🌻
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11部Youtube影片,追蹤數超過0的網紅CarDebuts,也在其Youtube影片中提到,เปิดตัว All-New Nissan Kicks e-Power 2020 นิสสัน คิกส์ อีเพาเวอร์ รถ compact SUV พลังไฟฟ้าจากเครื่องยนต์ Nissan Kicks e-Power มีราคาจำหน่ายดังนี้ รุ...
「technology adoption」的推薦目錄:
- 關於technology adoption 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於technology adoption 在 Lee Hsien Loong Facebook 的最佳貼文
- 關於technology adoption 在 創業小聚 Meet Startup Facebook 的最佳貼文
- 關於technology adoption 在 CarDebuts Youtube 的最佳解答
- 關於technology adoption 在 一二三渡辺 Youtube 的精選貼文
- 關於technology adoption 在 一二三渡辺 Youtube 的最佳解答
- 關於technology adoption 在 Technology Adoption Life Cycle - YouTube 的評價
technology adoption 在 Lee Hsien Loong Facebook 的最佳貼文
As I said at the NDR, I didn’t know what Zoom was before last year. Today, it has become a household word. Many Singaporeans use it for school and work meetings.
We couldn’t gather for the Rally in the usual way, with a large crowd seated together in an auditorium. But Zoom let us mimic the experience virtually. It definitely felt different addressing a hybrid audience. But being able to see everyone’s faces, on the screens if not physically present, helped me to connect and build rapport with them.
The pandemic has accelerated the adoption of technology, and made it even more a part of our lives. Using digital technologies to solve problems and improve lives is part of being a Smart Nation, and we will ensure that no one is left behind in this digital transformation. – LHL
(Photo by me)
#ndrsg
technology adoption 在 創業小聚 Meet Startup Facebook 的最佳貼文
During the first half of 2021, the Taiwanese AI ecosystem reached a significant milestone with Appier’s public listing in Japan, becoming the first Taiwanese startup to officially achieve unicorn status. Additionally, AI chip startup Kneron received funding and resources from major electronics manufacturers Hon Hai and Winbond at the beginning of the year, signaling a continuing demand for increasingly higher-efficiency computing capabilities from major technology companies.
https://meet-global.bnext.com.tw/articles/view/47466?utm_source=copyshare
technology adoption 在 CarDebuts Youtube 的最佳解答
เปิดตัว All-New Nissan Kicks e-Power 2020 นิสสัน คิกส์ อีเพาเวอร์ รถ compact SUV พลังไฟฟ้าจากเครื่องยนต์
Nissan Kicks e-Power มีราคาจำหน่ายดังนี้
รุ่น VL 1,049,000 บาท
รุ่น V 999,000 บาท
รุ่น E 949,000 บาท
รุ่น S 889,000 บาท
BANGKOK – The Nissan Kicks e-POWER, an all-new subcompact SUV that gives drivers the power and performance of an electric car, debuted today in Thailand. This is a Nissan regional launch event, and the world-debut of the new Nissan model: Nissan Kicks e-POWER. Equipped with e-POWER, the revolutionary electrified powertrain first introduced by Nissan in Japan, the new Kicks is built in Thailand and perfectly tailored for the lifestyles of urban customers.
Nissan's award-winning e-POWER technology brings a fully electric motor drive, meaning that the wheels are completely driven by the electric motor. The power from a high-output battery is delivered to the e-POWER compact powertrain comprising a gasoline engine, power generator, inverter and a motor.
The distinctive model is designed to meet the needs of singles, couples or young families who are looking for unique styling, roominess, cutting-edge technology, smart functionality and advanced safety features, at an affordable price.
Thailand is the first country to produce Nissan's e-POWER technology after Japan and one of the first to launch it, providing a technical bridge for Thai customers towards EV adoption, while consuming less energy, with better fuel economy, yet strong performance and acceleration.
"The launch of the all-new Nissan Kicks e-POWER in Thailand represents the disruptive and innovative DNA of Nissan that we continue to bring to the region," said Yutaka Sanada, MC Chairman and regional Senior vice president, Nissan Asia & Oceania. "This is an exciting day for Nissan and Thailand, as a key global production and export hub for Nissan and regional leader driving the company's vision for electrification of mobility."
technology adoption 在 一二三渡辺 Youtube 的精選貼文
What is GT-R?
