🌻
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25部Youtube影片,追蹤數超過4,680的網紅Flute 長笛亮晶晶,也在其Youtube影片中提到,1 午餐時間 1:15 唇粉介紹 3:19 L. V. Beethoven, Sonata in B flat major 唇盤品牌 aura-mercier-蘿拉蜜思-迷霧唇粉盤試色 樂譜資料 長笛名曲集(鋼琴伴奏譜) 中文解說 長笛名曲集收錄多首長笛名曲,曲風多樣,將長笛技巧發揮的淋漓盡致。...
「global media中文」的推薦目錄:
global media中文 在 黃之鋒 Joshua Wong Facebook 的最佳貼文
【Joshua Wong speaking to the Italian Senate】#意大利國會研討會演說 —— 呼籲世界在大學保衛戰一週年後與香港人站在同一陣線
中文、意大利文演說全文:https://www.patreon.com/posts/44167118
感謝開創未來基金會(Fondazione Farefuturo)邀請,讓我透過視像方式在意大利國會裡舉辦的研討會發言,呼籲世界繼續關注香港,與香港人站在同一陣線。
意大利作為絕無僅有參與一帶一路發展的國家,理應對中共打壓有更全面的理解,如今正值大學保衛戰一週年,以致大搜捕的時刻,當打壓更為嚴峻,香港更需要世界與我們同行。
為了讓各地朋友也能更了解香港狀況,我已在Patreon發佈當天演說的中文、英文和意大利文發言稿,盼望在如此困難的時勢裡,繼續讓世界知道我們未曾心息的反抗意志。
【The Value of Freedom: Burning Questions for Hong Kongers】
Good morning. I have the privilege today to share some of my thoughts and reflections about freedom, after taking part in social activism for eight years in Hong Kong. A movement calling for the withdrawal of the extradition law starting from last year had escalated into a demand for democracy and freedom. This city used to be prestigious for being the world’s most liberal economy, but now the infamous authoritarian government took away our freedom to election, freedom of assembly, freedom of expression and ideas.
Sometimes, we cannot avoid questioning the cause we are fighting for, the value of freedom. Despite a rather bleak prospect, why do we have to continue in this struggle? Why do we have to cherish freedom? What can we do to safeguard freedom at home and stay alert to attacks on freedom? In answering these questions, I hope to walk through three episodes in the previous year.
Turning to 2020, protests are not seen as frequently as they used to be on the media lens, partly because of the pandemic, but more importantly for the authoritarian rule. While the world is busy fighting the pandemic, our government took advantage of the virus to exert a tighter grip over our freedom. Putting the emergency laws in place, public assemblies in Hong Kong were banned. Most recently, a rally to support press freedom organized by journalists was also forbidden. While many people may ask if it is the end of street activism, ahead of us in the fight for freedom is another battleground: the court and the prison.
Freedom Fighters in Courtrooms and in Jail
Part of the huge cost incurred in the fight for freedom and democracy in Hong Kong is the increasing judicial casualties. As of today, more than 10 thousand people have been arrested since the movement broke out, more than a hundred of them are already locked up in prison. Among the 2,300 protestors who are prosecuted, 700 of them may be sentenced up to ten years for rioting charges.
Putting these figures into context, I wish to tell you what life is like, as a youngster in today’s Hong Kong. I was humbled by a lot of younger protestors and students whose exceptional maturity are demonstrated in courtrooms and in prison. What is thought to be normal university life is completely out of the question because very likely the neighbour next door or the roommate who cooked you lunch today will be thrown to jail on the next.
I do prison visits a few times a month to talk to activists who are facing criminal charges or serving sentences for their involvement in the movement. It is not just a routine of my political work, but it becomes my life as an activist. Since the movement, prison visits has also become the daily lives of many families.
But it is always an unpleasant experience passing through the iron gates one after one to enter the visitors’ room, speaking to someone who is deprived of liberty, for a selflessly noble cause. As an activist serving three brief jail terms, I understand that the banality of the four walls is not the most difficult to endure in jail. What is more unbearable is the control of thought and ideas in every single part of our daily routine enforced by the prison system. It will diminish your ability to think critically and the worst of it will persuade you to give up on what you are fighting for, if you have not prepared it well. Three years ago when I wrote on the first page of prison letters, which later turned into a publication called the ‘Unfree Speech’, I was alarmed at the environment of the prison cell. Those letters were written in a state in which freedom was deprived of and in which censorship was obvious. It brings us to question ourselves: other than physical constraints like prison bars, what makes us continue in the fight for freedom and democracy?
