🌻
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268部Youtube影片,追蹤數超過23萬的網紅Appleが大好きなんだよ,也在其Youtube影片中提到,今日は月曜日。ここ1週間のニュースのまとめです。さらに出てきたiPad miniの噂!次期iPhoneの噂や新型MacBook Pro、来年以降のiPadの展望なども出ています! 今日の動画は7月12日16時くらいまでの情報です。その後別の情報が出る可能性はありますがそれは来週扱いますね。 また引用...
「adobe awards」的推薦目錄:
- 關於adobe awards 在 貓的成長美股異想世界 Facebook 的最佳貼文
- 關於adobe awards 在 ใหม่ ดาวิก้า โฮร์เน่ (Davika Hoorne Fanclub) Facebook 的最讚貼文
- 關於adobe awards 在 An Chen Illustration Facebook 的最佳貼文
- 關於adobe awards 在 Appleが大好きなんだよ Youtube 的最讚貼文
- 關於adobe awards 在 Here's Jae Youtube 的精選貼文
- 關於adobe awards 在 chungdha Youtube 的最讚貼文
- 關於adobe awards 在 菜市仔Market Quest | Facebook - Facebook 的評價
- 關於adobe awards 在 2022 Adobe Certified Professional World Championship ... 的評價
- 關於adobe awards 在 Sunshine Farming - Pinterest 的評價
adobe awards 在 ใหม่ ดาวิก้า โฮร์เน่ (Davika Hoorne Fanclub) Facebook 的最讚貼文
#Repost @imagazine.tv
• • • • • •
Y3NOLOGY ® PRESENTS: I-MAGAZINE FASHION FACE AWARDS 2020 - ASIAN FEMALE
Thank you all the judges. 🙏🏻
Key judges including John. H Lee @johnhleefilms Film Director & screenwriter; Yen Cheung, Founder of I-MAGAZINE; Samuli.K, Award-Winning High Fashion Photographer ; Stefania Lonetti, Film & Art Director
#Y3NOLOGY #IMAGAZINE #Fashionfaceawards2020 #FFA2020
Win A Free Vegan Lipstick:
Follow @y3nology_uk @imagazine.tv + Like this post + Tag 3 friends in comment, we will giveaway “
Y3NOLOGY ® FASHION FACE AWARDS JUDGE’S LIPSTICK FEAT. ECO-FRIENDLY LEATHER DUSTBAG “ to 101 winners.
*We will DM winners by end of Feb
Y3NOLOGY ® 페션 패이스 어워즈 심사위원의 비건 립스틱을 무료로 받아보세요.
1. @imagazine.tv @yenology_uk 인스타그램을 팔로우 한다.
2. 포스트에 좋아요를 누른 후,친구 3명을 태그한다.
SNS전세계에서 총 404명의 당첨자를 발표할 예정이며 당첨자는US$28달러 상당의 립스틱과 친환경 가죽 더스트가방을 받아보실수 있습니다. 많은 참여 부탁드립니다.
More Results: https://www.i-magazine.tv/pages/I-MAGAZINE-Fashion-Face-Award-Year-2019-2020
I-MAGAZINE moves into the fifth year of fashion face awards, we continued in partnership with Adobe behance's featured artists and invited film directors together selecting our best fashion faces in six categories with using Adobe's intelligent facial recognition software to support the analysing of facial features. With over 30 countries and 350 professional photographers, designers, makeup artists, stylists, editors and I-MAGAZINE in-house team in United Kingdom, HKSAR, China & South Korea, we have voted for the top faces from over 10,000 photos and videos published in 2019 and 2020. I-M team and our judges were considering the overall criteria including distinctive characters, unique facial expressions, the ability of story-telling, potential & versatility of carrying different styles and the facial analysis from adobe certified experts for
adobe awards 在 An Chen Illustration Facebook 的最佳貼文
特別為了參加活動畫了一個新作品販售,共15版
#藝起加油Art
藝術家名 | An Chen (本帳號為展售作品之藝術家本人)
作品名稱 | Tin toys
作品年代 | 2020
作品尺寸 | 40x30cm, 含框 42x52cm
作品媒材 | 數位版畫,藝術微噴 美術紙
作品價格 | 3200 (含框不含運 台北市可藍線捷運南港到北車之間面交)
運費包裝 | 200
作品所在地區 | 台北市
作品版數 | 此平台釋出5版 共15版 (含作者親筆簽名、作品保證書)
IG | www.instagram.com/anchenillustration
Portfolio | anchenillustration.com
經歷|
2019- 英國劍橋藝術學院兒童繪本碩士畢業
2019- 《Zigma》科幻圖像小說雜誌主要參與創作者之一:https://publish.flipermag.com/projects/zigma/
|
2020 AI-AP American Illustration 39 / Chosen Winner
2019 Adobe Design Achievement Awards / Top Talent
2019 3x3 Student Show No.16 / Merit award
2019 AI-AP American Illustration 38 / Chosen Winner
2019 Communication Arts 60th / Winner 2019 Society of Illustrators 61 / Featured
#藝起加油ART
#artistsupportpledge
#artistsupportpledgetw
#賣五買一:每售出五件作品,我也需收藏其他藝術家作品一件
adobe awards 在 Appleが大好きなんだよ Youtube 的最讚貼文
今日は月曜日。ここ1週間のニュースのまとめです。さらに出てきたiPad miniの噂!次期iPhoneの噂や新型MacBook Pro、来年以降のiPadの展望なども出ています!
