🌻
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4部Youtube影片,追蹤數超過14萬的網紅SARAH & JASON,也在其Youtube影片中提到,BiRKiN BiRKiN BiRKiN Hermès Hermès Hermès Hard to buy? (Jason: very???) Some people online say there is an way to successfully buy a Birkin Does it wo...
「online shopping process」的推薦目錄:
- 關於online shopping process 在 貓的成長美股異想世界 Facebook 的精選貼文
- 關於online shopping process 在 Facebook 的最佳貼文
- 關於online shopping process 在 東維工業 Facebook 的最佳解答
- 關於online shopping process 在 SARAH & JASON Youtube 的最佳貼文
- 關於online shopping process 在 mapleLIFE Youtube 的精選貼文
- 關於online shopping process 在 Antariksha Phadnis Youtube 的最讚貼文
- 關於online shopping process 在 How To Shop Online | Step By Step Guide To ... - YouTube 的評價
- 關於online shopping process 在 Online Shopping Process in Retail Market - Pinterest 的評價
- 關於online shopping process 在 Callshop Pinoy - ONLINE SHOPPING PROCESS‼️ Buy... 的評價
online shopping process 在 Facebook 的最佳貼文
For #PlasticFreeJuly
Today is also World #PaperBagDay
There are many ways to do our part including bringing our own shopping bags, refusing bottled water, using our own utensils and containers for take-out, and more.
I myself still couldn’t go completely plastic-free. There are some things at home that still came in plastic packaging. The occasional online purchase bestowed bubble wraps. Even so, my mom and I do whatever we can by being responsible with wastes and recycling everything that's recyclable. It’s a good routine, and it doesn’t have to be just for July alone, but for some it's definitely a great start.
So here's having fun with those bubble wraps before they go into the recycling bin. A silly version of my song Breathe, about plastic pollution having a direct and deadly effect on marine wildlife, it features (when you see it) my mom's handwriting.
Shoutout to:
声音猎人 Social Playlist, Reef Check Malaysia, and Juara Turtle Project
all of which were important parts of the songwriting process.
Thank you~!
online shopping process 在 東維工業 Facebook 的最佳解答
We made a postcard.
A postcard is no big deal, why do we need post? Because we tried relief printing for the first time, we were fascinated by the operation of the huge machine. During the printing process, we looked at the deep and shallow lines of the paper from the offset and found it amazing. Thank you #水木印刷 for us to participate together. Friends from Kaohsiung who want to print relief printing can find them it’s really awesome!
我們做了一張明信片。
一張明信片沒什麼大不了的為什麼要發文?因為我們首次嘗試了凸版印刷,巨大機器運轉的過程讓我們好著迷、印刷過程裡我們看著紙張從膠版上壓出深深淺淺的紋路覺得好神奇,也謝謝 #水木印刷 讓我們可以一起參與,高雄的朋友要印凸版印刷完全可以找他們棒呆了!
——
This is a brand-new series, based on stationery supermarket. There are ink shopping carts, pencil shopping bags, shocking price glue remover, basket scissors, pencil sharpener display cabinets, Correction fluid baskets and end frame watercolors. The purpose of postcards is to create a sense of a dizzying and dazzling supermarket. The five-color high-cost printing is just to make the supermarket rich. Whether you collect it or send it to friend, it is a nice choice; other than that We have made a series of products, including Taiwan traditional bags, note papers, and stamps, which will be first sold in Kaohsiung Market on December 13th. They will be available online when the order is issued on the 1/5 official website 2021.
這是一個全新的系列,以文具超市發想,有墨水購物車、鉛筆購物袋、驚爆價除膠劑、菜籃剪刀、削鉛筆機展示櫃、立可白提籃和端架水彩,這張明信片就是想營造出目不暇給、琳瑯滿目的超市感,一共五色的高成本印刷只為了想做出超市豐富的感覺,無論自己收藏或是寄給朋友,都是有夠好看的選擇;除此之外做出一系列的商品,有茄芷袋、便條紙、印章,12/13高雄市集首賣,網路會在明年1/5官網開單時上架。
——
新品即將陸陸續續現身,都有關於市集,請密切期待!
——
#東維工業 #印章 #手帳 #文具 #凸版印刷 #印刷 #文具超市 #danweiindustry #stationery #postcard #reliefprinting
online shopping process 在 SARAH & JASON Youtube 的最佳貼文
BiRKiN BiRKiN BiRKiN
Hermès Hermès Hermès
Hard to buy? (Jason: very???)
Some people online say there is an way to successfully buy a Birkin
Does it work? Is there a way?
Maybe next time we can film such shopping stories
A lot of our YouTube family want to see the entire Hermes collection
But we do have a little hesitation
However like with everything you can't satisfy everyone
And we think there are plenty of people who would like to watch this topic
So let's do it, hope you all enjoy it!