Mutual Support to activists behind-the-scene
The support for this movement is undiminished over these 17 months. There are many beautiful parts in the movement that continue to revitalise the ways we contribute to this city, instead of making money on our own in the so-called global financial centre. In particular, it is the fraternity, the mutual assistance among protestors that I cherished the most.
As more protestors are arrested, people offer help and assistance wholeheartedly -- we sit in court hearings even if we don’t know each other, and do frequent prison visits and write letters to protesters in detention. In major festivals and holidays, people gathered outside the prison to chant slogans so that they won’t feel alone and disconnected. This is the most touching part to me for I also experienced life in jail.
The cohesion, the connection and bonding among protestors are the cornerstone to the movement. At the same time, these virtues gave so much empowerment to the mass public who might not be able to fight bravely in the escalating protests. These scenes are not able to be captured by cameras, but I’m sure it is some of the most important parts of Hong Kong’s movement that I hope the world will remember.
I believe this mutual support transcends nationality or territory because the value of freedom does not alter in different places. More recently, Twelve Hongkong activists, all involved in the movement last year, were kidnapped by China’s coastal guard when fleeing to Taiwan for political refugee in late-August. All of them are now detained secretly in China, with the youngest aged only 16. We suspect they are under torture during detention and we call for help on the international level, putting up #SAVE12 campaign on twitter. In fact, how surprising it is to see people all over the world standing with the dozen detained protestors for the same cause. I’m moved by activists in Italy, who barely knew these Hong Kong activists, even took part in a hunger strike last month calling for immediate release of them. This form of interconnectivity keeps us in spirit and to continue our struggle to freedom and democracy.
Understanding Value of freedom in the university battle
A year ago on this day, Hong Kong was embroiled in burning clashes as the police besieged the Polytechnic University. It was a day we will not forget and this wound is still bleeding in the hearts of many Hong Kongers. A journalist stationed in the university at that time once told me that being at the scene could only remind him of the Tiananmen Square Massacre 31 years ago in Beijing. There was basically no exit except going for the dangerous sewage drains.
That day, thousands of people, old or young, flocked to districts close to the university before dawn, trying to rescue protestors trapped inside the campus. The reinforcements faced grave danger too, for police raided every corner of the small streets and alleys, arresting a lot of them. Among the 800+ arrested on a single day, 213 people were charged with rioting. For sure these people know there will be repercussions. It is the conscience driving them to take to the streets regardless of the danger, the conscience that we should stand up to brutality and authoritarianism, and ultimately to fight for freedoms that are guaranteed in our constitution. As my dear friend, Brian Leung once said, ‘’Hong Kong Belongs to Everyone Who Shares Its Pain’’. I believe the value of freedom is exemplified through our compassion to whom we love, so much that we are willing to sacrifice the freedom of our own.
Defending freedom behind the bars
No doubt there is a terrible price to pay in standing up to the Beijing and Hong Kong government. But after serving a few brief jail sentences and facing the continuing threat of harassment, I learnt to cherish the freedom I have for now, and I shall devote every bit what I have to strive for the freedom of those who have been ruthlessly denied.
The three episodes I shared with you today -- the courtroom, visiting prisoners and the battle of university continue to remind me of the fact that the fight for freedom has not ended yet. In the coming months, I will be facing a maximum of 5 years in jail for unauthorized assembly and up to one ridiculous year for wearing a mask in protest. But prison bars would never stop me from activism and thinking critically.
I only wish that during my absence, you can continue to stand with the people of Hong Kong, by following closely to the development, no matter the ill-fated election, the large-scale arrest under National Security Law or the twelve activists in China. To defy the greatest human rights abusers is the essential way to restore democracy of our generation, and the generation following us.
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💪小額支持我的獨家分析及文章:https://bit.ly/joshuawonghk
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global media中文 在 黃之鋒 Joshua Wong Facebook 的精選貼文
#到底我地係咪行緊雨傘條舊路【#AntiELAB Movement vs #UmbrellaMovement: are #HKers walking on the old path?】
5/ Global reach for visiting Taiwan. Heiko Maas criticized with an open letter.t 11 pm on 30 June 2020:
1/ HK's protests have indeed reduced due to the COVID19 and the National Security Law. Hong Kong Government mass arrests protestors, and crackdown on the education, mass media, medical and judicial industries. But, NO, we're not walking the old path of division between different sides in the pro-democracy bloc. In fact, we're winning. Here's why:
2/ In 2014,
- 70% of polls call for the occupation to stop
- Division within Pro-democracy bloc
- Average results in the District Council Election
- Pro-Beijing bloc gained 57% seats in Legislative Council
- CCP's economic diplomacy is doing well
- Few countries support HK
3/ From 2019 till now,
- Pro-democracy bloc swept 85% of the seats in the District Council Election
- it's likely for the pro-democracy bloc to gain more than half of the seats in the Legislative Council Election, which forced the #CCP to cancel the election
Polls did by 香港民意研究計劃 HKPOP request by Reuters showed that
- 70% support an independent investigation committee
- 63% support universal suffrage of the Legislative Council and Chief Executive
- 58% support Carrie Lam to step down
- 56% oppose the riot characterization of the antiELAB Movement
- 49% support the release of the arrested people
- 60% oppose the NationalSecurityLaw
- 31% support the NationalSecurityLaw
- 57% vote for pro-democracy candidates
- 25% vote for pro-government candidates
4/ Normally, public opinion of social movements will reverse after a while, like the #UmbrellaMovement, #BlackLivesMatter and the #YellowVests. But after a year, the majority of public opinion is still on the protestors' side ...