GT-R is a vehicle developed with a main objective of use by the circuit the skyline that continues from the C10 Hacosca type (Macartun). It is a car like the assumption of the win in the race though it is a passenger car base, a mission installing equipment and an engine different from other grades of the skyline, and the influences on other domestic production sports cars, etc.Therefore, there are a lot of madly devoted fans, and the engineer also has a special sticking to. The name of GT-R for that is assumed, and there is a model not permitted either, and it assumes the existence of GT-R to be the one of more special crown. 「There are three famous alphabets worldwide. It is G, T, and R. I will promise here. GT-R revives without fail. 」Carlos Ghosn COO (at that time) made remarks on "GT-R concept" ahead by opening about presentation at the press conference on the Tokyo Motor Show in 2001. I can ask this car for the posture of Nissan that offers it because it entrusted such a content to Gorn where only a thorough rationalization strategy is often taken up. This promise is sold, and the mass production type is announced by the 40th Tokyo Motor Show on October 24, 2007 and Carlos Ghosn will be sold accomplishment Nissan and GT-R on December 6, 2007. Especially, it is known, and not only the country but also the world is 13 in the reputation of R from active distinguished services very much in an overseas race that has infiltrated by calling Godzilla (Godzilla) as for the name though it is from R32 type. Therefore, GT-R of R32, R33, and R34 is introduced to foreign countries though the skyline is almost a car only for the domestic sale by exporter's hand. As for the reputation, R33GT-R was sold to the model end very high as regular export in Britain though 100 V-spec was a limitation to R34GT-R similarly in addition by 100 limitation.
This is to receive the thing that eminence in Europe goes up by participating as "NISMO GT-R LM" to demand of saying to Nissan Motor Co., "It wants you to sell it also in foreign countries" strong, and 24 hour in Le Mans endurance race. There is a user who says that there are value (scarcity) more than Ferrari and status, too and the satisfaction rating to a practical side is very high though only the high income group was able to buy 10.8 million yen when converting it into Japanese yen in Britain because of the tariff by the thing that does (The price of a new car of V-specII of a domestic specification is 5 million 748 thousand yen) , saying that "The family is taken though it is efficient as the sports running can be done". Britain..car..performance..technology..high..externals..Tokyo..taxi..criticize..this..writing..Britain..joke..rather..face..usual..passenger car..contents..sports car..concept..fresh..assuming that..accept..thing..turn inside out..expression.It was received with good feeling in "Cargai (car favor)" actually. Both of these 200 total are sold all on several days.
Additionally, the individual was exported to Germany, France, Switzerland, the United States, Hong Kong, and UAE, etc. (To our regret, putting the car that had not suited the standard in the United States according to state might become the violation of the law, and there was a case where the trader was restrained to the police authority, and had been imprisoned, too). Moreover, Michael Clm active with SUPER GT also buys two R34GT-R in Japan, and it transports it to Monaco.
A British specification : with a domestic specification though is especially the enormous discrepancy. Type..locale..regulations..according to..correspondence..security..strengthen..headlight..halogen..valve..make..security..standard..suit..change..speed limiter..Europe..self-imposed restraint..value..improve..scale..speed..meter..adoption..country..specification..spec..adopt..genuine leather..seat..equip..Britain..specification..this..skin..hand..work..put..one..Japan..lineup..provide..red..epidermal..selection..tentatively..Japan..limitation..put on the market.
The name of GT-R still was not revealed at this point, and the flow of GT-A and GT-B that had been put up was drawn to a hot model of the second generation skyline, and there was a rumor of becoming GT-C, too, when marketing it founder GT-R in the Hacosca age was though the reference was exhibited to the prototype of the type in the previous year's 1968 Tokyo Motor Show put on the market immediately before marketing.
