🌻
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30部Youtube影片,追蹤數超過67萬的網紅kyarypamyupamyu channel,也在其Youtube影片中提到,2021/8/17 Release 🔊New Song🔊原点回避(GENTENKAIHI)🔊Listen Now! 🔊 🎧https://lnk.to/GENTENKAIHIiD 今年デビュー10周年を迎えるきゃりーぱみゅぱみゅが、約1年2ヶ月ぶりとなる有観客をライブを開催。10周年イヤー最初の...
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as like as意思 在 Facebook 的最佳解答
電影《沙丘瀚戰》評價兩極,我沒有閱讀過原著小說,完全是一張白紙的狀態入場觀看,說不上很喜歡,但如果推出續集的話是一定願意入場的,畢竟Part One只是序章,用了不少篇幅去建構架空而龐大的迷人世界觀,不至於複雜到難以消化,只是剛步出新手村因此還未沉迷到通宵解任務的地步,不過絕對願意課金買個新手包上路的那種程度。
我比較想談談的是導演Denis Villeneuve最近批評Marvel電影公式化,只是不斷的複製和貼上:
There are too many Marvel movies that are nothing more than a cut and paste of others. Perhaps these types of movies have turned us into zombies a bit.
我不認為Denis Villeneuve是單純的吃不到的葡萄是酸的,他的Arrival是我非常喜歡的作品,看過電影之後還特意去找姜峯楠的原著來讀,也因此更加佩服Denis Villeneuve的能耐。
Arrival的原著《妳一生的預言》算是較難改編成電影的小說,一來它是篇幅只有不到90頁的短篇故事,要擴展成兩小時的電影就需要相當大程度地改寫,二來小說採非線性敘事方式,第一與第二人稱不斷交插敘述,是本像詩篇一樣的科幻小說,但Arrival不止補完小說省去的部分,變成一個結構更完整的故事,也成功用影像呈現出小說溫柔而哀傷的調子。加上《沙丘》也是被稱為史上最難改編的小說,這兩部作品也並非copy and paste可以了事,因此Denis Villeneuve確實一而再地證明了他的才華,也許他的確有批評的資格。
不過有資格去批評,也不代表一定要直斥。
Denis Villeneuve不齒的Marvel曾經瀕臨破產,而其中一個挽狂瀾於既倒的人是在Iron Man飾演Happy的Jon Favreau。
Jon Favreau作為Iron Man的導演,力薦當時因吸毒而事業低迷的Robert Downey Jr.擔綱男主角,結果為Marvel殺出一條血路,也為The Infinity Saga揭開序幕。
Jon Favreau如今沒有再執導Marvel電影,他在Netflix上有一個烹飪節目叫The Chef Show,每集到不同地方邀請名人或廚師一邊煮食一邊聊天,美食固然是賣點,但Jon和每集嘉賓流露的創作甚至人生態度才是這個節目最值得一看的地方。例如其中一集緬懷首位憑食評獲得普立茲獎的傳奇美食評論家Jonathan Gold,Jon回想自己在籌備電影Chef之前曾經拜訪過他,當時Jonathan Gold說了一番頗有意思的話。
Jonathan Gold說他常常到沒有名聲的小餐廳,如果他不喜歡那裡的菜式,他從來不會公開批評一句,因為他不想傷害那些還在努力當中的小店,他之所以比較喜歡幫助一些有潛力的好餐廳吸引更多人注意,全因為「He knew what his spotlight would do」。
當然了,Marvel不是小店,不會因為一句批評就倒下,不過當一個人愈是有能力,說話愈是有份量,那就更加應該謹言慎行,讓自己的影響力發揮正面作用,或者比張口批評來得更有意思。
Marvel的確有些爆谷電影,但優秀的作品也有不少,不說鋪排了十一年的Endgame,就算是我早幾天翻看的Doctor Strange,說的是一個自負好勝的smart ass,在最後甘願放下自我用「不斷輸」的方式來救世,也是相當可敬的不是嗎?
最後,Doctor Strange的導演也retweet了自己以前一則Tweet作為對Denis Villeneuve的回應:
As a director I don’t slag on the work of other directors even when I don’t like something they’ve made. This job is hard enough for all of us, and nobody ever sets out to make a bad movie.
