🌻
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7,960的網紅James Yang 楊永聰,也在其Youtube影片中提到,James 楊永聰是出生在英國的中英混血兒,自小就受到兩種文化背景的影響及衝擊,《Translation》便是從他的成長經驗中所創作出來的一首歌。 在文化疆界越來越模糊的時代,不同的生活背景,使用不同的語言,要如何才能以對方能100%正確接受訊息的方式,傳達自己的想法?也許原本想要表達的意思是善意的...
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【睡不著】
深夜、清晨、黎明,聽著一些你喜歡的歌曲,可以令你回到腦袋內那個不知名的幽閉空間,在那裡,只有你自己的感覺、感動、感情,沒有人打擾,思緒沉澱著,思憶再泛起。
BENI(安良城紅),我很喜歡的一個日本混血歌手,除了自己的作品(很多都是她自己填詞),她亦曾推出過幾張cover CD,即翻唱一些日本經典金曲,除了改了編曲以貼近當代口味,更重要是她會親自改詞成英文版本,好似咧首大家好熟悉的黎明“sayorana oh, sayorana oh" (我的親愛),而且英文歌詞同日文原版意思很相似,實在太有才了的大美人!
Everything I do leads me back to you, The little things that keep you inside my heart, Trying to let go but the memory's too strong, I'm trapped inside this heartbreak, the loneliness since you've gone.
I know it's true, someday I'll forget you, All those little dreams we left unfulfilled, Believe in the hope that a new day brings, I'll make a brand new start without you.
I was in love, truly was in love, All that I knew was out of loving you, But I made a promise to myself that I'll Never say I'll never love again.
有誰,此刻也睡不著?
https://youtu.be/Lu-9xqEpK-Y
leads意思 在 CheckCheckCin Facebook 的最讚貼文
【過敏人生】皮膚痕發作必有原因
⭐每人對發物反應不同
⭐宜做個人飲食記錄
#星期四食材
慎防蔬菜類發物
但凡患有濕疹、瘡、疥、癬等皮膚病,長輩們都會苦口婆心叮囑不要吃牛、鵝、鴨、蝦、蟹、無鱗魚等食物,以免加重病情,這些食物中醫稱之為「發物」,發物有助邪的意思,是指能引起舊患復發、將新病加重的食物,患有暗瘡、濕疹、風疹、皮膚病或容易過敏人士要避免食用。以為多吃蔬菜就萬無一失?!其實蔬菜類亦有不少動風、助火及生痰滯氣發物,容易誘發皮膚瘡瘍腫毒,要小心留意,避免皮膚病發作。
常見蔬菜類發物:
茄子 — 為動風發物,性涼,有清熱活血,寬腸通便的功效,適合三高及有痔瘡人士食用。正因其性涼,脾胃虛寒易腹瀉,有皮膚病如濕疹或皮膚過敏、哮喘、癌症、紅斑狼瘡症患者不宜。
竹筍 — 為動風發物,性涼,具清熱化痰、利二便功效,由於筍含豐富纖維,所以具通便效果。惟注意竹筍容易透發或加重皮膚瘡瘍腫毒症狀,皮膚敏感、濕疹患者或容易出風癩者不宜吃。
菇菌 — 為動風食品,一般性平或偏涼,生長在潮濕陰暗處,屬於濕氣重的食物。
南瓜 — 為生痰滯氣發物,性溫,有補中益氣、解毒消腫、潤肺益氣、平喘化痰的功效,對久病後氣虛、乏力、便溏及脾胃虛弱尤其適合。由於屬性溫熱,本身有胃熱、濕熱、氣滯,及易有胃脹的人就要少吃。
芋頭 — 為生痰滯氣發物,性平,能健脾胃及化痰散結,適合淋巴腫大、婦女乳腺增生者服用。脾胃氣虛及有習慣性便秘等人士都適合。
洋蔥 — 為助火發物,性溫,具祛風發汗、行氣化痰、降血壓、降血脂功效,特別適合風寒感冒患者食用。便秘、發熱口渴、皮膚瘡癢、濕疹患者等不宜進食。
韭菜 — 為助火發物,性熱,具健胃暖中、溫腎助陽、散瘀活血功效,適合偏寒體質、陽虛怕冷、腰膝酸軟、男士陽事衰弱、尿頻人士;女士陽氣不足以致行經小腹冷痛食用。由於性熱,陰虛火旺者不宜食用。
薑 — 為助火發物,薑性溫,有發汗散寒、溫中止嘔的功效,對於虛寒體質如陽虛的人士尤其適合,可紓緩因風寒感冒而引起的怕冷頭痛、胃寒引起的胃痛,以及虛寒型經痛等症狀。
蔥 — 為助火發物,性溫,有發汗解表、健胃殺菌、通陽氣散陰寒的作用,能紓緩初起的風寒感冒、鼻敏感、頭痛、胃寒等症狀。體質偏熱、陰虛火旺人士不宜多吃。
蒜 — 為助火發物,性溫,具暖脾胃、行滯氣、降血脂、殺菌功效,適合感冒病人食用,能舒緩初起的風寒感冒、食滯等症狀。由於屬性溫熱,陰虛火旺、身體有偏熱症狀如口瘡、暗瘡、喉嚨痛者不宜食用。
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Beware of vegetables that are stimulating
The elders will often advise young people not to eat beef, goose, duck, prawn, crab, and fish without scales if they suffer from skin diseases like eczema, scab, scabies, and ringworm. Eating these foods, they believe, can exacerbate the problems.