There are already a lot of owners of GT-R who dislike excessively putting the hand from the perfection as the tuning car high while stocked. Moreover, because the emblem of GT-R is applied to a standard model and a lot of tunings shown like GT-R are done by transplanting the bumper, it is possible to visit the popularity of the style of GT-R. To catch it ..engine power to keep.. firmly, great Modefai is often added to the exterior an of course favorite ..core.. tuning.
technology adoption 在 一二三渡辺 Youtube 的最佳解答
日本初のダチョウ料理専門店、
ライダーズカフェMACHⅢ
大阪府堺市美原区北余部469-6
TEL&FAX072-361ー3171
http://www.h4.dion.ne.jp/~maltuha/index.html
●絶版★改
ハイパフォーマンスマシンと化し、
今なお愛され続ける絶版車両を紹介するこのコーナー。
今週の車両はKAWASAKI 500SS MACH3 "H1"
モンスター2ストロークマシンの代名詞を紹介!!
番組のHPで、
http://www.likeawind.jp/index.html
http://jp.youtube.com/watch?v=xh6SSuO6J_I
1982年、赤/黒のカラーリングとヨシムラ管を装着して衝撃的なデビューを飾ったインパルス。当時のプロダクションレーサーを強く連想させるこのマシンは、多くのライダーに愛された。'86年の二代目はデザインをハンス・ムートが担当。KATANAに勝るとも劣らない斬新なデザインで、再び衝撃を与えた。'94年には待望の青/白ワークスカラーが登場。さらに'96年には1980年のヨシムラスズキGS1000Rイメージのカラーリングが発売された。 '99年モデルにはブレンボ社製4ポットキャリパーが採用され、2004年にはアルミサイレンサーが装備されるなど"走り・質感"ともさらに磨きがかけられた。
そして、2008年。
初代インパルスを彷彿させる赤/黒のカラーリングと書体ロゴのサイドカバー、「TSCC」ロゴを配したクラッチカバーなどが採用され、最新テクノロジーにノスタルジックな雰囲気が融合された"インパルス400 SPECIAL EDITION"が登場!!
初代モデルを知る"あの頃のライダー"と"現代のライダー"へ贈る、最後の衝撃(Impulse)が今ここに。
First ostrich dish specialty store and Raidarzcafe MACH? in Japan3171-..
Yo 469?6 TEL&FAX072?361.. V Osaka Prefecture Sakai City Mihara Ward
north .... http://www.h4.dion.ne.jp/~maltuha/index.html
- Discontinuation *
It turns into the high performance machine.
This corner where it introduces discontinuation vehicle that keeps
being still loved now.
This week's vehicle introduces the pronoun of two "H1" monster of
KAWASAKI 500SS MACH3 stroke machine.
With HP of the program
http://www.likeawind.jp/index.html
http://jp.youtube.com/watch?v=xh6SSuO6J_I
Impulse that installs coloring and Yoshi irregular tube red/black and decorated impact debut in 1982. This machine that made a production racer at that time strongly associate it was loved by a lot of riders. Hans Mut takes charge of the design at the second generation of the '86 years. It struck close to home again by a novel design in no way inferior to KATANA. A long-awaited blue/white works color appears in year of the '94. In addition, coloring of an irregular SUZUKI GS1000R image of Yoshi in 1980 was put on the market in year of the '96. The polish was put further as the adoption of four jar made by Brembo company caliper in the '99 year model, and the equipment in 2004, etc. with the aluminum silencer , saying that "Running and feeling of quality".
And, 2008.
The clutch cover etc. to which the side cover of coloring and a style of type logo red/black that is reminiscent of the founder impulse and "TSCC" logoes are distributed are adopted, and "Impulse 400 SPECIAL EDITION" being united for nostalgic atmosphere appears in the latest technology.
It presents to "Those days' riders" that gets to know the founder model and "Modern rider", and
the last impact (Impulse) : here now.
The fourth generation impulse 400
* Debut in 2004. Present type. It appears along with the production stoppage of Inazma. Not only the model and the engine model but also exteriors, etc. are changed, and it can be said another model though it is a design that follows the GSX400 third generation impulse. Moreover, this model is .."GSX400".. ..crown.. formal.
technology adoption 在 Technology Adoption Life Cycle - YouTube 的推薦與評價
... <看更多>