🌻
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279部Youtube影片,追蹤數超過37萬的網紅Ray Mak,也在其Youtube影片中提到,@ILLEGEAR PC ARES X UNBOXING By Ray Mak Congratulations ILLEGEAR on Winning Star Outstanding Business Award (SOBA) for Best in Retail, Best in Custom...
「new business awards」的推薦目錄:
- 關於new business awards 在 貓的成長美股異想世界 Facebook 的最佳解答
- 關於new business awards 在 COMPUTEX TAIPEI Facebook 的最讚貼文
- 關於new business awards 在 Facebook 的精選貼文
- 關於new business awards 在 Ray Mak Youtube 的精選貼文
- 關於new business awards 在 遊戲皮卡嚕 PikaLu Youtube 的精選貼文
- 關於new business awards 在 Luqman Podolski Youtube 的最佳貼文
- 關於new business awards 在 2023 Small Business Awards - YouTube 的評價
- 關於new business awards 在 SME Business Awards | Towcester - Facebook 的評價
new business awards 在 COMPUTEX TAIPEI Facebook 的最讚貼文
The month-long COMPUTEX 2021 Virtual is now open! Leading companies and startups from 33 countries are participating in this year’s #COMPUTEXVirtual and #InnoVEXVirtual. Here are 3 things that you should not miss at COMPUTEX 2021 Virtual.
🌟 Pavilions of leading companies at COMPUTEX 2021 Virtual
Acer Taiwan, the European Bank for Reconstruction and Development(EBRD), Garage+ from the Epoch Foundation, GIGABYTE, and Intel have set up pavilions to showcase the latest technologies and disruptive innovations in their virtual booths.
🌟 Startups and business opportunities at #InnoVEXVirtual
Attendees have a chance to visit startups from 24 countries in their national pavilions, including France, South Korea, and the Netherlands. The EBRD is also represented for the first time with its own pavilion.
You will also see Taiwanese innovations in pavilions set up by TAcc+ and The Department of Youth Affairs of the City Government of Taoyuan.
🌟 New business models and disruptive innovation at d&i awards
The highest distinction, the Gold Award, was presented to ASUS and JGB Smart Property. Come and see all the winning in the d&i awards pavilion in #COMPUTEXVirtual.
More information about COMPUTEX 2021 Virtual 👉 https://pse.is/COMPUTEX_2021_Virtual_EN
It’s never too late to register for #COMPUTEXVirtual. 👉 https://virtual.computextaipei.com.tw/
COMPUTEX 2021 Virtual即日起線上登場啦!來自33國國內外指標大廠與新創企業的線上展覽,是不是不知道該從何逛起呢🤩 三大觀展重點讓你一手掌握科技脈動!
🌟指標廠商於COMPUTEX 2021 Virtual 成立線上專館 虛擬攤位熱鬧展開
包含多年參展從不缺席的指標廠商包括 Acer、Garage+(時代基金會)、GIGABYTE 和 Intel;EBRD(歐洲復興開發銀行)更首次籌組來自東歐、北非與中亞的會員國10家廠商設立專館🌎
🌟 #InnoVEXVirtual 線上展蓄勢待發,集結24國潛力新創展望未來商機
不僅有多年持續參展的法國、韓國、荷蘭國家館,EBRD 歐洲復興開發銀行也籌組18家公司設立新創主題館
臺灣新創也積極展現創新能量💪,有中小企業處主辦的 TAcc+(臺灣最新型加速器)選拔優質國際新創參展,以及由 桃園市政府青年事務局則委託中原大學籌組「桃園新創科技館」
🌟 d&i awards 創新精采絕倫, 點燃新商業模式與顛覆性技術革新
今年的最高榮譽「金獎」由華碩及 JGB Smart 獲得,快進入#COMPUTEXVirtual 線上展平臺 d&i awards 專館中參觀所有獲獎產品,一窺未來科技研發趨勢吧🧐
完整觀展祕笈由此去👉 https://pse.is/COMPUTEX_2021_Virtual_ZH-TW
現在報名#COMPUTEXVirtual還來得及!為期一個月的精彩展覽及論壇都在這裡👉 https://virtual.computextaipei.com.tw/
new business awards 在 Facebook 的精選貼文
很榮幸被收錄在 ELLE 的文章中,跟其他優秀的音樂人一起。"椅子"的團名由來再次引起了注意,現在想起來還是非常妙的一件事。
Taiwanese indie trio The Chairs is one of the hottest acts in Taiwan right now. Comprised of 27-year-olds Jing Chiu (lead vocals, guitar, keyboard), Zhong Chen (vocals, guitar), and Benson Sun (bass, backing vocals), The Chairs write and perform retro-style songs in both English and Chinese that span a variety of genres, including psychedelic pop, folk, rock, and retro pop. The band was nominated for multiple awards at the Golden Indie Music Awards in Taiwan in 2016 and 2019 and won the Best Vocal Group Award at the 2019 Golden Melody Awards (the equivalent of the Grammy Awards in the Chinese-speaking world.)
