🌻
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331部Youtube影片,追蹤數超過3萬的網紅Cakes with Faces,也在其Youtube影片中提到,A round-up of the most kawaii things to do in Tokyo, with special guests from Tofu Cute recommending the cutest places to go in Japan. Japan is the h...
「tv shopping channel」的推薦目錄:
tv shopping channel 在 尹俐 Julia Facebook 的精選貼文
有孩子在看韓國綜藝節目Running Man嗎?
最近的大消息就是李光洙因傷退出節目🦒🦒🦒,那集我看到眼淚都忍不住掉下來,聽說最近一集的收視率就真的變得很低!😭😭好想看光洙啊!
這個節目已長達11年,大陸也有出「奔跑吧!兄弟!」後來還有Running Man的動畫版,你們喜歡哪一種呢?
今天給大家一組TV programs 電視節目主題字
1. cartoon 卡通
2. news 新聞
3. talk show 談話性節目,脫口秀就是這個字
4. game show 競賽類節目
5. talent show 選秀節目,就是星光大道那種
6. variety show 綜藝節目
7. reality show 實境秀
8. sit-com (situation comedy) 情境喜劇,就是六人行那種
9. soap operas 肥皂劇,台灣的鄉土劇
10. drama 戲劇
11. TV series 影集
12. shopping channel 購物頻道
13. movie channel 電影頻道
HBO = Home Box Office
14. sports channel 運動頻道
15. National Geographic Channel 國家地理頻道
16. Discovery Channel 探索頻道
17. TLC Channel (Travel and Living) 旅行生活頻道
#尹小俐看電視
#致我的青春與你們❤️
#台大明明天天直播陪你宅在家
#我們的頻道也很好看喔
tv shopping channel 在 浩爾譯世界 Facebook 的最讚貼文
早安~出國癮該怎麼解?
一起跟亞洲富豪瘋遊新加坡,來趟足不出戶的偽出國!
#今天來讀紐約時報
✈️It took over a dozen visits to Singapore for me to fall in love with it. But when I did, I fell hard. As a teenager living in Jakarta, Indonesia — just under two hours away by direct flight — I looked at Singapore’s shiny veneer and dismissed the whole place as shallow and materialistic. It was one big shopping mall, I thought, with too many rules and not enough character. But then, as I kept going back, I intentionally squashed my preconceptions and I started noticing other things. I quickly realized how much I had been missing.
去了新加坡十幾次,我才終於愛上它,然而一旦愛上就是深愛。少年時代生活在印度尼西亞雅加達時(從那裡直飛新加坡只需不到兩小時),新加坡在我眼裡只有光鮮亮麗的外表,我認為這就是個膚淺且物質的地方。它就是個大商場,我想,規矩太多,個性不足。但後來,隨著我不斷回到那裡,我有意摒除成見,開始注意到其他東西。很快我就意識到自己錯過了太多。
🌆And now, like anyone else who has had the pleasure of digging into a plate of chili crab or spending a balmy afternoon watching container ships float just off shore, I miss it. Thankfully, with a little work in the kitchen, a handful of books and some time in front of the TV, there are ways to make you feel like you are in the Lion City for a night.
而如今,就像任何對著一盤香辣蟹埋頭大快朵頤,或是在暖和的下午看著集裝箱貨船駛離口岸的人一樣,我懷念那裡的生活。幸運的是,只要在廚房裡忙活一陣,讀幾本書,再花點時間看看電視,總有辦法能讓你感覺自己在獅城度過了一個晚上。
🍴Be your own hawker
做自己的小販
OK, OK; we’re not going to claim you can recreate generations of gastronomical knowledge by following a recipe. But it is possible to at least channel the culinary spirit of a city where people pledge their loyalty to hawker stalls selling chicken rice and bak kut teh (a revitalizing pork-rib soup) the way that others might to sports teams. For something relatively simple, New York Times Cooking recommends mee goreng, or fried noodles. If you’re feeling ambitious, there’s this braised duck. Be warned: just reading the recipe will have you salivating.
好吧,好吧;我們不是說你可以靠學習食譜來重現幾代人累積的美食知識。但至少你可能找到這座城市的烹飪精神,這裡人們對雞肉飯和肉骨茶(讓人恢復元氣的豬肋排湯)小攤的忠誠,就和其他地方的人可能對球隊才會有的忠誠一樣。在做法相對簡單的食物中,《紐約時報》烹飪版推薦炒麵。如果你覺得技癢,還可以做這道紅燒鴨。但要注意的是:光是看食譜就會讓你垂涎三尺。
還可以怎麼滿足偽出國的慾望呢?
加入每日國際選讀計畫,讓你神遊全世界!
https://events.storm.mg/member/HOWSJ/
——
原文連結請看留言
——
#告訴我✍🏻「 你知道的新加坡美食 」
就送你【新加坡旅遊單字包】!
#肉骨茶超經典
#海南雞飯必吃
#囉惹清爽開胃
tv shopping channel 在 Cakes with Faces Youtube 的最佳解答
A round-up of the most kawaii things to do in Tokyo, with special guests from Tofu Cute recommending the cutest places to go in Japan.