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as like as意思 在 Facebook 的最佳解答
最好的自己不在未來,就在現在。
認真回想,以前我好像在每一段關係中都是在扮演某一個角色,不由自主的在為每個對象做調整。不只有在戀愛上,有時候可能跟朋友、工作夥伴都是,尤其是在前輩面前,常常我都會本能反應似的改變自己。聲音要甜一點嗎?笑話要低級一點嗎?從穿衣服就可以看出,我今天是要跟誰吃飯。雖然是微調,但透露出了一件事,我好像不夠喜歡真正的自己,所以才會擔心大家也不會喜歡真正的我。我告訴自己即使累,但如果持續努力,有一天就能變成大家都喜歡的Lara。
久而久之我和世界的相處模式只有「由外到內」,會依照別人對我的反應去斷定我的下一步。大家會覺得我很好相處,我卻越來越不快樂。現在我慢慢開始懂了,原來我把順序弄反了。我該優先處理的是自己內心的感受,其他人買不買單,其實跟你一點關係都沒有。就像找另外一半,如果我跟夢中情人在一起,但我根本無法在他面前做自己,最後還是會走不下去。
我現在33歲,So What? 終於懂,「當下的自己」才是人生時間軸上最重要的!
對了,有人好奇這次「{}」的意思嗎?簡單說是「大括號」,在數學運算式中稱作「空集合」。數學不好的人就想像一個清空的行李箱吧。「空」不是無,而是無限可能。括號還有另外一個更好懂的意思,就是「優先處理」。將過去整理過後的自己,回歸純粹,態度成熟自信!(失戀後重新出發的人應該很有感觸吧!🤣)
Your best self is not in the future, but in the Now.
Looking back, I seem to have been playing a role in almost every relationship I was ever in. I'm not just talking about romantic relationships. Whether it was with friends or colleagues (especially seniors), I would modify myself almost instinctively. Should my voice be sweeter? My jokes dirtier? If you wanted to know who I was eating with that day, all you had to do was look at the clothes I was wearing.
The changes were subtle, but they still reflected a truth: I didn’t feel like the real me was enough so I was worried that other people would also find her lacking. I told myself that if I just kept working at it, I would someday become a version of Lara that everyone accepted.
Eventually I only knew how to get my cues from the external world. I would always base my next step on feedback I got from others. Most people considered me easy to get along with, but I grew more and more unhappy.
I think I had it all wrong. My first priority should have been listening to my inner voice. Whether or not other people agree with it is not in my control nor of my concern. Take looking for a partner. Even if I found the person of my dreams, it would never last if I couldn’t be myself around them.
I am 33 years old. So What? I finally understand that "the present self" is the most important thing on the timeline of life! It’s time to prioritize me!
By the way, is anyone curious about the meaning of "{}" this time? Besides the more commonly known representation of parentheses as prioritization, these curly brackets are called “the empty set”. The empty what? If like me, math is not your strongest suit, think of it as an empty suitcase. "Empty" doesn’t mean nothing, but infinite possibilities! What will you fill your life with this time?
2021全新專輯《來者何人{}》
數位收聽:https://LaraLiang.lnk.to/DearYou2
<再也沒有你> 陳勢安 Andrew Tan
數位收聽:https://kkbox.fm/Iss26l
#Lara梁心頤2021全新專輯二部曲 #來者何人{} 全球發行
#再也沒有你 #NoMoreU #SoWhat30
as like as意思 在 kyarypamyupamyu channel Youtube 的最佳解答
2021/8/17 Release
🔊New Song🔊原点回避(GENTENKAIHI)🔊Listen Now! 🔊
🎧https://lnk.to/GENTENKAIHIiD
今年デビュー10周年を迎えるきゃりーぱみゅぱみゅが、約1年2ヶ月ぶりとなる有観客をライブを開催。10周年イヤー最初のライブということもあって、きゃりーの気合いも充分。ライブ当日は昼公演・夜公演の2公演が実施され、衣装やセットリストも違い両公演ともそれぞれ楽しめるコンサートとなった。「GREAT INVITATION」〜華麗なる招待〜をコンセプトに、モノクロの70年代の映画のようなオープニングVTRが流れると、パーティをまちわびるきゃりーの姿が映される。1年ぶりに華麗なる招待の電話が鳴るときゃりーがカラーに色づきライブの幕が開く。コロナ禍であろうと絶対に楽しいパーティにするという、きゃりーぱみゅぱみゅの強い意思がみなぎったライブとなった。なお、本公演は新型コロナウイルス感染症防止に配慮した形で行われ、観客はハンドクラップやペンライトを振ってライブを楽しんだ。
また本公演の一部を無料映像サービス「GYAO!」ならびにソフトバンクのコンテンツ配信サービス「5G LAB」にて独占配信中!