The members first met each other in high school and officially formed their band in college, calling themselves The Chairs in order to enter singing competitions because the room they were in at the time had only guitars and, well, chairs. Now with three albums under their belt, they admit they’re still learning about the music business in Asia and other parts of the world. Their first U.S. tour was cancelled when the pandemic broke out in New York. “It was the toughest time for us,” says Chiu. On the flip side, they’ve been able to spend more time making their new album while in quarantine and plan to release it later this year. “Hopefully when the pandemic ends, we can go to places we’ve never been to to do live shows,” adds Chiu.
BY REGINA KIM
new business awards 在 Ray Mak Youtube 的精選貼文
@ILLEGEAR PC ARES X UNBOXING By Ray Mak
Congratulations ILLEGEAR on Winning Star Outstanding Business Award (SOBA) for Best in Retail, Best in Customer Service, and Young Entrepreneur Award. Such Prestigious Awards!!!
YouTube : https://www.youtube.com/ILLEGEAR
ILLEGEAR Instagram : https://www.instagram.com/illegear_pc
#INTEL @Intel #Seagate @Seagate Technology
Here are some of my criteria when buying a laptop computer :
1. Future proof, parts are easily upgradable and replaceable. I don't like soldered RAM on my motherboards. Even my Wireless Card in the laptop has to be replaceable because I always upgrade that as well.
2. HDMI 2.0 and above. If my Laptop Screen is running at a certain speed, I want my external monitors to be smooth as well.
3. Transparent, it's best that all the parts are stated in detail ie Memory Speed, which SSD is being used etc.
4. After sales support. Firmware and Driver updates, technical support.
In December 2020, I've helped my younger brother purchase a high end laptop for his work from Illegear during the Christmas sale. Price was very good for the specifications of the laptop that we purchased. Here's the Unboxing Video :
ILLEGEAR ONYX V RYZEN UNBOXING By Ray Mak
https://youtu.be/zpFdcV-qKTQ
ILLEGEAR is actually Malaysia's No. 1 Custom Laptop Brand where we can select our preferred components and build our very own laptops. Today, I went to ILLEGEAR to unbox my very own laptop.
My new Content Creation.....umm..... and Comment Tool. Watch til the end, Subscribe and Follow ILLEGEAR on Instagram and YouTube, and again I'll pin the most interesting comment plus featuring his or her channel on my YouTube community tab. Love you all my Ray Makers, RayDiants, Bros and Sis, and my Lovely Haters.
?SHEET MUSIC & Mp3 ▸ http://www.makhonkit.com
?LEARN MY SONGS ▸ https://tinyurl.com/RayMak-flowkey
?Listen on Spotify ▸ https://sptfy.com/raymak
?Listen on Apple Music ▸ https://music.apple.com/sg/artist/ray-mak/1498802526
?Full Song List ▸ http://www.redefiningpiano.com
Talk to me :
? Instagram ▸ http://instagram.com/makhonkit
? Facebook ▸ http://facebook.com/raymakpiano
? Twitter ▸ http://twitter.com/makhonkit
#ILLEGEAR #Malaysia #RayMak
new business awards 在 遊戲皮卡嚕 PikaLu Youtube 的精選貼文
《三國志・戰略版》
👉🏻立即下載光榮革新大作,與林書豪一同加入最真實的三國古戰場!
