#葉郎每日讀報 #一週大事版
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「我想下一代的攝影師或電影
導演都會用這支手機來拍電影」
—— Emmanuel Lubezki
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又是一個充滿歷史節點的一週：Disney 企圖透過重組讓 Disney+ 成為全集團所有電影、電視、運動節目的第一優先通路。而 Apple 則企圖用新發表的 iPhone 12 把每一個人都變成影視創作者。
如果這兩個企圖都能得逞，預計我們將親眼見到一個人人都在拍電影，但已經沒有電影院的未來......
歷史的轉捩點：Disney 宣佈改組
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Disney 執行長 Bob Chapek 上週透過新聞稿宣佈將改組整個集團，以集中全力發展 DTC（direct-to-consumer）直接面對消費者的產品。此舉等於宣示該公司準備逐步擺脫電影院和電視頻道等深陷泥沼的傳統通路，將串流服務 Disney+ 進一步推向集團決策的最核心，最終則使 Disney 變成一個全串流的 Disney。
「由於 Disney+ 的大獲成功，我們計劃全面加速發展直接面對消費者的產品。因此我們正在調整整個集團的戰略結構，藉以更有效地支持這個戰略，為股東創造更多價值」Disney 執行長 Bob Chapek 在新聞稿中說。
原先分別領導電影製作、電視製作和運動節目的原有業務主管Alan F. Horn、Alan Bergman、Peter Rice 以及 James Pitaro 將繼續負責這三種內容的開發製作。而最大的變化是原本主管消費者產品、遊戲和出版的 Kareem Daniel 將負責統領一個全新的部門：Media and Entertainment Distribution group，全面主管電影、電視和運動節目的發行和銷售。而且其發行原則將一律以供應 Disney+ 為第一優先。
年僅46歲的 Kareem Daniel 是這場改組盛事（風暴？）的中心點。如果這個結構和原則很快就展現出優勢，幾乎每一個片廠都會追上 Disney 的腳步進行改組。
在 Disney 從實習生做起的 Daniel 是新任執行長 Bob Chapek 面試進來的人，也在 Chapek 過去主管的主題樂園部門有過密切合作，主導過星戰和漫威的樂園設計開發。然而 Daniel 在Disney 集團內涉獵的業務似乎比長久以來專注經營主題樂園的 Chapek 更廣泛，Chapek 還特別在新聞稿中強調 Daniel 的跨部門經驗。
彭博新聞則找到 Daniel 多年前受訪時自己提過他最驕傲的經驗是參與漫威的併購案，這也意味著他曾和另外一位 Disney 執行長熱門人選、後來成為 TikTok 短命執行長的 Kevin Mayer一起共事過。事實上 Daniel 正是在 Mayer 閃辭之後接掌他部門的人。Bob Chapek 年初接任 Disney 執行長後，一直有權力不穩、疫情應變不受信任的耳語。如今這一盤棋不知是否意味著他終於權力穩住，並開始組織自己人馬的復仇者聯盟。
更值得注意的是，Bob Chapek 在另外一個關於改組的訪談中提到未來一部 Disney 電影是否在電影院上映，考量的將不再是電影院體驗會有多好或是電影院會多麼需要這部電影，而是在電影院上映是否真能賺到比串流更多的錢。「事實上消費者才是真正做決定的人。他們會透過消費決定來告訴我們往哪個方向去」Chapek說。
Chapek 這段訪談內容一點都不含蓄，幾乎是明示 Disney 已經準備把病入膏肓的電影院產業推進棺材裡。
各界怎麼回應 Disney 改組
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Disney 透過大動作的改組將自己改造成為更 Netflix 的公司，華爾街似乎一致看好這個方向，讓 Disney 的股價一天之內就漲了3.2%。
華爾街一直以來都更挺訂閱式的服務。因為訂閱制可以緊緊綁住消費者，每個月不知不覺地在信用卡上直接扣款，不用像電影院或是電視頻道那樣每天都要焦慮消費者變心了沒。這就是為什麼 Disney+ 越被推向集團核心，Disney 股價會越高的理由。
然而根據 Variety 綜藝報的消息來源， Disney 內部反而看不透這一局。許多員工無法想像未來的指揮體系到底要怎麼運作。尤其前天的消息發佈中沒有被提到的既有主管，未來到底會在內容生產的決策上扮演什麼角色仍是一片迷霧。
華爾街日報評論道像 Disney 集團這樣的官僚巨獸願意用改組來將一切賭上串流大戰是令人不可思議的大事。問題是改組並沒有辦法擠出更多資源，因為 Disney+ 並還沒有像 Netflix 或是 YouTube 這些市場領先者那樣每天都會從天上掉下來源源不絕的製作費讓他們繼續投資新內容。
Forbes 富比世的專欄作者 Megan duBois 則正好是相反的意見：他認為Disney 的改組之所以會宣佈即刻生效，就是要緩解 Disney 內部的資金不足問題。主題樂園和來自電影院的收入全斷後，Disne 的資金壓力一直很大，而組織改造勢必會包含開源節流的效果。
對沖基金 Third Point 創辦人 Dan Loeb 過去曾以股東身分呼籲 Disney 要投注更多資金在串流上，因此對於 Disney 的改組樂觀以待，說他們樂見 Disney 更專注在直接面對消費者的產品上，將公司帶到娛樂產業的下一個浪頭上。
Morgan Stanley 的分析師 Benjamin Swinburne 則認為 Disney 的大動作意義不只有重組，而是試圖把繁雜的傳統業務整合成單一一個生意，而如果最終奏效，將大幅加速 Disney 從傳統媒體公司完全轉型成為串流公司的過程。他同時說直接的後果就是「歷史久遠的電影空窗期將真的被丟出窗外」。
LightShed Partners 的分析師 Richard Greenfield 是少數不看好 Disney 改組成效的人。他認為原本主管電影、電視和運動的幾個主管仍然握有決策大權，而這些長期主導 Disney 內容的創意端決策者是否會做出符合股東利益的決策仍是最大的未知數。
無論如何在「即刻生效」的一聲令下船已駛出港，新的結構是否能幫助米老鼠大帝國航行得更快更遠，我們很快就可以親眼見證。
iPhone 12 會為電影工作者帶來什麼魔法
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「我想下一代的攝影師或電影導演都會用這支手機來拍電影」《The Revenant 神鬼獵人》奧斯卡最佳攝影得主 Emmanuel Lubezki 這麼預言。
實際上真正的改變在上週的 iPhone 12 發表會之前就已經發生。許多在疫情中面對拍攝上各種困難的劇組，已經開始試著把更輕便的 iPhone當成應變拍攝工具。「事實上很多電視製作比如《American Idol 美國偶像》和《Mythic Quest 神話任務》之所以可以拍下去，就是因為 iPhone。」Apple 行銷資深副總 Greg Joz Joswiak 在iPhone 12 發表會上說。
