關於 it deployment ，我們在網路上蒐集到這些相關的討論、資訊與評價

🌻
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/

🔥🔥 10 Points in Response to the Prime Minister's "Recovery Plan". Window Dressing Is Not Going To Cut It This Time | Industries Unite

(1) The fact that we have a one-pager after enduring the pandemic for 15months, speaks volumes of the perceived indecisiveness, inefficiency and lack of a cohesive idea on the part of the Government on how and when we are going to come out of this. Contain the pandemic and have a structured economic recovery.. There are too many if's and variables in play for the plan to actually spur the confidence of the #Rakyat.

(2) Weren't we at these levels last year? Unless we have a clear and defined path forward the idea that we will come out of this in September or October 2021, is not convincing; amongst others as the whole plan is entirely based on the accuracy of purported numbers of infected persons and the availability of vaccinations on time. Many analysts have openly stated serious doubts on this.

(3) There are serious doubts about the absolute numbers that the government is resting the substratum of the 'Recovery Plan' on. Limited and variable testing numbers and testings may mean that there are flaws in the absolute numbers being relied upon here. This appears to be supported by the Code-Blue stats.

(4) Where is the tracking data on clusters and contact tracing?
Without this, we are fighting with eyes closed. In any case, most of the cases appear to be asymptomatic, so are the numbers correct?

(5) What if this doesn't work? We simply cannot afford to get it wrong now, the fear is that the projection put forward by you, is not based on any data that has been made available to be scrutinised and verified. Just a blanket wish-list. With the current numbers of new cases and the projection of average positivity rate. With the data, We will be able to see the real numbers (projected forecast) and tabulate a much more concrete plan. However, is the government not doing this because as the numbers are bad? These are serious questions that we have.

(6) Increasing the capacity to vaccinate should be the priority moving forward. Delay and bureaucracy are issues ignored here. Private practitioners who have been inoculating children and adults for decades are not being fully mobilised , these private practitioners, who are by law allowed to vaccinate the public are frustrated by the process of having to register and by trained by a private company #ProtectHealth. The Government's refusal to fully utilise the existing infrastructure of the many #Klinik #Kesihatan and government hospital out-patient facilities, preferring them to mega #PPVs is not optimising the capacity to vaccinate. They have not taken into account that many people especially in the rural areas do not have smart phones or connectivity, yet we insist on deployment of a RM70 million application that has shown itself to crash twice! A manual system was used to great effect in the USA and UK to great effect in simplifying the process and increasing capacity.

(7) The idea of employers being allowed to pay to vaccinate raises the question of allocation of vaccines and a two class system of vaccination process.

(8 ) There is no indication of how and when the vaccination are going to be distributed to the states. Why are we not involving the individual state health apparatus. Surely, they are already set up and are better positioned to roll it out .

(9) Where are the dollars and cents in numbers, in-terms of assistance and Aid to the #public and #businesses to stabilise their economic position for the duration that there are restrictions on movement (#FMCO). Where is the Plan B, in case the targets as stated are not met? What is the plan? Can the government be sure?

(10) Surely a recovery plan should include a plan for Economic Recovery over at least 3 years. If there is One, Where is it?

(11) Do we have an adequate safety net for the public? There is no indication of when people will get back jobs and when, businesses will get back to normal. One cannot assume economically everything will be ok, once we reach October 2021.
It will take many months thereafter to get back to employability and profitability. So whats the plan for that? What are the projections? What are the solutions? What is the plan ?

WE SIMPLY CANNOT AFRORD TO GET THIS WRONG THIS TIME.
PEOPLE ARE DYING. BUSINESSES ARE FOLDING. WE NEED MORE.

Dato' David Gurupatham
Datuk Irwin SW Cheong
On-behalf of #IndustriesUnite.

#OneVoice #kitajagakita #ManaPelan #JabatanPerdanaMenteri #RecoveryPlan #MOFMalaysia #KementerianKewanganMalaysia #KKM #covid19 #PKP3 #MCO3 #RintihanRakyat

Francis Fong Po-kiu, honorary president of the Hong Kong Information Technology Federation, agreed the move was simply political.
“I think it’s for political bargaining with China so we see on one hand the US seeks to counter China and Hong Kong, while on the other hand it has revoked bans on TikTok and WeChat. It’s a carrot and stick approach,” he said. “One purpose behind the act is to safeguard the internet freedom of the US firms doing business in Hong Kong.”

This is a message that I would like to share with the world.
A message from Taiwan.

Hi there, this is Vivi from Taiwan.
There’s something that I would like to share with you.