GYAO!:https://yahoo.jp/jk61ht
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Kyary Pamyu Pamyu to celebrate the 10th anniversary of her debut
Kyary Pamyu Pamyu celebrates the 10th anniversary of her debut this year and held live performance for the first time in a year and two months on 17 April 2021. Since it was the first live of the 10th anniversary year, she was full of spirit. The live consisted of matinee and an evening shows where you could enjoy unique costumes and music setlists respectively.
When the 70's movie-like monochrome opening VTR is played, the appearance of Kyary getting excited about the party is projected. As she received a great invitation phone call of a party, the world turned colorful, and the show began under the theme of GREAT INVITATION. Despite the uncertain time during the Covid-19 pandemic, she determined to make the party fun. The shows were held under Covid-19 restrictions and the audience enjoyed the live performance by handclapping and waving penlights.
You can stream a part of the live exclusively on the free video service "GYAO!" and Softbank's content distribution service "5G LAB"!
Information
KYARY PAMYU PAMYU PREMIUM LIVE GREAT INVITATION
GYAO!:https://yahoo.jp/jk61ht
VENUE:EX THEATER ROPPONGI
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◆きゃりーぱみゅぱみゅ 公式サイト http://kyary.asobisystem.com
![post-title](https://i.ytimg.com/vi/I65G3620DqY/hqdefault.jpg)
as like as意思 在 踢萬8IG8A8Y Youtube 的精選貼文
🌐
踢萬's new single 360° (Beatbox Freestyle) 字幕MV
把 freestyle bars 直接當一首新歌重做,加上副歌,曲也重編
老早就想把它完成,最近在錄大嘻哈小炸
°
Song Credit:
Produce by 薑母鴨 Ginger Duck
Mix by 薑母鴨 Ginger Duck
Master by 薑母鴨 Ginger Duck
Record by 薑母鴨 Ginger Duck, Jacky
Lyrics by 踢萬8IG8A8Y
Compose by 踢萬8IG8A8Y
Video Credit:
Direct by 阿邦 AnBang
Edit by 阿邦 AnBang
Logo Design by 冠宇
°
Note:
歌詞中
"I" so clean 意味著 穿著 Reebok Iverson 擦得很乾淨很 fresh
Flexing 三百六十度 代表 各個方向零死角炫
With my BIGGIE 表示 踢萬的樂團 BIGGOE 萬
萬 hunnit 代表 One Hundred ㄧ百分的意思
°
Stream & Links:
🌐
在街聲StreetVoice 上面聽:https://streetvoice.com/papetone/songs/645117/
🌐
Follow 踢萬 IG: https://www.instagram.com/onemoretimebabywu/
°
Lyrics:
Hook:
“I” so clean 沒毛病 flexing 三百六十度
Look at me 187 萬 hunnit 0894 酷
“I” so clean with my BIGGIE 一起 三百六十度
You know I 製造優質 crew, hustle hard 直到休止符
(Okay) x2
Rap Verse:
要創作先搞懂文化
Pull up ideas 融會 貫通文法
似懂非懂的假董仔 別裝懂就上
道不同不相為盟 炒著相同舊帳
I’ve done told y’all
Think like a boss, stay loyal like a soldier
I dunno what you talking’ bout
So fuck what you thought
出來混先潤潤筆法 不然真叫人疲乏
文不對題 聽你一堆屁話 I might speed up
Spit it out 全部都是 truth
Click Clack Bow 一觸即發 so ruled
Gun off safety 沒有任何人 gonna save me
所有 homies 來自不同背景
共苦 能否一起同甘 同步 chase dreams
Still on my Day One same team
Not a Damn thing changed
With my squad 肩並肩
After show 喝完唱完 先領錢
Hook:
“I” so clean 沒毛病 flexing 三百六十度
Look at me 187 萬 hunnit 0894 酷
“I” so clean with my BIGGIE 一起 三百六十度
You know I 製造優質 crew, hustle hard 直到休止符
(Okay) x2
2nd Rap Verse:
I don’t even care,
Fuck is you wearing?