Apple 期待這支支援 Dolby Vision、HDR10、備有長焦距鏡頭、LiDar 雷達掃描儀、可以用 4K 60fps 規格拍攝的手機，將能取代過去複雜、笨重的專業攝影器材，成為新世代創作者的普及創作工具。
和 Emmanuel Lubezki 的想法類似，《Hugo 雨果》奧斯卡最佳視覺效果得主 Ben Grossmann 也認為新 iPhone 不只讓拍攝現場省下大量設備，也將改變拍攝現場的協作關係，讓每一個工作人員都可以立刻拿起手機看到攝影師拍到的畫面。
另一家從事電影雲端協作系統開發的廠商 Frame.io 則表示5G將使攝影師拍到的畫面得以直接傳輸上雲端，完全消滅中間曾經存在的各種儲存媒介。曾經是底片，後來是硬碟，接下來每日辛苦的拍攝工作之後將再也沒有東西可以拿去保險箱裡上鎖了。
如果 iPhoen 12 真的因此得到新一代影視創作者的擁抱，將重演智慧型手機取代專業相機的歷史，以極低的門檻（當然是與專業電影攝影機相比）促成影像創作的民主化。
百花齊放的海嘯靠岸的那一天，我們有限的注意力將會被這些作品徹底淹沒。
｜新聞出處｜
Disney to Reorganize, Prioritize Streaming In New Leadership Structure（https://bit.ly/34QjO0c）
Disney’s Kareem Daniel Rises From Intern to Streaming Czar（https://bloom.bg/2InjjTK）
Three Things To Know About Disney’s Media And Entertainment Businesses Reorganization（https://bit.ly/2TihslD）
Disney’s Streaming Reorganization Cheers Investors but Confuses Insiders（https://bit.ly/314zMTx）
Disney's Reorganization Raises More Questions for Investors（https://bit.ly/3dq2Idv）
Business Doesn’t Stop for the Election（https://on.wsj.com/3jThwUp）
Apple iPhone 12 With 5G Could Help Filmmaking "Change Dramatically"（https://bit.ly/2GWOvsJ）
Emmanuel Lubezki Hails iPhone 12 with New Short: ‘The Next Great Cinematographer’ Will Use This（https://bit.ly/3k9Ezur）
Watch: Emmanuel Lubezki Shoots New iPhone 12 Pro Spot（https://bit.ly/316OKs3）
morgan stanley實習 在 [分享] 2010 Morgan Stanley 摩根士丹利暑期實習- 看板NCU_Talk 的推薦與評價
摩根士丹利暑期徵才活動
共有四部門徵才
HOW TO APPLY
‧ Submit your application on-line at our website
https://www.morganstanley.com/careers/recruiting
‧ Please click the “Apply” link and select Summer Analyst
‧ Your application should include a cover letter (in English), resume (in
English), academic record (scanned copy) and proof of English proficiency
(scanned copy)
‧ Please address your applications to Head of Campus Recruitment
‧ Any questions, please contact Asia Pacific Recruiting at
[email protected]
‧ Application Deadline: March 26, 2010
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2010 Summer Analyst – Research Division
The Morgan Stanley Global Research team has earned a reputation as one of the
dominant thought leaders in the financial industry for both equity and
fixed-income investing.
RESEARCH IN ASIA PACIFIC
Our analyst teams provide timely, in-depth analysis of companies, industries
and the world’s economies to assist clients with investment decisions. We
work primarily in three areas: company- and industry-level research;
economics; and investment strategy. Professionals in these three areas
collaborate to produce high-quality insights for our clients both inside and
outside Morgan Stanley.
RESEARCH SUMMER ANALYST PROGRAM
‧ Intensive 10 week program in Taiwan, commencing beginning of July 2010
‧ Summer Analyst gain exposure to Research by working in one specific sector
on a variety of projects. Past projects have included industry, company,
and market research and analysis as well as participation in the
publication of research reports and presentations
‧ You will receive continuing on-the-job training throughout the summer and
benefit from working alongside experienced professionals on meaningful
projects REQUIREMENT