With more than 1.7 million confirmed cases and 100 thousand deaths around the world, the COVID19 pandemic outbreak has become the most challenging global health crisis of our time. This is an unprecedented time that has affected the lives of everyone in our global community, regardless of race, gender, culture, or skin colour.

At this defining moment in history, cooperation will bring upon the relief and clarity needed to triumph over a common threat facing humankind. In this fight, I, as a citizen of this global community, believe health is a fundamental human right that is inherent to all human beings. ‘Health For All, Leave No One Behind’ is a guiding principle of all health professionals, as well as a message that has resonated with us Taiwanese people through the toughest of times. In 2003, the SARS outbreak devastated my home country. Left isolated and marginalised by the WHO in the fight against SARS, we learned, through fearful uncertainty, how to tenaciously combat pandemics. But most importantly, the people of Taiwan experienced firsthand what it felt like to be left behind. Taiwan, despite just being miles off the coast of China, has effectively managed the spread of coronavirus in our country. And it is the belief that we should ‘leave no one behind’ that motivates us to play our role in the global community.

Taiwan can help, and Taiwan is helping.

In the past few weeks, the Taiwanese government has donated more than 10 million surgical masks to the United States, Europe, Southeast Asia, India, Central America and South America. Other medical supplies are also finding their way to all continents around the globe. Since the very first days of the outbreak, the Taiwanese government has devoted itself to fighting this pandemic. Through information transparency, quick response, early deployment and the effective use of big data, the functions of our society continue without interruption. To share our knowledge on COVID-19 with the world, we created virtual forums, participated by numerous countries, of our successful and internationally recognised public health policies. Our government and research centres have also teamed up with the Czech Republic, European Union and the United States in sharing tactics and technology and collaborating on the development of vaccines and rapid test kits. Finally, we have worked with different governments in analysing the economic, social and psychological impact of the epidemic and related isolation measures.

Taiwan cares, and Taiwan helps.

This virus can tear up the world, but it will not shake the foundations of humanity’s values. For a worldwide pandemic that does not discriminate based on borders and nationalities, it is crucial that we, in times of a crisis like this, stay stronger together.

Taiwan never forgets her friends from around the world.
We are part of this global team and we are in solidarity with the rest of the world.
Taiwan stands with you.


這是一個我想要傳遞給世界的訊息。
一則，來自臺灣的訊息。

嗨，今天過得好嗎？
我是來自臺灣的Vivi。讓我跟你分享一件事，好嗎？

COVID19爆發至今，已在全球造成超過一百七十萬人確診、十萬人犧牲。這次的疫情，是這個世代面臨最大的全球衛生危機。這是一場影響了全人類，不論種族、性別、文化、與膚色，我們都必須共同面對的，前所未有的挑戰。

在這個歷史性的浪尖上，並肩合作、共同抗疫，才能夠引領我們贏得這場對抗病毒的戰役。身為全球公民的一員，我始終相信「健康，是每一個人都享有的基本人權」。而「全民均健」，不只是每一個醫衛人員所堅守的價值，更是在這樣艱難的時刻中，臺灣人民付諸實行的信念。在2003年時，我們經歷了SARS的考驗，並學會了如何在前方情形未知、還被WHO排除在外的情況下，仍舊堅韌地戰勝傳染病。但最重要的是，臺灣人比誰都了解孤軍奮戰的心情。而在這次的疫情當中，臺灣即便緊鄰中國，依然有效地阻擋了疫情擴散。同時也正是「全民均健，不可遺落任何一個人」的信念，引領臺灣始終積極地在國際社會中，貢獻一己之力。

臺灣可以幫忙，我們也正在全力幫忙。

在過去幾週內，臺灣捐贈了超過一千萬個醫療口罩至美國、歐洲、東南亞、印度及中南美洲。同時，也有許多捐贈給各大洲的防疫醫療器材，正在運送與安排當中。自從疫情爆發的第一天起，我們的政府就全體動員，合力對抗傳染病。經由公開透明的疫情資訊、超前部署、快速溝通與反應、以及大數據運用等防疫策略，臺灣社會才得以繼續維持日常生活不受影響。而我們也開始舉辦線上會議，與許多國家分享我們的防疫經驗——臺灣的防疫成果，是國際有目共睹的。我們的政府與醫衛研究機構，也跟捷克、歐盟、美國合作，不僅分享防疫策略、技術，也開始共同研發疫苗與快篩。近期，我們也跟他國政府共同合作，研究此次疫情所帶來在經濟、社會與心理健康上的影響。

