไทย
Mitsubishi Motors Corporation ประกาศเปิดตัว All-New outlander โฉมใหม่ เจนเนอเรชั่นที่ 4 รุ่นปี 2022 รถครอสโอเวอร์รุ่น flagship ของบริษัท ผ่านทาง Amazon Livestream เป็นครั้งแรก โดยมาพร้อมดีไซน์ใหม่ คุณภาพระดับพรีเมี่ยม สมรรถนะที่เหนือชั้น และเทคโนโลยีที่ล้ำสมัย ที่คุณสามารถคาดหวังได้ จากรถยนต์ของ Mitsubishi พร้อมเริ่มจำหน่ายในตลาดอเมริกาเหนือ เป็นที่แรกในโลก ในราคาเริ่มต้น 25,795 เหรียญสหรัฐ หรือราว 773,000 บาท ในเดือนเมษายน ปี 2021 นี้ ก่อนที่จะมีการทำตลาดทั่วโลก หลังจากนั้น
FRANKLIN, Tenn. – As part of a game-changing collaboration with Amazon, MITSUBISHI MOTORS CORPORATION (MMC) today revealed the all-new 2022 OUTLANDER crossover SUV via livestream, the first vehicle to ever debut on Amazon Live.2 All-new from the wheels up, the 2022 Outlander features a new design direction for both this vehicle and the brand, plus the premium quality, rugged performance and innovative technology expected of a Mitsubishi Motors vehicle.
The flagship of the Mitsubishi Motors line, it is reimagined and reinvented in every way, and is the best-equipped, most thoughtfully engineered vehicle the company has ever developed. Outlander gears up for sale in North America first in April 2021, with other global markets to follow.
With a U.S. Manufacturer's Suggested Retail Price starting at $25,7951, the all-new 2022 Mitsubishi Outlander delivers the equipment, quality and lasting value that Mitsubishi customers have come to expect of the brand. Full pricing and packaging details will be made available at a later date.
"Based on the product concept 'I-Fu-Do-Do,' which means authentic and majestic in Japanese, the all-new OUTLANDER has been crafted into a reliable SUV with significantly upgraded styling, road performance, and a high-quality feel to satisfy the needs of customers who want to expand their horizons and take on challenges of every kind," said Takao Kato, chief executive officer of MMC. "With the launch of the all-new OUTLANDER, we will first expand our sales in the North American market and then aim for global growth."
The Outlander was first launched in North America in 2002, and this new model is the fourth generation to be sold.
Styling debuts the brand's next generation Dynamic Shield front face and design language, with muscular fenders, bold proportions and available large-diameter 20-inch wheels. Inside, Outlander is a quiet and serene space, showcasing quality and convenience through class-above materials, seating for seven in the segment's only standard-equipment third-row, available 12.3-inch digital instrument cluster and 9-inch center screen, and also newly available wireless smartphone charging capability with Android Auto3 and wireless Apple CarPlay.4
The engineering underpinnings are also all-new. Partnered with a newly developed platform and 2.5L four-cylinder engine, Mitsubishi's rally-derived Super All-Wheel Control5 system provides unmatched confidence for drivers in all environments. The newly developed drive mode selector allows performance and grip to be tailored to the conditions through six distinct settings, increasing on-road and off-pavement performance. Even two-wheel drive models are fitted with the drive-mode selector, offering five distinct modes in this setup, to help drivers feel more confident in all driving conditions.
Standard equipment on the 2022 Outlander includes 11 airbags6, three rows of seats, myriad storage locations, USB-A and USB-C charge ports and 18-inch wheels.
Depending on trim level, the 2022 Outlander can be fitted with 20-inch wheels, Mitsubishi's MI-PILOT Assist driver assistance system with adaptive cruise control and lane-keep assist7, semi-aniline leather seating, integrated navigation using what3words technology, a windshield-display 10.8-inch full-color Head-Up Display (HUD), Mitsubishi's industry-leading Mitsubishi Connect smart-car system, and a 10-speaker BOSE® audio system.8
Mitsubishi Motors North America is in the midst of introducing a full showroom of redesigned, reengineered or all-new vehicles, and the 2022 Outlander is the culmination of that program. This much-anticipated vehicle is here, and the game-changing launch is well under way. The all-new 2022 Mitsubishi Outlander is set to break boundaries, reset expectations and demand attention.
growth driver 在 CarDebuts Youtube 的精選貼文
Built Ford Tough: Ford answers the call from truck customers looking for an affordable, rugged, and maneuverable midsize pickup that’s Built Ford Tough; torture-tested alongside Ford F-150 trucks, Ranger quality starts with a rugged high-strength steel frame backbone, proven Ford-built 2.3-liter EcoBoost® engine and class-exclusive 10-speed automatic transmission
Ready for adventure with innovative technology: New features make driving easier and more fun, both on- and off-road; available FX4 Off-Road Package adds protective skid plates, upgraded tires, off-road-tuned shocks and suspension, while Terrain Management System™ and Trail Control™ help navigate challenging conditions; a suite of innovative technologies includes standard Automatic Emergency Braking to help avoid collisions
Strong new choice for midsize truck fans: Ranger brings American truck lovers an all-new choice; production begins late this year at Ford’s Michigan Assembly Plant as the U.S. industry sees continued growth in midsize pickups
DETROIT, Jan. 14, 2018 – Ford today reveals the all-new 2019 Ford Ranger for North America, bringing midsize truck fans a new choice from America’s truck sales leader – one that’s engineered Built Ford Tough and packed with driver-assist technologies to make driving easier whether on- or off-road.
Production begins late this year at Ford’s Michigan Assembly Plant as customer demand is growing for midsize trucks. U.S. sales are up 83 percent since 2014 as a new generation of midsize truck buyers seek more maneuverable, fuel-efficient pickups.
The 2019 Ford Ranger answers the call with an all-new midsize pickup featuring a new exterior design, chassis and powertrain developed specifically for North American truck customers. Powerful and strong, with a high-strength steel frame, Ranger is equipped with a proven 2.3-liter EcoBoost® engine mated to the only 10-speed automatic transmission in the segment.
“Ranger has always held a special place in the hearts of truck fans,” said Hau Thai-Tang, Ford executive vice president, Product Development and Purchasing. “The all-new Ranger is designed for today’s midsize truck buyer, delivering even more utility, capability and technology for those who blend city living with more off-the-grid adventures on weekends.”
Ranger comes in entry-level XL, mid-level XLT and high-level Lariat trim series with available Chrome and Sport appearance and FX Off-Road packages, and in SuperCab or SuperCrew cab configurations.
growth driver 在 Rinozawa Youtube 的最讚貼文
2012年1月18日/2歳7ヶ月 Rino talks about having played in a nursery school before sleeping to a mom on that day.
She imitated the trailer bus with a hula-hoop and seemed to play.
She was a driver and she picked up a friend and a teacher and seemed to go for a drive.
保育所は大好き^^
Facebook
http://www.facebook.com/pages/Rinozawa/232183876872295?sk=wall