‧ 3rd year Undergraduate or 1st year graduate students with financial
analysis capability
‧ You must graduate between December 2010 & July 2011 with outstanding
academic background and a keen interest in the financial markets
‧ You will possess both oral and written fluency in English and Mandarin
──────────────────────────────────────
2010 Summer Analyst – Institutional Equity Division
The Institutional Equity Division aspires to be the First Choice of
institutions investing in global equity markets. Our clients are, among
others, governments, central banks, commercial banks, investment management
companies, insurance companies and hedge funds. We establish partnership with
clients, identify their investment mandates, objectives, styles and benchmarks
and provide them with customized advice, products and services.
INSTITUTIONAL EQUITY IN ASIA PACIFIC
The Institutional Equity Division has six core markets in Asia Pacific – Hong
Kong/China, Korea, Taiwan, Australia, India and Singapore – in which we have
a fully integrated equity sales and trading business. In addition, we have the
capacity to trade in the remaining markets comprising the region.
Institutional Equity in Asia Pacific is integrated into the global
origination, distribution and trading of equity, equity-related, and equity
derivatives business at Morgan Stanley. Our global distribution team members
are responsible for all client relationship management as well as all product
distribution. The Institutional Equity Division (IED) in Asia Pacific consists
of the following function teams:
‧ Global Distribution and Marketing
‧ Global Risk
‧ Global Product Innovation
INSTITUTIONAL EQUITY SUMMER ANALYST PROGRAM
‧ Intensive 10 week program in Taiwan, commencing beginning of July 2010
‧ The program is designed to provide a realistic view of consolidated equity
by having Summer Analysts assume the functions of full-time Analysts
‧ You are typically assigned to a specific client coverage team or functional
area. You will contribute to the coverage process as salespersons, sales
traders, traders or product innovation specialists
‧ You will receive continuing on-the-job training throughout the summer and
benefit from working alongside experienced professionals on meaningful
projects
REQUIREMENT
‧ 3rd year Undergraduate or 1st year graduate students
‧ You must graduate between December 2010 & July 2011 with outstanding
academic background and a keen interest in the financial markets
‧ You will possess both oral and written fluency in English and Mandarin
──────────────────────────────────────
2010 Summer Analyst – Investment Banking Division
Morgan Stanley is a world leader in investment banking and is one of the top
firms in mergers and acquisitions, underwriting of equity and equityrelated
transactions, high-yield debt financing and corporate debt issuance. With over
2,000 professionals in 30 countries, we are consistently recognized for our
performance in both traditional and innovative financing techniques, helping a
wide range of clients around the world to make and execute decisions about
their capital.