According to Chinese physicians, these foods can trigger pathogenic factors to react, causing a relapse of a pre-existing condition and, to a certain extent, might worsen the problem. Individuals with acne, eczema, rubella, and sensitive skin or any skin diseases should avoid eating them.
How about vegetables? In fact, there are certain vegetables that can also induce phlegm, stagnate the qi, and lead to heat accumulation in the body, triggering old wounds to relapse. To prevent skin diseases from occurring, we have to be extra mindful.
Common stimulating vegetables:
Eggplant – wind activated stimulant. Cool in nature, can clear heat and promote blood circulation, loosen the bowels to relieve constipation. Suitable for those with hyperglycemia, hyperlipidemia, hypertension, haemorrhoids. Because of its cold nature, those with asthenic and cold spleen and stomach, those prone to diarrhea, skin diseases such as eczema or skin allergies, and those with asthma, cancer, and lupus should not eat.
Bamboo shoots - wind activated stimulant. Cool in nature, can clear heat and relieve phlegm and is healthy for urine and bowel movement. The high fibre content can relieve constipation. Please note bamboo shoot is a wind activated stimulant and can trigger skin sores issues so those skin allergy, eczema, and those prone to hives should avoid.
Mushroom - wind activated stimulant. Generally mild or cool in nature. It grows in a humid and dark place, and it has heavy dampness.
Pumpkin - food that induces phlegm and qi stagnation. Warm in nature, can replenish vital energy and strengthen qi, detoxify and relieve swelling, and moisten the lungs. It has healing effects to relieve asthma and decrease phlegm. It is especially suitable for those recovering from chronic illness with qi deficiency, those with loose stool and asthenic spleen and stomach. Although it is full of benefits and nutrients, pumpkins are warm in nature, so those with heat in stomach, damp heat, qi stagnation, or prone to abdominal bloating should avoid pumpkins.
Taro - food that induces phlegm and qi stagnation. Mild in nature, can strengthen the spleen and stomach and reduce phlegm. It is suitable for those with lymphatic swelling and eccyclomastoma. Those with asthenic spleen and stomach or chronic constipation can also have taro.
Onion - fire activated stimulant. Warm in nature, can dispel wind and promote perspiration, promote qi circulation and relieve phlegm, lower blood pressure and blood Iipids. It is especially suitable for those with cold-wind flu. Those with constipation, heat and thirst, itchy skin, sores on skin and eczema should avoid.
Chives - fire activated stimulant. Hot in nature, can warm the stomach, warm the kidneys and nourish yang, relieve bruising and promote blood circulation. Suitable for those with cold body types, yang deficiency, aversion to cold, weak and sore lower back and knees, men with frequent urination, insufficient yang qi that leads to abdominal pain. Due to its hot nature, those with asthenic yin should avoid.
Ginger - fire activated stimulant. Warm in nature, has the effects to promote perspiration and dispel cold, warm the body and relieve vomiting. It is especially suitable for those with asthenic cold body types such as yang deficiency, as it can relieve aversion to cold and headache caused by cold wind flu, stomach pain caused by cold stomach, and asthenic cold type menstrual pain.
Spring onion - fire activated stimulant. Warm in nature. Induces sweating, activates yang qi to dispel yin chill. Relieves early symptoms of wind-chill flu, nasal allergies, headaches, and cold stomach. Not suitable for those with heat-related symptoms, with yin deficiency and excessive internal heat.
Garlic - fire activated stimulant. Warm in nature, can warm both the spleen and the stomach, improve qi stagnation, and help relieve cold and flu at the initial stage. Nevertheless, individuals with heat related symptoms should not consume garlic, such as canker sores, acne and sore throat.