5/ Global reac for visiting Taiwan. Heiko Maas criticized with an open letter.t 11 pm on 30 June 2020:
- Jul 1: over 100k people took to the streets
- Jul 11-12: over 610k people vote in the democratic preliminary election
- Aug 12: 530k copies of 香港蘋果日報 Apple Daily were sold & 282 tocks are sold after Jimmy Lai was arrested
- Aug 27: all HKers dressed in black to say no to the Police rewriting what happened on 21 Jul 2019
- Aug 31: hundreds mourned for the #831PrinceEdwardAttack
6/ Gobal reactions
🇺🇸: Sanctioning HK and CCP officials and change "made in HK" to "made in China"
🇬🇧: Banned the buying of Huawei and offering HKers "lifeboats"
🇦🇺: US-Japan South China Sea military exercise took place in Australia. CCP intimidated journalists in Beijing
🇪🇺: Stop exporting sensitive tech and treat HK the same way as China
🇩🇪: Wang Yi intimidated Czech Senate speaker
Miloš Vystrčil for visiting Taiwan. Heiko Maas criticized with an open letter.
🇫🇷: Forced telcos to ditch @Huawei and announced of won't treat China naively
🇨🇦: Showed no sign of thawing with China. Hostage diplomacy continues to deadlock.
🇯🇵: partnered closely with the Five Eyes and acted tougher after 周庭 Agnes Chow Ting was arrested
🇮🇳: border clashes continued and ditched Chinese mobile apps like WeChat, Alipay and Tik Tok.
🇹🇼: international reputation continued to rise after having the least COVID19 confirmed cases in the world with its anti-pandemic policy
🇭🇰: US, UK, Canada, Australia, New Zealand, France and Germany ended extradition agreements
7/ #HongKongers have achieved remarkable results fighting against the second-largest, evilest country in the world in just one year. The idea of phoenixism is that we know the chance of winning is low, so we try to increase the costs beard by the #CCP to achieve what we demand.
8/ Everyday we are guided by our thirst for freedom and a sense of duty to bring democracy to our children and grandchildren. So long as we follow that path, we will always be on the right side of history. The island of HK may be small the resolve of its people is anything but.
中文:https://www.facebook.com/200976479994868/posts/3332039616888523/
原文:https://twitter.com/samuelharrendel/status/1306608431139155969
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💪支持我向世界展現香港人頑強抵抗的意志:https://bit.ly/joshuawonghk
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╞#存亡號召 #絕處逢生
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╞📧joshua@joshuawongcf.com
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global media中文 在 Flute 長笛亮晶晶 Youtube 的最佳貼文
1 午餐時間
1:15 唇粉介紹
3:19 L. V. Beethoven, Sonata in B flat major
唇盤品牌 aura-mercier-蘿拉蜜思-迷霧唇粉盤試色
樂譜資料 長笛名曲集(鋼琴伴奏譜) 中文解說
長笛名曲集收錄多首長笛名曲,曲風多樣,將長笛技巧發揮的淋漓盡致。(無長笛分譜)
影片樂譜版本為
IMSLP的版本 https://imslp.simssa.ca/files/imglnks/usimg/1/18/IMSLP117593-PMLP238597-Flute_Sonata_in_Bb_part.pdf
國際版本 樂譜BEETHOVEN, L. - SONATA IN B FLAT MAJOR
This product is unavailable
TITLE: Sonata in B flat major
COMPOSER: Ludwig van Beethoven
PUBLISHER: International Music Co
防疫期間歡迎線上授課陪練
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歡迎告訴我你想聽什麼音樂,你的留言和讚都是對我最大的鼓勵,讓我有動力繼續製作音樂作品,更歡迎分享我的影片:)
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global media中文 在 Kathie Violin 黃品舒 Youtube 的精選貼文
The Cat Returns ED「風になる / Become the Wind / Kaze ni Naru」Kathie Violin cover
小提琴 Violin: Kathie Huang 黃品舒
吉他 Guitar: Natanael
https://www.youtube.com/watch?v=-Pa5FmtOgCQ
編曲 Arranger:Kathie Huang 黃品舒、Readiing Han
https://www.youtube.com/user/uso0321
混音 Remix:Kathie Huang 黃品舒
攝影師剪接師 Photographer & Film editor : S.W.