INVESTMENT BANKING IN ASIA PACIFIC
Our bankers bring specific industry, regional and product expertise to each
client, advancing our leadership in devising and executing innovative,
customized answers to the most challenging issues in the global marketplace.
The Investment Banking Division in Asia Pacific consists of four fully
integrated business units:
‧ Banking Group
‧ Mergers, Acquisitions and Restructuring
‧ Global Capital Markets
‧ Morgan Stanley Real Estate
INVESTMENT BANKING SUMMER ANALYST PROGRAM
‧ Intensive 10 week program in Taiwan, commencing beginning of July 2010
‧ The program is designed to provide a realistic view of investment banking
by having Summer Analysts assumethe functions of full-time Analysts
‧ You are typically assigned to a specific group, where you will work on a
variety of transactions. Along the way, you will obtain a strong
foundation in the basic skills of financial analysis and deal execution.
You will be expected to start learning how to market the firm’s products
and services effectively
‧ You will receive continuing on-the-job training throughout the summer and
benefit from working alongside experienced professionals on meaningful
projects
REQUIREMENT
‧ 3rd year Undergraduate or 1st year graduate students
‧ You must graduate between December 2010 & July 2011 with outstanding
academic background and a keen interest in the financial markets
‧ You will possess both oral and written fluency in English and Mandarin
──────────────────────────────────────
2010 Summer Analyst – Operations Division
Operations is the functional heart of all of Morgan Stanley’s activities,
playing a key role in ensuring that the firm delivers services and execution
that meet its market-leading standards. Operations covers an enormous range of
activities, from managing operational risk and efficient and accurate
transaction settlement to improving business processes and working with
Technology to realize the full potential of our IT system.
OPERATIONS IN ASIA PACIFIC
The firm’s commitment to business growth in Asia has brought significant
challenges including dramatically increased sales and trading volumes, a
constantly changing regulatory environment and a focus on more complex or
exotic products. Your great challenge – and opportunity – is to preempt
these issues or seamlessly absorb them.
OPERATIONS SUMMER ANALYST PROGRAM
‧ Intensive 10 week program in Taiwan, commencing beginning of July 2010
‧ Summer Analyst gain exposure to Operations by working side by side with
full-time employees, providing support for a wide range of Operations’
day-to-day work as well as projects
‧ You will receive continuing on-the-job training throughout the summer and
benefit from working alongside experienced professionals on meaningful
projects.
REQUIREMENT
‧ 3rd year Undergraduate or 1st year graduate students
‧ You must graduate between December 2010 & July 2011 with outstanding
academic background and a keen interest in the financial markets
‧ You will possess both oral and written fluency in English and Mandarin
--
https://ahsin.blog.ncu.edu.tw/?5966 https://ppt.cc/jZaR 有圖有真相
今天有位老師問我，何謂「中大化」（NCUlize）？他要我把這個名詞給個定義，
我隨口就說：
中大化的第一期徵兆是，跟外界接觸逐漸封閉、與社會對話的能力逐漸萎縮而不自知，
總認為中大很好。完全沒有反省能力、沒有行動能力，流口水比流汗水多。
第二期徵兆是：終於跟外界接觸、比較之後，知道中大人的社會接觸與社會對話能力萎縮
，卻無法有具體行動去加以改善，反正得過且過，中大的日子反正蠻悠閒的。
中大化第三期也就是末期的病症是：出了社會跟人家一比之下完全輸給其他原來你所瞧不
起的學校之畢業生，卻不能知恥知病、奮起直追，反倒是抱怨中大沒名氣所以自己頂著中
大名號行走江湖百事不順。
同學們，我講這些話很刺激、很不好聽，但是對各位的期許、對各位的期望，很深的…拜
託各位學長學姊，好好帶學弟學妹、振作振奮起來，積極去跟別的大學的同學「衝擊」、
「碰撞」，坦然面對自己比不過其他學校同學的短處缺點，勇敢去補足自己的欠缺，你才
會有未來、才會成功，也才能為母校中大爭光、增光，中大才能揚眉吐氣，你的學弟學妹
們才不會再怨嘆…
--
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