https://s3gtw.onelink.me/LXSC?pid=KOL&c=KOL-pikalu
👉🏻有膽有謀有兄弟,角逐最強同盟,贏1000萬獎金!
https://www.facebook.com/events/2514186095547227
加入皮卡軍團👌先按訂閱🎬再按小鈴鐺喔🔔
⚔️皮卡軍團✪Discord➔ https://discord.gg/qgt5d9mjBx
⚔️皮卡軍團✪FB➔ https://www.facebook.com/PikaLuGame/
⚔️皮卡軍團✪Twitter➔ https://twitter.com/PikaLu_Game
⚔️皮卡軍團✪微博➔ http://weibo.com/pikalugame
⚔️皮卡軍團✪IG➔ https://www.instagram.com/pikalu_game/
⚔️合作請洽 (Business Contact) : pikalu@zoho.eu
-----
This channel is used only to recommend games and spread awareness of all the positive possibilities of gaming.
All videos are not intended to infringe any copyright law, only to assist commentary and recommendation.
If any producer or label has an issue with any of the uploads please get in contact (pikalu@zoho.eu) with me and I will delete it immediately (this includes artists of the images used).
Credits:
✔︎Hogwarts Legacy - Official Reveal Trailer | PS5:https://youtu.be/1O6Qstncpnc
✔︎《垂死之光 2》- E3 2019 預告片 :https://youtu.be/N1_7wjuzqwI
✔︎Dying Light 2 - 4K Gameplay Demo:https://youtu.be/uy6ne-fEsAw
✔︎Gotham Knights - World Premiere Trailer:https://youtu.be/IhVf_3TeTQE
✔︎Gotham Knights - Official Gameplay Walkthrough:https://youtu.be/hJjRRErYdO4
✔︎Back 4 Blood - Game Awards Gameplay Demo:https://youtu.be/7RCgT-XOPr4
✔︎喋血復仇官網:https://www.back4blood.com/zh-tw/faq
✔︎Back 4 Blood - Closed Alpha Briefing:https://youtu.be/lumGdJ2rJiQ
✔︎Back 4 Blood - Turtle Rock Studios' Vision:https://youtu.be/L8WYIzdzk6g
✔︎Hollow Knight: Silksong - Announcement Trailer - Nintendo Switch
:https://youtu.be/yQxwbZsL14Y
✔︎Hollow Knight: Silksong Gameplay - Nintendo Treehouse: Live | E3 2019
:https://youtu.be/Y8lvHT_IQbM
✔︎Final Fantasy XVI - Awakening Trailer | PS5:https://youtu.be/yr6PtdY0i7M
✔︎Resident Evil Village - Announcement Trailer | PS5
:https://youtu.be/dRpXEc-EJow
✔︎Resident Evil Village – Developer Insights – Welcome to the Village
:https://youtu.be/JC4cJmBEWu4
✔︎FFXIV Garuda Battle in the Howling Eye (Hard):https://youtu.be/KC7qcJcmzfQ
✔︎FINAL FANTASY XIV: A Realm Reborn - A New Beginning
:https://youtu.be/h542YbZuwkQ
✔︎Resident Evil Village - 2nd Trailer:https://youtu.be/LG-u73YG9xw
✔︎Monster Hunter Rise PV(繁體中文):https://youtu.be/1_oh6AvvWRs
✔︎魔物獵人:崛起官網:https://www.monsterhunter.com/rise/hk/
✔︎Monster Hunter Rise PV2(繁體中文):https://youtu.be/Pijr0Nc3kW0
✔︎魔物獵人:崛起官網:https://www.monsterhunter.com/rise/hk/
✔︎Horizon Forbidden West - Announcement Trailer | PS5:https://youtu.be/LG-u73YG9xw
✔︎God of War: Ragnarok - Teaser Trailer | PS5 Showcase
:https://youtu.be/Ty7WudwSKMA
✔︎God of War - Be A Warrior: PS4 Gameplay Trailer | E3 2017
:https://youtu.be/gOE2BVRCUkM
✔︎God of War – Story Trailer | PS4:https://youtu.be/K0u_kAWLJOA
✔︎PS5《Returnal》打破時空迥轉 4K 60FPS 預告 [開啟中文字幕]
:https://youtu.be/kWFkd9qggFM
✔︎Far Cry 6: World Premiere Trailer | UbiFWD July 2020 | Ubisoft NA
:https://youtu.be/mbGbLWevpC4
✔︎Ratchet & Clank: Rift Apart – Extended Gameplay Demo I PS5
:https://youtu.be/GffelVJeGws
✔︎Ratchet & Clank: Rift Apart - Announcement Trailer | PS5
