🌻
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43部Youtube影片,追蹤數超過16萬的網紅莎白Elizabeth,也在其Youtube影片中提到,#美國家庭 #台灣生活 #移民 🎈莎白的Instagram日常: https://www.instagram.com/elizabenny/?hl=en 🎈莎白的Facebook專頁: https://m.facebook.com/shabaianderic/ 🎈合作邀約請洽(Business...
speaks to 中文 在 Sony Chan Facebook 的最佳貼文
Paris goes into lockdown again. Meanwhile, I am wearing this couture brooch with thoughts flying through my mind. Each jewellery speaks to me, and tells my story. Trying to put it all down on words, I wrote 《買到呢 Inachetable》(中文版:sonychanselects.com)
speaks to 中文 在 Capcom Asia Facebook 的最佳解答
《Monster Hunter Stories 2: 破滅之翼》登場角色介紹2
-琪娜:馬夏那村的騎士。隨行獸是迅猛龍王「阿飛丸」。 性格豪邁爽直,自由奔放。 口頭禪是「興奮雀躍」!會教導主角騎士的基礎,並鼓勵主角出發冒險。
-阿爾瑪:汝途村的騎士。隨行獸是風漂龍「紫白」。 眉清目秀、沉默寡言的青年。言行乍看之下很冷漠,但其實很關心身為自己第一個人類朋友──烈度之孫的主角。
-月路:青年獵人的隨從艾路。頭上的柔毛秧雞是能夠飛翔的特殊個體。 其目的到底是……?
-破滅火龍:自艾娜交託的蛋孵化而成,並成為了主角的隨行獸,是隻雙翼很細小的火龍。當其拍動雙翼,便是世界毀滅之時…… 正如傳說所言,其翅膀無法於空中飛翔。
《Monster Hunter Stories 2: 破滅之翼》將於7月9日Nintendo Switch和Steam,提供亞洲版,支援繁簡中文字幕。
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MONSTER HUNTER STORIES 2: WINGS OF RUIN – Characters Vol.2
Kayna: A Rider from Mahana Village. Her Monstie is a Velocidrome named Avmar. She is free-spirited and has a bubbly personality. She teaches you the fundamentals of being a Rider, and acts as your mentor as you set out on your journey.
Alwin: A Wyverian Rider from Rutoh Village. His Monstie is a Legiana named Shaulk. He is handsome and seldom speaks. While he acts cold and reserved, he takes a shine to you because you are the grandchild of Red, the first human friend he ever had.
Tsukino: The Palico of a young Hunter. She has a special perch for a Downy Crake to roost atop her head. Her motives are a mystery. What is she really after...?
Razewing Ratha: Your Monstie that hatched from the egg you received from Ena. He has small wings. It is said that with a beat of his wings, the world will burn... Just as depicted in the legend, at birth he is unable to fly.
MONSTER HUNTER STORIES 2: WINGS OF RUIN coming 9 July on Nintendo Switch/Steam.
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몬스터헌터 스토리즈 2 파멸의 날개 - 등장인물 소개2
케이나: 마하나 마을의 라이더. 동료몬은 "도스람포스"인 "아후마". 선한 기질이며, 자유분방하다. 말버릇은 「두근두근, 너무 떨려!」 라이더로서의 기본을 가르치고, 모험을 떠나는 주인공을 격려해준다.
알마: 루투 마을의 라이더. 동료몬은 레이기에나인 "시하쿠". 아름다운 외모를 지닌 과묵한 청년. 행동이나 말투는 무뚝뚝해 보이지만, 처음 생긴 인간 친구였던 레드의 손자인 주인공을 걱정한다.
츠키노: 헌터 청년의 동반자 아이루. 머리 위의 폭신폭신 뜸부기는 날 수 있는 특수한 개체. 그 목적은 과연...?
파멸의레우스: 에나에게 부탁받은 알에서 부화해 주인공의 동료몬이 된 작은 날개의 레우스. 날갯짓할 때, 세계는 소멸한다... 그 날개는 전설처럼 하늘을 날 수 없는 것이었다.