文字編輯 Social media editor/manager : Frank Hsu
▶小提琴譜下載 Download Violin Sheet Music
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▶抖內品舒 Donate Kathie 支持我製作更多好音樂
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#猫の恩返し #TheCatReturns #고양이의보은 #幻化成風 #小手拉大手 #風になる#BecometheWind #KazeniNaru #바람이되어 #小提琴演奏 #violincover #貓最棒 #猫は最高です
![post-title](https://i.ytimg.com/vi/_z1gkuCZFtc/hqdefault.jpg)
global media中文 在 The DoDo Men - 嘟嘟人 Youtube 的最佳貼文
這次的新型冠狀病毒(COVID-19)完全改變了全世界的生活。很多家庭都受到很大的影響。
美國的疫情也越來越嚴重,住在加州的我們也受到很大的影響。
大家一定要團結起來,一起度過這個難關。
The Coronavirus (COVID-19) has changed many lives in this world. Many families are heavily impacted.
The spread of the virus has dramatically escalated in the US. We are also impacted heavily in California.
We must work together to overcome this hardship.
每個人都有責任,也能夠透過很多不同的方法來幫助全世界抗疫。
如果你有能力幫助更多,可以到下面的連結去捐款:
Everyone has the responsibility to help stop the spread of the Coronavirus, and there are many ways to help.
If you are financially capable of helping more, please see below links and consider donating:
This includes many charities by category: https://www.charitynavigator.org/index.cfm?bay=content.view&cpid=7779
We personally donated to GlobalGiving: https://www.globalgiving.org/ (Coronavirus Relief Fund)
如果大家知道一些中文的慈善機構網站請幫忙分享!
如果想要了解更多跟新型冠狀病毒有關的資訊以及防護措施,可以點擊以下連結:
世界衛生組織WHO: https://www.who.int/health-topics/coronavirus#tab=tab_1
美國CDC: https://www.cdc.gov/coronavirus/2019-nCoV/index.html
加州居民FAQs (中文): http://www.publichealth.lacounty.gov/media/Coronavirus/FAQ-TradChinese.pdf
台灣衛生局: https://health.gov.taipei/Content_List.aspx?n=73944FE6C44396EC
謝謝以下朋友們提供一些在美國灣區當地跟疫情有關的影片跟照片:
Credits to our friends who provided some videos/pictures to us:
Leslie Jin, Jonathan Tan, Sara Tong, Michelle Hwang, Tiffany Chen, Stephanie Ho, Nandar Yukyi, Qianqian Bao, Shan He, Christopher Chu, Doris Jung, Rona Chen, Judy Kao, Samuel Wang, Tina Lo, Catherine Gao.
如果大家喜歡我們影片,請多幫忙分享,讓更多人可以收到這個訊息,一起對抗病毒。
歡迎追蹤我們Instagram和Facebook跟我們互動:
Instagram: https://www.instagram.com/thedodomen/
Facebook: https://www.facebook.com/TheDoDoMen/
#新型冠狀病毒 #美國疫情 #COVID19
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Footage sources
Kare11
https://www.youtube.com/watch?v=slJkGLezXSM&t=6s
KGW News
https://www.youtube.com/watch?v=SoeGLzJHcF4
WCVB Channel 5 Boston
https://www.youtube.com/watch?v=4imAZQ_uL8g&t=2s
Global Stats
https://www.youtube.com/watch?v=z6pBq3oXe5M
Scientific Animations
https://www.youtube.com/watch?v=I-Yd-_XIWJg&t=189s
CBS News
https://www.youtube.com/watch?v=-JFC81JEoIw&t=234s
Washington Post
https://www.youtube.com/watch?v=yoUCDJ6PxUE&t=627s
CBC News
https://www.youtube.com/watch?v=BHPJG6jCurA&t=42s
中国娃娃-单眼皮女生
https://www.youtube.com/watch?v=qKhuy7pDa3Y
![post-title](https://i.ytimg.com/vi/Jkgg7hASZ_U/hqdefault.jpg)