Can’t compare me with them I’m very ill
Got many skills
Staying still
Paying bills
沒聽錯
You might get got
被追殺 白目注意嘴巴-
We stay fly
Go outside 穿上 AI,
搜刮金錢袋
安靜 淡定 grinding 的天才-
I made my-
time come around
到現在-
發現原來
做自己愛事 阿嘶
爽度沒變卦
說真的
世界上沒有 Santa-
Not a gangsta
依然能 make it rain
就像 weather man
Change the weather
正要開始 台詞 跟上拍子 愛死
Cold as ice
Cut the beat, sliced
Beatbox, switch up
真要代言我選擇 Reebok
Fila 先別 我堅決
當我開口就先把 文法
不通順的全部殲滅
I can’t stand it,
understand me
回頭是岸 沒後路只能前進
這場賽跑馬拉松 不是田徑
聽天由命 或者單槍匹馬
突破險境
扶 搖 直 上 way up
奪走最大塊的甜餅
Get it?
Hook:
“I” so clean 沒毛病 flexing 三百六十度
Look at me 187 萬 hunnit 0894 酷
“I” so clean with my BIGGIE 一起 三百六十度
You know I 製造優質 crew, hustle hard 直到休止符
(Okay) x2
#beatboxfreestyle #360 #三百六十度
![post-title](https://i.ytimg.com/vi/HYemx047QKI/hqdefault.jpg)
as like as意思 在 酒意思 SIP WITH JOYCE Youtube 的最讚貼文
各位觀眾,酒意思Sip with Joyce 的短視頻已來到第8集囉!
這集,我請到了Chumami 辣椒油的共同創辦人,Jessica 朱,來為我們示範一道對她來說極具意義的菜:辣炒茄汁明蝦。那麼,能與辣炒茄汁明蝦搭配的葡萄酒又有哪些呢?趕快到酒意思Sip with Joyce 的Youtube 頻道一探究竟吧!
特別感謝 Jessica 的熱情參與,為我們示範為辣炒茄汁明蝦這道菜。想要多瞭解 Jessica 及對 Chumami 辣椒油有興趣的朋友,歡迎到 Jessica 的IG @jessicachews 及 Chumami 辣椒油的官方網站瞧一瞧喔!
Jessica's IG: https://www.instagram.com/jessicachews/
Chumami 辣椒油: https://chumamichilioil.com/
想要找更多、更精采有趣的餐酒搭配請至 酒意思 Sip with Joyce
網站: https://www.sipwithjoyce.com/
臉書:https://www.facebook.com/sipwithjoyce
IG: @joyce_foodnwine | https://www.instagram.com/joyce_foodnwine/
======
Hello everyone, 酒意思Sip with Joyce’s 8th food and wine pairing video is up!
In this video, I’m so honored to have Jessica Chu, co-founder of Chumami Chili Oil, join me and show us how to make Spicy Tomato Prawns, a family recipe that has been passed down from generation to generation. As usual, I will share my wine pairing suggestions to pair with this dish.
Thanks Jessica for joining me on this project. If you like to find out more about Jessica and Chumami Chili Oil, don't forget to clink the link below.
Jessica Chu: https://www.instagram.com/jessicachews/
Chumami Chili Oil: https://chumamichilioil.com/
Looking for more food and wine pairing ideas, please visit 酒意思(Joyisi) Sip with Joyce
Website: https://www.sipwithjoyce.com/
Facebook:https://www.facebook.com/sipwithjoyce
Instagram: @joyce_foodnwine | https://www.instagram.com/joyce_foodnwine/
![post-title](https://i.ytimg.com/vi/8YssDY8AzFg/hqdefault.jpg)
as like as意思 在 【#易混淆#生活用語】 just as 跟just like... - HOPE English 希 ... 的推薦與評價
2020年6月23日 — 易混淆#生活用語】 just as 跟just like 都有「像」的意思但你知道這題應該要選什麼嗎? 看看今天的#精選影片留言告訴#亂編答案吧! ... <看更多>