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#男 #女 #濕疹 #暗瘡
leads意思 在 James Yang 楊永聰 Youtube 的最佳解答
James 楊永聰是出生在英國的中英混血兒,自小就受到兩種文化背景的影響及衝擊,《Translation》便是從他的成長經驗中所創作出來的一首歌。
在文化疆界越來越模糊的時代,不同的生活背景,使用不同的語言,要如何才能以對方能100%正確接受訊息的方式,傳達自己的想法?也許原本想要表達的意思是善意的,卻會因為字面上翻譯的落差而產生誤會。
即便是說著同樣的語言,到了不同的區域,相同的辭彙也就代表了不同的意思。這些關於生活的大大小小的辭彙,都很有可能因為一時的錯譯而造成誤會。
無論是使用語言的不同,或是解讀情緒的不同,所有的一切都需要翻譯。
而當言語的訊息無法順利將愛傳遞出去,那麼就用最原始、也最純粹直接的溝通方式─一個擁抱,勝過千言萬語─只要愛是真實存在兩人之間,也不愁沒有傳遞出去的方式。
∮數位平台線上收聽&下載&購買:
https://JamesYang.lnk.to/VyTM8
《Translation》
詞/曲:James Yang 楊永聰
Sometimes we both get confused,
Thoughts conveyed, misunderstood,
A little loss in translation,
Mutates into petty petty confrontation,
Sometimes I’m misunderstood,
What you hear is not what you should
Translation, when it breaks down,
Leads us into these petty petty rows.
Sometimes you drive me insane,
A quick temper, alien ways,
But I’d rather fight with you
than make love to another woman any day.
I do, I love you, more and more every day,
I do, I serve you, in every step I take,
I do, I speak you, in every word I say,
Yes it’s true, I love you…
More and more every day
Sometimes you’re misunderstood,
My ears just don’t hear what they should,
Is this merely a culture clash?
Or some more fundamental mismatch?
All these petty things,
All these little things,
They mean nothing…
To me
《Translation》
詞/曲:James Yang 楊永聰
製作人 Producer:陳建騏 George Chen
編曲 Arranger:James Yang 楊永聰
吉他 Guitar:James Yang 楊永聰
錄音師 Recording Engineer:徐振程 Jason Hsu
錄音室 Recording Studio:玉成戲院錄音室 Yu Cheng Cinema Studio
混音工程師 Mixing Engineer:莊鈞智 Thomas Chuang
混音錄音室 Mixing Studio:完美聲音錄音室 Perfect Sound Studio
母帶後期工程師 Mastering Engineer:莊鈞智 Thomas Chuang
母帶後期處理錄音室 Mastering Studio:完美聲音錄音室
Perfect Sound Studio
OP:闊思音樂有限公司 CROS MUSIC LTD.
SP:闊思音樂有限公司 CROS MUSIC LTD.
ISRC:TWBR11812014
導演Director:王柏林 Berlin Wang (柏林創意視覺有限公司)
#JamesYang楊永聰 #Translation #LostAndFound
leads意思 在 Facebook Lead Ads:登記客戶資料自動匯入後台 - SleekFlow 的推薦與評價
「上星期廣告有多少lead?」、 「conversion rate又是多少?」、「這星期又什麼lead generation新計畫?」,在新媒體行業打拼的你,大抵對這些對話 ... ... <看更多>
leads意思 在 leads2022-在Facebook/IG/Youtube上的焦點新聞和熱門話題資訊 的推薦與評價
這裡的leads 其實是一個名詞的複數形式,是商務術語,如果用英語解釋就是: information which may lead to a sale 。簡而言之:也就是潛在客戶的 ... ... <看更多>
leads意思 在 Re: [問題] 請問buying leads是什麼意思? - 看板intltrade 的推薦與評價
※ 引述《kutogo (小K)》之銘言:
: 請問各位
: buying leads
: selling leads
: 代表什麼意思咧?
: 我看了半年還是沒有很清楚
根據我報關的經驗...通常shpr在buying leads指的就是buyer
就是看是哪個客人付費 公司向誰收款
而selling leads 就是ship to 貨品最後送達的客戶
有的時候客人會這樣show...buying leads:A selling leads:B
出口報單上的buyer就會是A 但提單上的CNE會是B
我也有遇過因為buyer是客人自己本身的國外子公司或總公司
所以會要求我們在提單上shpr改show buyer 而cne是B
P.S.我是說 空運 海運的部份 我不知道是不是一樣
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