臺灣因為在乎，所以我們實際幫忙。

病毒或許可以分裂這個世界，但沒辦法撼動人類最根深蒂固堅守的價值。面對著這個跨越邊界、國籍的傳染病危機，這個世界必須攜手合作，共同強大。

臺灣從來沒有忘記我們全球的友邦與朋友。
我們是這個世界的一份子，也會持續跟全世界站在一起，抵禦病毒。
臺灣與你並肩。

#COVID19 #TWStandsWithU #TaiwanCanHelp #TaiwanIsHelping

—
影片製作 Video/ Vivi Lin
內容撰寫 Script/ Vivi Lin, Roy Cheng
相片版權 PC/ Ministry of Foreign Affairs (Taiwan)
（照片翻攝至外交部、Taiwan in the Netherlands、Taiwan in EU and Belgium、Taiwan in Holy See、Taiwan in Poland、AIT Facebook & Twitter，如有侵權敬請告知）
特別感謝 Special Thanks/ MOFA (Taiwan) and NEX Foundation

更多臺灣防疫成果國際分享，請見外交部專區https://bit.ly/mofacovid19

*Disclaimer: The views and opinions expressed in this video are those of the authors. 影片內容僅代表作者本身之觀點。*

天井開閉でオープンカーになりました、
すごいですね、
German car manufacturer Daimler Corporation produces the SL classes (S elk RAS), and it is a coupe, the cabriolet which the company sells with Mercedes-Benz brand or the luxury model of the coupe cabriolet type.
The origin of the name of the SL class "super light". It has been made as the highest grade roadster which included various advanced technologies to lead an opening, the flowing elegant styling and times when and I was sporty by first 300SL having the gal wing door which I appeared brilliantly in 50's. The existing model equal to the fifth generation is a Japanese debut in October, 2001. I adopt the barrio roof of the electric opening and shutting-type hard top to a roof, and the refreshing open top can change it in 16 seconds. As well as this, it was equipped with the electronic stability programs to improve danger evasion performance including センソトロニック・ブレーキコントロール which I tied up an electronic control unit and a brake pedal electrically, and controlled the most suitable brakes and realized high-dimensional run stability. Large improvement was performed in November, 2006 and changed the design of before and after, and the material of the real leather seat and a design of switches were changed of to the interior rotation. In addition, I accept a deployment engine and bring tuning of the suspension to a conclusion. It was equipped with four new generation valve DOHC engines of V-six 3.5 liters and V-eight 5.5 liters and plans the power-up of the V-twelve engine. I planned the expansion of the variation about the AMG specifications of the high performance model. I changed the design of the inner decoration in May, 2008 and planned substantiality and a power performance gain of the equipment and performed large improvement. It is SL55 about the AMG specifications

美人ライダー　HONDA NSR250R　ホンダ NSR250R　ホンダ ホーネット　Hornet　美女ライダー
https://youtu.be/6PCj5RDuJvE
NSR250R (N Software Research Associate にひゃくごじゅう are) is two stroke motorcycles of the racer replica type of Honda Motor. NSR of the car name is abbreviation of New Sprinter Revolution.
A summary

In a replica of works racer NSR500 which is a competition vehicle of road race world championship (WGP), I become a flagship model in the NSR series of the commercial car.

It is distributed between MC16, MC18, MC21, four kinds of MC28 in a model greatly. Yamaha TZR250R, two fierce stroke technology development competition by the comma-shaped design with sea bass RGV250Γ were developed than the first model, and a model change was performed every year during 1990 from 1987. In addition, successive models were consistent entirely, and the start method adopted only a kick starter, and the cell starter was not equipped with.

Honda Hornet(Hornet) It is the name of the motorcycle which とは, Honda Motor produce and points at 250cc model in 250cc, 600cc, the series general term of the displacement volume of 900cc, a narrow sense in a wide sense. The Hornet is a hornet.

A commentary

I equip a monobackbone frame, the rear that can support the body with a tank with a feeling of volume, one corner type pipe with a wide tire and have a characteristic called the up muffler. It is Ney kid of four four water-cooled stroke series cylinder engine deployment and the thing equipped with wide tire which a liter motorcycle is equipped with originally suffers from a topic and boasts of the popularity that is high by the 250cc road sports.

In addition, the monobackbone frame which is a frame form is transformation of the diamond frame if I watch it as a road motorcycle, but, actually, the road motorcycle version of the backbone frame of the off-road motorcycle and the which said are near frames. In addition, it is equipped with an engine of the CBR system together, and, as for the engine, each grade is strong in a viewpoint to be Ney kid model of the CBR system.