Japan is the home of kawaii culture - you can spot cute characters everywhere! In this video we share our favourite kawaii things to do around Tokyo, for cuteness overload! Including Sanrio Puroland, Studio Ghibli, purikura photobooths, where to go in Harajuku, where to get cute, rainbow snacks, Pokemon Centers, theme cafes and more! Thank you to Tofu Cute for joining me in this video - they're experts in cuteness, with the best selection of Japanese sweets, plushies and stationery, and they definitely know the best places to go to immerse yourself in kawaii!
✨ Tofu Cute: https://www.tofucute.com/
✨ Tofu Cute's channel: https://www.youtube.com/tofucutetv
✨ DigiFest schedule: https://www.instagram.com/p/CRhCYKDgr4u/
***My Japan travel guidebook: https://www.cakeswithfaces.co.uk/product/japan-travel-guide-book/
*** SUBSCRIBE for Japan videos every other Thursday.
*** CAKES WITH FACES MERCH: (Worldwide shipping):
https://www.cakeswithfaces.co.uk
https://www.etsy.com/shop/cakeswithfaces
*** FOLLOW CAKES WITH FACES:
http://instagram.com/cakeswithfaces
http://www.twitter.com/cakeswithfaces
https://www.facebook.com/cakeswithfaces
Music created with Jukedeck. Sound effects from FreeSound.
#japan #kawaii #tokyo
![post-title](https://i.ytimg.com/vi/C6KYeRk7t98/hqdefault.jpg?sqp=-oaymwEbCKgBEF5IVfKriqkDDggBFQAAiEIYAXABwAEG&rs=AOn4CLC8ERWmwwnRUu2Em5jvm2FapxBCYw)
tv shopping channel 在 IKEKEN Channel Youtube 的最佳貼文
ひかりTVショッピングのスマホセール
https://shop.hikaritv.net/shopping/app/customer/campaign_entry/init/202107_freesimlp/
以前の動画
Mi 11 lite 5Gイエロー開封ライブします!
https://www.youtube.com/watch?v=goytwkALnZw&t
本日7/9はグーシムセラーでMi 11 lite 5Gイエローを2万円で購入できる最大のチャンスになる!?
https://youtu.be/BcfYtB0OXiY
【楽天モバイル】iPhoneで楽天モバイルを快適に使える方法がある!?他雑談
https://youtu.be/KBVd2SDmgVc
【楽天モバイル】なに!7月6日からiOS版楽天linkアプリで今までより多くの通話通信料がかかる!?
https://youtu.be/2x6NxfsauvM
なに!OCNモバイルONEの限定クーポン(15,000円分)を使ってMi 11 lite 5Gが17,000円で買える!?他コメント返信雑談(在庫切れの可能性はあります)
https://youtu.be/j-ZgVYR98NU
なに!Mi 11 lite 5Gが19500円!?BIGLOBEモバイルの「スマホ夏祭り」(概要欄に動画内容訂正有り)
https://youtu.be/FPZEVcA0T40
グーシムセラーでMi 11 lite 5Gが2万円で買える!?在庫復活のタイミングは絶対ここでしょ!
https://youtu.be/-CtbIi1epjo
Realme GTが通関しました!Mi 11 lite 5Gと無慈悲な対決が楽しみだ・・・
https://youtu.be/TLPBlf5VzyE
♦IKEKENのTwitter(YouTube動画の更新をお知らせしています)
https://twitter.com/ikeken33
♦IKEKENのサブチャンネル
https://www.youtube.com/channel/UCIcDMx3GsoEv6idxCknNN0w
♦使用機材
iPhone11https://a.r10.to/hbBg2K
FZ1000http://amzn.to/2kNMrpJ
canon ivix mini xhttp://amzn.to/2kNtPq2
上記リンクはAmazonアソシエイトを使用しています。
![post-title](https://i.ytimg.com/vi/XD2WU4uZWas/hqdefault.jpg)
tv shopping channel 在 Mel TV Youtube 的最佳解答
Mùa này Ở nhà săn hàng Sale - An tâm mua sắm tại Lazada nha mọi người. Đêm nay từ 0h-2h ngày 6/6 Lazada Siêu Sale Hè rẻ lắm mà còn nhiều ưu đãi á:
Mắt kính Blue Light: https://t.ecomobi.com/c08kp8k
Dép Con Gấu Siêu Êm: https://t.ecomobi.com/jhylwvt
Túi xách Snack Lays: https://t.ecomobi.com/6qsiwpd
Mũ Trùm Phòng Dịch Thời Trang: https://t.ecomobi.com/2pq0v54
Còn link quần áo thì xem lại clip Friday Box nhe: https://youtu.be/FH0wUucjK2c
#Lazada66 #Antamshoptainha
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From Mel with love ~
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Các bạn xem video vui vẻ nhé ^^
- Liên hệ Quảng cáo : Partners@kydstudio.com
![post-title](https://i.ytimg.com/vi/5vZY-ks_cFY/hqdefault.jpg)