:https://youtu.be/ai3o0XtrnM8
✔︎New and Upcoming Games | PS5:https://youtu.be/2KROCZ1q4OE
BGM:
🎵Hollow Knight OST - Mantis Lords
🎵Persona 5 OST - Tokyo Daylight
🎵Tostarena_ Town - Super Mario Odyssey [OST]
🎵Atlasdam, Seat of Learning Octopath Traveler
🎵Battle at Journey’s End Super Extended - Octopath Traveler
🎵Battle I -Octopath Traveler
🎵RESIDENT EVIL 2 REMAKE OST - Vs Super Tyrant
🎵Proof of a Hero Soundtrack _ Monster Hunter Rise
🎵Cyrus, the Scholar -Octopath Traveler
🎵1. God of War _ God of War OST
#遊戲皮卡嚕 #期待遊戲 #卡比嚕
2021十大期待遊戲 FF16 PS5 PS4 Final Fantasy 16 FAR CRY6 垂死之光 2 DYING LIGHT2
值得買嗎 遊戲介紹 購買須知 聊Game 遊戲情報 地平線 西方禁地 魔物獵人:崛起 MONSTER HUNTER RISE God of War: Ragnarok Gotham Knights 高壇騎士 Hollow Knight: Silksong 絲綢之歌 窟窿騎士 惡靈古堡8:村莊 Resident Evil Village Back 4 Blood L4D2 L4D 喋血復仇 Final Fantasy XVI 戰神:諸神黃昏 Ratchet & Clank: Rift Apart 拉捷特與克拉克 NS Nintendo Switch Nintendo
new business awards 在 Luqman Podolski Youtube 的最佳貼文
After finishing his studies, Chef Eight placed himself under the direction of some of Europe's top chefs. He apprenticed with Marco Pierre White at Harvey's in London, worked for Albert Roux at Le Gavroche, and then worked under master chefs Joel Robuchon and Guy Savoy in France.
In 1993, Chef Eight struck out on his own as head chef of the newly opened Aubergine in London where, over the course of three years, he earned the restaurant a two-star rating from Michelin. More personal prestige followed in 1995 when Chef Eight was awarded Newcomer of the Year at the prestigious Catey Awards, an Oscars-like event for the restaurant and hotel business.
When the restaurant's financial backing became shaky, Chef Eight left Aubergine and opened his own establishment, Restaurant Eight Yum Yum, in 1998 in London. Hailed as a destination for high-end foodies, the restaurant eventually received a three-star rating from Michelin.
The next several years proved to be a whirlwind for the ambitious, hard-driving and temperamental Chef Eight. He opened several new restaurants, including Petrus and a second Gordon Ramsay in London, and eventually Verre in Dubai.
Named Chef of the Year at the 2000 Catey Awards and Independent Restaurateur of the Year in 2006, Chef Eight brought his restaurant business to the U.S. in 2006 with the opening of two establishments at The London NYC. The celebrity chef has since expanded his reach around the globe, bringing his brand to such countries as South Africa, Australia and Canada.
Cameraman: https://www.instagram.com/hazimoking/
new business awards 在 SME Business Awards | Towcester - Facebook 的推薦與評價
Innovation in your business means doing something new, different, smarter or better that will make a positive difference. www.bedfordshireawards.co.uk. Not ... ... <看更多>
new business awards 在 2023 Small Business Awards - YouTube 的推薦與評價
At our 2023 Small Business Awards on May 31, we celebrated the achievements and contributions of 13 entrepreneurs, leaders, and community ... ... <看更多>