🌻
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1部Youtube影片,追蹤數超過16萬的網紅林子安 AnViolin,也在其Youtube影片中提到,■ 更多林子安: INSTAGRAM:https://www.instagram.com/an__official/ FACEBOOK:https://www.facebook.com/Tzan0825/ WEIBO:http://weibo.com/u/6511795600 各式工作演出邀約請私訊...
at a later time意思 在 Facebook 的最佳貼文
#Gary英語教室
==【have a bone to pick with someone】是什麼意思呢?==
有聽過在影集或電影中有人說 have a bone to pick with you嗎?
從字面上來看,bone 是「骨頭」的意思,pick 是「挑選」的意思,當有人說 have a bone to pick with you , 大家覺得什麼意思呢?當對方講這句話的時候,你覺得他的情緒是開心、生氣,還是沮喪的呢?
這個慣用語是「我要對你雞蛋中挑骨頭」的意思嗎?
其實當你說 I have a bone to pick with you 是一個起手式,就是「#我有一件事(#不滿)#要跟你說」或「#我對你(#某件事)#有意見」的意思!然後,接下來就會陳述不滿或有意見的事!通常用這個慣用語就是「#直接告訴對方做了哪些讓自己不開心或困擾的事」,所以情緒上是有點生氣的,然而,當然還是要看講話者的語氣而定!
知道 have a bone to pick with someone的意思後,再來練習多造幾個句子, 這樣才會真的學會如何使用它!
(1) I have a bone to pick with you. You totally ignored me at Gary’s birthday party yesterday. Why did you do that?
(2) What’s wrong? Why aren’t you talking to me? If you have a bone to pick with me, just tell me.
(3) I have a bone to pick with Lisa. She didn’t come to the meeting on time to make a presentation and our customer was furious. I am going to talk to her about this later.
(4) I have a bone to pick with you. You are using my mobile phone again without asking me first.
這樣知道怎麼使用 have a bone to pick with someone了嗎?換你在下面練習造句了喔!
看完本篇文章,別忘了「#按讚」,並在下面留言「#練習造句」喔!
======================
大家喜歡像這樣子每週用零碎的時間來學英文嗎?
還可以練習造句、聽力、口說等輸出練習的機會嗎?
重點是還可以有Gary給的批改或回饋意見!
這是一般坊間的線上教學所沒有的!
如喜歡這種模式的話,歡迎報名7月開始全新的「互動式線上英語課程」!
害羞的同學可以在 Google Classroom 繳交練習的答案,只有Gary看得見!
✅【#詳細內容及報名連結】:
https://garyloveshare.blogspot.com/2021/06/linegoogle-classroom.html
at a later time意思 在 Follow XiaoFei 跟著小飛玩 Facebook 的最佳解答
實際發生的情況 VS 外人所看到的情況。
昨天我發布了跳水影片,這似乎使人們感到惱火。許多人認為這樣的發文是煽動危險的行為。
“很糟糕的示範,無知的人會跟著模仿然後發生意外而死”
為什麼總是別人表現得不負責任?
從來沒有人評論說“我可能會反覆跳水而死去?”
為什麼別人如此不信任?
是什麼讓您的判斷比其他所有人的判斷要好得多?
人們不必擔心觀看影片然後再重複播放。如果您相信這樣的人的存在,那麼“玩命關頭”的電影會讓您太害怕不敢離開家了,以免擔心遇到魯莽的駕駛員。
該影片用手機高影格率(慢動作)拍攝。長時間的飛行使它看起來像是跳得很高,但實際高度只有6.5公尺高。
雖然不是特別高,但是如果您背部落水或腹部落水,這種高度可能還是會覺得很痛。
我會知道,是因為我不擅長做後空翻,但無論如何我還是會嘗試。肚子落水上並不是致命的,但這也不是一件好事。
這就是為什麼我影片裡跳水方式都是伸直雙腳,雙手臂擺放在身體兩側。實際上,這是一個很好的動作示範。
我總是告訴人們在跳水之前檢查水的深度,並確保水中沒有障礙物。
但是當我們說“跳前先看一看”時,我們真正的意思是“在你行動前要先思考”。
爬上平台有風險嗎?
我要從穩定平台上跳下來嗎?
我的計劃著陸區在哪裡?
著陸區中是否有人或物體?