今日の動画は7月12日16時くらいまでの情報です。その後別の情報が出る可能性はありますがそれは来週扱いますね。
また引用しているアナリストレポートや噂などは結果として不正解の可能性があります。早合点して買い替えを前提に売却などしないようにご注意ください。
<引用させていただいた記事>
9to5Mac
https://9to5mac.com/2021/07/11/leaker-corroborates-that-lidar-scanner-will-remain-exclusive-to-the-iphone-13-pro-lineup/
https://9to5mac.com/2021/07/11/ipad-mini-redesign-larger-imac-apple-silicon/
https://9to5mac.com/2021/07/11/leaker-claims-all-future-macs-will-feature-a-1080p-camera/
https://9to5mac.com/2021/07/09/iphone-13-cases-molds/
https://9to5mac.com/2021/07/09/kuo-2022-ipad-pro-to-feature-mini-led-displays-in-both-11-inch-and-12-9-inch-models/
https://9to5mac.com/2021/07/09/kuo-redesigned-macbook-pro-coming-later-this-year-with-mini-led-macbook-air-with-new-display-in-2022/
https://9to5mac.com/2021/07/07/touch-bar-macbook-pro-rumors-canceled/
https://9to5mac.com/2021/07/06/federal-right-to-repair-changes-and-iphone/
https://9to5mac.com/2021/07/06/rumor-colorful-macbook-air-with-m2-processor-slated-for-first-half-of-2022/
https://twitter.com/dylandkt/status/1412089676220055555
https://9to5mac.com/2021/07/05/2021-iphones-september/
https://9to5mac.com/2021/07/08/apple-time-capsule-failure-hard-drive/
Tom's Guide
https://www.tomsguide.com/news/toms-guide-awards-2021-all-the-big-winners-as-theyre-announced
MacRumors
https://www.macrumors.com/2021/07/12/sixth-generation-ipad-mini-this-fall/
https://www.macrumors.com/2021/07/07/first-oled-ipad-coming-in-2023/
https://www.macrumors.com/2021/07/06/iphone-14-pro-motion-120hz-display/
Blomeberg
https://www.macrumors.com/2021/07/06/iphone-13-pro-max-camera-module-case/
<関連動画>
iPhone 13は逆充電搭載?新MacBook Proは9月?有機ELのiPad?Appleの1週間 噂とニュースまとめ・20210705
https://youtu.be/3_tZV3jpmcM
<速報>本日登場!iOS 15パブリックベータ版の設定方法&iOS 14への戻し方・注意点も!
https://youtu.be/cGsbzCmnu6U
バンド/文字盤22カ国色!Apple Watchインターナショナルコレクション・選んだのはこの色!壁紙だけもOKな国旗モチーフ
https://youtu.be/m2TE05eXE-A
え!iPad 16インチ?画面内指紋認証は来年?新MacBook Proは年内いつ?Appleの1週間 噂とニュースまとめ・20210628
https://youtu.be/3mIZZsqhG3M
新MacBook Proは7-9月?Intel Mac Pro?全画面iPad mini?Appleの1週間 噂とニュースまとめ・20210615
https://youtu.be/EoXVNEDIvsE
<速報>ノイキャン有で価格よし!突然発表の「Beats Studio Buds」まとめと比較!・これは欲しい
https://youtu.be/LhKI1Dwg8Wk
新型AirPodsにMacBook Pro・iPhone 13も順調!Appleの1週間 噂とニュースまとめ・20210601
https://youtu.be/GJZbh7ZiG34
MacBook Proおーい!? AppleイベントWWDC21 概要10分まとめ・噂を信じちゃいけないよ
https://youtu.be/zg9nUC1hFgw
再生リスト:2021Appleの噂やニュース
https://youtube.com/playlist?list=PL1bNs6yZxdxlWopvosovZ9AM6EEQOkjsw
撮影機材
・Panasonic Lumix GH5s
・Panasonic Lumix GH5
・Canon Power Shot G7X Mark II
・iPhone 12 Pro(Simフリー)
・iPhone 12 mini(Simフリー)
・iPadPro 11”(Simフリー)
・DJI OSMO Pocket
・Moment iPhone 外付けレンズ&専用ケース
動画編集
Final Cut Pro X
Adobe Illustrator(スライド)
Adobe Photoshop(スライド)
Adobe Character Animator(アニメーション)
※チャンネル全般で使っているものであって動画によって機材アプリは違います。
#iPadmini6
#MacBookPro
#iPhone13
![post-title](https://i.ytimg.com/vi/NNEWvQNGlco/hqdefault.jpg)
adobe awards 在 Here's Jae Youtube 的精選貼文
รวมบรรยากาศงาน Thailand Zocial Awards 2019 คร่าวๆ
มาให้ดูกันนะครับ ขอบคุณนะครับที่เชิญไป อิอิ
► สามารถติดตามเจได้ที่..
