🌻
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105部Youtube影片,追蹤數超過68萬的網紅蔡佩軒 Ariel Tsai,也在其Youtube影片中提到,BILINGUAL: 中文 CHINESE 00:00|英文 ENGLISH 29:13 Podcast每週四10點一集 👉https://arieltsai.lnk.to/ArielsWhisper_CH YouTube每週日11點一集👉https://bit.ly/3ucWNiG 今天是說故...
for some意思 在 Facebook 的最讚貼文
當年佢支持英國脫歐,佢點講架呢?
//However, Martin later told the BBC that Wetherspoons isn’t struggling with staffing, and in fact some venues have been receiving lots of demand from jobseekers.//
我只能夠講句:天理循環,報應不爽。
你當初支持脫歐嘛,話Jobs for local, take back control嘛… 好囉,就俾你take back control,結果control左啲咩?超市缺貨、Nando’s無雞賣、依家連啤酒都無埋…
我成日都覺得,政府將脫歐咁大件事,交俾平民決定係極度不負責任的。讓一班平民百姓去理解幾千幾萬頁紙嘅改變,根本就是沒有意思,那種感覺根本就是高等生物同你講:俾你許三個願望一樣,無論你許左咩願望,由於你無足夠嘅能力預見個後果,到最尾往往是出事收場。
#只能夠心裡講句
#好彩我唔飲酒架姐
#NHS發大財嗰架巴士去左邊
for some意思 在 Yilianboy Facebook 的最佳解答
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窮小孩也能搭遊輪 學馬術
.
聽到問題的當下我停了一拍心跳
與其說驚訝 更多的是不捨和難過
.
四月的一個週一早晨
我在高雄中學和一些學弟妹分享我的生活
我說要把握時間 活在當下
也說要無愧於心 逐己所愛
.
我告訴其中一部分的音樂班同學
喜歡主修樂器的話請繼續享受 努力
根本不喜歡音樂的話
現在掉頭才不會誤了剩下的青春
.
我相信學弟妹都有認真聽我的分享
才會在結束後提出對我的問題
而且有好幾個人提出類似的問題
令我錯愕又不捨的問題
「是不是因為學長的職業是牙醫師 收入不錯所以才能追逐自己的興趣?」
在他們的教育和認知中 收入竟優先於興趣
.
感謝學弟在提問的時候有強調『提問時沒有冒犯的意思』 而不是酸溜溜的質疑
我執著於這個問題一週之久
然後請老師幫我向學弟妹轉達以下幾點:
.
1.我看過很多快樂的人 成功的人 都是追求自己熱愛的事物 發光發熱 同時藉此賺取生活費 因應社會 該職業的社經地位 也許高 也許低 但都是滿足快樂的�.
2.高收入的人不在少數 就以牙醫為例 難道是所有牙醫都有追求自己喜歡的事物嗎?都幸福美滿?身體健康?我想告訴你們的是:我從興趣中找到快樂和滿足 所以分享給你們 若非為了向升學關口的你們分享職業特色 我根本懶得提牙醫這塊 因為那不是我熱衷的事情 應該由熱衷於牙科治療的誰向你們口沫橫飛地說�.
3.錢是我們生活中的一部分 就只是一小部分 不是全部 也不是必要的 我們一定比上不足比下有餘 我個人喜歡往下比 因為更容易讓我感到滿足 往上比的話我可真窮 買不起豪宅 沒有跑車 遊艇 也不能任性地說不上班就不上班 說買奢侈品就買奢侈品
如果我們的水很多 可能可以裝滿大碗公 如果我們的水很少 可以換成一個瘦瘦高高的玻璃杯 也可以有一樣的水位高度 那代表著快樂和滿足的程度 在自己的能力範圍 盡該盡的責任 享受能夠享受的舒適 公寓 大樓 豪宅 別墅 各有合適的住客 然而都是一個安全舒服的家�.
最後要提 如果你的夢想是搭豪華郵輪 除了先攢足船票的錢 也可以應徵船上服務生的工作
又例如我大學的時候沒錢學馬術 我願意刷馬 掃馬廄一個下午 換得半小時的騎乘機會
.�祝各位善良勇敢 不枉此生
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First of all, this article is too long for me to translate properly @@
So I will summarize it short and please forgive my grammar mistakes 😅
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I was in my alma mater, Kaohsiung Senior High School, to give a speech to the students.