水的深度適合從這個高度跳嗎?
跳躍時我會在空中做什麼?
我計劃著陸的方向是什麼?
我可以在這些條件下游泳嗎?
跳水後如何離開水面?
我是否需要任何其他設備,例如手套或救生衣或頭盔?
尋問跳水區附近有人嗎?他們知道我在跳水嗎?
這些都不是複雜的問題,也不需要任何技術培訓。這只是基本常識。大多數人無需考慮即可自動執行此操作。
以上並不是特別危險。人們在人身安全方面通常是安全和負責的,有幾個重要例外。真正的安全提示在這裡:
1)跳懸崖時切勿飲酒。
您會驚訝於自然界發生了多少次與酒精有關的事故。
2)切勿向任何人施壓,讓他們嘗試自己不舒服的特技。
如果某人感到害怕,那是因為他們缺乏必要的技能或經驗。這會增加了風險。要教導/不要強迫或欺負霸凌
3)永遠知道你的極限在哪。
採取嬰兒的步驟。在不諮詢經驗豐富的人的情況下,請勿嘗試超出您的經驗水平的事情。忽略任何給您施加壓力或激你的人。他們不會是好朋友。
4)不要試圖做任何愚蠢的事情來打動一個女孩。
這不值得。在接受調查的10位女性中,有9位偏好沒有頭部受傷的男性。
現在去實驗在河邊玩得開心。嘗試去懸崖跳水。盡可能地爬高。在這過程,如果您在任何時候階段感到不舒服時,可以慢慢後退並從較低的地方跳下來,或者根本就不要跳。
和您信任的朋友一起去,並互相觀察注意對方。
首先檢查天氣。提前準備所需的裝備。您可能需要一個漂浮裝備(救生衣或浮標等)。如果您發現之後沒有足夠的裝備,則不需要嘗試去做未做好準備的事。選擇準備好的一天再去玩。
按照這些基本步驟進行操作,您很快就會意識到歇斯底里並不是實現水安全的正確方法。但知識教育和準備好卻是安全的方式。
*跳躍高度是根據h = 1 / 2gt ^ 2,t = 1.154s + -0.004s(240fps)從跳躍頂點確定的
What really happens VS what people see.
Yesterday I posted this which seemed to rile people up. Many people think posting like this is inciting dangerous behavior. "Bad Demonstration. Ignorant people will follow this and die". Why is it always other people who are behaving irresponsibly. No ever ever comments "I might try to repeat this and die" Why is there so much distrust of other people? What makes your judgement so much better than everyone else's?
People aren't at risk from watching a video and then trying to repeat it. If you believed people like that existed then the "fast and the furious "movies would make you too scared to leave the house for fear of reckless drivers.
The video was filmed at a high frame rate (slow motion). Long airtime gives it the appearance of being a very high jump, but it's only 6.5 meters. While not particularly high, this is still high enough to be painful if you landed on your back or stomach. I know, because I'm not good at doing backflips, but I still try anyway. Landing on your stomach isn’t fatal, but it’s not fun either. That's why I recommend jumping feet first, hands in, as seen in the video. It's actually quite a good demonstration.
I always tell people to check water depth and ensure there are no obstructions before jumping. But when we say "look before you jump" what we really mean is "Think before you act".
Is it risky to climb up to the platform?
Is the platform I am jumping from stable?
Where is my planned landing zone?
Are there any people or objects in the landing zone?
Is the depth of the water suitable for jumping from this height?
What will I do in the air while jumping?
What is my planned body orientation for landing?
Can I swim in these conditions?
How will I exit the water after jumping?
Do I need any additional equipment such as gloves or a life jacket?
Are there people nearby? Do they know I am jumping?
None of these are complicated questions and none require any technical training. This is just basic common sense. Most people do this automatically, without even having to think about it.
The above isn't especially dangerous. People are generally safe and responsible when it comes to their personal safety with a few important exceptions. The real safety tips are down here:
1) Never consume alcohol while cliff jumping. You'd be surprised how many accidents in nature involve alcohol.
2) Never pressure anyone into attempting a stunt they are not comfortable with. If someone is scared, it's because they lack the requisite skill or experience. This increases risk. Teach. Don't tease .
3) Know your limits. Take baby steps. Don't attempt something far above your experience level without consulting someone with more experience. Ignore anyone who is pressuring you. They're not being good friends.