• ? INSTAGRAM ‣ https://www.instagram.com/heres.jae
• ? FACEBOOK ‣ https://www.facebook.com/HeresJae/
• ? TWITTER ‣ https://twitter.com/heresjae
• ? YOUTUBE ‣ https://www.youtube.com/heresjae
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►? FILMED & EDITED BY • Jae Thachaparn ( Here's Jae )
‣ ? COLOR GRADING BY • Jae Thachaparn ( Here's Jae )
‣ ? CAMERA GEAR • Canon PowerShot G7X Mark II
‣ ? VIDEO EDITING SOFTWARE • Adobe premiere pro CC 2018
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
? Contact - สามารถติดต่องาน โฆษณา/สปอนเซอร์ ได้ที่..
►Facebook PAGE : Here's Jae
►DIRECT Instagram : heres.jae
E-MAIL : [email protected]
▬▬▬▬▬▬▬▬▬▬▬▬▬▬▬
►Background Music : https://player.epidemicsound.com
#วิถีเซเลบ #เดินพรมแดง #ThailandZocialAwards
![post-title](https://i.ytimg.com/vi/T9K-eJZppew/hqdefault.jpg)
adobe awards 在 chungdha Youtube 的最讚貼文
In this video I am going to tell my tale of my journey of how I became a cinematographer and all the skills I picked up along the way, adding different experiences and skills to winning my first Cinematography award.
My first self edited event video with using photos - https://youtu.be/7yu1vbj_Y9g
My first proper event video I filmed and edited in 2009:
https://youtu.be/wrW6yFsaZ_Y
My first short film I won best Cinematography and Editing awards with:
https://youtu.be/xB5mibipDCY
Filmed with:
Panasonic GH5 - https://amzn.to/2BXqgpw
Sigma 18-35mm f1.8 - https://amzn.to/2pGpEwR
Metabones Speedbooster - https://amzn.to/2pD7j3T
Yongnuo YN360 (key light) - https://amzn.to/2BZ5HZE
Aputure AL-M9 (backlight) - https://amzn.to/2zUS1O9
Selens Triangle reflector - https://amzn.to/2BZ5XaZ
Manfrotto Befree Live - https://amzn.to/2pBVYkC
Manfrotto Compact Action - https://amzn.to/2pFqlqq
Rode Smartlav+ - https://amzn.to/2pD9UL6
Edited with Adobe Premiere Pro - http://goo.gl/k2EagF
#chungdha #cinematographer #vlog
If you appreciate what I do, you can support me by donating any amount here on paypal:
http://paypal.me/ChungDha
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For any Questions Please Join our Facebook Group: https://www.facebook.com/groups/chungdhagroup
Business Inquiries, Sponsors & Collaboration email contact@chungdha.com
Chung Dha © 2018 Tsuen Wan, Hong Kong
![post-title](https://i.ytimg.com/vi/lAzkCq8fdEU/hqdefault.jpg)
adobe awards 在 2022 Adobe Certified Professional World Championship ... 的推薦與評價
![影片讀取中](/images/youtube.png)
2022 Adobe Certified Professional World Championship Awards Ceremony ... design skills using Adobe Photoshop, Illustrator and InDesign. ... <看更多>
adobe awards 在 Sunshine Farming - Pinterest 的推薦與評價
May 18, 2017 - University of Technology Tainan - Contestant of the Adobe Design Achievement Awards in the category Commercial - Packaging Design. ... <看更多>
adobe awards 在 菜市仔Market Quest | Facebook - Facebook 的推薦與評價
【入圍】 菜市仔入圍Adobe Design Achievement Awards國際競賽! 恭喜老爺賀喜夫人阿~生出來的是ADOBE少爺!!!(?) 謝謝國外評審的肯定> < ... <看更多>