There aren't many bags left to film
So afterwards we might have to go back to accessories or watches or the kitchen???
Sarah's watch collection isn't done, there are still a few more very nice pieces
How to buy a Birkin?
How to buy an Hermès?
Jason: I've got one... How to buy a Daytona???
We could maybe film the process of not being able to successfully buy any of the above ?
00:00 Start
1:17 BALENCIAGA
4:33 CELINE
6:53 Hermès
8:47 IKEA
#BALENCIAGA #motorcycle #GoingToWork
#CELINE #sangle #BucketBag
#Hermès #BiRKiN #kelly #constance #HowToBuyABirkin #HowToBuyAnHermès
#IKEA #frakta #practical
online shopping process 在 mapleLIFE Youtube 的精選貼文
Hey Everyone!!!! I know this is the worst timing ever. My other bed had to break during the midst of COVID-19. All the physical furniture stores was closed. I traditionally prefer local deliveries when needed. This is my first time experience purchasing furniture on the Wayfair APP. I decided to share with you my experience & show you the process. Thanks for watching & supporting my Channel.
Name of Bed Model: Pinar Solid Wood Bed by Gracie Oaks
SKU#: C000100539
Purchased on Wayfair Canada APP.
This is not a sponsored video.
online shopping process 在 Antariksha Phadnis Youtube 的最讚貼文
I made this video because I have been lately getting a lot of questions about where I buy particular makeup items. So, I have listed all the places below where I buy my products. But, first we need to talk about the thought process which goes in my head before buying any item. I talk about how I go about purchasing products to build up my makeup collection. Also sharing some learning which I have had along the way. If you have some more tips then please share in the comments below.
Websites I mentioned:
1. https://www.sephora.sg/
2. https://www.cultbeauty.co.uk/
3. https://www.beautybay.com/
4. https://comamakeup.com/
5. https://qolourette.com/
6. http://www.laycy.com/
7. https://shopee.sg/
8. http://www.nykaa.com/
9. https://colourpop.com/
Offline Stores in Singapore: Sephora, Sasa, NYX, Watsons, Guardian. Also available in Tangs, Robinsons, OG, Takashimaya but I don't remember purchasing makeup from any departmental stores till date. :P
Some Instagram Sellers in India:
I have never tried any of these sellers but I am just providing the information.
1. the_beautytrunk - Mentioned by BronzingGeek
2. makeupandbeauty_india - Mentioned by goglam90
3. beautybuyindia
4. beautyngloss
Thank you so much for watching this video.
Don't forget to hit like and SUBSCRIBE to my channel for more such videos.
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My latest 5 Videos ?
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- Tarte Tartelette Palette Review & Comparison with Colourpop Double Entendre
https://youtu.be/kepj2_VH8-I
- Whats is my bag and Handbag collection
https://youtu.be/XTifvDFxT-A
https://youtu.be/g5sf2by4Mr4
- Collab with Tickle Me Pink
The Singapore Tag | Best in Singapore
https://youtu.be/ozzGZaohWoo
Indians Trying Singapore Snacks
https://youtu.be/Keg-WlBmjto
- Colourpop Give It To Me Straight & In-Nude-Endo Palette Review
https://youtu.be/OZtAbGUb4_o
- February Faves
https://youtu.be/fPiH9v9fwOU
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My Blogs ?
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http://infinitereflections.net/
http://patternedpapersandme.com/
Follow Me on Social Media ?
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Facebook :- InfiniteReflectionsByAntariksha (url)
Pinterest :- antarikshadas
Instagram :- antarikshadas
Twitter :- AntarikshaPhadnis@PatternedPapers
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For Business enquires/Collabs, please drop me an email at
[email protected]
Makeup Worn:
-----------------------
Smashbox Photo Finish Primer
Milani Conceal + Perfect Warm Beige + Amber
Maybelline Fit Me Concealer Deep
Rimmel Stay Matte Powder Warm Honey
Essence Eyeshadow Base
Kat Von D Saint n Sinner eyeshadow palette
Kat Von D Tatoo Liner Trooper
ABH Brow Wiz Ebony
Faces Magneteyes Kajal
Essence Lash Princess Mascara
Too Faced Dark Chocolate Soleil Bronzer
L.A. Girl Just Blushing Just Peachy
Too Faced Candlelight Glow Warm Glow
Girlactik Matte Lip Paint Playful
Disclaimer : All opinions expressed are solely mine. I can give you a guideline about the products but It's best to try it out yourself and form your own opinion. All the visual contents of this video are solely mine, please request for permission if you want to use them. This is not a sponsored video.
XOXO
Antariksha
online shopping process 在 Online Shopping Process in Retail Market - Pinterest 的推薦與評價
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