4) Don't do anything stupid to impress a girl. It's not worth it. 9 out of 10 women surveyed preferred men without head injuries.
Now go out to the river and have some fun. Go cliff jumping. Climb as high as you feel comfortable. And if at any time if you feel uncomfortable, just back down and jump from somewhere lower, or not at all. Go with friends that you trust, and watch out for each other. Check the weather first. Prepare equipment you need in advance. You may need a flotation device. If you realize you don’t have enough equipment later, you don’t need to attempt anything you are not prepared for. Just come back and play another day.
Follow these basic steps and you will soon realize that hysteria isn’t the proper approach to water safety. Knowledge and preparation is.
*jump height determined using h= 1/2gt^2, t=1.154s+-0.004s (240fps), from apex of jump
at a later time意思 在 林子安 AnViolin Youtube 的最佳貼文
■ 更多林子安:
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■ 更多【Cover by AnViolin】:https://bit.ly/2vWVtF5
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周杰倫《蒲公英的約定》小提琴版本
| Violin cover by Lin Tzu An of A Dandelion's Promise by Jay Chou
這首典型周氏R&B情歌在簡單的旋律中緩緩描述著光陰的甜酸☺️
旋律本來是電影《不能說的秘密》中的一段小插曲,大概是周杰倫太喜歡,就發展一首歌了!
旋律中瀰漫淡淡的感傷,講了懵懂初戀時男孩沒有向女孩說出口的話。
現實人生中故事很常是這樣發展的不是嗎(笑)
等到許多年過後,才驚覺當初誤以為的友情其實是分不清的愛情。
所以我們看劇的時候會有共鳴,會因為劇情手指蜷曲、會用上帝視角看著主角木頭(?)
也會因為悲劇結尾跟著一起哭,Happy ending的時候一起感到滿足!
長大之後的我們,聽了這首歌似乎搭著時光機回到那段純真的時光,想起年少懵懂的感覺和記憶。
明明是一起長大的約定,卻叫蒲公英的約定,很有意思吧🙃
是因為不論怎麼約定,長大後也終究會因為命運而各奔東西嗎?
歡迎大家在沒有下雨的週末到信義區香堤大道,聽這些cover歌曲的live版!詳細演出相關資訊,我都會更新在我的Instagram 限時動態!
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A Dandelion's Promise is such Jay Chou's signature R&B style with the lyric by Vincent Fang telling us the sweet and sour time when we were young☺️
The melody was from the movie《Secret》 directed by Jay Chou himself and maybe he likes it sooo much that he developed the interlude into a romantic song!
The melody is sentimental, and it speaks out those words the boy didn't tell the girl.
That's literally our real life, isn't it lol
Not until many years later do we realize that the friendship was misunderstood as the indistinguishable love. (sighhhhh)
Therefore, when we watch dramas/TV series/movies, we will resonate with the stories therein.
We will cry when they are tragedy in the end, or be satisfied when they are finally happy ending!
It's like taking the time machine when listening to this as a grown-up.
The song takes us back to the time when we were innocent and shy moments with "that one."
BTW, it's interesting to think that the promise of growing up together was so sincere for me but now I call it as a dandelion’s promise.
I'm wondering if it's because that no matter how sincere the promise was, after growing up, we will eventually be led to our own ways as if it's meant to be 🙃
Should you have any request regarding cover songs, just comment below and let me know.
Also please share the video and subscribe to my channel https://bit.ly/2EsTGMQ.
Don't forget to click the 🔔 bell to be notified when my videos come out!
Visit me at Taipei Shin Kong Mitsukoshi Xinyi Plaza to enjoy more my live cover songs. Check it out details on my Instagram stories!
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小提琴 Violin: 林子安 Lin Tzu An
攝影師剪接師 Photographer & Film editor: Santon.W
文字編輯 Social media editor/manager: Lily Wu
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【Cover by AnViolin】每週上傳新的小提琴cover影片,
喜歡的話請訂閱我的頻道 https://bit.ly/2EsTGMQ
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#周杰倫
#蒲公英的約定
#不能說的秘密
#周杰倫蒲公英的約定
#蒲公英的約定violin
#蒲公英的約定小提琴
#AnViolin
#CoverSong
#ViolinCover
#CoverByAn
#林子安
#林子安小提琴