몬스터헌터 스토리즈 2 파멸의 날개는 Nintendo Switch와 Steam에서 7월 9일에 전 세계 동시에 발매됩니다.
speaks to 中文 在 莎白Elizabeth Youtube 的最讚貼文
#美國家庭 #台灣生活 #移民
🎈莎白的Instagram日常: https://www.instagram.com/elizabenny/?hl=en
🎈莎白的Facebook專頁: https://m.facebook.com/shabaianderic/
🎈合作邀約請洽(Business inquiries):elizabeth@pressplay.cc
![post-title](https://i.ytimg.com/vi/8iE-rM5tHL4/hqdefault.jpg)
speaks to 中文 在 莎白Elizabeth Youtube 的最佳貼文
#美國人#驚喜 #surprise
🎈莎白的Instagram日常: https://www.instagram.com/elizabenny/?hl=en
🎈莎白的Facebook專頁: https://m.facebook.com/shabaianderic/
🎈合作邀約請洽(Business inquiries):elizabeth@pressplay.cc
![post-title](https://i.ytimg.com/vi/6iCTxKppNp4/hqdefault.jpg)
speaks to 中文 在 Chanana Banana Time Youtube 的精選貼文
Hi everyone! I hope you're safe and well! (下有中文)
I finally decided to edit and upload my Twitch stream VODs. Thanks to the pandemic I have lot more time and lot less income.🥲 I can't really upgrade my PC nor PS4 so the video quality might not be very good. I hope you don't mind!
With that being said, I really enjoy playing this game and it has a strong RE4 vibe which is my favorite of the whole series. I'll upload the full gameplay and hopefully more to come. Thanks for watching and have a great day! 🙏🏻
☞ I speaks Chinese, English, some Spanish and a bit Japanese. I switch language during streaming since there are people from all parts of the world in my chat and I love that! You're welcome to join my live session too!
☞ Live schedule none fix due to the nature of... me🤷🏻♀️ and my job. In case you'd like to join I always post IG/FB story before streaming and I usually stream 1-2 days every week.
☞ For donate / collab / promote please DM my IG. Work related only.
● Twitch:https://www.twitch.tv/qqchana
● IG:https://www.instagram.com/qqchana
● FB:https://www.facebook.com/QQchana
● Patreon:https://www.patreon.com/qqchana
● Donate(Paypal):https://www.paypal.com/webapps/shoppingcart?flowlogging_id=28050cf4140f5&mfid=1622164547299_28050cf4140f5#/checkout/openButton
● Donate(Opay):https://payment.opay.tw/Broadcaster/Donate/9B02B1FFAF29252183E07073CE2D88F1
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嗨!我把在Twitch的實況內容整理過來囉,一直以來是惡靈系列的忠實玩家,8代真的很有4代的感覺我玩得很開心❤️ 我不是專業主播純粹喜歡打遊戲,平台是PS4然後電腦設備也很陽春,疫情期間呈半失業狀態實在無法更新硬體請大家見諒🥲 如果有人喜歡我會盡量多上傳的!大家防疫加油喔!🙏🏻
☞ 我說多國語言所以直播時會根據觀眾組成換來換去,不是精神分裂。
☞ 播出時間不固定,因為我的工作沒有時間規律。開播前會先在 IG/FB 限時動態公告時間,通常是台灣時間的晚上到深夜,一週約1~2天。夜貓子歡迎來玩!
☞ 贊助/合作/業配 請私訊IG或FB粉專,非工作相關不會回覆。
● Twitch:https://www.twitch.tv/qqchana
● IG 本人:https://www.instagram.com/qqchana
● FB 粉專:https://www.facebook.com/QQchana
● Patreon 寫真:https://www.patreon.com/qqchana
● 贊助(Paypal):https://www.paypal.com/webapps/shoppingcart?flowlogging_id=28050cf4140f5&mfid=1622164547299_28050cf4140f5#/checkout/openButton
● 贊助(歐付寶):https://payment.opay.tw/Broadcaster/Donate/9B02B1FFAF29252183E07073CE2D88F1
![post-title](https://i.ytimg.com/vi/KmLsFZ7Z78I/hqdefault.jpg)