I shared with them my philosophy of life and suggest them follow their hearts, live in the present moment, do not regret.
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I told students who majored in music, to keep enjoy in music and to work hard with their beloved musical instrument, but be brave to quit if this was not what they did enjoy in. Maybe they were forced by the society, parents or anything. Now is the most early time to save the rest of theirs youth from such a burden.
.
I knew they did listen carefully, that’s why they asked me some questions.
Many of them got the same question, which made me astonished and a bit sad,
“Do you think being a dentist with high income is the key enabling you to be engaged in your hobbies?”
Does this question mean they believe one’s income is more important than what one is interested in?
.
I cared about this question so much for one week after the speech.
And I asked their teacher to pass on to the cute and young, and maybe perplexed, students as following,
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1.I’ve seen many people who are happy and successful. They are devoted to what they love and get money for living from it. He or she might be rich or poor, upper class or lower class, depending on the definition of the society, but their contentment and joy cannot be defined�.
2. There are a lot of people with high income. Take dentists as an example, is every dentist looking for what he loves? Or happy? Healthy? I find my happiness from my hobbies, that’s why I share this with you. Dentistry should be shared by some dentist who are enthusiastic about dentistry, not me. I shared my occupation to you only because you are facing the college entrance timing.�.
3. Money is a part of our lives, a little part of our lives. Not the whole life, and not necessary either. We are richer than many people, and at the same time, poorer than many people. I would rather compare myself with those poorer than me, because that makes me feel better, and feeling is the most important thing for a person. When I compare myself with those rich men, I am nothing, I can’t afford a villa, a personal airplane, a yacht.
If we have a lot of water, we can fill a big pot. If we have little water, we can fill a thin glass and reach the same height of water level, which represents the degree of contentment.
Make clear who we are, and take our responsibility, and enjoy what we deserve.
There are different people for different places, apartments, condominium, mansion, villa, however, the common point of them are being a nice and safe cozy home.
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If you want to get on a cruise ship, you can earn enough money for the ticket or get the job as a waiter on the ship.
When I couldn’t afford the fee for equestrian class, I worked in the stable and took care of the horses for an afternoon to get the chance to ride the horse for half an hour
.
May you kind and brave, enjoy the life with no regret
for some意思 在 蔡佩軒 Ariel Tsai Youtube 的最佳解答
BILINGUAL: 中文 CHINESE 00:00|英文 ENGLISH 29:13
Podcast每週四10點一集 👉https://arieltsai.lnk.to/ArielsWhisper_CH
YouTube每週日11點一集👉https://bit.ly/3ucWNiG
今天是說故事時間,要念的故事是一篇短篇小說,來自於村上春樹的《沒有女人的男人們》其中一篇,叫做《獨立器官》。
最近又重讀村上春樹的這本書,讀到這篇小說覺得非常有意思,想讀給大家聽,分享我認為很有意思的觀點。
這篇小說敘述一個不婚主義的單身貴族,52歲的整形醫生,算是人生勝利組,在愛情上也是遊戲人間,然而這樣的人,終於在某天遇上了讓他心儀不已的女子,但卻陷入了自我懷疑,「自己」究竟是什麼呢?
書中主角對於愛情的觀點用獨立器官來形容,我覺得非常有意思,一起來聽聽故事吧!
節目最後送上這首《清醒》,這首創作接近我第一次接觸村上春樹作品的年紀,enjoy!
《清醒》歌曲收聽:https://youtu.be/9EI7-o7JsYM
✨
Love this short story “An Independent Organ” by Murakami Haruki from “Men Without Women”.
Some questions worth thinking after finishing this story:
Do you have an independent organ as well when it comes to love?
When stripped away from all external and societal expectations, what makes you “you”?
What do you want to be remembered for? What is/will be your legacy?
**Song at the end “清醒” (Awake) :http://bit.ly/331Cecw
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秘密計畫終於公佈:我出書了!
✨📕新書《做好自己喜歡的事,就會閃閃發光》✨
Ariel 蔡佩軒的 3 步驟夢想實踐清單
【首刷限量隨書贈:夢想清單記事本】
■ STEP1 談夢想:沒有夢想很正常。不確定自己的夢想,更正常
■ STEP2 寫日記:最糟的都撐過去了。現在,不是最糟的時候
■ STEP3 列清單:堅持不是一個長跑,它是很多一個接一個的短跑
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#Ariel悄悄對你說 #ArielsWhisper #Ariel蔡佩軒
for some意思 在 林子安 AnViolin Youtube 的精選貼文
■ 更多林子安:
INSTAGRAM:https://www.instagram.com/an__official/
FACEBOOK:https://www.facebook.com/Anviolin/
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各式工作演出邀約請私訊IG或臉書專頁
For business, please send private message to my Instagram or Facebook fan page.
■ 更多【Cover by AnViolin】:https://bit.ly/2vWVtF5
🎶樂譜連結 Sheet Music🎶
https://anviolin.gumroad.com/l/Aiyww
(台灣請用蝦皮)https://shopee.tw/product/260436562/6497281505?smtt=0.260438387-1628653677.9
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林俊傑《不為誰而作的歌》小提琴版本 | Violin cover by AnViolin of《Twilight》by JJ Lin
這首歌是之前街頭演出後,很常被問到的~~想想也倒是蠻符合默默但帶給人溫暖的意思。
仔細聽可以發現是利用弦樂編曲,所以感覺情緒渲染力更強了!
有些粉絲應該知道,如果有街頭演出,我每次演奏都會加入當天即興的部分。
演奏這首的時候,突然想起之前有段時間似乎沒有調整好心態而迷失的狀態,有種為了演奏而演的感覺,那時候覺得內心很脆弱也對自己覺得很陌生,但是每每演到這首歌的時候,都好像透過音樂聆聽自己心裡的想法(還有內心各種疑惑XD),嘗試用這種方式和自己對話,站在人來人往的信義區被群眾包圍著,但似乎也不為誰演出。
常常覺得每個人都有個守護著自己的天使,在需要的時候化身成身邊的某個人,這個人可能是陌生人,但是陌生的天使卻是來幫助你、給你鼓勵,然後悄悄地離開。
真的很想念以前還能街頭演出的時期,回想起來,雖然有些聽眾也只是默默聽幾首歌就離開,但透過眼神的交流鼓勵肯定,想起來都會感覺暖暖的。
信義區香堤大道街頭演出變成登記制了,想聽我live版演出相關資訊,請追蹤Instagram限時動態!
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Some fans know that I always add some surprise when busking.
The song reminds me of those days when I felt like lost. At that time, I felt fragile and was like asking myself who you are. But after playing the song, it always helps me to listen to my own thoughts and trying to have conversation with myself in my own way.
Really miss those busking days =]
Looking back, I really miss those encouragement and eye contacts from my audience though some would just listen to a few songs and left. I miss you all sincerely!!
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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編曲Arrange:林子安 Lin Tzu An
混音mix:林子安 Lin Tzu An
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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for some意思 在 Yifeis Youtube 的最佳貼文
很不一样的母亲节 第一次带家人一起录vlog 也是第一次下厨给妈咪吃,不好意思献丑了
一道菜煮了几个小时?
也算齐心协力煮了三道菜一甜品出来 兄弟姐妹合作!
希望下次咋们厨艺可以更加进步~
I hope you guys enjoy this video and do subscribe to my channel ♡
#YIFEIS #MOTHERSDAY #VLOG
Instagram: https://www.instagram.com/Yifeis/
Facebook: https://www.facebook.com/yifeis225
小红书:Yifeis (宜霏)
合作邀约 For collabs: yifeis9139@gushcloudtalent.com
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Song Credits:
Music by Fiji Blue - Home - https://thmatc.co/?l=EC93F2AE
Music provided by BGM President
Track : Some Vintage Mood 2- https://youtu.be/j_x22l_c7uQ
Music provided by BGM President
Track : Puzzled - https://youtu.be/Q_F3O2h0xrg
Music provided by BGM President
Track : Spring evening - https://youtu.be/WuS4qmV4Jeg
Music : Father's Accordion
Produced by Umbrtone
Provided by Umbrtone-No copyright music
Video Link: https://youtu.be/h1jlH58c0fk